Among active 13F managers last quarter, 2 opened and 7 added, while 6 reduced; the largest holder to move was Advisory Resource Group (−0.9%).
42 tracked 13F filers disclose a position in XISE as of the latest SEC 13F filings, a combined $23.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisory Resource Group | 139K | $4.2M | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 2 | Stephens Inc | 102K | $3.1M | ▼−3.2% Reduced · −3K sh | Q2 2026 | |
| 3 | Advisory Services Network, LLC | 62K | $1.9M | ▲+1.1% Added · +658 sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 49K | $1.5M | ▼−14% Reduced · −8K sh | Q1 2026 | |
| 5 | Mariner, LLC | 37K | $1.1M | ▼−4.3% Reduced · −2K sh | Q1 2026 | |
| 6 | Triad Wealth Partners, LLC | 35K | $1.0M | ▼−76% Reduced · −112K sh | Q2 2026 | |
| 7 | Kestra Advisory Services, LLC | 31K | $945K | ▼−12% Reduced · −4K sh | Q2 2026 | |
| 8 | Susquehanna International Group, LLP | 30K | $884K | ▲+224% Added · +20K sh | Q1 2026 | |
| 9 | Old Mission Capital LLC | 23K | $697K | ▲New +23K sh | Q1 2026 | |
| 10 | Presidio Capital Management, LLC | 21K | $645K | —Held | Q2 2026 | |
| 11 | Money Concepts Capital Corp | 20K | $598K | ▲+1.3% Added · +255 sh | Q2 2026 | |
| 12 | Weaver Consulting Group | 19K | $587K | —Held | Q2 2026 | |
| 13 | Accel Wealth Management | 19K | $572K | ▼−13% Reduced · −3K sh | Q2 2026 | |
| 14 | LVZ, Inc. | 17K | $510K | ▲+0.2% Added · +27 sh | Q2 2026 | |
| 15 | Harbour Investments, Inc. | 15K | $462K | ▲+713% Added · +14K sh | Q1 2026 | |
| 16 | Commonwealth Equity Services, LLC | 14K | $410K | ▼−38% Reduced · −8K sh | Q1 2026 | |
| 17 | Grant Street Asset Management, Inc. | 13K | $405K | ▲+1.1% Added · +151 sh | Q2 2026 | |
| 18 | QTR Family Wealth, LLC | 11K | $336K | ▼−8.3% Reduced · −1K sh | Q2 2026 | |
| 19 | JPMorgan Chase & Co | 11K | $318K | ▼−28% Reduced · −4K sh | Q1 2026 | |
| 20 | FSB Premier Wealth Management, Inc. | 11K | $324K | ▼−0.6% Reduced · −61 sh | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | 10K | $313K | ▲+1.0% Added · +102 sh | Q1 2026 | |
| 22 | CWM, LLC | 10K | $297K | ▼−75% Reduced · −30K sh | Q1 2026 | |
| 23 | Kingsview Wealth Management, LLC | 9K | $285K | ▼−21% Reduced · −2K sh | Q2 2026 | |
| 24 | LPL Financial LLC | 9K | $257K | —Held | Q1 2026 | |
| 25 | Prospera Financial Services Inc | 8K | $257K | ▼−1.3% Reduced · −115 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in XISE and 7 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 20 funds | $1.6B |
| Ishares Core S&P 500 ETFIVV | 20 funds | $1.5B |
| Invesco QQQ Trust Series 1QQQ | 20 funds | $1.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 20 funds | $1.0B |
| Taiwan Semiconductor-SP ADRTSM | 20 funds | $210.7M |
| Apple IncAAPL | 19 funds | $1.6B |
| Vanguard S&P 500 ETFVOO | 19 funds | $1.1B |
| Amazon.com IncAMZN | 19 funds | $830.0M |
| Microsoft CorpMSFT | 19 funds | $754.5M |
| Alphabet Inc-CL CGOOG | 19 funds | $475.3M |
| JPMorgan Chase & CoJPM | 19 funds | $451.1M |
| Tesla IncTSLA | 19 funds | $281.7M |
Ranked by how many of XISE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XISE.
No filings captured for this ticker in the live stream yet.
Connected entities for XISE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XISE/capital-change-brief"
Use Arkolith's capital_change_brief for XISE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XISE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.