| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $26.2M | 577K | ▼−5.9% Reduced · −36K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $21.4M | 472K | ▼−17% Reduced · −99K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $18.1M | 399K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 4 | Mariner, LLC | $15.9M | 351K | ▲+4.1% Added · +14K sh | Q1 2026 | |
| 5 | FLPUTNAM INVESTMENT MANAGEMENT CO | $11.1M | 244K | ▼−3.2% Reduced · −8K sh | Q1 2026 | |
| 6 | BAILARD, INC. | $9.9M | 217K | ▲+1.8% Added · +4K sh | Q1 2026 | |
| 7 | Composition Wealth, LLC | $7.5M | 165K | ▲+6.3% Added · +10K sh | Q1 2026 | |
| 8 | Beacon Pointe Advisors, LLC | $6.0M | 133K | ▲New +133K sh | Q1 2026 | |
| 9 | HARBOUR INVESTMENTS, INC. | $5.6M | 124K | ▲+10% Added · +12K sh | Q1 2026 | |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | $5.2M | 115K | ▲44× Added · +113K sh | Q1 2026 | |
| 11 | FRANKLIN RESOURCES INC | $4.3M | 96K | —Held | Q1 2026 | |
| 12 | CARY STREET PARTNERS FINANCIAL LLC | $3.3M | 74K | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 13 | Advisory Services Network, LLC | $3.1M | 68K | ▼−22% Reduced · −19K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 60K | ▲+421% Added · +49K sh | Q2 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.2M | 50K | ▲+30% Added · +11K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $2.2M | 48K | ▲+5.3% Added · +2K sh | Q1 2026 | |
| 17 | Sanchez Levi Garrett | $1.9M | 42K | ▲New +42K sh | Q1 2026 | |
| 18 | Creative Planning | $1.9M | 42K | ▲+228% Added · +29K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $1.7M | 38K | ▼−10% Reduced · −4K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 35K | ▲+5.2% Added · +2K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $1.6M | 34K | ▲+51% Added · +12K sh | Q1 2026 | |
| 22 | Robertson Stephens Wealth Management, LLC | $1.5M | 34K | ▲+23% Added · +6K sh | Q1 2026 | |
| 23 | RTD Financial Advisors, Inc. | $1.7M | 32K | ▲~0% Added · +13 sh | Q2 2026 | |
| 24 | Bank of New York Mellon Corp | $1.4M | 32K | ▲New +32K sh | Q1 2026 | |
| 25 | HighTower Advisors, LLC | $1.4M | 31K | ▲+8.0% Added · +2K sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 41 funds | $13.0B |
| ISHARES CORE S&P 500 ETFIVV | 41 funds | $13.0B |
| NVIDIA CORPNVDA | 41 funds | $11.2B |
| MICROSOFT CORPMSFT | 41 funds | $10.7B |
| VANGUARD S&P 500 ETFVOO | 41 funds | $8.5B |
| AMAZON.COM INCAMZN | 41 funds | $7.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $7.5B |
| ALPHABET INC-CL AGOOGL | 41 funds | $6.7B |
| VANGUARD VALUE ETFVTV | 41 funds | $6.1B |
| BROADCOM INCAVGO | 41 funds | $4.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 41 funds | $4.6B |
| ALPHABET INC-CL CGOOG | 41 funds | $4.5B |
Ranked by how many of XJH's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/XJH/capital-change-brief"
Use Arkolith's capital_change_brief for XJH. 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 XJH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.