Among active 13F managers last quarter, 8 opened and 18 added, while 7 reduced; the largest holder to move was Bailard, Inc. (+8.8%).
97 tracked 13F filers disclose a position in XJR as of the latest SEC 13F filings, a combined $56.4M 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 | Keybank National Association | 96K | $4.2M | ▲New +96K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | 93K | $4.0M | ▲+0.4% Added · +368 sh | Q1 2026 | |
| 3 | Bailard, Inc. | 85K | $4.5M | ▲+8.8% Added · +7K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 60K | $2.6M | ▲+11% Added · +6K sh | Q1 2026 | |
| 5 | Invera Wealth Advisors, LLC | 58K | $3.1M | ▲+7.9% Added · +4K sh | Q2 2026 | |
| 6 | Highland Financial Advisors, LLC | 57K | $3.0M | ▲+12% Added · +6K sh | Q2 2026 | |
| 7 | Franklin Templeton Inc | 56K | $2.4M | —Held | Q1 2026 | |
| 8 | Biltmore Family Office, LLC | 32K | $1.7M | —Held | Q2 2026 | |
| 9 | Brown Advisory Inc | 31K | $1.3M | ▲+542% Added · +26K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | 29K | $1.3M | ▲New +29K sh | Q1 2026 | |
| 11 | Creative Planning | 25K | $1.1M | ▲+263% Added · +18K sh | Q1 2026 | |
| 12 | SageView Advisory Group, LLC | 18K | $926K | ▲+0.3% Added · +56 sh | Q2 2026 | |
| 13 | JNBA Financial Advisors | 17K | $920K | ▼−35% Reduced · −10K sh | Q2 2026 | |
| 14 | Atlantic Private Wealth, LLC | 16K | $870K | ▲~0% Added · +1 sh | Q2 2026 | |
| 15 | Pathway Financial Advisors LLC | 16K | $848K | ▲+33% Added · +4K sh | Q2 2026 | |
| 16 | Quantinno Capital Management LP | 16K | $689K | ▲New +16K sh | Q1 2026 | |
| 17 | MassMutual Private Wealth & Trust, FSB | 15K | $660K | ▲New +15K sh | Q1 2026 | |
| 18 | Advisory Services Network, LLC | 15K | $650K | ▲New +15K sh | Q1 2026 | |
| 19 | Magnus Financial Group LLC | 15K | $784K | ▼−2.6% Reduced · −391 sh | Q2 2026 | |
| 20 | MainStreet Investment Advisors LLC | 15K | $775K | ▼−3.1% Reduced · −475 sh | Q2 2026 | |
| 21 | Raymond James Financial Inc | 15K | $637K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 22 | Beta Wealth Group, Inc. | 14K | $755K | ▲+0.1% Added · +10 sh | Q2 2026 | |
| 23 | EP Wealth Advisors, LLC | 13K | $709K | ▼−17% Reduced · −3K sh | Q2 2026 | |
| 24 | D.A. Davidson & Co. | 13K | $706K | ▲+0.3% Added · +47 sh | Q2 2026 | |
| 25 | Eley Financial Management, Inc | 13K | $696K | ▼−3.1% Reduced · −428 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, 8 funds opened a new position in XJR and 18 added to an existing one, while 7 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 48 funds | $5.0B |
| Nvidia CorpNVDA | 47 funds | $23.8B |
| Microsoft CorpMSFT | 47 funds | $21.0B |
| Apple IncAAPL | 47 funds | $19.5B |
| Amazon.com IncAMZN | 47 funds | $15.0B |
| Alphabet Inc-CL AGOOGL | 47 funds | $13.1B |
| Alphabet Inc-CL CGOOG | 46 funds | $8.5B |
| JPMorgan Chase & CoJPM | 46 funds | $6.0B |
| Johnson & JohnsonJNJ | 46 funds | $3.7B |
| Ishares Core Msci Eafe ETFIEFA | 46 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 45 funds | $7.4B |
| Abbvie IncABBV | 44 funds | $3.9B |
Ranked by how many of XJR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XJR.
No filings captured for this ticker in the live stream yet.
Connected entities for XJR
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/XJR/capital-change-brief"
Use Arkolith's capital_change_brief for XJR. 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 XJR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.