| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | KEYBANK NATIONAL ASSOCIATION/OH | $4.2M | 96K | ▲New +96K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $4.0M | 93K | ▲+0.4% Added · +368 sh | Q1 2026 | |
| 3 | BAILARD, INC. | $3.4M | 78K | ▲+14% Added · +9K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.6M | 60K | ▲+11% Added · +6K sh | Q1 2026 | |
| 5 | Highland Financial Advisors, LLC | $3.0M | 57K | ▲+12% Added · +6K sh | Q2 2026 | |
| 6 | FRANKLIN RESOURCES INC | $2.4M | 56K | —Held | Q1 2026 | |
| 7 | BROWN ADVISORY INC | $1.3M | 31K | ▲+542% Added · +26K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $1.3M | 30K | ▲New +30K sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $1.3M | 29K | ▲New +29K sh | Q1 2026 | |
| 10 | Creative Planning | $1.1M | 25K | ▲+263% Added · +18K sh | Q1 2026 | |
| 11 | Pathway Financial Advisors LLC | $848K | 16K | ▲+33% Added · +4K sh | Q2 2026 | |
| 12 | EP Wealth Advisors, LLC | $706K | 16K | ▼−41% Reduced · −11K sh | Q1 2026 | |
| 13 | Quantinno Capital Management LP | $689K | 16K | ▲New +16K sh | Q1 2026 | |
| 14 | MassMutual Private Wealth & Trust, FSB | $660K | 15K | ▲New +15K sh | Q1 2026 | |
| 15 | Advisory Services Network, LLC | $650K | 15K | ▲New +15K sh | Q1 2026 | |
| 16 | Magnus Financial Group LLC | $784K | 15K | ▼−2.6% Reduced · −391 sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $637K | 15K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 18 | Eley Financial Management, Inc | $593K | 14K | ▲+31% Added · +3K sh | Q1 2026 | |
| 19 | D.A. DAVIDSON & CO. | $581K | 13K | ▲+0.3% Added · +37 sh | Q1 2026 | |
| 20 | HEADINVEST, LLC | $544K | 13K | ▼−0.4% Reduced · −50 sh | Q1 2026 | |
| 21 | Cambridge Financial Group, LLC | $641K | 12K | —Held | Q2 2026 | |
| 22 | Cerity Partners LLC | $512K | 12K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 23 | BIRCHBROOK, INC. | $613K | 12K | ▼−2.2% Reduced · −262 sh | Q2 2026 | |
| 24 | Mariner, LLC | $500K | 11K | ▲+1.1% Added · +123 sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $496K | 11K | ▲+0.1% Added · +17 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 | 26 funds | $13.6B |
| NVIDIA CORPNVDA | 26 funds | $12.7B |
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $10.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $10.3B |
| MICROSOFT CORPMSFT | 26 funds | $10.0B |
| AMAZON.COM INCAMZN | 26 funds | $8.5B |
| ALPHABET INC-CL AGOOGL | 26 funds | $6.2B |
| VANGUARD VALUE ETFVTV | 26 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 26 funds | $5.1B |
| BROADCOM INCAVGO | 26 funds | $4.9B |
| JPMORGAN CHASE & COJPM | 26 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $4.2B |
Ranked by how many of XJR'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/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.