Among active 13F managers last quarter, 3 opened and 8 added, while 14 reduced; the largest holder to move was Legacy Edge Advisors, LLC (+9.6%).
66 tracked 13F filers disclose a position in XJUN as of the latest SEC 13F filings, a combined $111.9M 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 | Cetera Investment Advisers | 350K | $15.0M | ▲+34% Added · +90K sh | Q1 2026 | |
| 2 | Osaic Holdings, Inc. | 317K | $13.6M | ▼−5.4% Reduced · −18K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 256K | $11.0M | ▲+555% Added · +217K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | 245K | $10.9M | ▼−14% Reduced · −41K sh | Q2 2026 | |
| 5 | Commonwealth Equity Services, LLC | 241K | $10.3M | ▼−7.0% Reduced · −18K sh | Q1 2026 | |
| 6 | Legacy Edge Advisors, LLC | 166K | $7.4M | ▲+9.6% Added · +14K sh | Q2 2026 | |
| 7 | Sequent Planning LLC | 110K | $4.9M | ▲+480% Added · +91K sh | Q2 2026 | |
| 8 | Mutual Advisors, LLC | 92K | $4.1M | ▼−4.1% Reduced · −4K sh | Q2 2026 | |
| 9 | Arax Advisory Partners | 72K | $3.2M | ▲New +72K sh | Q2 2026 | |
| 10 | U.S. Capital Wealth Advisors, LLC | 71K | $3.1M | ▲+12% Added · +8K sh | Q1 2026 | |
| 11 | LPL Financial LLC | 53K | $2.3M | ▼−7.0% Reduced · −4K sh | Q1 2026 | |
| 12 | Old Mission Capital LLC | 44K | $1.9M | ▼−9.7% Reduced · −5K sh | Q1 2026 | |
| 13 | Waverly Advisors, LLC | 42K | $1.9M | ▼−1.3% Reduced · −550 sh | Q2 2026 | |
| 14 | Harbour Investments, Inc. | 29K | $1.3M | ▼−1.2% Reduced · −356 sh | Q1 2026 | |
| 15 | Wealthgarden F.S. LLC | 27K | $1.2M | ▼~0% Reduced · −13 sh | Q2 2026 | |
| 16 | First Heartland Consultants, Inc. | 26K | $1.1M | ▼−0.2% Reduced · −41 sh | Q2 2026 | |
| 17 | Mariner, LLC | 25K | $1.1M | ▼−2.3% Reduced · −602 sh | Q1 2026 | |
| 18 | Diversify Wealth Management, LLC | 25K | $1.1M | ▼−1.6% Reduced · −411 sh | Q2 2026 | |
| 19 | Diversify Advisory Services, LLC | 25K | $1.1M | ▲Added Added · +25K sh | Q2 2026 | |
| 20 | Blue Bell Private Wealth Management, LLC | 23K | $1.0M | ▼−1.5% Reduced · −350 sh | Q2 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | 20K | $875K | ▼−2.5% Reduced · −500 sh | Q2 2026 | |
| 22 | Cary Street Partners Financial LLC | 19K | $815K | —Held | Q1 2026 | |
| 23 | 1776 Wealth LLC | 17K | $774K | —Held | Q2 2026 | |
| 24 | QTR Family Wealth, LLC | 17K | $739K | ▼−0.2% Reduced · −36 sh | Q2 2026 | |
| 25 | IFP Advisors, Inc | 16K | $728K | ▼−21% Reduced · −4K 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, 3 funds opened a new position in XJUN and 8 added to an existing one, while 14 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 | 33 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 33 funds | $1.9B |
| Invesco QQQ Trust Series 1QQQ | 33 funds | $1.3B |
| Apple IncAAPL | 32 funds | $2.4B |
| Ishares Core S&P 500 ETFIVV | 32 funds | $2.2B |
| Microsoft CorpMSFT | 32 funds | $1.2B |
| Amazon.com IncAMZN | 32 funds | $1.0B |
| Alphabet Inc-CL AGOOGL | 32 funds | $783.1M |
| Alphabet Inc-CL CGOOG | 32 funds | $729.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 32 funds | $614.3M |
| JPMorgan Chase & CoJPM | 32 funds | $534.4M |
| Caterpillar IncCAT | 32 funds | $349.8M |
Ranked by how many of XJUN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XJUN.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 200 funds | $1.4B |
| BUFQmc | 172 funds | $1.0B |
| FJULmc | 140 funds | $252.0M |
| FSEPmc | 138 funds | $287.4M |
| FDECmc | 137 funds | $307.6M |
| FAPRmc | 136 funds | $216.3M |
| BUFZmc | 131 funds | $763.4M |
| DDECmc | 116 funds | $180.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XJUN
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/XJUN/capital-change-brief"
Use Arkolith's capital_change_brief for XJUN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for XJUN. Filings are public domain, sourced to SEC EDGAR.