Among active 13F managers last quarter, 2 opened and 1 added, while 1 reduced; the largest holder to move was Wealthcare Advisory Partners LLC (+4.5%).
9 tracked 13F filers disclose a position in XLEI as of the latest SEC 13F filings, a combined $10.7M 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 | Foguth Wealth Management, LLC. | 251K | $6.7M | ▲New +251K sh | Q2 2026 | |
| 2 | Wealthcare Advisory Partners LLC | 70K | $1.8M | ▲+4.5% Added · +3K sh | Q2 2026 | |
| 3 | SHP Wealth Management | 34K | $860K | ▲+17% Added · +5K sh | Q2 2026 | |
| 4 | Citadel Advisors LLC | 17K | $419K | ▲New +17K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 12K | $340K | ▼−70% Reduced · −28K sh | Q1 2026 | |
| 6 | Independent Financial Group, LLC | 10K | $258K | ▼−30% Reduced · −4K sh | Q2 2026 | |
| 7 | Goldman Sachs Group Inc | 10K | $283K | ▲New +10K sh | Q1 2026 | |
| 8 | CWM, LLC | 2K | $66K | ▲New +2K sh | Q1 2026 | |
| 9 | Key Capital Management, INC | 125 | $3K | ▲New +125 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 XLEI and 1 added to an existing one, while 1 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 | 4 funds | $13.4B |
| Nvidia CorpNVDA | 4 funds | $2.8B |
| Amazon.com IncAMZN | 4 funds | $2.7B |
| Apple IncAAPL | 4 funds | $2.3B |
| Microsoft CorpMSFT | 4 funds | $1.5B |
| Broadcom IncAVGO | 4 funds | $1.2B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.1B |
| Advanced Micro DevicesAMD | 4 funds | $982.2M |
| Alphabet Inc-CL CGOOG | 4 funds | $967.8M |
| Space Exploration Techn-CL ASPCX | 4 funds | $883.9M |
| Micron Technology IncMU | 4 funds | $836.8M |
Ranked by how many of XLEI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XLEI.
No filings captured for this ticker in the live stream yet.
Connected entities for XLEI
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/XLEI/capital-change-brief"
Use Arkolith's capital_change_brief for XLEI. 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 XLEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.