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/XLG/capital-change-brief"
Use Arkolith's capital_change_brief for XLG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $545.0M | 10.0M | ▼−14% Reduced · −1.6M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $354.9M | 6.5M | ▼−6.8% Reduced · −471K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $191.3M | 3.5M | ▼−8.0% Reduced · −306K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $176.0M | 3.2M | ▼−27% Reduced · −1.2M sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $155.8M | 2.9M | ▲+4.6% Added · +126K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $147.2M | 2.7M | ▼−4.9% Reduced · −140K sh | Q1 2026 | |
| 7 | Principle Wealth Partners LLC | $139.3M | 2.6M | ▲+3.5% Added · +86K sh | Q1 2026 | |
| 8 | Johnson Financial Group, Inc. | $113.0M | 2.1M | ▲+2.7% Added · +54K sh | Q1 2026 | |
| 9 | UBS Group AG | $100.9M | 1.8M | ▼−0.6% Reduced · −11K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $88.4M | 1.6M | ▼−5.5% Reduced · −95K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $85.6M | 1.6M | ▼−4.9% Reduced · −82K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.9M | 1.4M | ▼−5.2% Reduced · −75K sh | Q2 2026 | |
| 13 | Lido Advisors, LLC | $72.4M | 1.3M | ▲+6.2% Added · +77K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $65.0M | 1.2M | ▼−40% Reduced · −791K sh | Q1 2026 | |
| 15 | Bogart Wealth, LLC | $60.0M | 1.1M | ▲+2.3% Added · +25K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $54.9M | 1.0M | ▲+6.5% Added · +61K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $49.0M | 898K | ▲+25% Added · +180K sh | Q1 2026 | |
| 18 | Clearstead Advisors, LLC | $47.7M | 875K | ▼−1.4% Reduced · −12K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $40.1M | 759K | ▲+21% Added · +133K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $40.4M | 741K | ▼−14% Reduced · −122K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $38.7M | 733K | ▼−81% Reduced · −3.1M sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $39.0M | 715K | ▲+64% Added · +279K sh | Q1 2026 | |
| 23 | One Capital Management, LLC | $38.5M | 705K | ▲+191% Added · +463K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $37.8M | 692K | ▼−9.6% Reduced · −74K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $35.9M | 658K | ▼−8.2% Reduced · −59K 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 |
|---|---|---|
| JPMORGAN CHASE & COJPM | 166 funds | $13.6B |
| NVIDIA CORPNVDA | 165 funds | $35.3B |
| MICROSOFT CORPMSFT | 165 funds | $30.1B |
| ALPHABET INC-CL AGOOGL | 165 funds | $18.5B |
| ALPHABET INC-CL CGOOG | 165 funds | $14.7B |
| VISA INC-CLASS A SHARESV | 165 funds | $7.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 164 funds | $28.6B |
| AMAZON.COM INCAMZN | 164 funds | $22.8B |
| BROADCOM INCAVGO | 164 funds | $13.9B |
| META PLATFORMS INC-CLASS AMETA | 164 funds | $12.0B |
| ELI LILLY & COLLY | 164 funds | $9.5B |
| EXXON MOBIL CORPXOM | 164 funds | $8.4B |
Ranked by how many of XLG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XLG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.