Among active 13F managers last quarter, 3 opened and 6 added, while 4 reduced; the largest holder to move was Guggenheim Capital LLC (+5.1%).
41 tracked 13F filers disclose a position in XLGIX as of the latest SEC 13F filings, a combined $32.1M 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 | Morgan Stanley | 462K | $7.4M | ▼−4.3% Reduced · −21K sh | Q1 2026 | |
| 2 | Guggenheim Capital LLC | 196K | $3.2M | ▲+5.1% Added · +10K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 186K | $3.0M | ▼−10% Reduced · −21K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 172K | $2.8M | ▲+0.4% Added · +737 sh | Q1 2026 | |
| 5 | Stifel Financial Corp | 124K | $2.0M | ▲+3.3% Added · +4K sh | Q1 2026 | |
| 6 | Wells Fargo & Company | 122K | $2.0M | ▲+19% Added · +19K sh | Q1 2026 | |
| 7 | Royal Bank Of Canada | 112K | $1.8M | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 97K | $1.6M | ▲+64% Added · +38K sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | 49K | $906K | ▲+2.8% Added · +1K sh | Q2 2026 | |
| 10 | UBS Group AG | 42K | $683K | ▼−0.9% Reduced · −399 sh | Q1 2026 | |
| 11 | Evolve Private Wealth, LLC | 35K | $649K | ▼−6.8% Reduced · −3K sh | Q2 2026 | |
| 12 | Flagship Harbor Advisors, LLC | 33K | $617K | ▲+8.0% Added · +2K sh | Q2 2026 | |
| 13 | Benjamin Edwards Inc | 32K | $595K | ▼−5.2% Reduced · −2K sh | Q2 2026 | |
| 14 | Bank Of America Corp | 32K | $512K | ▲+2.3% Added · +726 sh | Q1 2026 | |
| 15 | &Partners | 32K | $586K | ▲+38% Added · +9K sh | Q2 2026 | |
| 16 | Mezzasalma Advisors, LLC | 30K | $555K | ▼−8.1% Reduced · −3K sh | Q2 2026 | |
| 17 | Wealth Enhancement Advisory Services, LLC | 24K | $452K | ▲+41% Added · +7K sh | Q2 2026 | |
| 18 | PMG Family Office LLC | 20K | $361K | ▲+5.3% Added · +984 sh | Q2 2026 | |
| 19 | Ameriprise Financial Inc | 19K | $311K | ▲+8.6% Added · +2K sh | Q1 2026 | |
| 20 | Susquehanna International Group, LLP | 17K | $269K | ▲New +17K sh | Q1 2026 | |
| 21 | CoreCap Advisors, LLC | 15K | $245K | ▲+1.7% Added · +260 sh | Q1 2026 | |
| 22 | Wilmington Savings Fund Society, FSB | 14K | $265K | —Held | Q2 2026 | |
| 23 | Waverly Advisors, LLC | 13K | $248K | ▼−10% Reduced · −2K sh | Q2 2026 | |
| 24 | Kovack Advisors, Inc. | 13K | $243K | ▲+0.6% Added · +78 sh | Q2 2026 | |
| 25 | XTX Topco Ltd | 13K | $201K | ▲New +13K 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.
Last quarter, 3 funds opened a new position in XLGIX and 6 added to an existing one, while 4 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 |
|---|---|---|
| Apple IncAAPL | 17 funds | $2.5B |
| Nvidia CorpNVDA | 17 funds | $1.9B |
| Microsoft CorpMSFT | 17 funds | $1.4B |
| Amazon.com IncAMZN | 17 funds | $1.0B |
| Invesco QQQ Trust Series 1QQQ | 17 funds | $838.6M |
| JPMorgan Chase & CoJPM | 17 funds | $642.3M |
| Cisco Systems IncCSCO | 17 funds | $409.6M |
| Eli Lilly & CoLLY | 17 funds | $406.9M |
| Coca-Cola CoKO | 17 funds | $203.4M |
| RTX CorpRTX | 17 funds | $178.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $1.1B |
| Vanguard Growth ETFVUG | 16 funds | $951.1M |
Ranked by how many of XLGIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XLGIX.
No filings captured for this ticker in the live stream yet.
Connected entities for XLGIX
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/XLGIX/capital-change-brief"
Use Arkolith's capital_change_brief for XLGIX. 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 XLGIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.