The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query XLGIX owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XLGIX"
Use Arkolith to show who owns XLGIX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Steward Partners Investment Advisory, LLC | $767K | 48K | ▲+0.9% Added · +451 sh | Q1 2026 | |
| 2 | EVOLVE PRIVATE WEALTH, LLC | $606K | 38K | ▼−0.4% Reduced · −143 sh | Q1 2026 | |
| 3 | BENJAMIN EDWARDS INC | $547K | 34K | ▼−8.7% Reduced · −3K sh | Q1 2026 | |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $497K | 31K | ▲+5.3% Added · +2K sh | Q1 2026 | |
| 5 | &PARTNERS | $369K | 23K | ▲+100% Added · +11K sh | Q1 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $283K | 17K | ▼−37% Reduced · −10K sh | Q1 2026 | |
| 7 | Waverly Advisors, LLC | $241K | 15K | ▼−1.9% Reduced · −283 sh | Q1 2026 | |
| 8 | Wilmington Savings Fund Society, FSB | $231K | 14K | —Held | Q1 2026 | |
| 9 | Kovack Advisors, Inc. | $216K | 13K | ▲New +13K sh | Q1 2026 | |
| 10 | MAI Capital Management | $112K | 7K | ▲+0.1% Added · +11 sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $98K | 6K | ▼−68% Reduced · −13K sh | Q1 2026 | |
| 12 | TD Waterhouse Canada Inc. | $18K | 1K | ▲New +1K sh | Q1 2026 | |
| 13 | Atlantic Union Bankshares Corp | $12K | 725 | —Held | Q1 2026 | |
| 14 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $5K | 300 | ▲New +300 sh | Q1 2026 | |
| 15 | CWM, LLC | $3K | 158 | ▲+2.6% Added · +4 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $8.4B |
| APPLE INCAAPL | 17 funds | $6.7B |
| MICROSOFT CORPMSFT | 17 funds | $5.2B |
| NVIDIA CORPNVDA | 17 funds | $4.9B |
| AMAZON.COM INCAMZN | 17 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 17 funds | $3.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 17 funds | $2.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 17 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 17 funds | $2.1B |
| ALPHABET INC-CL CGOOG | 17 funds | $2.0B |
| BROADCOM INCAVGO | 17 funds | $2.0B |
Ranked by how many of XLGIX'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 + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.