This stock 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/XLRE/capital-change-brief"
Use Arkolith's capital_change_brief for XLRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $2.0B | 48.0M | ▲+7.8% Added · +3.5M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $297.8M | 7.3M | ▲+13% Added · +817K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $293.1M | 7.2M | ▼−64% Reduced · −12.7M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $232.0M | 5.8M | ▲28× Added · +5.6M sh | Q1 2026 | |
| 5 | LPL Financial LLC | $168.1M | 4.1M | ▲+2.7% Added · +109K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $163.1M | 4.0M | ▲+2.8% Added · +110K sh | Q1 2026 | |
| 7 | Cassaday & Co Wealth Management LLC | $135.6M | 3.3M | ▲+1.6% Added · +53K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $111.5M | 2.7M | ▼−52% Reduced · −3.0M sh | Q1 2026 | |
| 9 | UBS Group AG | $83.9M | 2.1M | ▲+38% Added · +563K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $64.2M | 1.6M | ▼−32% Reduced · −755K sh | Q1 2026 | |
| 11 | ALPS ADVISORS INC | $58.3M | 1.4M | ▲+8.8% Added · +116K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $56.1M | 1.4M | ▲+6.2% Added · +80K sh | Q1 2026 | |
| 13 | American Family Investments, Inc. | $55.8M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | $52.6M | 1.3M | ▼−0.5% Reduced · −7K sh | Q1 2026 | |
| 15 | VICTORY CAPITAL MANAGEMENT INC | $49.9M | 1.2M | ▲+2.2% Added · +26K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $48.3M | 1.2M | ▼−4.0% Reduced · −49K sh | Q1 2026 | |
| 17 | Phoenix Financial Ltd. | $43.4M | 1.1M | —Held | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $42.1M | 1.0M | ▲+139% Added · +599K sh | Q1 2026 | |
| 19 | Advisory Alpha, LLC | $37.5M | 918K | ▼−13% Reduced · −139K sh | Q1 2026 | |
| 20 | PGIM Custom Harvest LLC | $32.0M | 783K | ▲+12% Added · +82K sh | Q1 2026 | |
| 21 | Auto-Owners Insurance Co | $31.3M | 767K | —Held | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $29.3M | 717K | ▲+21% Added · +125K sh | Q1 2026 | |
| 23 | FACTORY MUTUAL INSURANCE CO | $26.9M | 659K | —Held | Q1 2026 | |
| 24 | CWM, LLC | $24.0M | 588K | ▲+11% Added · +59K sh | Q1 2026 | |
| 25 | Gerber Kawasaki Wealth & Investment Management | $23.8M | 582K | ▲+12% Added · +61K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 206 funds | $43.6B |
| MICROSOFT CORPMSFT | 205 funds | $37.2B |
| AMAZON.COM INCAMZN | 204 funds | $27.6B |
| ALPHABET INC-CL AGOOGL | 204 funds | $22.7B |
| APPLE INCAAPL | 203 funds | $46.7B |
| META PLATFORMS INC-CLASS AMETA | 203 funds | $15.0B |
| VISA INC-CLASS A SHARESV | 203 funds | $9.1B |
| MASTERCARD INC - AMA | 203 funds | $5.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 202 funds | $30.6B |
| ALPHABET INC-CL CGOOG | 202 funds | $17.5B |
| BROADCOM INCAVGO | 202 funds | $17.1B |
| JPMORGAN CHASE & COJPM | 202 funds | $16.7B |
Ranked by how many of XLRE'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 XLRE. 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.