Among active 13F managers last quarter, 6 opened and 22 added, while 19 reduced; the largest holder to move was Aspire Private Capital, LLC (−5.1%).
131 tracked 13F filers disclose a position in XLSR as of the latest SEC 13F filings, a combined $865.6M 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 | LPL Financial LLC | 4.4M | $251.6M | ▼−6.8% Reduced · −319K sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | 2.4M | $158.0M | ▲+8.5% Added · +191K sh | Q2 2026 | |
| 3 | Envestnet Asset Management Inc | 2.2M | $129.4M | ▲+16% Added · +317K sh | Q1 2026 | |
| 4 | Cerity Partners LLC | 390K | $22.5M | ▲New +390K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | 308K | $20.0M | ▲+243% Added · +218K sh | Q2 2026 | |
| 6 | NewEdge Advisors, LLC | 307K | $19.9M | ▲+6.9% Added · +20K sh | Q2 2026 | |
| 7 | Landmark Wealth Management, Inc. | 302K | $19.6M | ▲+3.9% Added · +11K sh | Q2 2026 | |
| 8 | Mariner, LLC | 277K | $16.0M | ▼−3.3% Reduced · −9K sh | Q1 2026 | |
| 9 | Signal Advisors Wealth, LLC | 256K | $16.6M | ▲+14% Added · +32K sh | Q2 2026 | |
| 10 | Hibernia Wealth Partners, LLC | 220K | $14.3M | ▼−47% Reduced · −194K sh | Q2 2026 | |
| 11 | Aspire Private Capital, LLC | 207K | $13.4M | ▼−5.1% Reduced · −11K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | 181K | $10.5M | ▲+10% Added · +17K sh | Q1 2026 | |
| 13 | Harbour Investments, Inc. | 180K | $10.4M | ▲+13% Added · +21K sh | Q1 2026 | |
| 14 | Principal Securities, Inc. | 164K | $10.6M | ▲+121% Added · +90K sh | Q2 2026 | |
| 15 | AE Wealth Management LLC | 157K | $9.1M | ▲+19% Added · +26K sh | Q1 2026 | |
| 16 | Raleigh Capital Management Inc. | 149K | $9.7M | ▼−0.5% Reduced · −775 sh | Q2 2026 | |
| 17 | MML Investors Services, LLC | 147K | $9.5M | ▲+51% Added · +50K sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | 145K | $8.4M | ▲+9.1% Added · +12K sh | Q1 2026 | |
| 19 | Summit Financial, LLC | 111K | $7.2M | ▲+8.6% Added · +9K sh | Q2 2026 | |
| 20 | SMART Wealth LLC | 109K | $7.1M | ▲New +109K sh | Q2 2026 | |
| 21 | Sanctuary Advisors, LLC | 83K | $5.4M | ▼−12% Reduced · −12K sh | Q2 2026 | |
| 22 | CreativeOne Wealth, LLC | 80K | $5.2M | ▼−46% Reduced · −67K sh | Q2 2026 | |
| 23 | Legacy Wealth Partners, LLC | 79K | $5.1M | ▲+7.3% Added · +5K sh | Q2 2026 | |
| 24 | Midwest Financial Network, LLC | 75K | $4.9M | ▲+19% Added · +12K sh | Q2 2026 | |
| 25 | Global Financial Private Client, LLC | 73K | $4.7M | ▲+9.4% Added · +6K 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, 6 funds opened a new position in XLSR and 22 added to an existing one, while 19 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 |
|---|---|---|
| Nvidia CorpNVDA | 68 funds | $4.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 68 funds | $2.2B |
| Apple IncAAPL | 67 funds | $5.1B |
| Microsoft CorpMSFT | 67 funds | $3.0B |
| Alphabet Inc-CL AGOOGL | 67 funds | $2.0B |
| Amazon.com IncAMZN | 66 funds | $2.5B |
| Ishares Core S&P 500 ETFIVV | 65 funds | $4.1B |
| Meta Platforms Inc-Class AMETA | 64 funds | $1.4B |
| JPMorgan Chase & CoJPM | 64 funds | $1.2B |
| Eli Lilly & CoLLY | 64 funds | $1.1B |
| Tesla IncTSLA | 64 funds | $979.7M |
| Ste STR SPDR PT DW EU ETFSPDW | 63 funds | $810.2M |
Ranked by how many of XLSR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XLSR.
| Class | 13F holders | Value held |
|---|---|---|
| ALLWmc | 146 funds | $479.7M |
| XLSRthis pagemc | 131 funds | $865.6M |
| HYBLmc | 91 funds | $413.8M |
| STOTSTATE STREET DOU | 68 funds | $260.3M |
| FISRSTATE STREET FIX | 65 funds | $422.5M |
| EMTLmc | 43 funds | $58.0M |
| PRIVUIT EXCHANGE TRADED | 22 funds | $793.7M |
| MYCFSTATE STREET MY | 22 funds | $21.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XLSR
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/XLSR/capital-change-brief"
Use Arkolith's capital_change_brief for XLSR. 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 XLSR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.