XLSR

SS US Sector Rotation
UnclassifiedUSCUSIP 78470P408◍ Confluence graph
Tracked 13F Holders
33
+3 QoQ
13F Value (tracked)
$203.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)13 adding · 2 trimming
Insider net (180d)$0
Price history not yet available for XLSR.
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Ask your agent who owns XLSR

This stock page is the Follow view. The Build view lets your agent query XLSR owners, fund changes, insider filings, and source links through REST or MCP.

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which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

33 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Envestnet Portfolio Solutions, Inc.
$129.6M
2.2M
+10%
Added · +206K sh
Q1 2026
2NewEdge Advisors, LLC
$16.6M
288K
+8.2%
Added · +22K sh
Q1 2026
3CreativeOne Wealth, LLC
$8.5M
147K
+30%
Added · +34K sh
Q1 2026
4Summit Financial, LLC
$5.9M
102K
+0.8%
Added · +765 sh
Q1 2026
5MML INVESTORS SERVICES, LLC
$5.6M
97K
+23%
Added · +18K sh
Q1 2026
6Sanctuary Advisors, LLC
$5.4M
94K
−5.5%
Reduced · −5K sh
Q1 2026
7Private Advisor Group, LLC
$5.2M
90K
+1.6%
Added · +1K sh
Q1 2026
8Kestra Advisory Services, LLC
$4.9M
85K
−0.4%
Reduced · −320 sh
Q1 2026
9PRINCIPAL SECURITIES, INC.
$4.3M
74K
+101%
Added · +37K sh
Q1 2026
10AXXCESS WEALTH MANAGEMENT, LLC
$4.1M
72K
−3.4%
Reduced · −3K sh
Q1 2026
11GeoWealth Management, LLC
$3.2M
56K
+2.4%
Added · +1K sh
Q1 2026
12Apella Capital, LLC
$1.7M
27K
−3.8%
Reduced · −1K sh
Q1 2026
13Gladstone Institutional Advisory LLC
$1.1M
19K
−3.5%
Reduced · −684 sh
Q1 2026
14Stratos Wealth Partners, LTD.
$858K
15K
+13%
Added · +2K sh
Q1 2026
15Dakota Wealth Management
$816K
14K
−8.1%
Reduced · −1K sh
Q1 2026
16VestGen Advisors, LLC
$787K
12K
+13%
Added · +1K sh
Q1 2026
17Argent Trust Co
$682K
12K
−6.8%
Reduced · −859 sh
Q1 2026
18Capital Asset Advisory Services LLC
$652K
11K
+4.9%
Added · +491 sh
Q1 2026
19Atria Investments, Inc
$478K
8K
+5.0%
Added · +391 sh
Q1 2026
20Smartleaf Asset Management LLC
$449K
8K
+16%
Added · +1K sh
Q1 2026
21Patriot Financial Group Insurance Agency, LLC
$416K
7K
+99%
Added · +4K sh
Q1 2026
22Compound Planning, Inc.
$381K
7K
+0.7%
Added · +49 sh
Q1 2026
23SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$324K
6K
+16%
Added · +790 sh
Q1 2026
24NWAM LLC
$312K
5K
Held
Q1 2026
25Ethic Inc.
$305K
5K
New
+5K 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.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
10
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

65 funds+36 since Q2 2022
03365Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $681.0M

Funds that own XLSR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA39 funds$6.8B
MICROSOFT CORPMSFT39 funds$5.1B
SS SPDR S&P 500 ETF TRUST-USSPY39 funds$4.3B
VANGUARD GROWTH ETFVUG39 funds$3.5B
VANGUARD TOTAL STOCK MKT ETFVTI39 funds$3.2B
STE STR SPDR PT S&P 500 ETFSPYM39 funds$2.8B
VANGUARD VALUE ETFVTV39 funds$2.7B
ALPHABET INC-CL CGOOG39 funds$2.5B
BROADCOM INCAVGO39 funds$2.5B
JPMORGAN CHASE & COJPM39 funds$2.4B
ISHARES CORE MSCI EMERGINGIEMG39 funds$2.2B
META PLATFORMS INC-CLASS AMETA39 funds$2.2B

Ranked by how many of XLSR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.