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/XMHQ/capital-change-brief"
Use Arkolith's capital_change_brief for XMHQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $459.1M | 4.4M | ▼−3.9% Reduced · −181K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $249.8M | 2.4M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $145.0M | 1.4M | ▲+7.3% Added · +95K sh | Q1 2026 | |
| 4 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $132.4M | 1.3M | ▼−8.6% Reduced · −120K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $124.3M | 1.2M | ▲+2.9% Added · +34K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $121.0M | 1.2M | ▼−1.7% Reduced · −20K sh | Q1 2026 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $98.3M | 977K | ▲+20% Added · +164K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $97.7M | 945K | ▼−1.5% Reduced · −14K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $92.5M | 895K | ▼−7.3% Reduced · −71K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $74.2M | 717K | ▲+27% Added · +154K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $67.9M | 657K | ▲+2.1% Added · +14K sh | Q1 2026 | |
| 12 | TruWealth Advisors, LLC | $50.8M | 492K | ▲+50% Added · +164K sh | Q1 2026 | |
| 13 | Focus Partners Wealth | $45.6M | 441K | ▼−2.4% Reduced · −11K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $38.5M | 372K | ▼−13% Reduced · −55K sh | Q1 2026 | |
| 15 | Focus Financial Network, Inc. | $35.5M | 343K | ▲+4.1% Added · +13K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $34.5M | 334K | ▲+7.4% Added · +23K sh | Q1 2026 | |
| 17 | EQUITABLE TRUST CO | $34.4M | 332K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 18 | UMB Bank, n.a. | $32.7M | 317K | ▲+2.5% Added · +8K sh | Q1 2026 | |
| 19 | Crestwood Advisors Group, LLC | $30.6M | 296K | ▲+3.6% Added · +10K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $28.2M | 272K | ▼−12% Reduced · −38K sh | Q1 2026 | |
| 21 | Atlantic Union Bankshares Corp | $26.9M | 260K | ▲+3.5% Added · +9K sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $25.5M | 247K | ▼−3.4% Reduced · −9K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $25.5M | 247K | ▲+7.3% Added · +17K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $25.0M | 242K | ▼−2.5% Reduced · −6K sh | Q1 2026 | |
| 25 | Trilogy Capital Inc. | $23.4M | 207K | ▲+0.1% Added · +210 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 118 funds | $25.2B |
| MICROSOFT CORPMSFT | 118 funds | $21.9B |
| JPMORGAN CHASE & COJPM | 118 funds | $9.6B |
| META PLATFORMS INC-CLASS AMETA | 118 funds | $8.3B |
| ELI LILLY & COLLY | 118 funds | $6.3B |
| WALMART INCWMT | 118 funds | $6.1B |
| VISA INC-CLASS A SHARESV | 118 funds | $5.3B |
| COSTCO WHOLESALE CORPCOST | 118 funds | $4.9B |
| TESLA INCTSLA | 118 funds | $4.5B |
| CHEVRON CORPCVX | 118 funds | $4.0B |
| ABBVIE INCABBV | 118 funds | $3.9B |
| MCDONALD'S CORPMCD | 118 funds | $2.8B |
Ranked by how many of XMHQ'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XMHQ. 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.