394 tracked 13F filers disclose a position in XMHQ as of the latest SEC 13F filings, a combined $3.3B 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 | 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 | NewEdge Advisors, LLC | $41.2M | 365K | ▲+9.3% Added · +31K sh | Q2 2026 | |
| 16 | Focus Financial Network, Inc. | $35.5M | 343K | ▲+4.1% Added · +13K sh | Q1 2026 | |
| 17 | EQUITABLE TRUST CO | $38.2M | 339K | ▲+1.9% Added · +6K sh | Q2 2026 | |
| 18 | UMB Bank, n.a. | $36.3M | 322K | ▲+1.6% Added · +5K sh | Q2 2026 | |
| 19 | Crestwood Advisors Group, LLC | $34.1M | 302K | ▲+2.2% Added · +6K sh | Q2 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 | Bluespring Wealth Management, LLC | $28.9M | 256K | ▲New +256K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | $25.5M | 247K | ▼−3.4% Reduced · −9K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $25.0M | 242K | ▼−2.5% Reduced · −6K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $24.8M | 220K | ▼−11% Reduced · −27K 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, 0 funds opened a new position in XMHQ and 29 added to an existing one, while 11 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 218 funds | $57.2B |
| APPLE INCAAPL | 218 funds | $50.7B |
| MICROSOFT CORPMSFT | 217 funds | $40.9B |
| AMAZON.COM INCAMZN | 216 funds | $28.1B |
| ALPHABET INC-CL AGOOGL | 209 funds | $23.8B |
| JPMORGAN CHASE & COJPM | 204 funds | $10.8B |
| META PLATFORMS INC-CLASS AMETA | 203 funds | $13.2B |
| BROADCOM INCAVGO | 202 funds | $20.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 202 funds | $13.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 200 funds | $6.2B |
| TESLA INCTSLA | 199 funds | $10.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 199 funds | $8.6B |
Ranked by how many of XMHQ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XMHQ
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.
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.