175 tracked 13F filers disclose a position in XMLV as of the latest SEC 13F filings, a combined $329.7M 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 | MORGAN STANLEY | $39.8M | 633K | ▲+2.1% Added · +13K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $28.9M | 460K | ▼−32% Reduced · −216K sh | Q1 2026 | |
| 3 | UBS Group AG | $18.3M | 290K | ▼−2.0% Reduced · −6K sh | Q1 2026 | |
| 4 | DORVAL Corp | $17.7M | 266K | ▲+1.7% Added · +5K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $16.0M | 254K | ▲+9.2% Added · +21K sh | Q1 2026 | |
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | $12.9M | 204K | ▼−4.5% Reduced · −10K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $11.6M | 184K | ▲+0.2% Added · +335 sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $11.5M | 182K | ▲+1.3% Added · +2K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 172K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $9.7M | 156K | ▲+9.8% Added · +14K sh | Q1 2026 | |
| 11 | Merit Financial Group, LLC | $10.1M | 152K | ▲+5.2% Added · +8K sh | Q2 2026 | |
| 12 | PFS Partners, LLC | $8.9M | 134K | ▲+2.5% Added · +3K sh | Q2 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $7.5M | 119K | ▼−2.0% Reduced · −2K sh | Q1 2026 | |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $6.9M | 109K | ▼−6.7% Reduced · −8K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $6.6M | 105K | ▲+19% Added · +17K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $5.4M | 86K | ▼−3.9% Reduced · −4K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $5.0M | 76K | ▲+476% Added · +63K sh | Q2 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.7M | 75K | ▼−7.3% Reduced · −6K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $4.3M | 68K | ▼−28% Reduced · −27K sh | Q1 2026 | |
| 20 | ProVise Management Group, LLC | $4.4M | 66K | ▼−8.5% Reduced · −6K sh | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $3.9M | 63K | ▼−3.7% Reduced · −2K sh | Q1 2026 | |
| 22 | HARBOUR INVESTMENTS, INC. | $3.2M | 50K | ▲+26% Added · +10K sh | Q1 2026 | |
| 23 | LMCG INVESTMENTS, LLC | $3.3M | 49K | ▲+1.6% Added · +760 sh | Q2 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $2.8M | 43K | ▲+6.8% Added · +3K sh | Q2 2026 | |
| 25 | HighTower Advisors, LLC | $2.6M | 41K | ▲+0.2% Added · +80 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.
Last quarter, 2 funds opened a new position in XMLV and 14 added to an existing one, while 23 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 |
|---|---|---|
| APPLE INCAAPL | 82 funds | $45.1B |
| MICROSOFT CORPMSFT | 81 funds | $36.0B |
| NVIDIA CORPNVDA | 80 funds | $55.1B |
| AMAZON.COM INCAMZN | 80 funds | $25.3B |
| ALPHABET INC-CL CGOOG | 80 funds | $15.3B |
| ALPHABET INC-CL AGOOGL | 79 funds | $21.5B |
| JPMORGAN CHASE & COJPM | 78 funds | $9.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 78 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 77 funds | $12.2B |
| ELI LILLY & COLLY | 77 funds | $10.0B |
| COSTCO WHOLESALE CORPCOST | 77 funds | $6.4B |
| CHEVRON CORPCVX | 77 funds | $3.0B |
Ranked by how many of XMLV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SPMOmc | 702 funds | $7.3B |
| SPLVmc | 685 funds | $4.0B |
| PGXmc | 378 funds | $2.0B |
| SPHDmc | 324 funds | $941.1M |
| KBWBmc | 298 funds | $4.0B |
| PZAmc | 293 funds | $3.6B |
| IDMOmc | 261 funds | $2.2B |
| PXFmc | 237 funds | $1.7B |
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 XMLV
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/XMLV/capital-change-brief"
Use Arkolith's capital_change_brief for XMLV. 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 XMLV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.