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/XMMO/capital-change-brief"
Use Arkolith's capital_change_brief for XMMO. 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 | $536.5M | 3.7M | ▲+6.5% Added · +227K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $289.8M | 2.0M | ▲+8.3% Added · +153K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $198.3M | 1.4M | ▲+9.2% Added · +116K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $171.5M | 1.2M | ▲+12% Added · +124K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $169.0M | 1.2M | ▲+26% Added · +238K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $162.6M | 1.1M | ▲+34% Added · +284K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $154.0M | 1.1M | ▲+184% Added · +688K sh | Q1 2026 | |
| 8 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $137.0M | 944K | ▼−13% Reduced · −144K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $113.9M | 786K | ▲+13% Added · +93K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $110.3M | 760K | ▼−0.1% Reduced · −423 sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $108.1M | 745K | ▲+26% Added · +151K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $80.3M | 560K | ▲+34% Added · +142K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $54.1M | 373K | ▲+46% Added · +117K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $52.6M | 362K | ▲+13% Added · +42K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $51.6M | 356K | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $50.2M | 346K | ▼−9.7% Reduced · −37K sh | Q1 2026 | |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | $49.8M | 344K | ▼−14% Reduced · −56K sh | Q1 2026 | |
| 18 | UBS Group AG | $44.9M | 310K | ▲+8.5% Added · +24K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $37.4M | 258K | ▲+2.5% Added · +6K sh | Q1 2026 | |
| 20 | Clark Capital Management Group, Inc. | $31.5M | 217K | ▲New +217K sh | Q1 2026 | |
| 21 | CWM, LLC | $27.7M | 191K | ▼−30% Reduced · −82K sh | Q1 2026 | |
| 22 | Advance Capital Management, Inc. | $27.2M | 187K | ▼−5.2% Reduced · −10K sh | Q1 2026 | |
| 23 | OLD NATIONAL BANCORP /IN/ | $26.4M | 182K | ▲New +182K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $24.7M | 170K | ▲+6.6% Added · +11K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $23.2M | 168K | ▲+13% Added · +19K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 119 funds | $13.6B |
| APPLE INCAAPL | 118 funds | $26.8B |
| NVIDIA CORPNVDA | 118 funds | $23.3B |
| MICROSOFT CORPMSFT | 118 funds | $19.4B |
| ALPHABET INC-CL AGOOGL | 118 funds | $13.7B |
| JPMORGAN CHASE & COJPM | 118 funds | $9.4B |
| VANGUARD GROWTH ETFVUG | 118 funds | $9.2B |
| BROADCOM INCAVGO | 118 funds | $9.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 118 funds | $8.6B |
| ALPHABET INC-CL CGOOG | 118 funds | $8.3B |
| META PLATFORMS INC-CLASS AMETA | 118 funds | $7.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 118 funds | $6.2B |
Ranked by how many of XMMO'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 XMMO. 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.