86 tracked 13F filers disclose a position in XMVM as of the latest SEC 13F filings, a combined $268.7M 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 | LPL Financial LLC | $39.8M | 612K | ▲+8.7% Added · +49K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $36.9M | 566K | ▲+1.1% Added · +6K sh | Q1 2026 | |
| 3 | Avior Wealth Management, LLC | $34.2M | 526K | ▲+3.5% Added · +18K sh | Q1 2026 | |
| 4 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $18.4M | 282K | ▲New +282K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $15.6M | 239K | ▲+61% Added · +91K sh | Q1 2026 | |
| 6 | Whitaker-Myers Wealth Managers, LTD. | $16.4M | 231K | ▲+6.5% Added · +14K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $12.6M | 194K | ▲+7.9% Added · +14K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $12.2M | 187K | ▲+5.2% Added · +9K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.5M | 161K | ▲+8.5% Added · +13K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $5.0M | 76K | ▼−3.9% Reduced · −3K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $4.7M | 73K | ▲+12% Added · +8K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 70K | ▲+4.6% Added · +3K sh | Q1 2026 | |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $4.6M | 64K | ▼−13% Reduced · −9K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $4.1M | 63K | ▼−17% Reduced · −13K sh | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | $4.2M | 59K | ▲+25% Added · +12K sh | Q2 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $2.9M | 45K | ▲+74% Added · +19K sh | Q1 2026 | |
| 17 | CITIGROUP INC | $2.8M | 44K | ▲+11% Added · +4K sh | Q1 2026 | |
| 18 | WESCAP Management Group, Inc. | $2.8M | 40K | ▲+61% Added · +15K sh | Q2 2026 | |
| 19 | Sovran Advisors, LLC | $3.0M | 40K | ▲+214% Added · +27K sh | Q2 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $2.4M | 38K | ▲+129% Added · +21K sh | Q1 2026 | |
| 21 | Everest Financial Group LLC | $2.5M | 35K | ▼−0.5% Reduced · −182 sh | Q2 2026 | |
| 22 | MONEY CONCEPTS CAPITAL CORP | $2.1M | 30K | ▼−2.5% Reduced · −793 sh | Q2 2026 | |
| 23 | Ausdal Financial Partners, Inc. | $2.0M | 28K | ▲+62% Added · +11K sh | Q2 2026 | |
| 24 | ROMAN BUTLER FULLERTON & CO | $1.8M | 25K | ▲~0% Added · +11 sh | Q2 2026 | |
| 25 | Sanctuary Advisors, LLC | $1.7M | 24K | —Held | 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, 7 funds opened a new position in XMVM and 16 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 |
|---|---|---|
| APPLE INCAAPL | 41 funds | $4.3B |
| CHEVRON CORPCVX | 40 funds | $530.1M |
| NVIDIA CORPNVDA | 39 funds | $5.7B |
| AMAZON.COM INCAMZN | 39 funds | $3.1B |
| MICROSOFT CORPMSFT | 39 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 39 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 39 funds | $1.2B |
| JOHNSON & JOHNSONJNJ | 39 funds | $825.8M |
| BROADCOM INCAVGO | 38 funds | $2.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $1.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 38 funds | $943.2M |
Ranked by how many of XMVM'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 XMVM
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/XMVM/capital-change-brief"
Use Arkolith's capital_change_brief for XMVM. 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 XMVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.