Among active 13F managers last quarter, 9 opened and 11 added, while 3 reduced; the largest holder to move was Advisors Asset Management, Inc. (+15%).
78 tracked 13F filers disclose a position in XNCMX as of the latest SEC 13F filings, a combined $117.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.2M | $38.6M | ▲+11% Added · +328K sh | Q1 2026 | |
| 2 | Advisors Asset Management, Inc. | 1.2M | $15.5M | ▲+15% Added · +165K sh | Q2 2026 | |
| 3 | Guggenheim Capital LLC | 1.1M | $12.8M | ▼−3.0% Reduced · −33K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 567K | $6.7M | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 5 | Hennion & Walsh Asset Management, Inc. | 428K | $5.4M | ▲+22% Added · +77K sh | Q2 2026 | |
| 6 | Northwestern Mutual Wealth Management Co | 290K | $3.5M | ▲+7.4% Added · +20K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 286K | $3.4M | ▲+7.6% Added · +20K sh | Q1 2026 | |
| 8 | UBS Group AG | 240K | $2.9M | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 9 | DKM Wealth Management, Inc. | 213K | $2.7M | —Held | Q2 2026 | |
| 10 | Mariner, LLC | 156K | $1.9M | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 11 | MAI Capital Management | 132K | $1.7M | ▲+340% Added · +102K sh | Q2 2026 | |
| 12 | Ameriprise Financial Inc | 105K | $1.3M | ▲+50% Added · +35K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 102K | $1.2M | ▲+9.5% Added · +9K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | 97K | $1.2M | ▲+76% Added · +42K sh | Q2 2026 | |
| 15 | Private Advisor Group, LLC | 74K | $922K | ▲New +74K sh | Q2 2026 | |
| 16 | Allianz Asset Management GmbH | 70K | $834K | —Held | Q1 2026 | |
| 17 | J.W. Cole Advisors, Inc. | 66K | $827K | ▲Added Added · +66K sh | Q2 2026 | |
| 18 | D.A. Davidson & Co. | 65K | $812K | ▲+6.7% Added · +4K sh | Q2 2026 | |
| 19 | Rareview Capital LLC | 59K | $693K | ▲+0.1% Added · +62 sh | Q2 2026 | |
| 20 | Bank Of America Corp | 57K | $672K | ▲+65% Added · +22K sh | Q1 2026 | |
| 21 | Mather Group, LLC. | 54K | $645K | ▲New +54K sh | Q1 2026 | |
| 22 | DWR Wealth Management, LLC | 54K | $675K | ▲+0.1% Added · +42 sh | Q2 2026 | |
| 23 | Bridgewealth Advisory Group, LLC | 53K | $667K | ▲+0.4% Added · +202 sh | Q2 2026 | |
| 24 | Royal Bank Of Canada | 48K | $572K | ▼−2.0% Reduced · −968 sh | Q1 2026 | |
| 25 | Apriem Advisors | 45K | $569K | ▲+4.6% Added · +2K 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, 9 funds opened a new position in XNCMX and 11 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 31 funds | $5.7B |
| Amazon.com IncAMZN | 30 funds | $5.6B |
| Apple IncAAPL | 29 funds | $8.1B |
| Alphabet Inc-CL AGOOGL | 29 funds | $4.2B |
| Broadcom IncAVGO | 29 funds | $3.1B |
| JPMorgan Chase & CoJPM | 29 funds | $2.2B |
| Tesla IncTSLA | 29 funds | $1.5B |
| Chevron CorpCVX | 29 funds | $1.0B |
| Procter & Gamble CoPG | 29 funds | $811.2M |
| Nvidia CorpNVDA | 28 funds | $8.6B |
| Meta Platforms Inc-Class AMETA | 28 funds | $2.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 28 funds | $1.4B |
Ranked by how many of XNCMX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XNCMX.
No filings captured for this ticker in the live stream yet.
Connected entities for XNCMX
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/XNCMX/capital-change-brief"
Use Arkolith's capital_change_brief for XNCMX. 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 XNCMX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.