189 tracked 13F filers disclose a position in XNEAX as of the latest SEC 13F filings, a combined $487.8M 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 | $111.3M | 9.9M | ▲+2.1% Added · +209K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $35.0M | 3.1M | ▲+26% Added · +643K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $33.8M | 3.0M | ▲+16% Added · +411K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $31.2M | 2.8M | ▲+1.9% Added · +52K sh | Q1 2026 | |
| 5 | UBS Group AG | $19.5M | 1.7M | ▼−3.4% Reduced · −61K sh | Q1 2026 | |
| 6 | Hennion & Walsh Asset Management, Inc. | $18.9M | 1.6M | ▼−8.6% Reduced · −151K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $17.2M | 1.5M | ▼−5.7% Reduced · −92K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $16.3M | 1.4M | ▲+24% Added · +278K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $14.9M | 1.3M | ▲+4.2% Added · +54K sh | Q1 2026 | |
| 10 | VAN ECK ASSOCIATES CORP | Withheld | 1.3M | ▼−4.8% Reduced · −67K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $12.2M | 1.1M | ▲+6.4% Added · +66K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $12.0M | 1.1M | ▼−0.1% Reduced · −629 sh | Q1 2026 | |
| 13 | Melone Private Wealth, LLC | $10.1M | 863K | ▲+21% Added · +151K sh | Q2 2026 | |
| 14 | Congress Park Capital LLC | $10.0M | 850K | —Held | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $7.6M | 674K | ▲+7.2% Added · +45K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $6.4M | 572K | ▲+22% Added · +104K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $6.1M | 542K | ▲+3.6% Added · +19K sh | Q1 2026 | |
| 18 | Cresta Advisors, Ltd. | $5.3M | 456K | ▲+18% Added · +70K sh | Q2 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $5.0M | 445K | ▼−4.2% Reduced · −20K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $5.0M | 440K | ▲+59% Added · +164K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $4.3M | 379K | ▼−12% Reduced · −52K sh | Q1 2026 | |
| 22 | Palogic Value Management, L.P. | $4.2M | 378K | ▲+2.4% Added · +9K sh | Q1 2026 | |
| 23 | Merit Financial Group, LLC | $4.3M | 362K | ▲+0.1% Added · +271 sh | Q2 2026 | |
| 24 | HORIZON KINETICS ASSET MANAGEMENT LLC | $3.3M | 296K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 25 | Advisors Asset Management, Inc. | $3.3M | 293K | ▼−6.4% Reduced · −20K 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, 4 funds opened a new position in XNEAX and 19 added to an existing one, while 10 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 90 funds | $18.9B |
| BROADCOM INCAVGO | 90 funds | $9.7B |
| JPMORGAN CHASE & COJPM | 90 funds | $8.6B |
| JOHNSON & JOHNSONJNJ | 90 funds | $5.2B |
| EXXON MOBIL CORPXOM | 90 funds | $4.9B |
| CHEVRON CORPCVX | 90 funds | $3.5B |
| ABBVIE INCABBV | 90 funds | $3.2B |
| MERCK & CO. INC.MRK | 90 funds | $2.5B |
| PEPSICO INCPEP | 90 funds | $2.3B |
| AT&T INCT | 90 funds | $1.5B |
| APPLE INCAAPL | 89 funds | $23.7B |
| NVIDIA CORPNVDA | 89 funds | $22.9B |
Ranked by how many of XNEAX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/XNEAX/capital-change-brief"
Use Arkolith's capital_change_brief for XNEAX. 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 XNEAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.