XNIEX

Virtus Equity & ConvertibleETF$29.73 0.54%
UnclassifiedUSCUSIP 92841M101· EOD Aug 7, 2026◍ Confluence graph
Tracked 13F Holders
77
-42 QoQ
13F Value (tracked)
$150.3M
13F Moves · latest Q
20 added
7 trimmed
Recent Filings
0

Price & smart-money activity

$29.73 0.54%5Y -11.8%
$19.65$23.97$28.29$32.62$36.942021202220232024202520264647677885774464638374641121010811177161017121316145
Hover for who · click for detailEnd-of-day closing prices52w $25.57 – $30.87

Who owns XNIEX?

77 tracked 13F filers

77 tracked 13F filers disclose a position in XNIEX as of the latest SEC 13F filings, a combined $150.3M 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.

#FundPosition valueSharesLast moveAs ofHistory
1WELLS FARGO & COMPANY/MN
$22.2M
951K
−1.1%
Reduced · −11K sh
Q1 2026
2Advisors Asset Management, Inc.
$15.9M
682K
−21%
Reduced · −182K sh
Q1 2026
3ROYAL BANK OF CANADA
$13.4M
575K
+0.7%
Added · +4K sh
Q1 2026
4MORGAN STANLEY
$12.2M
522K
−2.3%
Reduced · −12K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$12.2M
520K
+13%
Added · +59K sh
Q1 2026
6GUGGENHEIM CAPITAL LLC
$10.8M
463K
−3.3%
Reduced · −16K sh
Q1 2026
7LPL Financial LLC
$6.8M
291K
+7.7%
Added · +21K sh
Q1 2026
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$7.4M
277K
+7.9%
Added · +20K sh
Q2 2026
9SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
$6.1M
227K
+3.7%
Added · +8K sh
Q2 2026
10UBS Group AG
$3.1M
131K
−6.0%
Reduced · −8K sh
Q1 2026
11BANK OF AMERICA CORP /DE/
$2.8M
119K
−0.8%
Reduced · −1K sh
Q1 2026
12D.A. DAVIDSON & CO.
$2.8M
104K
+31%
Added · +24K sh
Q2 2026
13Allspring Global Investments Holdings, LLC
$1.9M
80K
+19%
Added · +13K sh
Q1 2026
14OSAIC HOLDINGS, INC.
$1.8M
77K
−14%
Reduced · −13K sh
Q1 2026
15EVOLVE PRIVATE WEALTH, LLC
$2.0M
75K
−6.0%
Reduced · −5K sh
Q2 2026
16OxenFree Capital LLC
$1.9M
73K
+12%
Added · +8K sh
Q2 2026
17&PARTNERS
$1.4M
60K
+16%
Added · +8K sh
Q1 2026
18Calamos Advisors LLC
$1.4M
51K
+7.1%
Added · +3K sh
Q2 2026
19COMMONWEALTH EQUITY SERVICES, LLC
$1.1M
48K
+34%
Added · +12K sh
Q1 2026
20Keystone Financial Group
$1.3M
48K
+2.3%
Added · +1K sh
Q2 2026
21AMERIPRISE FINANCIAL INC
$1.0M
44K
+29%
Added · +10K sh
Q1 2026
22Integrated Wealth Concepts LLC
$1.0M
43K
−7.2%
Reduced · −3K sh
Q1 2026
23Kestra Advisory Services, LLC
$1.1M
40K
+5.5%
Added · +2K sh
Q2 2026
24FIRST TRUST ADVISORS LP
$789K
34K
New
+34K sh
Q1 2026
25Prospera Financial Services Inc
$892K
33K
−0.1%
Reduced · −42 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.

Is XNIEX being bought or sold by institutions?

Last quarter, 3 funds opened a new position in XNIEX and 17 added to an existing one, while 7 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).

Opened (NEW)
3
funds
Added
17
funds
Reduced
7
funds
Exited
0
funds

Funds that own XNIEX also own

CompanyCo-held byCombined value
APPLE INCAAPL32 funds$9.1B
MICROSOFT CORPMSFT32 funds$7.7B
AMAZON.COM INCAMZN32 funds$5.3B
NVIDIA CORPNVDA31 funds$11.1B
META PLATFORMS INC-CLASS AMETA31 funds$2.7B
JOHNSON & JOHNSONJNJ31 funds$1.8B
JPMORGAN CHASE & COJPM31 funds$1.7B
ADVANCED MICRO DEVICESAMD31 funds$1.2B
AMERICAN ELECTRIC POWERAEP31 funds$902.9M
CHEVRON CORPCVX31 funds$880.7M
HOME DEPOT INCHD31 funds$682.1M
ALPHABET INC-CL AGOOGL30 funds$4.7B

Ranked by how many of XNIEX's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

30 funds-28 since Q3 2024
03977Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $24.3M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in XNIEX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XNIEX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XNIEX.
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 XNIEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.