XNIEX

Virtus Equity & Convertible
UnclassifiedUSCUSIP 92841M101◍ Confluence graph
Tracked 13F Holders
27
+1 QoQ
13F Value (tracked)
$38.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)6 adding · 5 trimming
Insider net (180d)$0
Price history not yet available for XNIEX.
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Ask your agent who owns XNIEX

This stock page is the Follow view. The Build view lets your agent query XNIEX owners, fund changes, insider filings, and source links through REST or MCP.

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which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

27 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Advisors Asset Management, Inc.
$15.9M
682K
−21%
Reduced · −182K sh
Q1 2026
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$6.1M
257K
−36%
Reduced · −145K sh
Q1 2026
3Allspring Global Investments Holdings, LLC
$1.9M
80K
+19%
Added · +13K sh
Q1 2026
4EVOLVE PRIVATE WEALTH, LLC
$1.9M
80K
−0.1%
Reduced · −85 sh
Q1 2026
5D.A. DAVIDSON & CO.
$1.9M
79K
−0.8%
Reduced · −621 sh
Q1 2026
6&PARTNERS
$1.4M
60K
+16%
Added · +8K sh
Q1 2026
7Calamos Advisors LLC
$1.1M
48K
+14%
Added · +6K sh
Q1 2026
8Integrated Wealth Concepts LLC
$1.0M
43K
−7.2%
Reduced · −3K sh
Q1 2026
9Kestra Advisory Services, LLC
$896K
38K
−3.9%
Reduced · −2K sh
Q1 2026
10Prospera Financial Services Inc
$776K
33K
+19%
Added · +5K sh
Q1 2026
11Steward Partners Investment Advisory, LLC
$730K
31K
Held
Q1 2026
12ROTHSCHILD INVESTMENT LLC
$677K
29K
Held
Q1 2026
13Cornerstone Wealth Management, LLC
$650K
28K
+5.3%
Added · +1K sh
Q1 2026
14LEVEL FOUR ADVISORY SERVICES, LLC
$588K
25K
−2.4%
Reduced · −607 sh
Q1 2026
15Concurrent Investment Advisors, LLC
$559K
24K
New
+24K sh
Q1 2026
16CSS LLC/IL
$326K
14K
−16%
Reduced · −3K sh
Q1 2026
17Kovack Advisors, Inc.
$306K
13K
+28%
Added · +3K sh
Q1 2026
18Sanctuary Advisors, LLC
$277K
12K
Held
Q1 2026
19Hennion & Walsh Asset Management, Inc.
$238K
10K
−39%
Reduced · −7K sh
Q1 2026
20Joel Isaacson & Co., LLC
$234K
10K
Held
Q1 2026
21DAYMARK WEALTH PARTNERS, LLC
$226K
10K
Held
Q1 2026
22DAVENPORT & Co LLC
$218K
9K
+0.7%
Added · +65 sh
Q1 2026
23OPPENHEIMER & CO INC
$206K
9K
+7.9%
Added · +646 sh
Q1 2026
24NewEdge Advisors, LLC
$175K
8K
+3.4%
Added · +245 sh
Q1 2026
25CWM, LLC
$78K
3K
+0.2%
Added · +8 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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
5
funds
Reduced
5
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

56 funds+15 since Q2 2022
02957Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $131.4M

Funds that own XNIEX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT30 funds$10.3B
BROADCOM INCAVGO30 funds$5.0B
META PLATFORMS INC-CLASS AMETA30 funds$3.9B
JOHNSON & JOHNSONJNJ30 funds$2.7B
TESLA INCTSLA30 funds$1.8B
NETFLIX INCNFLX30 funds$1.3B
APPLE INCAAPL29 funds$11.4B
NVIDIA CORPNVDA29 funds$10.6B
AMAZON.COM INCAMZN29 funds$7.3B
ALPHABET INC-CL AGOOGL29 funds$6.9B
CHEVRON CORPCVX29 funds$1.9B
HOME DEPOT INCHD29 funds$1.7B

Ranked by how many of XNIEX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.