XOEF

Ishrs S&P 500 Ex S&P 100 ETFETF$29.61 0.91%
UnclassifiedCUSIP 46438G323· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Tower Research Capital LLC (TRC) (32× the prior stake).

Tracked 13F holders
3
1 in Q2 2026 filings
13F value (tracked)
$13.1M
13F moves · latest Q
1 added
0 reduced

Price & smart-money activity

$29.61 0.91%1Y +18.5%
$23.98$25.83$27.67$29.52$31.36Jul 2025OctDecMar 2026JunSep
Hover for who · click for detailEnd-of-day closing prices52w $24.49 – $30.85

Who owns XOEF?

3 tracked 13F filers · ranked by shares held

3 tracked 13F filers disclose a position in XOEF as of the latest SEC 13F filings, a combined $13.1M 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.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.400K
$12.1M
Held
Q2 2026
2Tower Research Capital LLC (TRC)38K
$1.0M
32×
Added · +37K sh
Q1 2026
3Concord Wealth Partners277
$8K
New
+277 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 XOEF being bought or sold by institutions?

Last quarter, 1 fund added to an existing position in XOEF, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own XOEF also own

CompanyCo-held byTheir position there
Invesco QQQ Trust Series 1QQQ1 funds$139.5M
Direx Dail Semi Bu 3X Et-UsdSOXL1 funds$114.1M
Apple IncAAPL1 funds$112.2M
Microsoft CorpMSFT1 funds$93.6M
Micron Technology IncMU1 funds$90.9M
Tesla IncTSLA1 funds$69.2M
Nvidia CorpNVDA1 funds$65.6M
Broadcom IncAVGO1 funds$55.4M
Alphabet Inc-CL AGOOGL1 funds$48.7M
Ishares Core U.S. AggregateAGG1 funds$39.7M
SS SPDR S&P 500 ETF Trust-USSPY1 funds$35.2M
Vaneck Pharmaceutical ETFPPH1 funds$31.6M

Ranked by how many of XOEF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XOEF.

Institutional ownership over time

1 tracked filers in Q2 2026 filingsstill filing
023Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $8K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
LMUBmc157 funds$1.6B
IBDZmc116 funds$592.6M
IBMSmc108 funds$225.6M
TOPTmc94 funds$179.9M
IBCAmc82 funds$192.1M
IBMTmc68 funds$71.5M
IBTPmc60 funds$211.0M
MAXJmc47 funds$73.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

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

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Connected entities for XOEF

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Ask your agent what changed in XOEF

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/XOEF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XOEF.
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 XOEF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.