97 tracked 13F filers disclose a position in XONE as of the latest SEC 13F filings, a combined $503.6M 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 | BANK OF AMERICA CORP /DE/ | $99.1M | 2.0M | ▲+4.9% Added · +94K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | $60.5M | 1.2M | ▲+5.0% Added · +59K sh | Q1 2026 | |
| 3 | Tanager Wealth Management LLP | $46.6M | 943K | ▲+69% Added · +387K sh | Q2 2026 | |
| 4 | SMITH, MOORE & CO. | $44.8M | 906K | ▲+1.1% Added · +10K sh | Q2 2026 | |
| 5 | Focus Partners Wealth | $40.4M | 815K | ▲+2.7% Added · +21K sh | Q1 2026 | |
| 6 | ACCESS FINANCIAL SERVICES, INC. | $24.2M | 490K | ▲+4.0% Added · +19K sh | Q2 2026 | |
| 7 | VICTORY FINANCIAL GROUP, LLC | $19.2M | 390K | ▲New +390K sh | Q2 2026 | |
| 8 | Buck Wealth Strategies, LLC | $15.6M | 316K | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 9 | EP Wealth Advisors, LLC | $12.6M | 256K | ▲15× Added · +239K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $11.0M | 223K | ▲+23% Added · +41K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $9.1M | 183K | ▼−25% Reduced · −60K sh | Q1 2026 | |
| 12 | Empowered Funds, LLC | $8.6M | 175K | ▲+13% Added · +20K sh | Q1 2026 | |
| 13 | eCIO, Inc. | $8.5M | 171K | ▲+38% Added · +47K sh | Q2 2026 | |
| 14 | Aptus Capital Advisors, LLC | $6.3M | 128K | ▼−2.4% Reduced · −3K sh | Q2 2026 | |
| 15 | Financial Guidance Group, Inc. | $6.3M | 128K | ▼−2.4% Reduced · −3K sh | Q2 2026 | |
| 16 | Warren Street Wealth Advisors, LLC | $6.2M | 126K | ▲+9.7% Added · +11K sh | Q2 2026 | |
| 17 | North Forty Two & Co. | $4.8M | 98K | ▲+8.8% Added · +8K sh | Q2 2026 | |
| 18 | S&A Financial Services, Inc. | $4.8M | 98K | ▲+0.3% Added · +287 sh | Q2 2026 | |
| 19 | Orion Porfolio Solutions, LLC | $4.6M | 93K | ▼−40% Reduced · −62K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 90K | ▲+7.1% Added · +6K sh | Q1 2026 | |
| 21 | MIDLAND WEALTH ADVISORS, LLC | $4.4M | 89K | ▲New +89K sh | Q2 2026 | |
| 22 | Baird Financial Group, Inc. | $4.1M | 83K | ▲+15% Added · +11K sh | Q1 2026 | |
| 23 | Strait & Sound Wealth Management LLC | $3.5M | 72K | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 24 | Lido Advisors, LLC | $3.4M | 68K | ▼−1.1% Reduced · −726 sh | Q2 2026 | |
| 25 | Mendel Money Management | $3.3M | 66K | ▲+65% Added · +26K 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, 12 funds opened a new position in XONE and 27 added to an existing one, while 17 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 |
|---|---|---|
| APPLE INCAAPL | 59 funds | $8.1B |
| MICROSOFT CORPMSFT | 58 funds | $4.5B |
| NVIDIA CORPNVDA | 57 funds | $10.0B |
| AMAZON.COM INCAMZN | 57 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 56 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 55 funds | $2.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 55 funds | $2.5B |
| ISHARES CORE S&P 500 ETFIVV | 54 funds | $6.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 54 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 53 funds | $2.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 53 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 52 funds | $2.1B |
Ranked by how many of XONE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 166 funds | $950.1M |
| XHLFmc | 125 funds | $1.1B |
| XONEthis pagemc | 97 funds | $503.6M |
| PCMMUIT EXCHANGE TRADED | 71 funds | $135.4M |
| XEMDJP MORGAN USD EM | 54 funds | $662.2M |
| XSVNETF | 54 funds | $292.0M |
| TAXXSHORT DURATION ETF | 54 funds | $192.8M |
| XFIVETF | 52 funds | $248.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for XONE
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/XONE/capital-change-brief"
Use Arkolith's capital_change_brief for XONE. 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 XONE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.