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.
| # | 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 | Focus Partners Wealth | $40.4M | 815K | ▲+2.7% Added · +21K sh | Q1 2026 | |
| 4 | ACCESS FINANCIAL SERVICES, INC. | $24.2M | 490K | ▲+4.0% Added · +19K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | $11.0M | 223K | ▲+23% Added · +41K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $9.1M | 183K | ▼−25% Reduced · −60K sh | Q1 2026 | |
| 7 | Empowered Funds, LLC | $8.6M | 175K | ▲+13% Added · +20K sh | Q1 2026 | |
| 8 | Aptus Capital Advisors, LLC | $6.5M | 131K | ▼−0.3% Reduced · −441 sh | Q1 2026 | |
| 9 | S&A Financial Services, Inc. | $4.8M | 97K | ▲New +97K sh | Q1 2026 | |
| 10 | Orion Porfolio Solutions, LLC | $4.6M | 93K | ▼−40% Reduced · −62K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 90K | ▲+7.1% Added · +6K sh | Q1 2026 | |
| 12 | Baird Financial Group, Inc. | $4.1M | 83K | ▲+15% Added · +11K sh | Q1 2026 | |
| 13 | Strait & Sound Wealth Management LLC | $3.6M | 73K | ▼−7.8% Reduced · −6K sh | Q1 2026 | |
| 14 | Lido Advisors, LLC | $3.4M | 69K | ▲+1.1% Added · +748 sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $3.2M | 64K | ▲+8.7% Added · +5K sh | Q1 2026 | |
| 16 | COURIER CAPITAL LLC | $2.5M | 51K | ▲+7.0% Added · +3K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | $2.5M | 50K | ▼−31% Reduced · −22K sh | Q1 2026 | |
| 18 | Farther Finance Advisors, LLC | $2.3M | 47K | ▲+10% Added · +4K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $1.5M | 31K | ▲+32% Added · +8K sh | Q1 2026 | |
| 20 | Sigma Planning Corp | $1.5M | 30K | ▲+3.4% Added · +1K sh | Q1 2026 | |
| 21 | Bulwark Capital Corp | $1.3M | 27K | ▲+6.2% Added · +2K sh | Q2 2026 | |
| 22 | Dynamic Advisor Solutions LLC | $1.3M | 25K | ▲+2.0% Added · +498 sh | Q2 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 25K | ▲New +25K sh | Q2 2026 | |
| 24 | Wealthcare Advisory Partners LLC | $1.1M | 23K | ▲+2.4% Added · +540 sh | Q2 2026 | |
| 25 | IFP Advisors, Inc | $1.1M | 23K | ▲+6.1% Added · +1K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 28 funds | $7.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 28 funds | $4.3B |
| BROADCOM INCAVGO | 28 funds | $3.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $2.1B |
| SPDR GOLD SHARESGLD | 28 funds | $1.2B |
| SS TECHNOLOGY SELECT SECTORXLK | 28 funds | $819.9M |
| VANGUARD INFO TECH ETFVGT | 28 funds | $530.9M |
| SS FINANCIAL SELECT SECTORXLF | 28 funds | $516.4M |
| SS ENERGY SELECT SECTORXLE | 28 funds | $515.8M |
| BOEING CO/THEBA | 28 funds | $480.0M |
| INTEL CORPINTC | 28 funds | $469.0M |
Ranked by how many of XONE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.