29 tracked 13F filers disclose a position in XPGPX as of the latest SEC 13F filings, a combined $14.7M 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 | Shaker Financial Services, LLC | $3.4M | 388K | ▲+70% Added · +160K sh | Q2 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.9M | 346K | —Held | Q1 2026 | |
| 3 | LPL Financial LLC | $1.5M | 177K | ▲~0% Added · +63 sh | Q1 2026 | |
| 4 | GUGGENHEIM CAPITAL LLC | $1.3M | 154K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $1.2M | 142K | ▲+8.6% Added · +11K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $776K | 90K | ▼−0.4% Reduced · −404 sh | Q2 2026 | |
| 7 | UBS Group AG | $666K | 80K | ▼−0.6% Reduced · −462 sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $643K | 77K | ▼−2.8% Reduced · −2K sh | Q1 2026 | |
| 9 | TRUIST FINANCIAL CORP | $643K | 77K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $309K | 36K | ▼−16% Reduced · −7K sh | Q2 2026 | |
| 11 | Cetera Investment Advisers | $261K | 31K | ▲+4.6% Added · +1K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $202K | 24K | ▲~0% Added · +6 sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $202K | 24K | ▼−3.7% Reduced · −937 sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $180K | 22K | ▼−1.1% Reduced · −250 sh | Q1 2026 | |
| 15 | FIFTH THIRD BANCORP | $128K | 15K | ▲New +15K sh | Q1 2026 | |
| 16 | Argyle Capital Partners, LLC | $121K | 14K | —Held | Q2 2026 | |
| 17 | Owen LaRue, LLC | $102K | 12K | ▲+0.5% Added · +57 sh | Q2 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $94K | 11K | ▲+1.8% Added · +199 sh | Q1 2026 | |
| 19 | CoreCap Advisors, LLC | $62K | 7K | ▼−21% Reduced · −2K sh | Q1 2026 | |
| 20 | MAI Capital Management | $38K | 5K | —Held | Q1 2026 | |
| 21 | Thomas J. Herzfeld Advisors, Inc. | $27K | 3K | ▲New +3K sh | Q2 2026 | |
| 22 | SHP Wealth Management | $26K | 3K | ▲New +3K sh | Q2 2026 | |
| 23 | CWM, LLC | $15K | 2K | —Held | Q1 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13K | 2K | ▲New +2K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $8K | 1K | —Held | 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.
Last quarter, 1 fund opened a new position in XPGPX and 2 added to an existing one, while 2 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $141.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $86.5M |
| APPLE INCAAPL | 6 funds | $455.6M |
| MICROSOFT CORPMSFT | 6 funds | $322.5M |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $202.7M |
| LIBERTY ALL STAR EQUITY FUNDUSA | 6 funds | $44.8M |
| PIMCO DYNAMIC INCOME OPPORTPDO | 6 funds | $15.8M |
| PIMCO CORPORATE & INCOME OPPPTY | 6 funds | $15.0M |
| NVIDIA CORPNVDA | 5 funds | $510.1M |
| AMAZON.COM INCAMZN | 5 funds | $260.0M |
| BROADCOM INCAVGO | 5 funds | $255.2M |
| ALPHABET INC-CL AGOOGL | 5 funds | $220.6M |
Ranked by how many of XPGPX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XPGPX
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/XPGPX/capital-change-brief"
Use Arkolith's capital_change_brief for XPGPX. 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 XPGPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.