88 tracked 13F filers disclose a position in XPH as of the latest SEC 13F filings, a combined $249.7M 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 | BANK OF AMERICA CORP /DE/ | $43.9M | 812K | ▲+128% Added · +456K sh | Q1 2026 | |
| 2 | CWM, LLC | $39.3M | 727K | ▲4k× Added · +726K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $21.9M | 404K | ▲+95% Added · +197K sh | Q1 2026 | |
| 4 | Kingsview Wealth Management, LLC | $20.9M | 315K | ▲+6.6% Added · +20K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $15.6M | 288K | ▲+104% Added · +146K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 271K | ▲+9.8% Added · +24K sh | Q1 2026 | |
| 7 | FIRST CITIZENS BANK & TRUST CO | $13.0M | 196K | ▲+4.4% Added · +8K sh | Q2 2026 | |
| 8 | Envestnet Portfolio Solutions, Inc. | $12.0M | 181K | ▲+5.3% Added · +9K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $7.9M | 146K | ▼−30% Reduced · −61K sh | Q1 2026 | |
| 10 | Evelyn Partners Group Ltd | Withheld | 72K | ▲New +72K sh | Q2 2026 | |
| 11 | TRUIST FINANCIAL CORP | $3.8M | 70K | ▲14× Added · +65K sh | Q1 2026 | |
| 12 | Measured Wealth Private Client Group, LLC | $4.5M | 68K | ▲New +68K sh | Q2 2026 | |
| 13 | Private Advisor Group, LLC | $4.2M | 64K | ▲+14% Added · +8K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | $3.1M | 57K | ▼−29% Reduced · −24K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $2.7M | 51K | ▲+290% Added · +38K sh | Q1 2026 | |
| 16 | CITIGROUP INC | $2.7M | 49K | ▼−68% Reduced · −106K sh | Q1 2026 | |
| 17 | UBS Group AG | $2.6M | 49K | ▲+2.0% Added · +950 sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 49K | ▲+127% Added · +27K sh | Q1 2026 | |
| 19 | Wharton Business Group, LLC | $3.1M | 46K | —Held | Q2 2026 | |
| 20 | CITADEL ADVISORS LLC | $2.2M | 41K | ▼−42% Reduced · −30K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $2.2M | 41K | ▲+50% Added · +14K sh | Q1 2026 | |
| 22 | GTS SECURITIES LLC | $1.8M | 33K | ▲+47% Added · +11K sh | Q1 2026 | |
| 23 | Clark Capital Management Group, Inc. | $2.2M | 33K | ▼−24% Reduced · −10K sh | Q2 2026 | |
| 24 | Baird Financial Group, Inc. | $1.6M | 29K | ▼−1.0% Reduced · −289 sh | Q1 2026 | |
| 25 | MAI Capital Management | $1.5M | 29K | ▼−4.2% Reduced · −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.
Last quarter, 11 funds opened a new position in XPH and 5 added to an existing one, while 4 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 | 29 funds | $9.0B |
| MICROSOFT CORPMSFT | 29 funds | $6.5B |
| ALPHABET INC-CL AGOOGL | 29 funds | $6.3B |
| AMAZON.COM INCAMZN | 29 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 29 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $3.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $2.3B |
| CHEVRON CORPCVX | 29 funds | $1.4B |
| CATERPILLAR INCCAT | 29 funds | $891.8M |
| WALT DISNEY CO/THEDIS | 29 funds | $463.9M |
| NVIDIA CORPNVDA | 28 funds | $10.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 28 funds | $3.6B |
Ranked by how many of XPH'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 XPH
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/XPH/capital-change-brief"
Use Arkolith's capital_change_brief for XPH. 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 XPH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.