The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query XPH owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XPH"
Use Arkolith to show who owns XPH, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $39.3M | 727K | ▲4k× Added · +726K sh | Q1 2026 | |
| 2 | Kingsview Wealth Management, LLC | $16.0M | 295K | ▲New +295K sh | Q1 2026 | |
| 3 | FIRST CITIZENS BANK & TRUST CO | $10.1M | 187K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 4 | Envestnet Portfolio Solutions, Inc. | $9.3M | 171K | ▼−2.2% Reduced · −4K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $3.0M | 56K | ▲New +56K sh | Q1 2026 | |
| 6 | Wharton Business Group, LLC | $2.5M | 46K | —Held | Q1 2026 | |
| 7 | Clark Capital Management Group, Inc. | $2.3M | 43K | ▼−17% Reduced · −9K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $2.2M | 41K | ▼−42% Reduced · −30K sh | Q1 2026 | |
| 9 | MAI Capital Management | $1.5M | 29K | ▼−4.2% Reduced · −1K sh | Q1 2026 | |
| 10 | MML INVESTORS SERVICES, LLC | $1.1M | 20K | ▼−40% Reduced · −13K sh | Q1 2026 | |
| 11 | U.S. Capital Wealth Advisors, LLC | $764K | 14K | ▼−2.1% Reduced · −299 sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $628K | 12K | ▲+330% Added · +9K sh | Q1 2026 | |
| 13 | BLAIR WILLIAM & CO/IL | $593K | 11K | ▲13× Added · +10K sh | Q1 2026 | |
| 14 | Fragasso Financial Advisors Inc | $364K | 7K | ▲+0.1% Added · +7 sh | Q1 2026 | |
| 15 | PRINCIPAL SECURITIES, INC. | $331K | 6K | ▼−0.5% Reduced · −30 sh | Q1 2026 | |
| 16 | Sigma Planning Corp | $330K | 6K | ▲+2.6% Added · +158 sh | Q1 2026 | |
| 17 | Beacon Pointe Advisors, LLC | $319K | 6K | ▲New +6K sh | Q1 2026 | |
| 18 | EP Wealth Advisors, LLC | $310K | 6K | ▲+0.4% Added · +25 sh | Q1 2026 | |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $254K | 5K | —Held | Q1 2026 | |
| 20 | NewEdge Wealth, LLC | $218K | 4K | —Held | Q1 2026 | |
| 21 | FMR LLC | $188K | 3K | ▲+2.1% Added · +72 sh | Q1 2026 | |
| 22 | Arax Advisory Partners | $57K | 1K | ▲New +1K sh | Q1 2026 | |
| 23 | WHITTIER TRUST CO | $34K | 619 | —Held | Q1 2026 | |
| 24 | Federation des caisses Desjardins du Quebec | $22K | 400 | —Held | Q1 2026 | |
| 25 | Ashton Thomas Private Wealth, LLC | $19K | 351 | ▲New +351 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| SPYMcs | 483 funds | $65.7B |
| SDYcs | 465 funds | $7.9B |
| SPYGcs | 434 funds | $25.1B |
| SPYVcs | 400 funds | $21.7B |
| XBIcs | 373 funds | $15.5B |
| SPMDcs | 308 funds | $10.9B |
| SPTMcs | 280 funds | $5.3B |
| KREcs | 263 funds | $6.9B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 32 funds | $14.9B |
| NVIDIA CORPNVDA | 32 funds | $14.8B |
| ISHARES CORE S&P 500 ETFIVV | 32 funds | $12.4B |
| MICROSOFT CORPMSFT | 32 funds | $10.9B |
| AMAZON.COM INCAMZN | 32 funds | $9.4B |
| ALPHABET INC-CL AGOOGL | 32 funds | $7.7B |
| JPMORGAN CHASE & COJPM | 32 funds | $5.7B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 32 funds | $5.1B |
| VANGUARD VALUE ETFVTV | 32 funds | $3.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $3.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $3.5B |
Ranked by how many of XPH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.