No active 13F manager changed its position in XPMIX last quarter. No open-market insider trades in the last 180 days.
No leg leans either way.
1 tracked 13F filer discloses a position in XPMIX as of the latest SEC 13F filings, a combined $1.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ascentis Wealth Management, LLC | 29K | $1.9M | ▲+13% Added · +3K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 21, 2023 | Ment Jason P | Insider | Buy (P) | 8K | $313K |
| Aug 12, 2021 | Sittema Thomas Kent | Director | Buy (P) | 4K | $150K |
| Aug 12, 2021 | Menard Neil David | President of Distribution / | Buy (P) | 1K | $50K |
| Jun 11, 2021 | Sittema Thomas Kent | Director | Buy (P) | 7K | $250K |
| Jun 11, 2021 | Long Robert W. | Pres. & Prin. Exec. Officer, Director | Buy (P) | 7K | $250K |
| May 3, 2021 | Menard Neil David | President of Distribution | Buy (P) | 1K | $42K |
| Apr 1, 2021 | Smith Timothy Adair | Treasurer & Prin. Fin. Officer | Buy (P) | 2K | $75K |
| Apr 1, 2021 | Long Robert W. | Pres. & Prin. Exec. Officer, Director | Buy (P) | 1K | $45K |
| Feb 1, 2021 | Sittema Thomas Kent | Director | Buy (P) | 3K | $100K |
| Feb 1, 2021 | Long Robert W. | Pres. & Prin. Exec. Officer, Director | Buy (P) | 4K | $110K |
| Feb 1, 2021 | Sturzenegger Ron D. | Director | Buy (P) | 16K | $500K |
| Feb 1, 2021 | Menard Neil David | President of Distribution | Buy (P) | 6K | $187K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for XPMIX
This stock 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/XPMIX/capital-change-brief"
Use Arkolith's capital_change_brief for XPMIX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XPMIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.