Among active 13F managers last quarter, 3 opened and 4 added, while 2 reduced; the largest holder to move was Nations Financial Group Inc, /Ia (−2.2%).
24 tracked 13F filers disclose a position in XPND as of the latest SEC 13F filings, a combined $18.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 164K | $6.8M | ▼−11% Reduced · −21K sh | Q2 2026 | |
| 2 | Osaic Holdings, Inc. | 84K | $2.8M | ▼−6.2% Reduced · −6K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | 36K | $1.2M | ▲+1.8% Added · +631 sh | Q1 2026 | |
| 4 | Nations Financial Group Inc, /Ia | 29K | $1.2M | ▼−2.2% Reduced · −658 sh | Q2 2026 | |
| 5 | Citadel Advisors LLC | 23K | $981K | ▲+51% Added · +8K sh | Q2 2026 | |
| 6 | Harvest Investment Services, LLC | 21K | $878K | ▲+1.2% Added · +259 sh | Q2 2026 | |
| 7 | Clear Creek Financial Management, LLC | 20K | $824K | ▲+29% Added · +4K sh | Q2 2026 | |
| 8 | Sanctuary Advisors, LLC | 14K | $606K | ▲+37% Added · +4K sh | Q2 2026 | |
| 9 | Envestnet Asset Management Inc | 13K | $431K | ▲+5.5% Added · +682 sh | Q1 2026 | |
| 10 | Foundations Investment Advisors, LLC | 12K | $509K | ▲+22% Added · +2K sh | Q2 2026 | |
| 11 | LPL Financial LLC | 11K | $358K | ▲New +11K sh | Q1 2026 | |
| 12 | &Partners | 11K | $447K | ▼−1.4% Reduced · −148 sh | Q2 2026 | |
| 13 | Arkadios Wealth Advisors | 10K | $413K | ▲+0.5% Added · +50 sh | Q2 2026 | |
| 14 | Kestra Private Wealth Services, LLC | 8K | $350K | ▲+3.7% Added · +300 sh | Q2 2026 | |
| 15 | Concurrent Investment Advisors, LLC | 6K | $245K | ▲New +6K sh | Q2 2026 | |
| 16 | Geneos Wealth Management Inc. | 5K | $205K | ▼−3.4% Reduced · −172 sh | Q2 2026 | |
| 17 | International Assets Investment Management, LLC | 3K | $117K | —Held | Q2 2026 | |
| 18 | Private Trust Co Na | 2K | $80K | —Held | Q2 2026 | |
| 19 | Harbour Investments, Inc. | 2K | $60K | ▼−0.1% Reduced · −1 sh | Q1 2026 | |
| 20 | Advisory Services Network, LLC | 1K | $38K | ▲New +1K sh | Q1 2026 | |
| 21 | IFP Advisors, Inc | 1K | $44K | —Held | Q2 2026 | |
| 22 | AE Wealth Management LLC | 730 | $24K | —Held | Q1 2026 | |
| 23 | Colonial Trust Advisors | 562 | $24K | ▲New +562 sh | Q2 2026 | |
| 24 | Ashton Thomas Private Wealth, LLC | 260 | $11K | —Held | 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.
Last quarter, 3 funds opened a new position in XPND and 4 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 11 funds | $14.2B |
| Nvidia CorpNVDA | 11 funds | $3.5B |
| Apple IncAAPL | 11 funds | $3.3B |
| Amazon.com IncAMZN | 11 funds | $3.2B |
| Microsoft CorpMSFT | 11 funds | $2.1B |
| Alphabet Inc-CL AGOOGL | 11 funds | $1.6B |
| Eli Lilly & CoLLY | 11 funds | $1.4B |
| Broadcom IncAVGO | 11 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 11 funds | $1.2B |
| Advanced Micro DevicesAMD | 11 funds | $1.1B |
| JPMorgan Chase & CoJPM | 11 funds | $1.1B |
| Abbvie IncABBV | 11 funds | $953.6M |
Ranked by how many of XPND's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XPND.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 201 funds | $1.4B |
| BUFQmc | 172 funds | $1.0B |
| FJULmc | 139 funds | $251.9M |
| FDECmc | 137 funds | $307.6M |
| FSEPmc | 137 funds | $287.4M |
| FAPRmc | 135 funds | $216.3M |
| BUFZmc | 131 funds | $761.1M |
| DDECmc | 115 funds | $180.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XPND
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/XPND/capital-change-brief"
Use Arkolith's capital_change_brief for XPND. 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 XPND. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.