8 tracked 13F filers disclose a position in XRLX as of the latest SEC 13F filings, a combined $18.2M 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 | One Capital Management, LLC | $13.3M | 298K | ▼−2.7% Reduced · −8K sh | Q1 2026 | |
| 2 | BASSO CAPITAL MANAGEMENT, L.P. | $3.2M | 64K | ▲New +64K sh | Q2 2026 | |
| 3 | GTS SECURITIES LLC | $822K | 18K | ▼−6.3% Reduced · −1K sh | Q1 2026 | |
| 4 | Atria Investments, Inc | $427K | 9K | ▲+4.0% Added · +334 sh | Q2 2026 | |
| 5 | Creative Planning | $300K | 7K | ▲+2.7% Added · +177 sh | Q1 2026 | |
| 6 | Glass Jacobson Investment Advisors llc | $95K | 2K | —Held | Q2 2026 | |
| 7 | Geneos Wealth Management Inc. | $36K | 800 | —Held | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $45 | 1 | —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 XRLX and 1 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 |
|---|---|---|
| NVIDIA CORPNVDA | 4 funds | $963.3M |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $796.9M |
| MICROSOFT CORPMSFT | 4 funds | $625.8M |
| ALPHABET INC-CL AGOOGL | 4 funds | $569.6M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $502.3M |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $497.9M |
| ISHARES CORE U.S. AGGREGATEAGG | 4 funds | $439.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $436.2M |
| ISHARES CORE MSCI EMERGINGIEMG | 4 funds | $422.6M |
| SPDR GOLD SHARESGLD | 4 funds | $401.9M |
| JPMORGAN CHASE & COJPM | 4 funds | $396.8M |
| ISHARES CORE MSCI EAFE ETFIEFA | 4 funds | $370.5M |
Ranked by how many of XRLX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/XRLX/capital-change-brief"
Use Arkolith's capital_change_brief for XRLX. 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 XRLX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.