Among active 13F managers last quarter, 3 opened and 2 added, while 1 reduced; the largest holder to move was One Capital Management, LLC (+0.1%).
9 tracked 13F filers disclose a position in XRLX as of the latest SEC 13F filings, a combined $20.0M 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 | One Capital Management, LLC | 299K | $13.4M | ▲+0.1% Added · +458 sh | Q2 2026 | |
| 2 | Basso Capital Management, L.P. | 64K | $3.2M | ▲New +64K sh | Q2 2026 | |
| 3 | Compound Planning, Inc. | 27K | $1.4M | ▲New +27K sh | Q2 2026 | |
| 4 | GTS Securities LLC | 18K | $822K | ▼−6.3% Reduced · −1K sh | Q1 2026 | |
| 5 | Citadel Advisors LLC | 9K | $439K | ▲New +9K sh | Q2 2026 | |
| 6 | Atria Investments, Inc | 9K | $427K | ▲+4.0% Added · +334 sh | Q2 2026 | |
| 7 | Creative Planning | 7K | $300K | ▲+2.7% Added · +177 sh | Q1 2026 | |
| 8 | Glass Jacobson Investment Advisors llc | 2K | $95K | —Held | Q2 2026 | |
| 9 | Geneos Wealth Management Inc. | 800 | $40K | —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 XRLX and 2 added to an existing one, while 1 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 | 7 funds | $13.9B |
| Nvidia CorpNVDA | 7 funds | $2.8B |
| Microsoft CorpMSFT | 7 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 7 funds | $1.3B |
| JPMorgan Chase & CoJPM | 7 funds | $848.4M |
| Tesla IncTSLA | 7 funds | $604.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $602.1M |
| Home Depot IncHD | 7 funds | $577.7M |
| Johnson & JohnsonJNJ | 7 funds | $464.3M |
| Procter & Gamble CoPG | 7 funds | $461.5M |
| Caterpillar IncCAT | 7 funds | $424.8M |
| Vanguard S&P 500 ETFVOO | 7 funds | $398.4M |
Ranked by how many of XRLX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XRLX.
| Class | 13F holders | Value held |
|---|---|---|
| XCORFUNDX ETF | 15 funds | $60.5M |
| XRLXthis pageCONSERVATIVE ETF | 9 funds | $20.0M |
| FFOXFUTURE FUND OPPO | 8 funds | $166.0M |
| XNAVAGGRESSIVE ETF | 6 funds | $9.0M |
| XFLXFLEXIBLE ETF | 3 funds | $42.0M |
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 XRLX
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.