Among active 13F managers last quarter, 3 added and 1 reduced; the largest holder to move was Principal Securities, Inc. (+19%).
18 tracked 13F filers disclose a position in XRMI as of the latest SEC 13F filings, a combined $14.0M 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 | LPL Financial LLC | 191K | $3.2M | ▼−26% Reduced · −66K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | 189K | $3.2M | ▲+25% Added · +38K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 146K | $2.5M | ▲+8.1% Added · +11K sh | Q1 2026 | |
| 4 | Principal Securities, Inc. | 143K | $2.5M | ▲+19% Added · +23K sh | Q2 2026 | |
| 5 | Founders Financial Alliance, LLC | 49K | $849K | ▼−1.8% Reduced · −905 sh | Q2 2026 | |
| 6 | Tactive Advisors, LLC | 34K | $583K | ▲+6.3% Added · +2K sh | Q2 2026 | |
| 7 | MML Investors Services, LLC | 17K | $296K | ▲+62% Added · +7K sh | Q2 2026 | |
| 8 | Sequoia Financial Advisors, LLC | 12K | $207K | ▲New +12K sh | Q2 2026 | |
| 9 | Truist Financial Corp | 12K | $204K | ▼−2.7% Reduced · −337 sh | Q1 2026 | |
| 10 | Jane Street Group, LLC | 11K | $183K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 11 | Osaic Holdings, Inc. | 7K | $112K | ▼−3.8% Reduced · −261 sh | Q1 2026 | |
| 12 | SBI Securities Co., Ltd. | 6K | $106K | ▲+2.5% Added · +150 sh | Q2 2026 | |
| 13 | Private Trust Co Na | 2K | $42K | —Held | Q2 2026 | |
| 14 | IFP Advisors, Inc | 624 | $11K | —Held | Q2 2026 | |
| 15 | Highline Wealth Partners LLC | 225 | $4K | —Held | Q2 2026 | |
| 16 | Triumph Capital Management | 125 | $2K | —Held | Q2 2026 | |
| 17 | Harbour Investments, Inc. | 73 | $1K | —Held | Q1 2026 | |
| 18 | Morgan Stanley | 1 | $18 | —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, 3 funds added to an existing position in XRMI, 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 |
|---|---|---|
| Nvidia CorpNVDA | 7 funds | $808.4M |
| Vanguard S&P 500 ETFVOO | 7 funds | $568.9M |
| Apple IncAAPL | 7 funds | $553.8M |
| Ishares Core S&P 500 ETFIVV | 7 funds | $462.9M |
| Invesco QQQ Trust Series 1QQQ | 7 funds | $441.4M |
| Amazon.com IncAMZN | 7 funds | $312.6M |
| Microsoft CorpMSFT | 7 funds | $294.6M |
| Alphabet Inc-CL AGOOGL | 7 funds | $273.5M |
| Alphabet Inc-CL CGOOG | 7 funds | $209.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $192.6M |
| Micron Technology IncMU | 7 funds | $191.5M |
| Tesla IncTSLA | 7 funds | $167.6M |
Ranked by how many of XRMI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XRMI.
| Class | 13F holders | Value held |
|---|---|---|
| SHLDmc | 545 funds | $4.4B |
| CLIPmc | 140 funds | $1.2B |
| SDIVmc | 110 funds | $168.2M |
| ZAPmc | 85 funds | $204.7M |
| BKCHcommon | 63 funds | $67.4M |
| DJIAmc | 47 funds | $41.7M |
| GNOMmc | 45 funds | $17.7M |
| HYDRMF Closed and MF Open | 39 funds | $7.5M |
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 XRMI
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/XRMI/capital-change-brief"
Use Arkolith's capital_change_brief for XRMI. 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 XRMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.