49 tracked 13F filers disclose a position in XRMMX as of the latest SEC 13F filings, a combined $49.4M 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 | ROBINSON CAPITAL MANAGEMENT, LLC | $6.1M | 409K | ▼−5.1% Reduced · −22K sh | Q2 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $5.4M | 395K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $3.3M | 240K | ▼−0.3% Reduced · −602 sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $3.1M | 230K | ▼−28% Reduced · −90K sh | Q1 2026 | |
| 5 | Advisors Asset Management, Inc. | $3.1M | 226K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 6 | U.S. Capital Wealth Advisors, LLC | $2.4M | 180K | ▲+8.3% Added · +14K sh | Q1 2026 | |
| 7 | ProVise Management Group, LLC | $2.5M | 171K | ▲+1.6% Added · +3K sh | Q2 2026 | |
| 8 | UBS Group AG | $2.3M | 169K | ▲+5.4% Added · +9K sh | Q1 2026 | |
| 9 | Arax Advisory Partners | $2.5M | 167K | ▲New +167K sh | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | $2.5M | 166K | ▲Added Added · +166K sh | Q2 2026 | |
| 11 | Rockefeller Capital Management L.P. | $1.8M | 133K | ▲+39% Added · +37K sh | Q1 2026 | |
| 12 | Wagner Wealth Management, LLC | $1.9M | 126K | ▲+17% Added · +18K sh | Q2 2026 | |
| 13 | GUGGENHEIM CAPITAL LLC | $1.4M | 106K | ▲New +106K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.4M | 106K | ▲+49% Added · +35K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $1.2M | 89K | ▲+45% Added · +27K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $816K | 60K | ▼−26% Reduced · −21K sh | Q1 2026 | |
| 17 | Gateway Wealth Partners, LLC | $853K | 58K | ▼−50% Reduced · −58K sh | Q2 2026 | |
| 18 | OPPENHEIMER & CO INC | $825K | 56K | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $689K | 51K | ▲+8.0% Added · +4K sh | Q1 2026 | |
| 20 | Apollon Wealth Management, LLC | $606K | 44K | ▼−1.0% Reduced · −435 sh | Q1 2026 | |
| 21 | Samalin Investment Counsel, LLC | $568K | 38K | ▼−30% Reduced · −16K sh | Q2 2026 | |
| 22 | HighTower Advisors, LLC | $458K | 34K | ▲+72% Added · +14K sh | Q1 2026 | |
| 23 | &PARTNERS | $446K | 33K | ▲+0.7% Added · +242 sh | Q1 2026 | |
| 24 | Stratos Wealth Partners, LTD. | $376K | 25K | ▲+1.8% Added · +440 sh | Q2 2026 | |
| 25 | Abel Hall, LLC | $296K | 20K | —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, 7 funds opened a new position in XRMMX and 3 added to an existing one, while 3 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 18 funds | $1.1B |
| APPLE INCAAPL | 17 funds | $2.1B |
| ELI LILLY & COLLY | 17 funds | $273.1M |
| NVIDIA CORPNVDA | 16 funds | $1.7B |
| AMAZON.COM INCAMZN | 16 funds | $957.1M |
| ALPHABET INC-CL AGOOGL | 16 funds | $889.3M |
| BROADCOM INCAVGO | 16 funds | $587.6M |
| WALMART INCWMT | 16 funds | $540.5M |
| ALPHABET INC-CL CGOOG | 16 funds | $493.7M |
| JPMORGAN CHASE & COJPM | 16 funds | $445.9M |
| COSTCO WHOLESALE CORPCOST | 16 funds | $410.8M |
| TESLA INCTSLA | 16 funds | $408.0M |
Ranked by how many of XRMMX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XRMMX
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/XRMMX/capital-change-brief"
Use Arkolith's capital_change_brief for XRMMX. 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 XRMMX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.