| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $37.8M | 1.1M | ▼−1.0% Reduced · −12K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $21.2M | 640K | ▲New +640K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $18.2M | 550K | ▲New +550K sh | Q1 2026 | |
| 4 | HEARTLAND ADVISORS INC | $14.7M | 444K | ▲+4.9% Added · +21K sh | Q1 2026 | |
| 5 | Alyeska Investment Group, L.P. | $12.5M | 378K | —Held | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $11.8M | 357K | ▲+3.6% Added · +12K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $11.3M | 339K | ▼−3.3% Reduced · −12K sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $8.9M | 269K | ▲+15% Added · +34K sh | Q1 2026 | |
| 9 | Uniplan Investment Counsel, Inc. | $7.9M | 240K | ▲+91% Added · +114K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $5.8M | 177K | ▼−32% Reduced · −82K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $5.8M | 174K | ▲+3.9% Added · +7K sh | Q1 2026 | |
| 12 | Cutler Capital Management, LLC | $5.7M | 172K | ▲+11% Added · +17K sh | Q1 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.0M | 151K | ▲14× Added · +140K sh | Q1 2026 | |
| 14 | PEREGRINE CAPITAL MANAGEMENT LLC | $5.0M | 150K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $4.8M | 145K | ▼−1.4% Reduced · −2K sh | Q1 2026 | |
| 16 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $4.7M | 144K | ▼−42% Reduced · −104K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $4.7M | 142K | ▲+23% Added · +27K sh | Q1 2026 | |
| 18 | STRS OHIO | $4.5M | 136K | ▼−21% Reduced · −37K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.1M | 124K | ▼−0.8% Reduced · −1K sh | Q1 2026 | |
| 20 | State of New Jersey Common Pension Fund D | $3.8M | 115K | —Held | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $3.5M | 105K | ▲+6.0% Added · +6K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $3.1M | 93K | ▲+440% Added · +76K sh | Q1 2026 | |
| 23 | SEI INVESTMENTS CO | $3.0M | 92K | ▲+10% Added · +8K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $2.8M | 84K | ▲New +84K sh | Q1 2026 | |
| 25 | GABELLI FUNDS LLC | $2.6M | 80K | ▼−2.2% Reduced · −2K sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 45 funds | $13.8B |
| MICROSOFT CORPMSFT | 44 funds | $19.7B |
| AMAZON.COM INCAMZN | 43 funds | $15.3B |
| JPMORGAN CHASE & COJPM | 43 funds | $6.7B |
| ELI LILLY & COLLY | 43 funds | $4.9B |
| UNITEDHEALTH GROUP INCUNH | 43 funds | $2.5B |
| WELLS FARGO & COWFC | 43 funds | $1.8B |
| UNION PACIFIC CORPUNP | 43 funds | $1.0B |
| NVIDIA CORPNVDA | 42 funds | $28.7B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $9.6B |
| ALPHABET INC-CL CGOOG | 42 funds | $8.6B |
| VISA INC-CLASS A SHARESV | 42 funds | $4.1B |
Ranked by how many of XRN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 14, 2026 | Cypher Matthew | Director | Buy (P) | 1K | $50K |
| May 12, 2026 | Decker Mark Okey Jr | CEO and President, Director | Buy (P) | 1K | $34K |
| May 12, 2026 | Decker Mark Okey Jr | CEO and President, Director | Buy (P) | 4K | $136K |
| May 12, 2026 | Holley Danica | COO | Buy (P) | 1K | $51K |
| May 12, 2026 | Marston Ronald | Director | Buy (P) | 189 | $6K |
| May 12, 2026 | Marston Ronald | Director | Buy (P) | 1K | $34K |
| May 12, 2026 | Marston Ronald | Director | Buy (P) | 300 | $10K |
| May 12, 2026 | Wittman Lori | Director | Buy (P) | 3K | $100K |
| May 12, 2026 | Barber Jamie Allen | General Counsel and Secretary | Buy (P) | 1K | $50K |
| May 11, 2026 | Cole Henry | Director | Buy (P) | 8 | $267 |
| May 11, 2026 | Cole Henry | Director | Buy (P) | 575 | $20K |
| May 11, 2026 | Crowley Paula | Director | Buy (P) | 1K | $34K |
This stock 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/XRN/capital-change-brief"
Use Arkolith's capital_change_brief for XRN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XRN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.