14 tracked 13F filers disclose a position in XRSFX as of the latest SEC 13F filings, a combined $12.4M 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 | CSS LLC/IL | $4.1M | 280K | ▼−4.9% Reduced · −14K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $2.5M | 171K | ▼−4.8% Reduced · −9K sh | Q1 2026 | |
| 3 | Clear Street Group Inc. | $1.8M | 124K | ▲New +124K sh | Q2 2026 | |
| 4 | Waverly Advisors, LLC | $1.3M | 88K | ▼−5.1% Reduced · −5K sh | Q1 2026 | |
| 5 | ICON ADVISERS INC/CO | $635K | 43K | ▲New +43K sh | Q2 2026 | |
| 6 | Palatine Hill Wealth Management, LLC | $565K | 39K | ▼−94% Reduced · −635K sh | Q2 2026 | |
| 7 | Everstar Asset Management, LLC | $497K | 34K | ▲+6.2% Added · +2K sh | Q2 2026 | |
| 8 | Equitable Holdings, Inc. | $379K | 26K | ▲+8.7% Added · +2K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $255K | 18K | ▼−10% Reduced · −2K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $178K | 12K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $175K | 12K | ▼−9.1% Reduced · −1K sh | Q2 2026 | |
| 12 | UBS Group AG | $73K | 5K | ▲+22% Added · +913 sh | Q1 2026 | |
| 13 | Advisory Services Network, LLC | $34K | 2K | ▲New +2K sh | Q1 2026 | |
| 14 | HIGHLINE WEALTH PARTNERS LLC | $3K | 200 | —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, 2 funds opened a new position in XRSFX and 2 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 6 funds | $469.7M |
| BROADCOM INCAVGO | 6 funds | $263.4M |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $192.6M |
| UNITED PARCEL SERVICE-CL BUPS | 6 funds | $34.6M |
| TRUIST FINANCIAL CORPTFC | 6 funds | $23.4M |
| AMERICAN ELECTRIC POWERAEP | 6 funds | $14.4M |
| STATE STREET CORPSTT | 6 funds | $8.4M |
| NVIDIA CORPNVDA | 5 funds | $717.6M |
| ALPHABET INC-CL CGOOG | 5 funds | $270.8M |
| JPMORGAN CHASE & COJPM | 5 funds | $249.3M |
| TESLA INCTSLA | 5 funds | $133.9M |
| JOHNSON & JOHNSONJNJ | 5 funds | $125.4M |
Ranked by how many of XRSFX'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 XRSFX
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/XRSFX/capital-change-brief"
Use Arkolith's capital_change_brief for XRSFX. 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 XRSFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.