45 tracked 13F filers disclose a position in XSCDX as of the latest SEC 13F filings, a combined $75.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $26.4M | 1.8M | ▼−0.7% Reduced · −13K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $6.5M | 433K | ▼−4.9% Reduced · −22K sh | Q1 2026 | |
| 3 | Z3 Capital Partners, LLC | $6.7M | 426K | ▲+1.3% Added · +5K sh | Q2 2026 | |
| 4 | Shaker Financial Services, LLC | $5.2M | 333K | ▲Added Added · +333K sh | Q2 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $4.5M | 301K | ▲+14% Added · +36K sh | Q1 2026 | |
| 6 | Allspring Global Investments Holdings, LLC | $3.7M | 234K | ▲+251% Added · +168K sh | Q2 2026 | |
| 7 | Steward Partners Investment Advisory, LLC | $2.7M | 170K | ▼−32% Reduced · −81K sh | Q2 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 170K | ▲+16% Added · +24K sh | Q2 2026 | |
| 9 | Advisors Asset Management, Inc. | $2.3M | 149K | ▲+20% Added · +24K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $1.2M | 82K | ▲+22% Added · +15K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $1.2M | 81K | ▲+4.7% Added · +4K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $1.2M | 80K | ▲+18% Added · +12K sh | Q1 2026 | |
| 13 | Yakira Capital Management, Inc. | $1.1M | 73K | —Held | Q2 2026 | |
| 14 | CHAPIN DAVIS, INC. | $820K | 52K | ▲+0.8% Added · +400 sh | Q2 2026 | |
| 15 | Wealth Care LLC | $780K | 50K | ▲+1.1% Added · +519 sh | Q2 2026 | |
| 16 | NewEdge Advisors, LLC | $750K | 48K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 17 | Calamos Advisors LLC | $694K | 44K | ▲+7.1% Added · +3K sh | Q2 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $504K | 34K | ▼−3.2% Reduced · −1K sh | Q1 2026 | |
| 19 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $499K | 32K | ▼−41% Reduced · −22K sh | Q2 2026 | |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $486K | 31K | ▲+1.6% Added · +500 sh | Q2 2026 | |
| 21 | AlphaStar Capital Management, LLC | $473K | 30K | ▲+2.1% Added · +636 sh | Q2 2026 | |
| 22 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $422K | 27K | ▲+352% Added · +21K sh | Q2 2026 | |
| 23 | MGO ONE SEVEN LLC | $413K | 26K | ▲New +26K sh | Q2 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $389K | 26K | ▲+2.6% Added · +661 sh | Q1 2026 | |
| 25 | NWF Advisory Services Inc. | $405K | 26K | —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, 4 funds opened a new position in XSCDX and 9 added to an existing one, while 1 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 |
|---|---|---|
| NVIDIA CORPNVDA | 18 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 18 funds | $2.3B |
| BROADCOM INCAVGO | 18 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $1.2B |
| TESLA INCTSLA | 18 funds | $689.0M |
| AMAZON.COM INCAMZN | 17 funds | $2.6B |
| MICROSOFT CORPMSFT | 17 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 17 funds | $1.4B |
| VISA INC-CLASS A SHARESV | 17 funds | $754.9M |
| COSTCO WHOLESALE CORPCOST | 17 funds | $423.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $394.3M |
| HOME DEPOT INCHD | 17 funds | $391.2M |
Ranked by how many of XSCDX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for XSCDX
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/XSCDX/capital-change-brief"
Use Arkolith's capital_change_brief for XSCDX. 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 XSCDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.