51 tracked 13F filers disclose a position in XSEP as of the latest SEC 13F filings, a combined $70.8M 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 | COMMONWEALTH EQUITY SERVICES, LLC | $13.0M | 311K | ▼−4.9% Reduced · −16K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $10.3M | 246K | ▼−5.8% Reduced · −15K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.2M | 220K | ▲+102% Added · +111K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $7.6M | 171K | ▼−3.8% Reduced · −7K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | $6.8M | 163K | ▲+55% Added · +58K sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $3.2M | 77K | ▼−44% Reduced · −60K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $2.5M | 59K | ▼−9.6% Reduced · −6K sh | Q1 2026 | |
| 8 | KRAEMATON INVESTMENT ADVISORS, INC | $1.8M | 41K | ▼−13% Reduced · −6K sh | Q2 2026 | |
| 9 | Mariner, LLC | $1.7M | 41K | ▼−19% Reduced · −10K sh | Q1 2026 | |
| 10 | Noble Wealth Management PBC | $1.1M | 25K | ▼−22% Reduced · −7K sh | Q2 2026 | |
| 11 | Mutual Advisors, LLC | $860K | 21K | ▼−3.7% Reduced · −785 sh | Q1 2026 | |
| 12 | Diligent Investors, LLC | $866K | 19K | ▼~0% Reduced · −5 sh | Q2 2026 | |
| 13 | CITADEL ADVISORS LLC | $759K | 18K | ▼−14% Reduced · −3K sh | Q1 2026 | |
| 14 | Blackhawk Capital Partners, LLC | $776K | 17K | —Held | Q2 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $706K | 17K | ▼−1.5% Reduced · −255 sh | Q1 2026 | |
| 16 | Atria Investments, Inc | $625K | 14K | ▲+135% Added · +8K sh | Q2 2026 | |
| 17 | First Heartland Consultants, Inc. | $581K | 13K | ▼−7.0% Reduced · −980 sh | Q2 2026 | |
| 18 | Waverly Advisors, LLC | $501K | 12K | ▼−0.9% Reduced · −111 sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $457K | 11K | ▲+15% Added · +1K sh | Q1 2026 | |
| 20 | CreativeOne Wealth, LLC | $448K | 11K | ▲+40% Added · +3K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $429K | 10K | ▲New +10K sh | Q1 2026 | |
| 22 | VestGen Advisors, LLC | $447K | 10K | ▲New +10K sh | Q1 2026 | |
| 23 | SageGuard Financial Group, LLC | $447K | 10K | ▼−2.1% Reduced · −220 sh | Q2 2026 | |
| 24 | OLD MISSION CAPITAL LLC | $394K | 9K | ▲+17% Added · +1K sh | Q1 2026 | |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | $401K | 9K | ▲New +9K 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.
Last quarter, 3 funds opened a new position in XSEP and 5 added to an existing one, while 9 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $7.8B |
| NVIDIA CORPNVDA | 19 funds | $7.2B |
| APPLE INCAAPL | 19 funds | $6.0B |
| AMAZON.COM INCAMZN | 19 funds | $4.1B |
| MICROSOFT CORPMSFT | 19 funds | $3.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 19 funds | $2.8B |
| BROADCOM INCAVGO | 19 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $2.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 19 funds | $2.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 19 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 19 funds | $2.1B |
Ranked by how many of XSEP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/XSEP/capital-change-brief"
Use Arkolith's capital_change_brief for XSEP. 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 XSEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.