Among active 13F managers last quarter, 4 opened and 8 added, while 13 reduced; the largest holder to move was Kraematon Investment Advisors, Inc (−13%).
66 tracked 13F filers disclose a position in XSEP as of the latest SEC 13F filings, a combined $81.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 311K | $13.0M | ▼−4.9% Reduced · −16K sh | Q1 2026 | |
| 2 | Osaic Holdings, Inc. | 246K | $10.3M | ▼−5.8% Reduced · −15K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 220K | $9.2M | ▲+102% Added · +111K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | 171K | $7.6M | ▼−3.8% Reduced · −7K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | 163K | $6.8M | ▲+55% Added · +58K sh | Q1 2026 | |
| 6 | MML Investors Services, LLC | 149K | $6.6M | ▲+94% Added · +72K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 59K | $2.5M | ▼−9.6% Reduced · −6K sh | Q1 2026 | |
| 8 | Kraematon Investment Advisors, Inc | 41K | $1.8M | ▼−13% Reduced · −6K sh | Q2 2026 | |
| 9 | Mariner, LLC | 41K | $1.7M | ▼−19% Reduced · −10K sh | Q1 2026 | |
| 10 | Noble Wealth Management PBC | 25K | $1.1M | ▼−22% Reduced · −7K sh | Q2 2026 | |
| 11 | Signal Advisors Wealth, LLC | 24K | $1.1M | ▲+80% Added · +11K sh | Q2 2026 | |
| 12 | Mutual Advisors, LLC | 20K | $881K | ▼−3.5% Reduced · −710 sh | Q2 2026 | |
| 13 | Diligent Investors, LLC | 19K | $866K | ▼~0% Reduced · −5 sh | Q2 2026 | |
| 14 | Citadel Advisors LLC | 18K | $801K | ▼−0.4% Reduced · −77 sh | Q2 2026 | |
| 15 | Blackhawk Capital Partners, LLC | 17K | $776K | —Held | Q2 2026 | |
| 16 | Susquehanna International Group, LLP | 17K | $706K | ▼−1.5% Reduced · −255 sh | Q1 2026 | |
| 17 | VestGen Advisors, LLC | 17K | $745K | ▲+64% Added · +7K sh | Q2 2026 | |
| 18 | VestGen Investment Management | 17K | $745K | ▲+53% Added · +6K sh | Q2 2026 | |
| 19 | Millington Financial Advisors, LLC | 16K | $734K | ▼−2.9% Reduced · −487 sh | Q2 2026 | |
| 20 | Uptick Partners, LLC | 16K | $728K | ▼−13% Reduced · −2K sh | Q2 2026 | |
| 21 | CreativeOne Wealth, LLC | 14K | $642K | ▲+35% Added · +4K sh | Q2 2026 | |
| 22 | Atria Investments, Inc | 14K | $625K | ▲+135% Added · +8K sh | Q2 2026 | |
| 23 | Silver Oak Securities, Incorporated | 13K | $594K | ▼−1.5% Reduced · −200 sh | Q2 2026 | |
| 24 | First Heartland Consultants, Inc. | 13K | $581K | ▼−7.0% Reduced · −980 sh | Q2 2026 | |
| 25 | Sequent Planning LLC | 12K | $548K | ▼−13% Reduced · −2K sh | 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 XSEP and 8 added to an existing one, while 13 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 36 funds | $4.5B |
| Apple IncAAPL | 35 funds | $4.6B |
| Amazon.com IncAMZN | 35 funds | $3.8B |
| Microsoft CorpMSFT | 35 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 34 funds | $2.1B |
| Alphabet Inc-CL AGOOGL | 34 funds | $1.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 34 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 34 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 33 funds | $1.8B |
| Vanguard S&P 500 ETFVOO | 33 funds | $1.6B |
| JPMorgan Chase & CoJPM | 33 funds | $1.4B |
| Abbvie IncABBV | 33 funds | $1.2B |
Ranked by how many of XSEP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XSEP.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 201 funds | $1.4B |
| BUFQmc | 173 funds | $1.0B |
| FJULmc | 140 funds | $251.9M |
| FDECmc | 137 funds | $307.6M |
| FSEPmc | 137 funds | $287.4M |
| FAPRmc | 136 funds | $216.3M |
| BUFZmc | 132 funds | $769.2M |
| GJULmc | 115 funds | $196.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XSEP
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.