Among active 13F managers last quarter, 3 opened and 3 added, while 3 reduced; the largest holder to move was Concord Asset Management, LLC (−2.0%).
33 tracked 13F filers disclose a position in XSHD as of the latest SEC 13F filings, a combined $18.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 446K | $5.8M | ▲+46% Added · +140K sh | Q1 2026 | |
| 2 | Concord Wealth Partners | 175K | $2.5M | ▼−2.3% Reduced · −4K sh | Q2 2026 | |
| 3 | Concord Asset Management, LLC | 174K | $2.5M | ▼−2.0% Reduced · −4K sh | Q2 2026 | |
| 4 | IHT Wealth Management, LLC | 156K | $2.2M | ▲+3.2% Added · +5K sh | Q2 2026 | |
| 5 | Cowa, LLC | 69K | $972K | ▼−6.5% Reduced · −5K sh | Q2 2026 | |
| 6 | Two Sigma Investments, LP | 49K | $639K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | 42K | $556K | ▼−31% Reduced · −19K sh | Q1 2026 | |
| 8 | Capital Investment Advisory Services, LLC | 32K | $447K | —Held | Q2 2026 | |
| 9 | Global Retirement Partners, LLC | 29K | $403K | ▲Added Added · +29K sh | Q2 2026 | |
| 10 | Financial Solutions Advisory Group, Inc. | 26K | $368K | ▲+77% Added · +11K sh | Q2 2026 | |
| 11 | Ashton Thomas Private Wealth, LLC | 19K | $267K | —Held | Q2 2026 | |
| 12 | Susquehanna International Group, LLP | 19K | $247K | ▼−67% Reduced · −39K sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 19K | $265K | ▲New +19K sh | Q2 2026 | |
| 14 | Wealthcare Advisory Partners LLC | 12K | $173K | ▲New +12K sh | Q2 2026 | |
| 15 | Rossby Financial, LCC | 12K | $172K | ▲New +12K sh | Q2 2026 | |
| 16 | Indivisible Partners | 11K | $159K | —Held | Q2 2026 | |
| 17 | Eagle Bluffs Wealth Management LLC | 11K | $149K | —Held | Q2 2026 | |
| 18 | Osaic Holdings, Inc. | 5K | $59K | ▲+44% Added · +1K sh | Q1 2026 | |
| 19 | Graney & King, LLC | 4K | $53K | ▼−6.5% Reduced · −260 sh | Q2 2026 | |
| 20 | Farther Finance Advisors, LLC | 3K | $39K | —Held | Q1 2026 | |
| 21 | International Assets Investment Management, LLC | 2K | $27K | —Held | Q2 2026 | |
| 22 | IFP Advisors, Inc | 1K | $14K | —Held | Q2 2026 | |
| 23 | Simplex Trading, LLC | 903 | $12K | ▲New +903 sh | Q1 2026 | |
| 24 | Allworth Financial LP | 779 | $10K | ▲New +779 sh | Q1 2026 | |
| 25 | MOTCO | 650 | $9K | —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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in XSHD and 3 added to an existing one, while 3 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 | 17 funds | $5.2B |
| Apple IncAAPL | 17 funds | $4.6B |
| Amazon.com IncAMZN | 17 funds | $4.4B |
| Alphabet Inc-CL AGOOGL | 17 funds | $2.7B |
| Microsoft CorpMSFT | 17 funds | $2.4B |
| JPMorgan Chase & CoJPM | 17 funds | $1.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 17 funds | $1.5B |
| Costco Wholesale CorpCOST | 17 funds | $1.5B |
| Eli Lilly & CoLLY | 17 funds | $1.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 17 funds | $1.0B |
| Abbvie IncABBV | 17 funds | $982.3M |
Ranked by how many of XSHD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XSHD.
No filings captured for this ticker in the live stream yet.
Connected entities for XSHD
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/XSHD/capital-change-brief"
Use Arkolith's capital_change_brief for XSHD. 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 XSHD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.