69 tracked 13F filers disclose a position in XSHQ as of the latest SEC 13F filings, a combined $156.6M 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 | LPL Financial LLC | $31.3M | 743K | ▼−8.9% Reduced · −73K sh | Q1 2026 | |
| 2 | Larson Financial Group LLC | $24.8M | 589K | ▲+4.4% Added · +25K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.9M | 425K | ▼−12% Reduced · −59K sh | Q1 2026 | |
| 4 | HighPoint Advisor Group LLC | $7.9M | 164K | ▼−3.5% Reduced · −6K sh | Q2 2026 | |
| 5 | Breakwater Capital Group | $6.8M | 140K | ▼−21% Reduced · −37K sh | Q2 2026 | |
| 6 | Private Advisory Group LLC | $6.3M | 130K | ▼−0.8% Reduced · −1K sh | Q2 2026 | |
| 7 | BEACON FINANCIAL PLANNING, INC | $6.1M | 125K | ▼−5.2% Reduced · −7K sh | Q2 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $4.2M | 100K | ▲+29% Added · +22K sh | Q1 2026 | |
| 9 | Mariner, LLC | $4.1M | 96K | ▲21× Added · +92K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.8M | 89K | ▲+13% Added · +10K sh | Q1 2026 | |
| 11 | PlanVest Financial, Inc | $4.0M | 83K | ▼−0.6% Reduced · −538 sh | Q2 2026 | |
| 12 | Intrua Financial, LLC | $3.8M | 79K | ▼−3.6% Reduced · −3K sh | Q2 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $3.3M | 78K | ▲+3.6% Added · +3K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $3.1M | 73K | ▼−13% Reduced · −11K sh | Q1 2026 | |
| 15 | DHJJ Financial Advisors, Ltd. | $3.2M | 66K | ▼−21% Reduced · −17K sh | Q2 2026 | |
| 16 | Equitable Holdings, Inc. | $2.7M | 57K | ▲+8.4% Added · +4K sh | Q2 2026 | |
| 17 | FIFTH THIRD SECURITIES, INC. | $2.2M | 46K | ▼−4.1% Reduced · −2K sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | $2.0M | 46K | ▲+8.6% Added · +4K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $1.8M | 43K | ▲+25% Added · +9K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $1.1M | 27K | ▼−56% Reduced · −35K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $1.1M | 23K | ▲+0.1% Added · +24 sh | Q2 2026 | |
| 22 | HighTower Advisors, LLC | $945K | 22K | ▼−3.6% Reduced · −847 sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $910K | 22K | ▼−58% Reduced · −30K sh | Q1 2026 | |
| 24 | Fortune Financial Group, Inc. | $963K | 20K | ▲+19% Added · +3K sh | Q2 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $831K | 20K | ▲+48% Added · +6K 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, 2 funds opened a new position in XSHQ and 6 added to an existing one, while 19 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 | 33 funds | $5.7B |
| APPLE INCAAPL | 33 funds | $4.4B |
| AMAZON.COM INCAMZN | 33 funds | $3.4B |
| MICROSOFT CORPMSFT | 33 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $1.4B |
| ISHARES CORE S&P 500 ETFIVV | 31 funds | $4.3B |
| BROADCOM INCAVGO | 31 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 31 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 31 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 31 funds | $1.3B |
Ranked by how many of XSHQ'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 XSHQ
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/XSHQ/capital-change-brief"
Use Arkolith's capital_change_brief for XSHQ. 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 XSHQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.