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.
| # | 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 | $7.2M | 170K | ▼−40% Reduced · −115K sh | Q1 2026 | |
| 5 | Breakwater Capital Group | $6.8M | 140K | ▼−21% Reduced · −37K sh | Q2 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $4.2M | 100K | ▲+29% Added · +22K sh | Q1 2026 | |
| 7 | Mariner, LLC | $4.1M | 96K | ▲21× Added · +92K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.8M | 89K | ▲+13% Added · +10K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $3.3M | 78K | ▲+3.6% Added · +3K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $3.1M | 73K | ▼−13% Reduced · −11K sh | Q1 2026 | |
| 11 | Equitable Holdings, Inc. | $2.2M | 52K | ▲+0.5% Added · +263 sh | Q1 2026 | |
| 12 | FIFTH THIRD SECURITIES, INC. | $2.2M | 46K | ▼−4.1% Reduced · −2K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | $2.0M | 46K | ▲+8.6% Added · +4K sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $1.8M | 43K | ▲+25% Added · +9K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $1.1M | 27K | ▼−56% Reduced · −35K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $954K | 23K | ▲+6.5% Added · +1K sh | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $945K | 22K | ▼−3.6% Reduced · −847 sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $910K | 22K | ▼−58% Reduced · −30K sh | Q1 2026 | |
| 19 | Madison Asset Management, LLC | $899K | 21K | ▼−41% Reduced · −15K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $831K | 20K | ▲+48% Added · +6K sh | Q1 2026 | |
| 21 | Family Manage LLC | $744K | 18K | ▼−28% Reduced · −7K sh | Q1 2026 | |
| 22 | GHP Investment Advisors, Inc. | $718K | 17K | ▲+0.3% Added · +49 sh | Q1 2026 | |
| 23 | Summit Financial, LLC | $482K | 11K | ▲+16% Added · +2K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $428K | 10K | ▲New +10K sh | Q1 2026 | |
| 25 | Sigma Planning Corp | $403K | 10K | ▼−16% Reduced · −2K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 25 funds | $13.8B |
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $7.2B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $3.5B |
| ISHARES MSCI USA QUALITY FACQUAL | 25 funds | $1.2B |
| PALO ALTO NETWORKS INCPANW | 25 funds | $812.7M |
| BLACKSTONE INCBX | 25 funds | $371.7M |
| APPLE INCAAPL | 24 funds | $8.9B |
| MICROSOFT CORPMSFT | 24 funds | $7.0B |
| AMAZON.COM INCAMZN | 24 funds | $6.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $5.0B |
| BROADCOM INCAVGO | 24 funds | $4.2B |
| JPMORGAN CHASE & COJPM | 24 funds | $3.5B |
Ranked by how many of XSHQ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.