296 tracked 13F filers disclose a position in XSMO as of the latest SEC 13F filings, a combined $1.7B 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 | $171.9M | 2.3M | ▲+4.1% Added · +89K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $142.9M | 1.9M | ▲+8.7% Added · +150K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $130.5M | 1.7M | ▲+5.3% Added · +86K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $85.3M | 1.1M | ▼−8.9% Reduced · −110K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $68.9M | 906K | ▼−3.9% Reduced · −36K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $66.1M | 870K | ▲+7.3% Added · +60K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $63.9M | 840K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.3M | 610K | ▲+4.8% Added · +28K sh | Q1 2026 | |
| 9 | Gratus Wealth Advisors, LLC | $49.4M | 527K | ▲+1.4% Added · +7K sh | Q2 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $36.1M | 475K | ▲+17% Added · +69K sh | Q1 2026 | |
| 11 | CWM, LLC | $33.3M | 438K | ▲+6.0% Added · +25K sh | Q1 2026 | |
| 12 | Apollon Wealth Management, LLC | $29.6M | 389K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $29.2M | 389K | ▲+32% Added · +95K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $31.2M | 334K | ▲+248% Added · +238K sh | Q2 2026 | |
| 15 | River Wealth Advisors LLC | $28.9M | 309K | ▼−1.6% Reduced · −5K sh | Q2 2026 | |
| 16 | HighTower Advisors, LLC | $21.2M | 279K | ▲+25% Added · +55K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $19.4M | 256K | ▲+0.3% Added · +776 sh | Q1 2026 | |
| 18 | Focus Financial Network, Inc. | $16.9M | 222K | ▲+5.6% Added · +12K sh | Q1 2026 | |
| 19 | Mariner, LLC | $16.8M | 221K | ▲+16% Added · +31K sh | Q1 2026 | |
| 20 | Modern Wealth Management, LLC | $16.7M | 217K | ▼−3.5% Reduced · −8K sh | Q1 2026 | |
| 21 | Armbruster Capital Management, Inc. | $18.6M | 198K | ▼−2.1% Reduced · −4K sh | Q2 2026 | |
| 22 | Markowski Investments | $18.3M | 196K | ▲New +196K sh | Q2 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $14.3M | 188K | ▲+19% Added · +30K sh | Q1 2026 | |
| 24 | Clark Wealth Partners | $16.8M | 179K | ▼−4.3% Reduced · −8K sh | Q2 2026 | |
| 25 | Sound Income Strategies, LLC | $16.4M | 175K | ▲+15% Added · +23K 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, 6 funds opened a new position in XSMO and 24 added to an existing one, while 14 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 |
|---|---|---|
| APPLE INCAAPL | 153 funds | $22.5B |
| NVIDIA CORPNVDA | 152 funds | $24.0B |
| MICROSOFT CORPMSFT | 152 funds | $18.3B |
| AMAZON.COM INCAMZN | 149 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 149 funds | $10.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 148 funds | $7.5B |
| BROADCOM INCAVGO | 146 funds | $9.5B |
| META PLATFORMS INC-CLASS AMETA | 145 funds | $6.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 145 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 145 funds | $5.5B |
| TESLA INCTSLA | 142 funds | $5.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 142 funds | $4.9B |
Ranked by how many of XSMO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| RSPmc | 2085 funds | $53.8B |
| SPHQmc | 752 funds | $11.3B |
| PRFmc | 543 funds | $4.9B |
| XLGmc | 536 funds | $4.3B |
| PPAmc | 527 funds | $4.1B |
| RSPTcs | 450 funds | $2.0B |
| XMMOmc | 437 funds | $4.1B |
| XMHQmc | 393 funds | $3.3B |
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 XSMO
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/XSMO/capital-change-brief"
Use Arkolith's capital_change_brief for XSMO. 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 XSMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.