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.
| # | 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 | BANK OF AMERICA CORP /DE/ | $36.1M | 475K | ▲+17% Added · +69K sh | Q1 2026 | |
| 10 | CWM, LLC | $33.3M | 438K | ▲+6.0% Added · +25K sh | Q1 2026 | |
| 11 | Apollon Wealth Management, LLC | $29.6M | 389K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $29.2M | 389K | ▲+32% Added · +95K sh | Q1 2026 | |
| 13 | HighTower Advisors, LLC | $21.2M | 279K | ▲+25% Added · +55K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $19.4M | 256K | ▲+0.3% Added · +776 sh | Q1 2026 | |
| 15 | Focus Financial Network, Inc. | $16.9M | 222K | ▲+5.6% Added · +12K sh | Q1 2026 | |
| 16 | Mariner, LLC | $16.8M | 221K | ▲+16% Added · +31K sh | Q1 2026 | |
| 17 | Modern Wealth Management, LLC | $16.7M | 217K | ▼−3.5% Reduced · −8K sh | Q1 2026 | |
| 18 | Armbruster Capital Management, Inc. | $18.6M | 198K | ▼−2.1% Reduced · −4K sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $14.3M | 188K | ▲+19% Added · +30K sh | Q1 2026 | |
| 20 | Sound Income Strategies, LLC | $11.7M | 152K | ▲+19% Added · +25K sh | Q1 2026 | |
| 21 | Meridian Wealth Management, LLC | $11.2M | 147K | ▼−10% Reduced · −17K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $10.9M | 144K | ▲+33% Added · +36K sh | Q1 2026 | |
| 23 | Sequoia Financial Advisors, LLC | $9.8M | 129K | ▼−12% Reduced · −17K sh | Q1 2026 | |
| 24 | Envestnet Portfolio Solutions, Inc. | $9.2M | 121K | ▼−14% Reduced · −20K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.3M | 116K | ▼−11% Reduced · −14K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 82 funds | $10.6B |
| BROADCOM INCAVGO | 82 funds | $7.5B |
| SS TECHNOLOGY SELECT SECTORXLK | 82 funds | $2.8B |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 82 funds | $2.6B |
| SS FINANCIAL SELECT SECTORXLF | 82 funds | $1.1B |
| MICROSOFT CORPMSFT | 81 funds | $16.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 81 funds | $10.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 81 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 81 funds | $7.4B |
| META PLATFORMS INC-CLASS AMETA | 81 funds | $6.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 81 funds | $5.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 81 funds | $5.4B |
Ranked by how many of XSMO'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 XSMO. 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.