The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query XSOE owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XSOE"
Use Arkolith to show who owns XSOE, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | $65.8M | 1.6M | ▼−3.8% Reduced · −64K sh | Q1 2026 | |
| 2 | MEITAV INVESTMENT HOUSE LTD | $23.1M | 577K | ▼~0% Reduced · −144 sh | Q1 2026 | |
| 3 | Pallas Capital Advisors LLC | $19.8M | 493K | ▼−8.6% Reduced · −46K sh | Q1 2026 | |
| 4 | HighPoint Advisor Group LLC | $17.3M | 431K | ▼−17% Reduced · −89K sh | Q1 2026 | |
| 5 | CWM, LLC | $10.3M | 257K | ▼−1.5% Reduced · −4K sh | Q1 2026 | |
| 6 | MGO ONE SEVEN LLC | $8.6M | 214K | ▼−0.1% Reduced · −181 sh | Q1 2026 | |
| 7 | Arax Advisory Partners | $8.3M | 206K | ▲+3.7% Added · +7K sh | Q1 2026 | |
| 8 | Pinnacle Financial Partners, Inc. | $6.8M | 170K | ▲+7.3% Added · +12K sh | Q1 2026 | |
| 9 | Atria Investments, Inc | $6.5M | 162K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 10 | Stratos Wealth Partners, LTD. | $6.4M | 161K | ▲+0.2% Added · +279 sh | Q1 2026 | |
| 11 | Merit Financial Group, LLC | $5.5M | 137K | ▼−6.5% Reduced · −9K sh | Q1 2026 | |
| 12 | IFP Advisors, Inc | $5.2M | 129K | ▲+19% Added · +21K sh | Q1 2026 | |
| 13 | D.A. DAVIDSON & CO. | $4.6M | 115K | ▼−1.7% Reduced · −2K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $4.2M | 106K | ▲+3.6% Added · +4K sh | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | $4.0M | 102K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 16 | Smartleaf Asset Management LLC | $3.8M | 98K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 17 | Lido Advisors, LLC | $2.8M | 70K | ▲+25% Added · +14K sh | Q1 2026 | |
| 18 | JOURNEY STRATEGIC WEALTH LLC | $2.6M | 66K | ▼−1.3% Reduced · −873 sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $2.5M | 64K | ▼−47% Reduced · −56K sh | Q1 2026 | |
| 20 | NewEdge Wealth, LLC | $2.3M | 57K | ▲New +57K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $1.7M | 42K | ▲+3.5% Added · +1K sh | Q1 2026 | |
| 22 | MAI Capital Management | $1.4M | 36K | ▲+1.7% Added · +586 sh | Q1 2026 | |
| 23 | Robertson Stephens Wealth Management, LLC | $1.3M | 33K | ▲~0% Added · +9 sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | $1.1M | 29K | ▲+16% Added · +4K sh | Q1 2026 | |
| 25 | Perigon Wealth Management, LLC | $1.0M | 26K | ▲+5.3% Added · +1K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 64 funds | $19.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 64 funds | $15.7B |
| BROADCOM INCAVGO | 64 funds | $7.7B |
| JPMORGAN CHASE & COJPM | 64 funds | $7.1B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $7.0B |
| ALPHABET INC-CL CGOOG | 64 funds | $6.2B |
| EXXON MOBIL CORPXOM | 64 funds | $4.1B |
| TESLA INCTSLA | 64 funds | $3.9B |
| COSTCO WHOLESALE CORPCOST | 64 funds | $3.7B |
| VISA INC-CLASS A SHARESV | 64 funds | $3.6B |
| SS TECHNOLOGY SELECT SECTORXLK | 64 funds | $2.3B |
| MASTERCARD INC - AMA | 64 funds | $2.1B |
Ranked by how many of XSOE'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XSOE. 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.