187 tracked 13F filers disclose a position in XSOE as of the latest SEC 13F filings, a combined $958.5M 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 | MORGAN STANLEY | $119.7M | 3.0M | ▲+4.0% Added · +115K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $74.3M | 1.9M | ▼−7.5% Reduced · −151K sh | Q1 2026 | |
| 3 | Valmark Advisers, Inc. | $65.8M | 1.6M | ▼−3.8% Reduced · −64K sh | Q1 2026 | |
| 4 | UBS Group AG | $57.5M | 1.4M | ▲+4.7% Added · +64K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $50.5M | 1.3M | ▲+1.6% Added · +20K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $48.5M | 1.2M | ▼−11% Reduced · −151K sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $27.1M | 676K | ▼−3.0% Reduced · −21K sh | Q1 2026 | |
| 8 | OneDigital Investment Advisors LLC | $24.0M | 599K | ▼−21% Reduced · −163K sh | Q1 2026 | |
| 9 | HighPoint Advisor Group LLC | $29.1M | 593K | ▲+37% Added · +161K sh | Q2 2026 | |
| 10 | Warren Street Wealth Advisors, LLC | $26.4M | 537K | ▼−1.0% Reduced · −6K sh | Q2 2026 | |
| 11 | Marathon Mission, Inc. | $25.1M | 511K | ▲+0.6% Added · +3K sh | Q2 2026 | |
| 12 | Pallas Capital Advisors LLC | $19.8M | 493K | ▼−8.6% Reduced · −46K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $17.1M | 427K | ▼−18% Reduced · −96K sh | Q1 2026 | |
| 14 | MEITAV INVESTMENT HOUSE LTD | $20.6M | 419K | ▼−27% Reduced · −159K sh | Q2 2026 | |
| 15 | HOWARD FINANCIAL SERVICES, LTD. | $18.3M | 373K | ▲+11% Added · +36K sh | Q2 2026 | |
| 16 | Transamerica Financial Advisors, LLC | $13.2M | 330K | ▼−8.7% Reduced · −31K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $12.8M | 319K | ▼−13% Reduced · −47K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $11.4M | 285K | ▲+11% Added · +27K sh | Q1 2026 | |
| 19 | WEALTH MANAGEMENT RESOURCES, INC. | $12.7M | 257K | ▼−19% Reduced · −59K sh | Q2 2026 | |
| 20 | CWM, LLC | $10.3M | 257K | ▼−1.5% Reduced · −4K sh | Q1 2026 | |
| 21 | INVENIO WEALTH PARTNERS LLC | $12.3M | 249K | ▼~0% Reduced · −61 sh | Q2 2026 | |
| 22 | MGO ONE SEVEN LLC | $11.9M | 242K | ▲+13% Added · +27K sh | Q2 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $9.2M | 229K | ▼−0.3% Reduced · −701 sh | Q1 2026 | |
| 24 | Goldstein Advisors, LLC | $11.1M | 226K | ▼−1.7% Reduced · −4K sh | Q2 2026 | |
| 25 | Arax Advisory Partners | $8.3M | 206K | ▲+3.7% Added · +7K 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, 0 funds opened a new position in XSOE and 19 added to an existing one, while 22 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 | 87 funds | $10.2B |
| NVIDIA CORPNVDA | 86 funds | $10.5B |
| MICROSOFT CORPMSFT | 85 funds | $6.6B |
| AMAZON.COM INCAMZN | 85 funds | $6.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 84 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 84 funds | $3.9B |
| VANGUARD S&P 500 ETFVOO | 83 funds | $7.1B |
| ALPHABET INC-CL AGOOGL | 83 funds | $4.4B |
| BROADCOM INCAVGO | 83 funds | $4.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 81 funds | $3.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 81 funds | $2.4B |
| TESLA INCTSLA | 81 funds | $2.3B |
Ranked by how many of XSOE's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 592 funds | $11.2B |
| IHDGmc | 197 funds | $1.5B |
| XSOEthis pagemc | 187 funds | $958.5M |
| HEDJcs | 183 funds | $712.5M |
| AGGYmc | 137 funds | $673.3M |
| IQDGmc | 115 funds | $524.9M |
| DDWMmc | 114 funds | $1.1B |
| DGRSmc | 107 funds | $201.6M |
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 XSOE
This stock 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/XSOE/capital-change-brief"
Use Arkolith's capital_change_brief for XSOE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.