Among active 13F managers last quarter, 1 opened and 21 added, while 23 reduced; the largest holder to move was Valmark Advisers, Inc. (−7.9%). No recent Form 4 insider filings for XSOE.
No leg leans either way.
221 tracked 13F filers disclose a position in XSOE as of the latest SEC 13F filings, a combined $1.1B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.0M | $119.7M | ▲+4.0% Added · +115K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 1.9M | $74.3M | ▼−7.5% Reduced · −151K sh | Q1 2026 | |
| 3 | Valmark Advisers, Inc. | 1.5M | $74.3M | ▼−7.9% Reduced · −129K sh | Q2 2026 | |
| 4 | UBS Group AG | 1.4M | $57.5M | ▲+4.7% Added · +64K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 1.3M | $50.5M | ▲+1.6% Added · +20K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 1.2M | $48.5M | ▼−11% Reduced · −151K sh | Q1 2026 | |
| 7 | Charles Schwab Investment Management Inc | 676K | $27.1M | ▼−3.0% Reduced · −21K sh | Q1 2026 | |
| 8 | OneDigital Investment Advisors LLC | 599K | $24.0M | ▼−21% Reduced · −163K sh | Q1 2026 | |
| 9 | HighPoint Advisor Group LLC | 593K | $29.1M | ▲+37% Added · +161K sh | Q2 2026 | |
| 10 | Warren Street Wealth Advisors, LLC | 537K | $26.4M | ▼−1.0% Reduced · −6K sh | Q2 2026 | |
| 11 | Pallas Capital Advisors LLC | 525K | $25.8M | ▲+6.6% Added · +33K sh | Q2 2026 | |
| 12 | Marathon Mission, Inc. | 511K | $25.1M | ▲+0.6% Added · +3K sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 427K | $17.1M | ▼−18% Reduced · −96K sh | Q1 2026 | |
| 14 | Meitav Investment House Ltd | 419K | $20.6M | ▼−27% Reduced · −159K sh | Q2 2026 | |
| 15 | Howard Financial Services, LTD. | 373K | $18.3M | ▲+11% Added · +36K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | 319K | $12.8M | ▼−13% Reduced · −47K sh | Q1 2026 | |
| 17 | Stifel Financial Corp | 285K | $11.4M | ▲+11% Added · +27K sh | Q1 2026 | |
| 18 | Transamerica Financial Advisors, LLC | 265K | $13.0M | ▼−20% Reduced · −65K sh | Q2 2026 | |
| 19 | Wealth Management Resources, Inc. | 257K | $12.7M | ▼−19% Reduced · −59K sh | Q2 2026 | |
| 20 | CWM, LLC | 257K | $10.3M | ▼−1.5% Reduced · −4K sh | Q1 2026 | |
| 21 | Invenio Wealth Partners LLC | 249K | $12.3M | ▼~0% Reduced · −61 sh | Q2 2026 | |
| 22 | American Financial & Tax Strategies Inc | 244K | $12.0M | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 23 | Mgo One Seven LLC | 242K | $11.9M | ▲+13% Added · +27K sh | Q2 2026 | |
| 24 | Sloy Dahl & Holst, LLC | 234K | $11.5M | ▲+2.3% Added · +5K sh | Q2 2026 | |
| 25 | Ameriprise Financial Inc | 229K | $9.2M | ▼−0.3% Reduced · −701 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, 1 fund opened a new position in XSOE and 21 added to an existing one, while 23 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 114 funds | $7.2B |
| Apple IncAAPL | 113 funds | $12.5B |
| Nvidia CorpNVDA | 113 funds | $10.4B |
| Amazon.com IncAMZN | 110 funds | $7.5B |
| Alphabet Inc-CL AGOOGL | 110 funds | $5.1B |
| Alphabet Inc-CL CGOOG | 110 funds | $4.5B |
| Vanguard S&P 500 ETFVOO | 108 funds | $8.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 108 funds | $6.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 108 funds | $2.6B |
| Meta Platforms Inc-Class AMETA | 106 funds | $3.2B |
| Walmart IncWMT | 106 funds | $1.9B |
| JPMorgan Chase & CoJPM | 105 funds | $3.7B |
Ranked by how many of XSOE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XSOE.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 41 | 53 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 719 funds | $11.8B |
| IHDGmc | 224 funds | $1.6B |
| XSOEthis pagemc | 221 funds | $1.1B |
| HEDJcs | 212 funds | $732.6M |
| AGGYmc | 159 funds | $720.9M |
| DDWMmc | 133 funds | $1.2B |
| IQDGmc | 133 funds | $539.3M |
| DGRSmc | 115 funds | $193.2M |
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.