47 tracked 13F filers disclose a position in XSORX as of the latest SEC 13F filings, a combined $67.0M 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 | DKM Wealth Management, Inc. | $14.4M | 313K | ▲+3.9% Added · +12K sh | Q2 2026 | |
| 2 | D.A. DAVIDSON & CO. | $7.7M | 167K | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 3 | Shaker Financial Services, LLC | $7.1M | 154K | ▲+410% Added · +124K sh | Q2 2026 | |
| 4 | DIVERSIFIED MANAGEMENT INC | $5.6M | 121K | ▲+2.8% Added · +3K sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $4.2M | 90K | ▼−1.8% Reduced · −2K sh | Q1 2026 | |
| 6 | Mesirow Financial Investment Management, Inc. | $3.5M | 75K | ▲+0.1% Added · +60 sh | Q2 2026 | |
| 7 | FIRST TRUST ADVISORS LP | $3.5M | 75K | ▲+4.3% Added · +3K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $3.2M | 68K | ▲+12% Added · +7K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $2.7M | 59K | ▲+16% Added · +8K sh | Q1 2026 | |
| 10 | Keating Financial Advisory Services, Inc. | $1.9M | 41K | ▲+61% Added · +16K sh | Q1 2026 | |
| 11 | Smith Asset Management Co., LLC | $1.3M | 28K | ▼−0.6% Reduced · −164 sh | Q2 2026 | |
| 12 | Hennion & Walsh Asset Management, Inc. | $1.2M | 26K | ▼−19% Reduced · −6K sh | Q2 2026 | |
| 13 | US BANCORP \DE\ | $1.1M | 25K | —Held | Q1 2026 | |
| 14 | LPL Financial LLC | $987K | 21K | ▼−4.4% Reduced · −973 sh | Q1 2026 | |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $888K | 19K | ▲+221% Added · +13K sh | Q1 2026 | |
| 16 | Baltimore-Washington Financial Advisors, Inc. | $693K | 15K | —Held | Q1 2026 | |
| 17 | &PARTNERS | $686K | 15K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 18 | Chemistry Wealth Management LLC | $652K | 14K | ▼−9.6% Reduced · −2K sh | Q2 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $646K | 14K | ▼−7.7% Reduced · −1K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $586K | 13K | ▼−4.2% Reduced · −558 sh | Q1 2026 | |
| 21 | NWF Advisory Services Inc. | $540K | 12K | ▼−1.5% Reduced · −179 sh | Q2 2026 | |
| 22 | EVOLVE PRIVATE WEALTH, LLC | $526K | 11K | ▼−0.4% Reduced · −45 sh | Q1 2026 | |
| 23 | Capital Investment Counsel, Inc | $414K | 9K | —Held | Q2 2026 | |
| 24 | Private Advisor Group, LLC | $367K | 8K | ▲+17% Added · +1K sh | Q2 2026 | |
| 25 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $361K | 8K | —Held | 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, 5 funds opened a new position in XSORX and 6 added to an existing one, while 5 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 |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 19 funds | $336.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $827.7M |
| AMGEN INCAMGN | 18 funds | $291.2M |
| APPLE INCAAPL | 17 funds | $5.9B |
| MICROSOFT CORPMSFT | 17 funds | $4.6B |
| AMAZON.COM INCAMZN | 17 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 17 funds | $2.8B |
| JOHNSON & JOHNSONJNJ | 17 funds | $1.2B |
| ELI LILLY & COLLY | 17 funds | $1.0B |
| VANGUARD S&P 500 ETFVOO | 17 funds | $740.4M |
| MICRON TECHNOLOGY INCMU | 17 funds | $641.9M |
| CISCO SYSTEMS INCCSCO | 17 funds | $601.8M |
Ranked by how many of XSORX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XSORX
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/XSORX/capital-change-brief"
Use Arkolith's capital_change_brief for XSORX. 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 XSORX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.