Among active 13F managers last quarter, 6 opened and 8 added, while 7 reduced; the largest holder to move was D.A. Davidson & Co. (−1.4%).
55 tracked 13F filers disclose a position in XSORX as of the latest SEC 13F filings, a combined $73.4M 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 | DKM Wealth Management, Inc. | 313K | $14.4M | ▲+3.9% Added · +12K sh | Q2 2026 | |
| 2 | D.A. Davidson & Co. | 167K | $7.7M | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 3 | Shaker Financial Services, LLC | 154K | $7.1M | ▲+410% Added · +124K sh | Q2 2026 | |
| 4 | Diversified Management Inc | 121K | $5.6M | ▲+2.8% Added · +3K sh | Q2 2026 | |
| 5 | Hara Capital LLC | 100K | $4.6M | ▲+54% Added · +35K sh | Q2 2026 | |
| 6 | Morgan Stanley | 90K | $4.2M | ▼−1.8% Reduced · −2K sh | Q1 2026 | |
| 7 | Mesirow Financial Investment Management, Inc. | 75K | $3.5M | ▲+0.1% Added · +60 sh | Q2 2026 | |
| 8 | First Trust Advisors LP | 75K | $3.5M | ▲+4.3% Added · +3K sh | Q1 2026 | |
| 9 | Wells Fargo & Company | 68K | $3.2M | ▲+12% Added · +7K sh | Q1 2026 | |
| 10 | Raymond James Financial Inc | 59K | $2.7M | ▲+16% Added · +8K sh | Q1 2026 | |
| 11 | Anchor Investment Management, LLC | 29K | $1.3M | ▼−10% Reduced · −3K sh | Q2 2026 | |
| 12 | Smith Asset Management Co., LLC | 28K | $1.3M | ▼−0.6% Reduced · −164 sh | Q2 2026 | |
| 13 | Hennion & Walsh Asset Management, Inc. | 26K | $1.2M | ▼−19% Reduced · −6K sh | Q2 2026 | |
| 14 | US Bancorp | 25K | $1.1M | —Held | Q1 2026 | |
| 15 | Keating Financial Advisory Services, Inc. | 23K | $1.0M | ▼−45% Reduced · −18K sh | Q2 2026 | |
| 16 | LPL Financial LLC | 21K | $987K | ▼−4.4% Reduced · −973 sh | Q1 2026 | |
| 17 | Cary Street Partners Financial LLC | 19K | $888K | ▲+221% Added · +13K sh | Q1 2026 | |
| 18 | &Partners | 16K | $726K | ▲+6.2% Added · +925 sh | Q2 2026 | |
| 19 | Chemistry Wealth Management LLC | 14K | $652K | ▼−9.6% Reduced · −2K sh | Q2 2026 | |
| 20 | Baltimore-Washington Financial Advisors, Inc. | 14K | $647K | ▼−5.9% Reduced · −888 sh | Q2 2026 | |
| 21 | Bank Of America Corp | 14K | $646K | ▼−7.7% Reduced · −1K sh | Q1 2026 | |
| 22 | Royal Bank Of Canada | 13K | $586K | ▼−4.2% Reduced · −558 sh | Q1 2026 | |
| 23 | Readystate Asset Management LP | 12K | $565K | ▲New +12K sh | Q2 2026 | |
| 24 | NWF Advisory Services Inc. | 12K | $540K | ▼−1.5% Reduced · −179 sh | Q2 2026 | |
| 25 | Evolve Private Wealth, LLC | 11K | $490K | ▼−6.2% Reduced · −700 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.
Last quarter, 6 funds opened a new position in XSORX and 8 added to an existing one, while 7 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 | 21 funds | $4.6B |
| Amazon.com IncAMZN | 21 funds | $3.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 21 funds | $959.3M |
| Invesco QQQ Trust Series 1QQQ | 21 funds | $369.0M |
| Amgen IncAMGN | 21 funds | $296.8M |
| Abbott LaboratoriesABT | 21 funds | $290.8M |
| Apple IncAAPL | 20 funds | $6.1B |
| Alphabet Inc-CL AGOOGL | 20 funds | $2.9B |
| Eli Lilly & CoLLY | 20 funds | $1.1B |
| Vanguard S&P 500 ETFVOO | 20 funds | $821.3M |
| Micron Technology IncMU | 20 funds | $793.6M |
| Chevron CorpCVX | 20 funds | $636.2M |
Ranked by how many of XSORX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XSORX.
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.