XSSPX

Nuveen S&P 500 Dynam Overwr Cross-source read$20.33 2.35%
UnclassifiedCUSIP 6706EW100· EOD Sep 15, 2026

Among active 13F managers last quarter, 3 opened and 23 added, while 22 reduced; the largest holder to move was Allspring Global Investments Holdings, LLC (+20%). No recent Form 4 insider filings for XSSPX.

Tracked 13F holders
209
149 in Q2 2026 filings
13F value (tracked)
$631.6M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
26 adding · 22 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

No leg leans either way.

Price & smart-money activity

$20.33 2.35%5Y +15.5%
$13.47$15.52$17.57$19.63$21.682021202220232024202520262422223234323422323552525627675713811023047
Hover for who · click for detailEnd-of-day closing prices52w $17.85 – $21.11

Who owns XSSPX?

209 tracked 13F filers · ranked by shares held

209 tracked 13F filers disclose a position in XSSPX as of the latest SEC 13F filings, a combined $631.6M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley12.2M
$196.5M
53×
Added · +12.0M sh
Q1 2026
2Wells Fargo & Company2.6M
$42.2M
+275%
Added · +1.9M sh
Q1 2026
3LPL Financial LLC2.0M
$31.7M
+454%
Added · +1.6M sh
Q1 2026
4Allspring Global Investments Holdings, LLC2.0M
$36.4M
+20%
Added · +330K sh
Q2 2026
5UBS Group AG1.9M
$30.3M
+384%
Added · +1.5M sh
Q1 2026
6Raymond James Financial Inc1.8M
$29.5M
+429%
Added · +1.5M sh
Q1 2026
7Bank Of America Corp1.3M
$21.3M
18×
Added · +1.3M sh
Q1 2026
8Advisors Asset Management, Inc.1.2M
$23.0M
+3.3%
Added · +40K sh
Q2 2026
9Guggenheim Capital LLC1.0M
$16.9M
+467%
Added · +864K sh
Q1 2026
10HighTower Advisors, LLC593K
$9.5M
New
+593K sh
Q1 2026
11Osaic Holdings, Inc.591K
$9.5M
+293%
Added · +440K sh
Q1 2026
12Royal Bank Of Canada529K
$8.5M
+612%
Added · +454K sh
Q1 2026
13Ameriprise Financial Inc431K
$6.9M
11×
Added · +391K sh
Q1 2026
14GatePass Capital, LLC370K
$6.9M
+604%
Added · +317K sh
Q2 2026
15Twelve Points Wealth Management LLC345K
$6.4M
+6.0%
Added · +20K sh
Q2 2026
16Almitas Capital LLC327K
$6.1M
+269%
Added · +238K sh
Q2 2026
17Stifel Financial Corp324K
$5.2M
New
+324K sh
Q1 2026
18Cetera Investment Advisers262K
$4.2M
+856%
Added · +235K sh
Q1 2026
19Shaker Financial Services, LLC257K
$5.0M
−37%
Reduced · −150K sh
Q2 2026
20Hennion & Walsh Asset Management, Inc.254K
$4.7M
+21%
Added · +44K sh
Q2 2026
21Envestnet Asset Management Inc246K
$4.0M
New
+246K sh
Q1 2026
22Commonwealth Equity Services, LLC245K
$3.9M
10×
Added · +221K sh
Q1 2026
23Logan Stone Capital, LLC229K
$4.3M
+346%
Added · +177K sh
Q2 2026
24&Partners206K
$3.8M
−1.5%
Reduced · −3K sh
Q2 2026
25Moneco Advisors, LLC199K
$3.7M
−2.3%
Reduced · −5K 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.

Is XSSPX being bought or sold by institutions?

Last quarter, 3 funds opened a new position in XSSPX and 23 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
23
added to an existing position
Reduced
22
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own XSSPX also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT106 funds$30.6B
Nvidia CorpNVDA105 funds$46.4B
Apple IncAAPL104 funds$39.7B
Amazon.com IncAMZN104 funds$22.4B
Meta Platforms Inc-Class AMETA103 funds$10.4B
Alphabet Inc-CL AGOOGL102 funds$19.6B
JPMorgan Chase & CoJPM102 funds$9.3B
Eli Lilly & CoLLY102 funds$8.8B
SS SPDR S&P 500 ETF Trust-USSPY102 funds$4.3B
Broadcom IncAVGO100 funds$17.3B
Johnson & JohnsonJNJ99 funds$7.1B
Walmart IncWMT99 funds$5.3B

Ranked by how many of XSSPX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XSSPX.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4932
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$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.

Institutional ownership over time

149 tracked filers in Q2 2026 filingsstill filing
0101202Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $184.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for XSSPX

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Ask your agent what changed in XSSPX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XSSPX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XSSPX.
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 XSSPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.