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/XSVM/capital-change-brief"
Use Arkolith's capital_change_brief for XSVM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $51.5M | 854K | ▼−0.8% Reduced · −7K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $26.9M | 447K | ▼−3.8% Reduced · −17K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $23.2M | 386K | ▼−7.0% Reduced · −29K sh | Q1 2026 | |
| 4 | CWM, LLC | $12.9M | 213K | ▼−3.2% Reduced · −7K sh | Q1 2026 | |
| 5 | Banco Santander, S.A. | $11.6M | 192K | ▲+8.1% Added · +14K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $11.5M | 190K | ▼−12% Reduced · −26K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $8.7M | 145K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.2M | 119K | ▲+5.2% Added · +6K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 118K | ▼−30% Reduced · −51K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $6.7M | 112K | ▲+2.0% Added · +2K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $6.7M | 112K | ▼−21% Reduced · −29K sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.9M | 97K | ▼−10% Reduced · −11K sh | Q1 2026 | |
| 13 | CIBC WORLD MARKET INC. | $5.9M | 97K | ▼−0.3% Reduced · −324 sh | Q1 2026 | |
| 14 | Cooper Financial Group | $5.0M | 72K | ▲+0.6% Added · +426 sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $4.3M | 71K | ▼−12% Reduced · −10K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $3.8M | 63K | ▼−34% Reduced · −32K sh | Q1 2026 | |
| 17 | Fermata Advisors, LLC | $3.6M | 52K | ▲+0.6% Added · +300 sh | Q2 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $3.1M | 51K | ▲+6.6% Added · +3K sh | Q1 2026 | |
| 19 | Focus Partners Advisor Solutions, LLC | $2.8M | 46K | ▲+2.8% Added · +1K sh | Q1 2026 | |
| 20 | DOPKINS WEALTH MANAGEMENT, LLC | $3.2M | 46K | ▲+1.1% Added · +524 sh | Q2 2026 | |
| 21 | CITIGROUP INC | $2.4M | 39K | ▼−1.5% Reduced · −604 sh | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $2.3M | 39K | ▲+41% Added · +11K sh | Q1 2026 | |
| 23 | Williams & Novak, LLC | $2.4M | 35K | ▲+2.5% Added · +875 sh | Q2 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $2.1M | 35K | ▲+3.9% Added · +1K sh | Q1 2026 | |
| 25 | IHT Wealth Management, LLC | $1.9M | 31K | ▼−3.0% Reduced · −979 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 34 funds | $5.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $4.1B |
| VANGUARD INFO TECH ETFVGT | 34 funds | $940.8M |
| SS ENERGY SELECT SECTORXLE | 34 funds | $720.9M |
| ISHARES CORE S&P 500 ETFIVV | 33 funds | $12.7B |
| NVIDIA CORPNVDA | 33 funds | $11.7B |
| APPLE INCAAPL | 33 funds | $10.4B |
| MICROSOFT CORPMSFT | 33 funds | $8.2B |
| BROADCOM INCAVGO | 33 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 33 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 33 funds | $3.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 33 funds | $3.1B |
Ranked by how many of XSVM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XSVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.