127 tracked 13F filers disclose a position in XSVM as of the latest SEC 13F filings, a combined $316.5M 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 | 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 | 360 Financial, Inc. | $23.1M | 331K | ▲+2.2% Added · +7K sh | Q2 2026 | |
| 5 | CWM, LLC | $12.9M | 213K | ▼−3.2% Reduced · −7K sh | Q1 2026 | |
| 6 | Banco Santander, S.A. | $13.7M | 197K | ▲+2.7% Added · +5K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $11.5M | 190K | ▼−12% Reduced · −26K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $8.7M | 145K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $8.3M | 119K | ▲+6.3% Added · +7K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7.2M | 119K | ▲+5.2% Added · +6K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 118K | ▼−30% Reduced · −51K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $6.7M | 112K | ▼−21% Reduced · −29K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.9M | 97K | ▼−10% Reduced · −11K sh | Q1 2026 | |
| 14 | CIBC WORLD MARKET INC. | $5.9M | 97K | ▼−0.3% Reduced · −324 sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $6.0M | 86K | ▲+38% Added · +24K sh | Q2 2026 | |
| 16 | Cooper Financial Group | $5.0M | 72K | ▲+0.6% Added · +426 sh | Q2 2026 | |
| 17 | Kellett Wealth Advisors, LLC | $5.0M | 71K | ▲+4.6% Added · +3K sh | Q2 2026 | |
| 18 | ROYAL BANK OF CANADA | $4.3M | 71K | ▼−12% Reduced · −10K sh | Q1 2026 | |
| 19 | MONECO ADVISORS, LLC | $3.8M | 55K | ▼−1.5% Reduced · −833 sh | Q2 2026 | |
| 20 | Fermata Advisors, LLC | $3.6M | 52K | ▲+0.6% Added · +300 sh | Q2 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $3.1M | 51K | ▲+6.6% Added · +3K sh | Q1 2026 | |
| 22 | Premier Path Wealth Partners, LLC | $3.5M | 50K | ▲+26% Added · +10K sh | Q2 2026 | |
| 23 | Focus Advisor Solutions, LLC | $3.2M | 46K | ▲+1.1% Added · +505 sh | Q2 2026 | |
| 24 | DOPKINS WEALTH MANAGEMENT, LLC | $3.2M | 46K | ▲+1.1% Added · +524 sh | Q2 2026 | |
| 25 | CITIGROUP INC | $2.4M | 39K | ▼−1.5% Reduced · −604 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, 3 funds opened a new position in XSVM and 16 added to an existing one, while 19 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 |
|---|---|---|
| APPLE INCAAPL | 56 funds | $12.4B |
| NVIDIA CORPNVDA | 54 funds | $15.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 54 funds | $4.1B |
| AMAZON.COM INCAMZN | 53 funds | $7.8B |
| MICROSOFT CORPMSFT | 52 funds | $8.6B |
| ALPHABET INC-CL CGOOG | 51 funds | $4.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 51 funds | $3.6B |
| ALPHABET INC-CL AGOOGL | 50 funds | $6.0B |
| TESLA INCTSLA | 50 funds | $3.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 50 funds | $3.4B |
| VANGUARD S&P 500 ETFVOO | 49 funds | $2.9B |
| JOHNSON & JOHNSONJNJ | 49 funds | $2.1B |
Ranked by how many of XSVM'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 XSVM
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.
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.