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/XSVN/capital-change-brief"
Use Arkolith's capital_change_brief for XSVN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $88.3M | 1.9M | ▲+7.2% Added · +124K sh | Q1 2026 | |
| 2 | Gradient Investments LLC | $70.0M | 1.5M | ▲+39% Added · +414K sh | Q2 2026 | |
| 3 | AE Wealth Management LLC | $24.6M | 515K | ▲+37% Added · +139K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $9.2M | 192K | ▲+28% Added · +42K sh | Q1 2026 | |
| 5 | Lido Advisors, LLC | $5.0M | 105K | ▲+13% Added · +12K sh | Q1 2026 | |
| 6 | Dynamic Advisor Solutions LLC | $4.9M | 104K | ▲+38% Added · +28K sh | Q2 2026 | |
| 7 | 3EDGE Asset Management, LP | $3.6M | 76K | ▲+7.8% Added · +5K sh | Q1 2026 | |
| 8 | Meridian Wealth Management, LLC | $3.5M | 73K | ▲+11% Added · +7K sh | Q1 2026 | |
| 9 | WESPAC Advisors SoCal, LLC | $3.4M | 72K | ▼−8.7% Reduced · −7K sh | Q2 2026 | |
| 10 | Brown Financial Advisors | $3.4M | 71K | ▲+31% Added · +17K sh | Q1 2026 | |
| 11 | WEALTHCARE CAPITAL MANAGEMENT LLC | $3.3M | 71K | ▲New +71K sh | Q2 2026 | |
| 12 | Paladin Wealth, LLC | $2.9M | 60K | ▲+60% Added · +23K sh | Q2 2026 | |
| 13 | Dogwood Wealth Management LLC | $2.7M | 58K | ▲+15% Added · +8K sh | Q2 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 53K | ▲New +53K sh | Q2 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $1.8M | 39K | ▼−52% Reduced · −43K sh | Q1 2026 | |
| 16 | JDM Financial Group LLC | $1.6M | 33K | ▼−35% Reduced · −18K sh | Q1 2026 | |
| 17 | Wealthcare Advisory Partners LLC | $1.5M | 31K | ▲+32% Added · +8K sh | Q2 2026 | |
| 18 | JANE STREET GROUP, LLC | $1.4M | 28K | ▲+94% Added · +14K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $1.1M | 24K | ▲+36% Added · +6K sh | Q1 2026 | |
| 20 | Bucket List Wealth Management, LLC | $950K | 20K | ▼−13% Reduced · −3K sh | Q2 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $827K | 17K | ▲New +17K sh | Q1 2026 | |
| 22 | Encompass More Asset Management | $688K | 15K | ▲+18% Added · +2K sh | Q2 2026 | |
| 23 | Ameritas Advisory Services, LLC | $494K | 10K | ▲New +10K sh | Q1 2026 | |
| 24 | Diversified Enterprises, LLC | $441K | 9K | ▼−1.2% Reduced · −113 sh | Q1 2026 | |
| 25 | Tower Research Capital LLC (TRC) | $381K | 8K | ▲New +8K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 12 funds | $5.2B |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $3.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $3.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $565.3M |
| ISHARES CORE U.S. AGGREGATEAGG | 12 funds | $520.0M |
| SS TECHNOLOGY SELECT SECTORXLK | 12 funds | $323.1M |
| SPDR GOLD SHARESGLD | 12 funds | $278.9M |
| ISHARES GOLD TRUSTIAU | 12 funds | $148.1M |
| APPLE INCAAPL | 11 funds | $3.4B |
| AMAZON.COM INCAMZN | 11 funds | $2.7B |
| MICROSOFT CORPMSFT | 11 funds | $2.3B |
| VANGUARD VALUE ETFVTV | 11 funds | $1.8B |
Ranked by how many of XSVN'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 XSVN. 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.