54 tracked 13F filers disclose a position in XSVN as of the latest SEC 13F filings, a combined $292.0M 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 | 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 | Blue Trust, Inc. | $23.2M | 491K | ▲New +491K sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $9.2M | 192K | ▲+28% Added · +42K sh | Q1 2026 | |
| 6 | Mattson Financial Services, LLC | $8.1M | 172K | ▲+50% Added · +58K sh | Q2 2026 | |
| 7 | EP Wealth Advisors, LLC | $6.4M | 135K | ▲21× Added · +128K sh | Q2 2026 | |
| 8 | Lido Advisors, LLC | $5.3M | 111K | ▲+5.4% Added · +6K sh | Q2 2026 | |
| 9 | SILVER OAK SECURITIES, INCORPORATED | $5.1M | 109K | ▲+1.5% Added · +2K sh | Q2 2026 | |
| 10 | Brown Financial Advisors | $4.9M | 104K | ▲+47% Added · +33K sh | Q3 2026 | |
| 11 | Dynamic Advisor Solutions LLC | $4.9M | 104K | ▲+38% Added · +28K sh | Q2 2026 | |
| 12 | 3EDGE Asset Management, LP | $3.7M | 79K | ▲+4.4% Added · +3K sh | Q2 2026 | |
| 13 | Meridian Wealth Management, LLC | $3.5M | 73K | ▲+11% Added · +7K sh | Q1 2026 | |
| 14 | WESPAC Advisors SoCal, LLC | $3.4M | 72K | ▼−8.7% Reduced · −7K sh | Q2 2026 | |
| 15 | WEALTHCARE CAPITAL MANAGEMENT LLC | $3.3M | 71K | ▲New +71K sh | Q2 2026 | |
| 16 | Paladin Wealth, LLC | $2.9M | 60K | ▲+60% Added · +23K sh | Q2 2026 | |
| 17 | Dogwood Wealth Management LLC | $2.7M | 58K | ▲+15% Added · +8K sh | Q2 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 53K | ▲New +53K sh | Q2 2026 | |
| 19 | Beacon Financial Advisory LLC | $2.0M | 42K | ▲+10% Added · +4K sh | Q2 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $1.8M | 39K | ▼−52% Reduced · −43K sh | Q1 2026 | |
| 21 | Continuum Advisory, LLC | $1.8M | 39K | ▲+15% Added · +5K sh | Q2 2026 | |
| 22 | Vident Advisory, LLC | $1.6M | 35K | ▲New +35K sh | Q2 2026 | |
| 23 | Wealthcare Advisory Partners LLC | $1.5M | 31K | ▲+32% Added · +8K sh | Q2 2026 | |
| 24 | JANE STREET GROUP, LLC | $1.4M | 28K | ▲+94% Added · +14K sh | Q1 2026 | |
| 25 | Benchmark Financial, LLC | $1.2M | 25K | ▼−2.2% Reduced · −577 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, 9 funds opened a new position in XSVN and 15 added to an existing one, while 8 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 | 33 funds | $3.0B |
| AMAZON.COM INCAMZN | 32 funds | $2.7B |
| MICROSOFT CORPMSFT | 32 funds | $2.1B |
| BROADCOM INCAVGO | 32 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 32 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $877.2M |
| NVIDIA CORPNVDA | 31 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 31 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $793.4M |
| COSTCO WHOLESALE CORPCOST | 31 funds | $766.3M |
| VANGUARD S&P 500 ETFVOO | 31 funds | $594.4M |
Ranked by how many of XSVN's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 166 funds | $950.1M |
| XHLFmc | 125 funds | $1.1B |
| XONEmc | 97 funds | $503.6M |
| PCMMUIT EXCHANGE TRADED | 71 funds | $135.4M |
| XEMDJP MORGAN USD EM | 54 funds | $662.2M |
| XSVNthis pageETF | 54 funds | $292.0M |
| TAXXSHORT DURATION ETF | 54 funds | $192.8M |
| XFIVETF | 52 funds | $248.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XSVN
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.
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.