117 tracked 13F filers disclose a position in XSW as of the latest SEC 13F filings, a combined $222.9M 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 | CWM, LLC | $62.9M | 442K | ▲New +442K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $34.8M | 244K | ▲+32% Added · +59K sh | Q1 2026 | |
| 3 | Kingsview Wealth Management, LLC | $18.7M | 109K | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $14.3M | 100K | ▼−15% Reduced · −18K sh | Q1 2026 | |
| 5 | McGuire Investment Group, LLC | $11.4M | 66K | ▲+0.3% Added · +210 sh | Q2 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $9.3M | 65K | ▼−83% Reduced · −322K sh | Q1 2026 | |
| 7 | UBS Group AG | $5.8M | 41K | ▲+4.8% Added · +2K sh | Q1 2026 | |
| 8 | FIFTH THIRD SECURITIES, INC. | $5.3M | 31K | ▲+1.5% Added · +463 sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.9M | 28K | ▼−17% Reduced · −6K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $3.5M | 25K | ▲+301% Added · +18K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $3.3M | 23K | ▼−56% Reduced · −30K sh | Q1 2026 | |
| 12 | Performa Ltd | $3.8M | 22K | ▼−19% Reduced · −5K sh | Q2 2026 | |
| 13 | IEQ CAPITAL, LLC | $3.6M | 21K | —Held | Q2 2026 | |
| 14 | Essex LLC | $2.5M | 15K | ▼−5.3% Reduced · −819 sh | Q2 2026 | |
| 15 | STIFEL FINANCIAL CORP | $1.9M | 14K | ▼−7.4% Reduced · −1K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $1.9M | 13K | ▲+3.7% Added · +472 sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $1.8M | 13K | ▲255× Added · +13K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $1.7M | 12K | ▼−36% Reduced · −7K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $1.5M | 10K | ▲New +10K sh | Q1 2026 | |
| 20 | Arax Advisory Partners | $1.8M | 10K | ▲+54% Added · +4K sh | Q2 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $1.5M | 10K | ▼−0.4% Reduced · −39 sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 10K | ▲+36% Added · +3K sh | Q1 2026 | |
| 23 | BNP PARIBAS FINANCIAL MARKETS | $1.4M | 10K | ▲New +10K sh | Q1 2026 | |
| 24 | Corient Private Wealth LLC | $1.3M | 10K | ▼−50% Reduced · −10K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $1.5M | 9K | ▼−42% Reduced · −7K 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, 11 funds opened a new position in XSW and 9 added to an existing one, while 12 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 |
|---|---|---|
| NVIDIA CORPNVDA | 45 funds | $39.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 45 funds | $2.1B |
| APPLE INCAAPL | 44 funds | $32.6B |
| MICROSOFT CORPMSFT | 44 funds | $28.3B |
| ALPHABET INC-CL AGOOGL | 44 funds | $16.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 44 funds | $1.3B |
| SS TECHNOLOGY SELECT SECTORXLK | 44 funds | $413.5M |
| AMAZON.COM INCAMZN | 43 funds | $18.3B |
| ALPHABET INC-CL CGOOG | 42 funds | $11.7B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $9.3B |
| JPMORGAN CHASE & COJPM | 42 funds | $8.0B |
| VANGUARD S&P 500 ETFVOO | 42 funds | $852.4M |
Ranked by how many of XSW'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 XSW
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/XSW/capital-change-brief"
Use Arkolith's capital_change_brief for XSW. 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 XSW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.