The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query XSW owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XSW"
Use Arkolith to show who owns XSW, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $62.9M | 442K | ▲New +442K sh | Q1 2026 | |
| 2 | Kingsview Wealth Management, LLC | $15.3M | 107K | ▲34× Added · +104K sh | Q1 2026 | |
| 3 | IEQ CAPITAL, LLC | $3.0M | 21K | ▲+0.3% Added · +67 sh | Q1 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $2.2M | 15K | ▼−17% Reduced · −3K sh | Q1 2026 | |
| 5 | Composition Wealth, LLC | $1.9M | 13K | ▲+853% Added · +12K sh | Q1 2026 | |
| 6 | Arax Advisory Partners | $952K | 7K | ▲+21% Added · +1K sh | Q1 2026 | |
| 7 | LOWE BROCKENBROUGH & CO INC | $590K | 4K | ▲New +4K sh | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $547K | 4K | ▲+5.9% Added · +215 sh | Q1 2026 | |
| 9 | VestGen Advisors, LLC | $485K | 3K | ▲New +3K sh | Q1 2026 | |
| 10 | IHT Wealth Management, LLC | $409K | 3K | ▼−33% Reduced · −1K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $403K | 3K | ▲+2.8% Added · +78 sh | Q1 2026 | |
| 12 | MAI Capital Management | $391K | 3K | ▼−35% Reduced · −1K sh | Q1 2026 | |
| 13 | KINGSWOOD WEALTH ADVISORS, LLC | $336K | 2K | ▼−12% Reduced · −319 sh | Q1 2026 | |
| 14 | &PARTNERS | $301K | 2K | ▼−9.4% Reduced · −220 sh | Q1 2026 | |
| 15 | Greenspring Advisors, LLC | $286K | 2K | ▲New +2K sh | Q1 2026 | |
| 16 | LEVEL FOUR ADVISORY SERVICES, LLC | $254K | 2K | ▲+0.3% Added · +6 sh | Q1 2026 | |
| 17 | Arkadios Wealth Advisors | $218K | 2K | ▲+7.0% Added · +100 sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $161K | 1K | ▲+4.3% Added · +47 sh | Q1 2026 | |
| 19 | IFP Advisors, Inc | $121K | 847 | ▼−25% Reduced · −275 sh | Q1 2026 | |
| 20 | TD PRIVATE CLIENT WEALTH LLC | $110K | 776 | ▲New +776 sh | Q1 2026 | |
| 21 | Atlantic Union Bankshares Corp | $96K | 673 | —Held | Q1 2026 | |
| 22 | HUNTINGTON NATIONAL BANK | $84K | 592 | —Held | Q1 2026 | |
| 23 | FMR LLC | $68K | 480 | ▲+56% Added · +173 sh | Q1 2026 | |
| 24 | NATIXIS | $55K | 390 | ▲New +390 sh | Q1 2026 | |
| 25 | TD Waterhouse Canada Inc. | $36K | 250 | ▲New +250 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| SPYMcs | 483 funds | $65.7B |
| SDYcs | 465 funds | $7.9B |
| SPYGcs | 434 funds | $25.1B |
| SPYVcs | 400 funds | $21.7B |
| XBIcs | 373 funds | $15.5B |
| SPMDcs | 308 funds | $10.9B |
| SPTMcs | 280 funds | $5.3B |
| KREcs | 263 funds | $6.9B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 39 funds | $15.6B |
| NVIDIA CORPNVDA | 39 funds | $14.8B |
| MICROSOFT CORPMSFT | 39 funds | $12.8B |
| VANGUARD S&P 500 ETFVOO | 39 funds | $10.5B |
| AMAZON.COM INCAMZN | 39 funds | $9.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $8.4B |
| JPMORGAN CHASE & COJPM | 39 funds | $6.5B |
| BROADCOM INCAVGO | 39 funds | $5.9B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $5.7B |
| ALPHABET INC-CL CGOOG | 39 funds | $5.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 39 funds | $4.3B |
| VISA INC-CLASS A SHARESV | 39 funds | $3.3B |
Ranked by how many of XSW'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 + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.