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/XT/capital-change-brief"
Use Arkolith's capital_change_brief for XT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $2.2B | 32.4M | ▼−1.1% Reduced · −344K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $42.2M | 619K | ▼−0.8% Reduced · −5K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $41.7M | 612K | ▼−0.1% Reduced · −317 sh | Q1 2026 | |
| 4 | Baird Financial Group, Inc. | $38.1M | 559K | ▲+2.1% Added · +12K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $22.4M | 329K | ▲+8.5% Added · +26K sh | Q1 2026 | |
| 6 | UBS Group AG | $19.3M | 283K | ▲+30% Added · +65K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $19.1M | 281K | ▼~0% Reduced · −60 sh | Q1 2026 | |
| 8 | Wealthcare Advisory Partners LLC | $21.9M | 265K | ▲+3.4% Added · +9K sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $16.1M | 236K | ▼−84% Reduced · −1.3M sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $14.2M | 208K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 11 | Wharton Business Group, LLC | $13.8M | 203K | —Held | Q1 2026 | |
| 12 | CWM, LLC | $12.4M | 182K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 13 | Stratos Investment Management, LLC | $11.9M | 174K | ▼−3.2% Reduced · −6K sh | Q1 2026 | |
| 14 | Arkadios Wealth Advisors | $9.2M | 135K | ▲+36% Added · +36K sh | Q1 2026 | |
| 15 | Mariner, LLC | $8.0M | 118K | ▼−3.2% Reduced · −4K sh | Q1 2026 | |
| 16 | CFS Investment Advisory Services, LLC | $9.0M | 109K | ▼−0.9% Reduced · −997 sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | $7.3M | 107K | ▲+8.5% Added · +8K sh | Q1 2026 | |
| 18 | DAYMARK WEALTH PARTNERS, LLC | $6.2M | 92K | ▲+0.5% Added · +443 sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $6.2M | 92K | ▲+3.2% Added · +3K sh | Q1 2026 | |
| 20 | CIBC WORLD MARKET INC. | $6.2M | 90K | ▼−0.5% Reduced · −451 sh | Q1 2026 | |
| 21 | Savvy Advisors, Inc. | $6.1M | 90K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $5.5M | 81K | ▲~0% Added · +3 sh | Q1 2026 | |
| 23 | Valmark Advisers, Inc. | $5.1M | 74K | ▲+3.9% Added · +3K sh | Q1 2026 | |
| 24 | MGO ONE SEVEN LLC | $5.0M | 74K | ▲+1.9% Added · +1K sh | Q1 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $4.9M | 74K | ▲+8.6% Added · +6K 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 | 89 funds | $20.3B |
| MICROSOFT CORPMSFT | 89 funds | $17.1B |
| ALPHABET INC-CL AGOOGL | 89 funds | $11.9B |
| JPMORGAN CHASE & COJPM | 89 funds | $7.9B |
| VANGUARD VALUE ETFVTV | 89 funds | $7.3B |
| ALPHABET INC-CL CGOOG | 89 funds | $7.2B |
| META PLATFORMS INC-CLASS AMETA | 89 funds | $7.0B |
| ELI LILLY & COLLY | 89 funds | $4.7B |
| VISA INC-CLASS A SHARESV | 89 funds | $4.4B |
| JOHNSON & JOHNSONJNJ | 89 funds | $4.3B |
| COSTCO WHOLESALE CORPCOST | 89 funds | $4.1B |
| ISHARES CORE S&P MIDCAP ETFIJH | 89 funds | $3.8B |
Ranked by how many of XT'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 XT. 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.