Among active 13F managers last quarter, 8 opened and 4 added, while none reduced or exited; the largest holder to move was AlphaCentric Advisors LLC (+33%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
51 tracked 13F filers disclose a position in XTIA as of the latest SEC 13F filings, a combined $7.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 1.6M | $3.0M | ▼−5.6% Reduced · −98K sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 415K | $752K | ▲+4.5% Added · +18K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | 241K | $437K | ▲+142% Added · +141K sh | Q2 2026 | |
| 4 | Vanguard Fiduciary Trust Co | 229K | $415K | ▲+11% Added · +23K sh | Q2 2026 | |
| 5 | State Street Corp | 214K | $387K | ▲+29% Added · +48K sh | Q2 2026 | |
| 6 | AlphaCentric Advisors LLC | 200K | $362K | ▲+33% Added · +50K sh | Q2 2026 | |
| 7 | Osaic Holdings, Inc. | 143K | $297K | ▲+500% Added · +120K sh | Q1 2026 | |
| 8 | Goldman Sachs Group Inc | 115K | $238K | ▲New +115K sh | Q1 2026 | |
| 9 | Farther Finance Advisors, LLC | 86K | $169K | ▲New +86K sh | Q1 2026 | |
| 10 | Lionhunter Capital Management, LLC | 75K | $136K | ▲New +75K sh | Q2 2026 | |
| 11 | Northern Trust Corp | 75K | $154K | ▼−14% Reduced · −12K sh | Q1 2026 | |
| 12 | Alongside, LLC | 64K | $116K | ▲New +64K sh | Q2 2026 | |
| 13 | 49 Wealth Management, LLC | 64K | $116K | ▲New +64K sh | Q2 2026 | |
| 14 | Envestnet Asset Management Inc | 64K | $132K | ▲New +64K sh | Q1 2026 | |
| 15 | UBS Group AG | 60K | $125K | ▼−52% Reduced · −65K sh | Q1 2026 | |
| 16 | Morgan Stanley | 45K | $94K | ▲+185% Added · +30K sh | Q1 2026 | |
| 17 | Tower Research Capital LLC (TRC) | 26K | $53K | ▲New +26K sh | Q1 2026 | |
| 18 | Jones Financial Companies LLLP | 25K | $52K | ▲+63% Added · +10K sh | Q1 2026 | |
| 19 | Raymond James Financial Inc | 21K | $43K | ▲+39% Added · +6K sh | Q1 2026 | |
| 20 | Engineers Gate Manager LP | 21K | $37K | ▲New +21K sh | Q2 2026 | |
| 21 | Vanguard Global Advisers, LLC | 20K | $36K | —Held | Q2 2026 | |
| 22 | Landaas & Co /Wi | 19K | $33K | —Held | Q2 2026 | |
| 23 | Belpointe Asset Management LLC | 18K | $38K | —Held | Q1 2026 | |
| 24 | Cetera Investment Advisers | 15K | $30K | ▲New +15K sh | Q1 2026 | |
| 25 | LPL Financial LLC | 14K | $28K | ▼−77% Reduced · −45K 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.
Last quarter, 8 funds opened a new position in XTIA and 4 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 21 funds | $1.7B |
| Amazon.com IncAMZN | 21 funds | $882.9M |
| Microsoft CorpMSFT | 21 funds | $845.3M |
| Alphabet Inc-CL AGOOGL | 21 funds | $651.1M |
| Abbvie IncABBV | 21 funds | $210.4M |
| General ElectricGE | 21 funds | $128.6M |
| Abbott LaboratoriesABT | 21 funds | $96.2M |
| Nvidia CorpNVDA | 20 funds | $2.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 20 funds | $985.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 20 funds | $435.4M |
| Tesla IncTSLA | 20 funds | $408.0M |
| Meta Platforms Inc-Class AMETA | 20 funds | $316.0M |
Ranked by how many of XTIA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XTIA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 8, 2024 | Das Soumya | Chief Operating Officer, Director | Sell (S) | 5K | $240 |
| Dec 19, 2023 | Ali Nadir | Insider | Sell (S) | 7K | $435 |
| Aug 19, 2016 | Harris Kevin Roy | Chief Financial Officer | Buy (P) 2 lots, same day | 10K | $4K |
| Aug 17, 2016 | Harper Craig Allen | Chief Technology Officer | Buy (P) | 9K | $4K |
| Jun 13, 2016 | Lilien Geoffrey | Director | Buy (P) | 40K | $20K |
| May 20, 2016 | Osborn Bret | Chief Sales Officer | Buy (P) | 35K | $16K |
| May 19, 2016 | Osborn Bret | Chief Sales Officer | Buy (P) | 15K | $6K |
| Dec 17, 2015 | Harris Kevin Roy | Chief Financial Officer | Buy (P) 2 lots, same day | 5K | $3K |
| Dec 4, 2015 | Harper Craig Allen | Chief Technology Officer | Buy (P) 2 lots, same day | 5K | $4K |
| Dec 3, 2015 | Harper Craig Allen | Chief Technology Officer | Buy (P) | 1K | $750 |
| Nov 18, 2015 | Ali Nadir | Chief Executive Officer, Director | Buy (P) 9 lots, same day | 22K | $14K |
| Nov 11, 2015 | Harris Kevin Roy | Chief Financial Officer | Buy (P) | 4K | $3K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 14 | 6 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for XTIA
This stock 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/XTIA/capital-change-brief"
Use Arkolith's capital_change_brief for XTIA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XTIA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.