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 XTL 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/XTL"
Use Arkolith to show who owns XTL, 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 | $47.0M | 250K | ▲+13% Added · +29K sh | Q1 2026 | |
| 2 | Steward Partners Investment Advisory, LLC | $6.4M | 34K | ▲+8.2% Added · +3K sh | Q1 2026 | |
| 3 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $6.2M | 33K | ▲New +33K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $2.6M | 14K | ▲+708% Added · +12K sh | Q1 2026 | |
| 5 | Geneos Wealth Management Inc. | $2.1M | 11K | ▲New +11K sh | Q1 2026 | |
| 6 | Gotham Asset Management, LLC | $1.1M | 6K | —Held | Q1 2026 | |
| 7 | Integrated Wealth Concepts LLC | $1.0M | 5K | ▲New +5K sh | Q1 2026 | |
| 8 | Regal Investment Advisors LLC | $996K | 5K | ▲New +5K sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $606K | 3K | ▲+26% Added · +674 sh | Q1 2026 | |
| 10 | PGIM Custom Harvest LLC | $587K | 3K | ▼−8.6% Reduced · −295 sh | Q1 2026 | |
| 11 | Equitable Holdings, Inc. | $500K | 3K | ▲New +3K sh | Q1 2026 | |
| 12 | Waldron Private Wealth LLC | $465K | 2K | —Held | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $372K | 2K | ▲+43% Added · +596 sh | Q1 2026 | |
| 14 | GREAT VALLEY ADVISOR GROUP, INC. | $350K | 2K | ▲+3.0% Added · +54 sh | Q1 2026 | |
| 15 | OPPENHEIMER & CO INC | $310K | 2K | ▲New +2K sh | Q1 2026 | |
| 16 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $277K | 1K | ▼−11% Reduced · −179 sh | Q1 2026 | |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $242K | 1K | ▼−72% Reduced · −3K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $238K | 1K | ▲+143% Added · +744 sh | Q1 2026 | |
| 19 | GeoWealth Management, LLC | $90K | 479 | ▲New +479 sh | Q1 2026 | |
| 20 | FMR LLC | $75K | 396 | ▲+16% Added · +56 sh | Q1 2026 | |
| 21 | BLAIR WILLIAM & CO/IL | $39K | 206 | —Held | Q1 2026 | |
| 22 | ASSETMARK, INC | $6K | 31 | —Held | Q1 2026 | |
| 23 | Cassaday & Co Wealth Management LLC | $3K | 14 | ▲New +14 sh | Q1 2026 | |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $940 | 5 | ▲New +5 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 25 funds | $13.1B |
| APPLE INCAAPL | 25 funds | $12.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $11.4B |
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $9.1B |
| MICROSOFT CORPMSFT | 25 funds | $8.9B |
| AMAZON.COM INCAMZN | 25 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 25 funds | $6.4B |
| BROADCOM INCAVGO | 25 funds | $4.7B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $4.6B |
| JPMORGAN CHASE & COJPM | 25 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 25 funds | $4.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 25 funds | $3.5B |
Ranked by how many of XTL'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 XTL. 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.