| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Welch Financial Planning, LLC | $1.9M | 54K | ▲+14% Added · +7K sh | Q2 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $886K | 27K | ▼−3.9% Reduced · −1K sh | Q1 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $629K | 19K | ▲New +19K sh | Q1 2026 | |
| 4 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $304K | 9K | ▼~0% Reduced · −3 sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $271K | 8K | ▼−6.8% Reduced · −615 sh | Q1 2026 | |
| 6 | Arax Advisory Partners | $58K | 2K | ▼−26% Reduced · −642 sh | Q1 2026 | |
| 7 | Steward Partners Investment Advisory, LLC | $55K | 2K | —Held | Q1 2026 | |
| 8 | BARCLAYS PLC | $16K | 494 | ▼−38% Reduced · −300 sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $6K | 190 | —Held | Q1 2026 | |
| 10 | EverSource Wealth Advisors, LLC | $3K | 80 | —Held | Q1 2026 | |
| 11 | CoreCap Advisors, LLC | $712 | 22 | —Held | Q1 2026 | |
| 12 | Allworth Financial LP | $616 | 19 | —Held | Q1 2026 | |
| 13 | IFP Advisors, Inc | $361 | 10 | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 5 funds | $1.7B |
| NVIDIA CORPNVDA | 5 funds | $1.5B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $1.2B |
| MICROSOFT CORPMSFT | 5 funds | $972.0M |
| AMAZON.COM INCAMZN | 5 funds | $921.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 5 funds | $867.4M |
| ALPHABET INC-CL AGOOGL | 5 funds | $799.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $780.6M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $688.3M |
| VANGUARD GROWTH ETFVUG | 5 funds | $591.6M |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $587.0M |
| PARKER HANNIFIN CORPPH | 5 funds | $569.5M |
Ranked by how many of XTOC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/XTOC/capital-change-brief"
Use Arkolith's capital_change_brief for XTOC. 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 XTOC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.