Among active 13F managers last quarter, 1 added and 2 reduced; the largest holder to move was First Commonwealth Financial Corp (−1.6%).
18 tracked 13F filers disclose a position in XTOC as of the latest SEC 13F filings, a combined $6.6M 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 | Welch Financial Planning, LLC | 54K | $1.9M | ▲+14% Added · +7K sh | Q2 2026 | |
| 2 | Millington Financial Advisors, LLC | 33K | $1.2M | ▼−8.2% Reduced · −3K sh | Q2 2026 | |
| 3 | Osaic Holdings, Inc. | 27K | $886K | ▼−3.9% Reduced · −1K sh | Q1 2026 | |
| 4 | First Commonwealth Financial Corp | 22K | $804K | ▼−1.6% Reduced · −357 sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 19K | $629K | ▲New +19K sh | Q1 2026 | |
| 6 | Foundations Investment Advisors, LLC | 9K | $333K | ▼−2.0% Reduced · −188 sh | Q2 2026 | |
| 7 | HighTower Advisors, LLC | 8K | $271K | ▼−6.8% Reduced · −615 sh | Q1 2026 | |
| 8 | Garden State Investment Advisory Services LLC | 7K | $239K | —Held | Q2 2026 | |
| 9 | Blue Bell Private Wealth Management, LLC | 3K | $98K | —Held | Q2 2026 | |
| 10 | Pinnacle Wealth Planning Services, Inc. | 2K | $77K | —Held | Q2 2026 | |
| 11 | Arax Advisory Partners | 2K | $66K | ▲+1.4% Added · +26 sh | Q2 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | 2K | $61K | —Held | Q2 2026 | |
| 13 | Barclays PLC | 494 | $16K | ▼−38% Reduced · −300 sh | Q1 2026 | |
| 14 | Morgan Stanley | 190 | $6K | —Held | Q1 2026 | |
| 15 | EverSource Wealth Advisors, LLC | 80 | $3K | —Held | Q1 2026 | |
| 16 | CoreCap Advisors, LLC | 22 | $712 | —Held | Q1 2026 | |
| 17 | Allworth Financial LP | 19 | $616 | —Held | Q1 2026 | |
| 18 | IFP Advisors, Inc | 10 | $361 | —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.
Last quarter, 1 fund added to an existing position in XTOC, while 2 reduced. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 6 funds | $886.6M |
| Apple IncAAPL | 6 funds | $753.7M |
| Nvidia CorpNVDA | 6 funds | $685.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 6 funds | $590.9M |
| Invesco QQQ Trust Series 1QQQ | 6 funds | $514.6M |
| Microsoft CorpMSFT | 6 funds | $372.9M |
| Amazon.com IncAMZN | 6 funds | $354.7M |
| Ishares S&P 500 Value ETFIVE | 6 funds | $348.2M |
| Alphabet Inc-CL AGOOGL | 6 funds | $314.5M |
| Vanguard S&P 500 ETFVOO | 6 funds | $280.7M |
| Alphabet Inc-CL CGOOG | 6 funds | $227.4M |
| JPMorgan Chase & CoJPM | 6 funds | $205.5M |
Ranked by how many of XTOC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XTOC.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 285 funds | $1.6B |
| SFLRmc | 205 funds | $1.4B |
| BUFFmc | 151 funds | $562.4M |
| ZALTmc | 104 funds | $665.6M |
| QFLRmc | 103 funds | $333.1M |
| BUFBmc | 88 funds | $175.3M |
| JAJLmc | 82 funds | $135.0M |
| ZJULmc | 79 funds | $60.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XTOC
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.