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/XTRE/capital-change-brief"
Use Arkolith's capital_change_brief for XTRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $19.9M | 401K | ▲+8.7% Added · +32K sh | Q1 2026 | |
| 2 | Ausdal Financial Partners, Inc. | $7.5M | 152K | ▲+64% Added · +60K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | $7.4M | 148K | ▲+9.1% Added · +12K sh | Q1 2026 | |
| 4 | Dynamic Advisor Solutions LLC | $5.7M | 117K | ▲+25% Added · +24K sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $4.9M | 99K | ▲+2.7% Added · +3K sh | Q1 2026 | |
| 6 | WESPAC Advisors SoCal, LLC | $3.8M | 77K | ▲+4.0% Added · +3K sh | Q2 2026 | |
| 7 | Meridian Wealth Management, LLC | $3.7M | 74K | ▲+15% Added · +10K sh | Q1 2026 | |
| 8 | Brown Financial Advisors | $3.0M | 61K | ▲+31% Added · +15K sh | Q1 2026 | |
| 9 | Oliver Luxxe Assets LLC | $2.5M | 51K | ▼−4.0% Reduced · −2K sh | Q2 2026 | |
| 10 | Inspire Advisors, LLC | $2.4M | 48K | ▲10× Added · +43K sh | Q1 2026 | |
| 11 | Lido Advisors, LLC | $2.4M | 48K | ▲+3.9% Added · +2K sh | Q1 2026 | |
| 12 | Strait & Sound Wealth Management LLC | $1.8M | 37K | ▲+5.7% Added · +2K sh | Q1 2026 | |
| 13 | Barnes Wealth Management Group, Inc | $1.5M | 29K | ▼−0.1% Reduced · −24 sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $1.3M | 26K | ▲+37% Added · +7K sh | Q1 2026 | |
| 15 | Wealthcare Advisory Partners LLC | $1.1M | 23K | ▼~0% Reduced · −6 sh | Q2 2026 | |
| 16 | NewEdge Advisors, LLC | $989K | 20K | ▲+12% Added · +2K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $778K | 16K | ▲+46% Added · +5K sh | Q1 2026 | |
| 18 | Belpointe Asset Management LLC | $673K | 14K | ▲+7.1% Added · +896 sh | Q1 2026 | |
| 19 | Farther Finance Advisors, LLC | $669K | 14K | ▲+114% Added · +7K sh | Q1 2026 | |
| 20 | Capital Investment Counsel, LLC | $579K | 12K | ▼−28% Reduced · −5K sh | Q2 2026 | |
| 21 | S&A Financial Services, Inc. | $570K | 12K | ▲New +12K sh | Q1 2026 | |
| 22 | Gradient Investments LLC | $262K | 5K | ▼−99% Reduced · −910K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | $249K | 5K | ▲+8.5% Added · +393 sh | Q1 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $240K | 5K | ▲New +5K sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $209K | 4K | —Held | 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $3.8B |
| APPLE INCAAPL | 8 funds | $3.0B |
| NVIDIA CORPNVDA | 8 funds | $2.5B |
| MICROSOFT CORPMSFT | 8 funds | $2.0B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $2.0B |
| AMAZON.COM INCAMZN | 8 funds | $1.4B |
| ISHARES S&P 500 GROWTH ETFIVW | 8 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 8 funds | $873.7M |
| BROADCOM INCAVGO | 8 funds | $859.7M |
| VANGUARD S&P 500 ETFVOO | 8 funds | $855.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $783.6M |
Ranked by how many of XTRE'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 XTRE. 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.