Among active 13F managers last quarter, 7 opened and 7 added, while 6 reduced; the largest holder to move was Legacy CG, LLC (−16%).
38 tracked 13F filers disclose a position in XTWO as of the latest SEC 13F filings, a combined $55.3M 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 | Focus Partners Wealth | 311K | $15.4M | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 2 | Legacy CG, LLC | 162K | $7.9M | ▼−16% Reduced · −30K sh | Q2 2026 | |
| 3 | Bank Of America Corp | 77K | $3.8M | ▲+13% Added · +9K sh | Q1 2026 | |
| 4 | Lido Advisors, LLC | 69K | $3.4M | ▼−2.4% Reduced · −2K sh | Q2 2026 | |
| 5 | STAR Financial Bank | 52K | $2.5M | ▼−19% Reduced · −12K sh | Q2 2026 | |
| 6 | Strait & Sound Wealth Management LLC | 50K | $2.4M | ▲+9.2% Added · +4K sh | Q2 2026 | |
| 7 | S&A Financial Services, Inc. | 48K | $2.4M | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 8 | Amplius Wealth Advisors, LLC | 39K | $1.9M | ▼−21% Reduced · −10K sh | Q2 2026 | |
| 9 | Morgan Stanley | 37K | $1.8M | ▼−4.5% Reduced · −2K sh | Q1 2026 | |
| 10 | Teucrium Investment Advisors, LLC | 27K | $1.3M | ▲+66% Added · +11K sh | Q1 2026 | |
| 11 | Mutual Advisors, LLC | 24K | $1.2M | ▲+5.1% Added · +1K sh | Q1 2026 | |
| 12 | Old Mission Capital LLC | 21K | $1.0M | ▲New +21K sh | Q1 2026 | |
| 13 | Sigma Planning Corp | 19K | $919K | ▲New +19K sh | Q2 2026 | |
| 14 | Jane Street Group, LLC | 18K | $873K | ▲+34% Added · +4K sh | Q1 2026 | |
| 15 | IFP Advisors, Inc | 14K | $695K | ▼−7.8% Reduced · −1K sh | Q2 2026 | |
| 16 | GatePass Capital, LLC | 14K | $661K | ▲New +14K sh | Q2 2026 | |
| 17 | West Michigan Advisors, LLC | 13K | $661K | ▲New +13K sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | 13K | $659K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 19 | Astoria Portfolio Advisors LLC. | 13K | $633K | ▼−0.6% Reduced · −76 sh | Q2 2026 | |
| 20 | Rothschild Investment LLC | 12K | $605K | —Held | Q2 2026 | |
| 21 | Fairlight Advisors | 11K | $562K | ▲New +11K sh | Q2 2026 | |
| 22 | Vermillion & White Wealth Management Group, LLC | 9K | $462K | ▲+1.2% Added · +115 sh | Q2 2026 | |
| 23 | CWM, LLC | 9K | $452K | ▲+5.3% Added · +464 sh | Q1 2026 | |
| 24 | Envestnet Asset Management Inc | 8K | $396K | ▲+27% Added · +2K sh | Q1 2026 | |
| 25 | StoneX Group Inc. | 7K | $352K | ▼−2.2% Reduced · −163 sh | 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, 7 funds opened a new position in XTWO and 7 added to an existing one, while 6 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 |
|---|---|---|
| Nvidia CorpNVDA | 20 funds | $4.3B |
| Walmart IncWMT | 20 funds | $322.8M |
| Microsoft CorpMSFT | 19 funds | $1.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 19 funds | $1.3B |
| Invesco QQQ Trust Series 1QQQ | 19 funds | $634.8M |
| Ishares Core S&P 500 ETFIVV | 18 funds | $3.4B |
| Apple IncAAPL | 18 funds | $2.6B |
| Amazon.com IncAMZN | 18 funds | $2.2B |
| Alphabet Inc-CL CGOOG | 18 funds | $1.1B |
| JPMorgan Chase & CoJPM | 18 funds | $1.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 18 funds | $875.3M |
| Costco Wholesale CorpCOST | 18 funds | $722.2M |
Ranked by how many of XTWO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XTWO.
No filings captured for this ticker in the live stream yet.
Connected entities for XTWO
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/XTWO/capital-change-brief"
Use Arkolith's capital_change_brief for XTWO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for XTWO. Filings are public domain, sourced to SEC EDGAR.