Among active 13F managers last quarter, 3 opened and 4 added, while 2 reduced; the largest holder to move was Gradient Investments LLC (new position).
21 tracked 13F filers disclose a position in XTWY as of the latest SEC 13F filings, a combined $240.0M 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 | Envestnet Asset Management Inc | 3.3M | $125.8M | ▲+2.0% Added · +66K sh | Q1 2026 | |
| 2 | Gradient Investments LLC | 1.2M | $44.3M | ▲New +1.2M sh | Q2 2026 | |
| 3 | Valtinson Bruner Financial Planning LLC | 603K | $22.6M | ▲+2.0% Added · +12K sh | Q2 2026 | |
| 4 | Bank Of America Corp | 357K | $13.4M | ▲+11% Added · +34K sh | Q1 2026 | |
| 5 | Dutch Asset Corp | 322K | $12.1M | ▲+3.2% Added · +10K sh | Q2 2026 | |
| 6 | Mattson Financial Services, LLC | 138K | $5.0M | ▲New +138K sh | Q2 2026 | |
| 7 | AE Wealth Management LLC | 105K | $3.9M | ▲+23% Added · +19K sh | Q1 2026 | |
| 8 | Brown Financial Advisors | 83K | $3.1M | ▲New +83K sh | Q2 2026 | |
| 9 | Richard P Slaughter Associates Inc | 60K | $2.3M | ▲+94% Added · +29K sh | Q2 2026 | |
| 10 | Paladin Wealth, LLC | 49K | $1.8M | ▲+52% Added · +17K sh | Q2 2026 | |
| 11 | STAR Financial Bank | 42K | $1.6M | ▼−7.9% Reduced · −4K sh | Q2 2026 | |
| 12 | Sigma Planning Corp | 27K | $1.0M | ▲New +27K sh | Q2 2026 | |
| 13 | HBW Advisory Services LLC | 24K | $890K | ▲+13% Added · +3K sh | Q2 2026 | |
| 14 | Jane Street Group, LLC | 18K | $681K | ▼−24% Reduced · −6K sh | Q1 2026 | |
| 15 | LPL Financial LLC | 11K | $413K | ▲+27% Added · +2K sh | Q1 2026 | |
| 16 | Argyle Capital Partners, LLC | 9K | $327K | ▼−4.1% Reduced · −375 sh | Q2 2026 | |
| 17 | Susquehanna International Group, LLP | 6K | $244K | ▲New +6K sh | Q1 2026 | |
| 18 | FSA Investment Group, LLC | 6K | $235K | ▲+0.1% Added · +4 sh | Q2 2026 | |
| 19 | BlackRock, Inc. | 3K | $99K | —Held | Q1 2026 | |
| 20 | UBS Group AG | 1K | $41K | ▲New +1K sh | Q1 2026 | |
| 21 | Elevated Capital Advisors, LLC | 25 | $945 | ▼−49% Reduced · −24 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, 3 funds opened a new position in XTWY and 4 added to an existing one, 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 |
|---|---|---|
| Apple IncAAPL | 9 funds | $375.4M |
| Nvidia CorpNVDA | 9 funds | $355.9M |
| Amazon.com IncAMZN | 9 funds | $255.2M |
| Alphabet Inc-CL CGOOG | 9 funds | $213.2M |
| Microsoft CorpMSFT | 9 funds | $207.6M |
| Meta Platforms Inc-Class AMETA | 9 funds | $126.3M |
| Broadcom IncAVGO | 9 funds | $126.3M |
| JPMorgan Chase & CoJPM | 8 funds | $100.5M |
| Alphabet Inc-CL AGOOGL | 8 funds | $85.5M |
| Visa Inc-Class A SharesV | 8 funds | $75.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 8 funds | $70.5M |
| Costco Wholesale CorpCOST | 8 funds | $46.2M |
Ranked by how many of XTWY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XTWY.
| Class | 13F holders | Value held |
|---|---|---|
| XTENUIT EXCHANGE TRADED | 166 funds | $962.6M |
| XHLFmc | 124 funds | $1.1B |
| XONEmc | 97 funds | $503.9M |
| PCMMUIT EXCHANGE TRADED | 71 funds | $136.4M |
| TAXXSHORT DURATION ETF | 55 funds | $192.9M |
| XEMDJP MORGAN USD EM | 54 funds | $661.8M |
| XSVNETF | 54 funds | $292.1M |
| XFIVETF | 51 funds | $247.9M |
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 XTWY
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/XTWY/capital-change-brief"
Use Arkolith's capital_change_brief for XTWY. 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 XTWY. Filings are public domain, sourced to SEC EDGAR.