Among active 13F managers last quarter, 1 opened and 2 added, while 1 reduced; the largest holder to move was Citadel Advisors LLC (−1.2%).
11 tracked 13F filers disclose a position in XUDV as of the latest SEC 13F filings, a combined $60.2M 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 | AssetMark, Inc | 933K | $29.2M | ▲+16% Added · +132K sh | Q2 2026 | |
| 2 | Franklin Templeton Inc | 590K | $16.6M | —Held | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 198K | $5.6M | ▼−3.9% Reduced · −8K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 166K | $4.7M | ▼−4.2% Reduced · −7K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 64K | $1.8M | ▲+63% Added · +25K sh | Q1 2026 | |
| 6 | Citadel Advisors LLC | 42K | $1.3M | ▼−1.2% Reduced · −516 sh | Q2 2026 | |
| 7 | Invested Advisors | 24K | $765K | ▲+17% Added · +3K sh | Q2 2026 | |
| 8 | Rossby Financial, LCC | 4K | $133K | ▲+18% Added · +664 sh | Q2 2026 | |
| 9 | Meramec Financial Planners, LLC | 734 | $24K | ▲New +734 sh | Q2 2026 | |
| 10 | Royal Bank Of Canada | 206 | $6K | ▼−39% Reduced · −132 sh | Q1 2026 | |
| 11 | CoreCap Advisors, LLC | 128 | $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.
Last quarter, 1 fund opened a new position in XUDV and 2 added to an existing one, while 1 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 | 6 funds | $19.3B |
| Microsoft CorpMSFT | 6 funds | $15.6B |
| Apple IncAAPL | 6 funds | $14.5B |
| Ishares Core S&P 500 ETFIVV | 6 funds | $13.8B |
| Amazon.com IncAMZN | 6 funds | $13.8B |
| Alphabet Inc-CL AGOOGL | 6 funds | $11.4B |
| Broadcom IncAVGO | 6 funds | $10.0B |
| Meta Platforms Inc-Class AMETA | 6 funds | $6.2B |
| Alphabet Inc-CL CGOOG | 6 funds | $5.9B |
| Eli Lilly & CoLLY | 6 funds | $5.3B |
| JPMorgan Chase & CoJPM | 6 funds | $5.2B |
| Cisco Systems IncCSCO | 6 funds | $4.9B |
Ranked by how many of XUDV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XUDV.
No filings captured for this ticker in the live stream yet.
Connected entities for XUDV
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/XUDV/capital-change-brief"
Use Arkolith's capital_change_brief for XUDV. 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 XUDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.