10 tracked 13F filers disclose a position in XUDV as of the latest SEC 13F filings, a combined $59.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $29.2M | 933K | ▲+16% Added · +132K sh | Q2 2026 | |
| 2 | FRANKLIN RESOURCES INC | $16.6M | 590K | —Held | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.6M | 198K | ▼−3.9% Reduced · −8K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $4.7M | 166K | ▼−4.2% Reduced · −7K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.8M | 64K | ▲+63% Added · +25K sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $1.2M | 42K | ▲New +42K sh | Q1 2026 | |
| 7 | Ameritas Advisory Services, LLC | $313K | 11K | ▼−0.3% Reduced · −33 sh | Q1 2026 | |
| 8 | Meramec Financial Planners, LLC | $24K | 734 | ▲New +734 sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $6K | 206 | ▼−39% Reduced · −132 sh | Q1 2026 | |
| 10 | CoreCap Advisors, LLC | $4K | 128 | —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, 2 funds opened a new position in XUDV, while 1 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $4.3B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $3.0B |
| APPLE INCAAPL | 3 funds | $2.2B |
| AMAZON.COM INCAMZN | 3 funds | $2.1B |
| MICROSOFT CORPMSFT | 3 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 3 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 3 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 3 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 3 funds | $1.6B |
| BROADCOM INCAVGO | 3 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 3 funds | $967.2M |
Ranked by how many of XUDV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.