14 tracked 13F filers disclose a position in XV as of the latest SEC 13F filings, a combined $38.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Simplify Asset Management Inc. | $15.5M | 624K | —Held | Q2 2026 | |
| 2 | PRINCIPAL SECURITIES, INC. | $8.1M | 329K | ▲+43% Added · +99K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 178K | ▲+145% Added · +105K sh | Q1 2026 | |
| 4 | CreativeOne Wealth, LLC | $3.9M | 165K | ▼−21% Reduced · −44K sh | Q1 2026 | |
| 5 | Owen LaRue, LLC | $2.0M | 80K | ▼−0.2% Reduced · −188 sh | Q2 2026 | |
| 6 | Brookwood Investment Group LLC | $1.5M | 60K | ▼−11% Reduced · −7K sh | Q2 2026 | |
| 7 | OLD MISSION CAPITAL LLC | $1.1M | 48K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 8 | WealthCare Asset Management, LLC | $527K | 21K | ▲+102% Added · +11K sh | Q2 2026 | |
| 9 | MATHER GROUP, LLC. | $412K | 17K | ▲New +17K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $372K | 16K | ▲+83% Added · +7K sh | Q1 2026 | |
| 11 | LANARK FINANCIAL, INC. | $322K | 13K | ▲+121% Added · +7K sh | Q2 2026 | |
| 12 | Crusonia Wealth Advisors LLC | $272K | 11K | ▲New +11K sh | Q2 2026 | |
| 13 | Clearstead Advisors, LLC | $14K | 575 | ▲+7.5% Added · +40 sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $25 | 1 | ▲Added Added · +1 sh | 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 XV and 5 added to an existing one, while 2 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 |
|---|---|---|
| TESLA INCTSLA | 9 funds | $106.0M |
| VANGUARD S&P 500 ETFVOO | 8 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $585.8M |
| NVIDIA CORPNVDA | 8 funds | $369.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $202.8M |
| ELI LILLY & COLLY | 8 funds | $123.8M |
| CATERPILLAR INCCAT | 8 funds | $109.4M |
| WALMART INCWMT | 8 funds | $100.9M |
| APPLIED MATERIALS INCAMAT | 8 funds | $53.9M |
| VANECK SEMICONDUCTOR ETFSMH | 8 funds | $47.7M |
| AMGEN INCAMGN | 8 funds | $40.6M |
| PALANTIR TECHNOLOGIES INC-APLTR | 8 funds | $30.9M |
Ranked by how many of XV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 185 funds | $866.0M |
| MTBAcommon | 123 funds | $869.0M |
| AGGHUIT EXCHANGE TRADED | 75 funds | $336.9M |
| CDXHIGH YIELD PLUS | 74 funds | $266.4M |
| BUCKTREASURY OPT INC | 71 funds | $200.5M |
| HEQTMF Closed and MF Open | 68 funds | $189.9M |
| TUASHORT TERM TREA | 60 funds | $396.9M |
| SVOLmc | 59 funds | $54.0M |
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 XV
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/XV/capital-change-brief"
Use Arkolith's capital_change_brief for XV. 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 XV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.