Among active 13F managers last quarter, 1 opened and 4 added, while 3 reduced; the largest holder to move was Principal Securities, Inc. (+43%).
17 tracked 13F filers disclose a position in XV as of the latest SEC 13F filings, a combined $42.7M 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 | Simplify Asset Management Inc. | 624K | $15.5M | —Held | Q2 2026 | |
| 2 | Principal Securities, Inc. | 329K | $8.1M | ▲+43% Added · +99K sh | Q2 2026 | |
| 3 | CreativeOne Wealth, LLC | 252K | $6.2M | ▲+53% Added · +87K sh | Q2 2026 | |
| 4 | Envestnet Asset Management Inc | 178K | $4.2M | ▲+145% Added · +105K sh | Q1 2026 | |
| 5 | Owen LaRue, LLC | 80K | $2.0M | ▼−0.2% Reduced · −188 sh | Q2 2026 | |
| 6 | Millington Financial Advisors, LLC | 70K | $1.7M | ▲+163% Added · +43K sh | Q2 2026 | |
| 7 | Brookwood Investment Group LLC | 60K | $1.5M | ▼−11% Reduced · −7K sh | Q2 2026 | |
| 8 | Old Mission Capital LLC | 48K | $1.1M | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 9 | WealthCare Asset Management, LLC | 21K | $527K | ▲+102% Added · +11K sh | Q2 2026 | |
| 10 | Mather Group, LLC. | 17K | $412K | ▲New +17K sh | Q1 2026 | |
| 11 | Jane Street Group, LLC | 16K | $372K | ▲+83% Added · +7K sh | Q1 2026 | |
| 12 | Lanark Financial, Inc. | 13K | $322K | ▲+121% Added · +7K sh | Q2 2026 | |
| 13 | Legacy Wealth Managment, LLC | 12K | $295K | ▲32× Added · +12K sh | Q2 2026 | |
| 14 | Crusonia Wealth Advisors LLC | 11K | $272K | ▲New +11K sh | Q2 2026 | |
| 15 | Islay Capital Management, LLC | 5K | $131K | —Held | Q2 2026 | |
| 16 | Clearstead Advisors, LLC | 75 | $2K | ▼−87% Reduced · −500 sh | Q2 2026 | |
| 17 | Wells Fargo & Company | 1 | $25 | ▲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 4 added to an existing one, while 3 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 | 9 funds | $365.1M |
| Caterpillar IncCAT | 9 funds | $126.4M |
| Tesla IncTSLA | 9 funds | $105.7M |
| Walmart IncWMT | 9 funds | $88.1M |
| Palantir Technologies Inc-APLTR | 9 funds | $30.4M |
| Ishares Core S&P 500 ETFIVV | 8 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 8 funds | $1.2B |
| Ishares Core Msci EmergingIEMG | 8 funds | $701.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 8 funds | $574.8M |
| Apple IncAAPL | 8 funds | $550.7M |
| Microsoft CorpMSFT | 8 funds | $376.5M |
| Amazon.com IncAMZN | 8 funds | $304.7M |
Ranked by how many of XV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XV.
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.