151 tracked 13F filers disclose a position in XVV as of the latest SEC 13F filings, a combined $166.4M 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 | LPL Financial LLC | $13.5M | 274K | ▲+6.8% Added · +17K sh | Q1 2026 | |
| 2 | BECKER CAPITAL MANAGEMENT INC | $14.5M | 256K | ▲+3.4% Added · +8K sh | Q2 2026 | |
| 3 | BROWN ADVISORY INC | $10.8M | 219K | ▲+19% Added · +35K sh | Q1 2026 | |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | $7.9M | 160K | ▲New +160K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $6.3M | 128K | ▲64× Added · +126K sh | Q1 2026 | |
| 6 | FRANKLIN RESOURCES INC | $3.7M | 76K | —Held | Q1 2026 | |
| 7 | Wharton Business Group, LLC | $4.3M | 76K | ▼−0.7% Reduced · −520 sh | Q2 2026 | |
| 8 | JNBA Financial Advisors | $4.3M | 76K | ▼−12% Reduced · −10K sh | Q2 2026 | |
| 9 | Bank of New York Mellon Corp | $3.6M | 73K | ▲New +73K sh | Q1 2026 | |
| 10 | Alpine Bank Wealth Management | $4.1M | 73K | ▲+3.2% Added · +2K sh | Q2 2026 | |
| 11 | Atlantic Private Wealth, LLC | $3.8M | 68K | ▼−5.4% Reduced · −4K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.0M | 62K | ▼−11% Reduced · −7K sh | Q1 2026 | |
| 13 | BSW Wealth Partners | $3.3M | 58K | ▼−8.2% Reduced · −5K sh | Q2 2026 | |
| 14 | Biltmore Family Office, LLC | $3.2M | 56K | —Held | Q2 2026 | |
| 15 | NorthRock Partners, LLC | $2.7M | 48K | ▲+0.8% Added · +360 sh | Q2 2026 | |
| 16 | HighTower Advisors, LLC | $2.3M | 46K | ▲+12% Added · +5K sh | Q1 2026 | |
| 17 | GOULD ASSET MANAGEMENT LLC /CA/ | $2.6M | 45K | ▲+0.5% Added · +225 sh | Q2 2026 | |
| 18 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.5M | 44K | ▲+24% Added · +8K sh | Q2 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $2.0M | 40K | ▲New +40K sh | Q1 2026 | |
| 20 | EP Wealth Advisors, LLC | $2.3M | 40K | ▼−3.5% Reduced · −1K sh | Q2 2026 | |
| 21 | Lido Advisors, LLC | $2.1M | 38K | ▼−4.5% Reduced · −2K sh | Q2 2026 | |
| 22 | JPMORGAN CHASE & CO | $1.6M | 33K | ▲+16% Added · +4K sh | Q1 2026 | |
| 23 | MAI Capital Management | $1.6M | 32K | ▲+46% Added · +10K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $1.5M | 30K | ▲+25% Added · +6K sh | Q1 2026 | |
| 25 | Wick Capital Partners, LLC | $1.5M | 30K | ▲+0.4% Added · +128 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, 3 funds opened a new position in XVV and 17 added to an existing one, while 11 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 | 66 funds | $26.9B |
| APPLE INCAAPL | 66 funds | $21.1B |
| MICROSOFT CORPMSFT | 65 funds | $21.7B |
| AMAZON.COM INCAMZN | 65 funds | $17.7B |
| VANGUARD S&P 500 ETFVOO | 64 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 63 funds | $14.9B |
| ISHARES CORE S&P 500 ETFIVV | 63 funds | $9.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 62 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 61 funds | $4.1B |
| JPMORGAN CHASE & COJPM | 60 funds | $7.8B |
| ALPHABET INC-CL CGOOG | 59 funds | $8.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 59 funds | $3.4B |
Ranked by how many of XVV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SGOVcs | 1167 funds | $19.5B |
| IBDUmc | 353 funds | $2.8B |
| IBDVmc | 316 funds | $2.2B |
| IBTGmc | 291 funds | $1.8B |
| IBTHmc | 285 funds | $1.7B |
| USXFmc | 274 funds | $859.5M |
| IBDWmc | 264 funds | $1.7B |
| DMXFmc | 242 funds | $621.5M |
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 XVV
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/XVV/capital-change-brief"
Use Arkolith's capital_change_brief for XVV. 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 XVV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.