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.
| # | 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 | $12.2M | 247K | ▲+7.1% Added · +16K sh | Q1 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 | Wharton Business Group, LLC | $3.8M | 76K | —Held | Q1 2026 | |
| 7 | FRANKLIN RESOURCES INC | $3.7M | 76K | —Held | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $3.6M | 73K | ▲New +73K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.0M | 62K | ▼−11% Reduced · −7K sh | Q1 2026 | |
| 10 | BSW Wealth Partners | $3.3M | 58K | ▼−8.2% Reduced · −5K sh | Q2 2026 | |
| 11 | NorthRock Partners, LLC | $2.3M | 47K | ▲+27% Added · +10K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $2.3M | 46K | ▲+12% Added · +5K sh | Q1 2026 | |
| 13 | EP Wealth Advisors, LLC | $2.0M | 41K | ▼−42% Reduced · −30K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $2.0M | 40K | ▲New +40K sh | Q1 2026 | |
| 15 | Lido Advisors, LLC | $1.9M | 39K | ▲New +39K sh | Q1 2026 | |
| 16 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.0M | 36K | ▲New +36K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $1.6M | 33K | ▲+16% Added · +4K sh | Q1 2026 | |
| 18 | MAI Capital Management | $1.6M | 32K | ▲+46% Added · +10K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $1.5M | 30K | ▲+25% Added · +6K sh | Q1 2026 | |
| 20 | Wick Capital Partners, LLC | $1.5M | 30K | ▲+0.4% Added · +128 sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $1.4M | 29K | ▼−2.0% Reduced · −582 sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 28K | ▲+10% Added · +3K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 27K | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 24 | NerdWallet Wealth Partners, LLC | $1.5M | 27K | ▲+20% Added · +5K sh | Q2 2026 | |
| 25 | Focus Partners Wealth | $1.1M | 23K | ▲+0.5% Added · +110 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 38 funds | $17.0B |
| NVIDIA CORPNVDA | 38 funds | $15.6B |
| MICROSOFT CORPMSFT | 38 funds | $12.3B |
| AMAZON.COM INCAMZN | 38 funds | $10.1B |
| ALPHABET INC-CL AGOOGL | 38 funds | $8.5B |
| ALPHABET INC-CL CGOOG | 38 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 38 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $5.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 38 funds | $4.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 38 funds | $4.2B |
| ISHARES CORE MSCI EMERGINGIEMG | 38 funds | $3.5B |
| COSTCO WHOLESALE CORPCOST | 38 funds | $3.3B |
Ranked by how many of XVV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.