Among active 13F managers last quarter, 1 opened and 1 added, while 1 reduced; the largest holder to move was Citadel Advisors LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
20 tracked 13F filers disclose a position in XWEL as of the latest SEC 13F filings, a combined $515K 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 | Citadel Advisors LLC | 117K | $122K | ▲New +117K sh | Q2 2026 | |
| 2 | Jane Street Group, LLC | 82K | $94K | ▲New +82K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 82K | $85K | —Held | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 56K | $58K | ▼−17% Reduced · −11K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 51K | $53K | —Held | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 23K | $24K | —Held | Q2 2026 | |
| 7 | Morgan Stanley | 22K | $25K | ▲+710% Added · +19K sh | Q1 2026 | |
| 8 | State Street Corp | 16K | $17K | —Held | Q2 2026 | |
| 9 | UBS Group AG | 12K | $14K | ▲636× Added · +12K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | 10K | $11K | —Held | Q2 2026 | |
| 11 | Tower Research Capital LLC (TRC) | 5K | $5K | ▼−2.3% Reduced · −106 sh | Q1 2026 | |
| 12 | Citigroup Inc | 3K | $3K | ▼−68% Reduced · −6K sh | Q1 2026 | |
| 13 | Vanguard Global Advisers, LLC | 2K | $2K | —Held | Q2 2026 | |
| 14 | Allworth Financial LP | 66 | $76 | —Held | Q1 2026 | |
| 15 | Activest Wealth Management | 50 | $52 | —Held | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 26 | $29 | —Held | Q1 2026 | |
| 17 | SBI Securities Co., Ltd. | 15 | $16 | —Held | Q2 2026 | |
| 18 | Caitong International Asset Management Co., Ltd | 8 | $8 | ▲+300% Added · +6 sh | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 3 | $3 | ▲New +3 sh | Q2 2026 | |
| 20 | Royal Bank Of Canada | 1 | $0 | —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, 1 fund opened a new position in XWEL and 1 added to an existing one, while 1 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 | 4 funds | $2.9B |
| Amazon.com IncAMZN | 4 funds | $2.7B |
| Apple IncAAPL | 4 funds | $2.4B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.2B |
| Eli Lilly & CoLLY | 4 funds | $1.2B |
| Advanced Micro DevicesAMD | 4 funds | $1.0B |
| Alphabet Inc-CL CGOOG | 4 funds | $1.0B |
| Micron Technology IncMU | 4 funds | $913.5M |
| Applied Materials IncAMAT | 4 funds | $812.2M |
| Kla CorpKLAC | 4 funds | $791.9M |
| Abbott LaboratoriesABT | 4 funds | $785.9M |
| Mastercard Inc - AMA | 4 funds | $773.8M |
Ranked by how many of XWEL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XWEL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 11, 2024 | Wizenberg Gaelle Sandra | Director | Buy (P) | 1K | $2K |
| May 7, 2024 | Wizenberg Gaelle Sandra | Director | Buy (P) | 199 | $368 |
| Apr 26, 2024 | Wizenberg Gaelle Sandra | Director | Buy (P) | 100 | $183 |
| May 30, 2023 | Weinstein Robert | Director | Buy (P) | 25K | $6K |
| May 26, 2023 | Weinstein Robert | Director | Buy (P) | 25K | $6K |
| Dec 6, 2022 | Milford Scott R | Chief Executive Officer | Buy (P) | 23K | $12K |
| Dec 5, 2022 | Milford Scott R | Chief Executive Officer | Buy (P) | 6K | $3K |
| Dec 1, 2022 | Bernstein Bruce | Director | Buy (P) | 34K | $15K |
| Nov 30, 2022 | Bernstein Bruce | Director | Buy (P) | 16K | $7K |
| Jun 17, 2022 | Ernst Ezra | See Remarks | Buy (P) | 13K | $10K |
| Apr 20, 2022 | Weinstein Robert | Director | Sell (S) | 45K | $48K |
| Apr 18, 2022 | Milford Scott R | Chief Executive Officer | Sell (S) | 5K | $5K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 3 | 3 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| XWELthis pageCOM NEW | 20 funds | $515K |
| 98420U703Stock | 2 funds | $104 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for XWEL
This stock 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/XWEL/capital-change-brief"
Use Arkolith's capital_change_brief for XWEL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XWEL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.