51 tracked 13F filers disclose a position in XWIAX as of the latest SEC 13F filings, a combined $95.5M 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 | Karpus Management, Inc. | $67.4M | 8.3M | ▲+2.5% Added · +203K sh | Q1 2026 | |
| 2 | Baird Financial Group, Inc. | $3.9M | 486K | ▲+4.0% Added · +19K sh | Q1 2026 | |
| 3 | Atlas Wealth LLC | $3.7M | 460K | ▲New +460K sh | Q2 2026 | |
| 4 | Private Advisor Group, LLC | $2.0M | 246K | ▲+4.5% Added · +11K sh | Q2 2026 | |
| 5 | GUGGENHEIM CAPITAL LLC | $2.0M | 246K | ▼−25% Reduced · −80K sh | Q1 2026 | |
| 6 | RHS Financial, LLC | $1.9M | 231K | ▲+15% Added · +30K sh | Q2 2026 | |
| 7 | Integrated Wealth Concepts LLC | $1.3M | 165K | ▼−4.7% Reduced · −8K sh | Q2 2026 | |
| 8 | STIFEL FINANCIAL CORP | $1.3M | 164K | ▼−7.2% Reduced · −13K sh | Q1 2026 | |
| 9 | Wakefield Asset Management LLLP | $1.3M | 158K | ▼−57% Reduced · −205K sh | Q2 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $903K | 112K | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 11 | PenderFund Capital Management Ltd. | $843K | 104K | —Held | Q2 2026 | |
| 12 | Dakota Wealth Management | $854K | 101K | ▼−1.8% Reduced · −2K sh | Q3 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $773K | 96K | ▼−0.4% Reduced · −392 sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $743K | 92K | ▼−52% Reduced · −101K sh | Q1 2026 | |
| 15 | Aviance Capital Partners, LLC | $579K | 71K | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 16 | Rock Point Advisors, LLC | $525K | 65K | —Held | Q2 2026 | |
| 17 | Almitas Capital LLC | $461K | 57K | —Held | Q2 2026 | |
| 18 | Matisse Capital | $433K | 53K | —Held | Q2 2026 | |
| 19 | UBS Group AG | $353K | 44K | ▼−33% Reduced · −21K sh | Q1 2026 | |
| 20 | GRACE & WHITE INC /NY | $334K | 41K | —Held | Q2 2026 | |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $314K | 39K | —Held | Q2 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $290K | 36K | —Held | Q1 2026 | |
| 23 | CAPSTONE INVESTMENT ADVISORS, LLC | $273K | 34K | —Held | Q2 2026 | |
| 24 | LPL Financial LLC | $270K | 33K | ▼−4.4% Reduced · −2K sh | Q1 2026 | |
| 25 | Mezzasalma Advisors, LLC | $267K | 33K | ▼−4.0% Reduced · −1K sh | Q2 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, 2 funds opened a new position in XWIAX and 3 added to an existing one, while 5 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 21 funds | $2.7B |
| AMAZON.COM INCAMZN | 19 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 19 funds | $923.9M |
| ALPHABET INC-CL CGOOG | 19 funds | $668.9M |
| APPLE INCAAPL | 18 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 18 funds | $465.0M |
| CISCO SYSTEMS INCCSCO | 18 funds | $293.4M |
| NVIDIA CORPNVDA | 17 funds | $3.0B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $2.1B |
| VANGUARD S&P 500 ETFVOO | 17 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $902.1M |
| JPMORGAN CHASE & COJPM | 17 funds | $513.4M |
Ranked by how many of XWIAX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XWIAX
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/XWIAX/capital-change-brief"
Use Arkolith's capital_change_brief for XWIAX. 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 XWIAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.