The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query XWIAX owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XWIAX"
Use Arkolith to show who owns XWIAX, which funds added or reduced it, and which SEC filings prove each claim.
| # | 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 | Private Advisor Group, LLC | $1.9M | 236K | ▲+8.3% Added · +18K sh | Q1 2026 | |
| 3 | Integrated Wealth Concepts LLC | $1.4M | 173K | ▼−5.4% Reduced · −10K sh | Q1 2026 | |
| 4 | Dakota Wealth Management | $838K | 104K | ▲+0.9% Added · +950 sh | Q1 2026 | |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $312K | 39K | —Held | Q1 2026 | |
| 6 | CAPSTONE INVESTMENT ADVISORS, LLC | $271K | 34K | —Held | Q1 2026 | |
| 7 | Vestmark Advisory Solutions, Inc. | $168K | 21K | ▼−7.2% Reduced · −2K sh | Q1 2026 | |
| 8 | ELEVATION POINT WEALTH PARTNERS, LLC | $168K | 21K | ▼−7.2% Reduced · −2K sh | Q1 2026 | |
| 9 | OPPENHEIMER & CO INC | $146K | 18K | ▼−17% Reduced · −4K sh | Q1 2026 | |
| 10 | &PARTNERS | $133K | 16K | ▲+60% Added · +6K sh | Q1 2026 | |
| 11 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $123K | 15K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $42K | 5K | —Held | Q1 2026 | |
| 13 | ROTHSCHILD INVESTMENT LLC | $16K | 2K | —Held | Q1 2026 | |
| 14 | CWM, LLC | $6K | 750 | ▲New +750 sh | Q1 2026 | |
| 15 | WHITTIER TRUST CO OF NEVADA INC | $1K | 147 | ▲New +147 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 17 funds | $4.9B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $4.0B |
| VANGUARD S&P 500 ETFVOO | 17 funds | $2.2B |
| ELI LILLY & COLLY | 17 funds | $817.6M |
| ABBVIE INCABBV | 17 funds | $557.4M |
| HOME DEPOT INCHD | 17 funds | $506.6M |
| ORACLE CORPORCL | 17 funds | $351.1M |
| APPLE INCAAPL | 16 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 16 funds | $3.5B |
| AMAZON.COM INCAMZN | 16 funds | $3.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $1.7B |
Ranked by how many of XWIAX'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 + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.