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/XXV/capital-change-brief"
Use Arkolith's capital_change_brief for XXV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BNP PARIBAS FINANCIAL MARKETS | $4.5M | 198K | ▲New +198K sh | Q1 2026 | |
| 2 | Simplify Asset Management Inc. | $2.8M | 117K | ▼−6.8% Reduced · −9K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 53K | ▲New +53K sh | Q1 2026 | |
| 4 | PRINCIPAL SECURITIES, INC. | $1.2M | 53K | ▲New +53K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $23.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 4 funds | $5.0B |
| TESLA INCTSLA | 4 funds | $3.2B |
| ELI LILLY & COLLY | 4 funds | $1.9B |
| JOHNSON & JOHNSONJNJ | 4 funds | $1.8B |
| CISCO SYSTEMS INCCSCO | 4 funds | $1.8B |
| ABBVIE INCABBV | 4 funds | $1.7B |
| MASTERCARD INC - AMA | 4 funds | $1.6B |
| EXXON MOBIL CORPXOM | 4 funds | $1.6B |
| WALMART INCWMT | 4 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $1.5B |
| PHILIP MORRIS INTERNATIONALPM | 4 funds | $1.4B |
Ranked by how many of XXV'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 XXV. 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.