10 tracked 13F filers disclose a position in XXV as of the latest SEC 13F filings, a combined $16.7M 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 | 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 | PRINCIPAL SECURITIES, INC. | $2.5M | 107K | ▲+102% Added · +54K sh | Q2 2026 | |
| 4 | Brookwood Investment Group LLC | $2.0M | 86K | ▲+24% Added · +17K sh | Q2 2026 | |
| 5 | Castleview Partners, LLC | $1.4M | 60K | ▼−16% Reduced · −11K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 53K | ▲New +53K sh | Q1 2026 | |
| 7 | Millington Financial Advisors, LLC | $918K | 40K | ▲+368% Added · +31K sh | Q2 2026 | |
| 8 | Crusonia Wealth Advisors LLC | $662K | 28K | ▲New +28K sh | Q2 2026 | |
| 9 | CreativeOne Wealth, LLC | $519K | 22K | ▲New +22K sh | Q2 2026 | |
| 10 | LANARK FINANCIAL, INC. | $149K | 6K | ▲New +6K 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, 1 fund opened a new position in XXV and 2 added to an existing one, while 2 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $1.1B |
| ELI LILLY & COLLY | 5 funds | $57.7M |
| JOHNSON & JOHNSONJNJ | 5 funds | $46.7M |
| TESLA INCTSLA | 5 funds | $36.5M |
| UNITEDHEALTH GROUP INCUNH | 5 funds | $35.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 5 funds | $35.4M |
| ABBVIE INCABBV | 5 funds | $33.7M |
| WALMART INCWMT | 5 funds | $28.5M |
| LAM RESEARCH CORPLRCX | 5 funds | $27.3M |
| EXXONMOBIL HOLDINGS CORPXOM | 5 funds | $25.5M |
| MASTERCARD INC - AMA | 5 funds | $23.5M |
| HOME DEPOT INCHD | 5 funds | $22.3M |
Ranked by how many of XXV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 230 funds | $997.9M |
| MTBAcommon | 139 funds | $971.4M |
| BUCKTREASURY OPT INC | 88 funds | $222.8M |
| AGGHUIT EXCHANGE TRADED | 86 funds | $352.3M |
| CDXMF Closed and MF Open | 83 funds | $273.8M |
| HEQTMF Closed and MF Open | 80 funds | $201.0M |
| TUASHORT TERM TREA | 73 funds | $456.1M |
| SVOLmc | 72 funds | $64.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XXV
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.
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.