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/XYLD/capital-change-brief"
Use Arkolith's capital_change_brief for XYLD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $156.5M | 4.0M | ▲+0.3% Added · +11K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $133.7M | 3.4M | ▲+5.1% Added · +166K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $84.1M | 2.1M | ▲+1.9% Added · +41K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $74.3M | 1.9M | ▲+18% Added · +283K sh | Q1 2026 | |
| 5 | SUMITOMO LIFE INSURANCE CO | $66.9M | 1.7M | —Held | Q1 2026 | |
| 6 | Global X Japan Co., Ltd. | $45.9M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 7 | UBS Group AG | $35.5M | 908K | ▼−9.8% Reduced · −98K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $34.9M | 892K | ▼−6.0% Reduced · −57K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $32.7M | 837K | ▼−11% Reduced · −102K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $23.2M | 593K | ▲+10% Added · +55K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $20.1M | 514K | ▼−4.9% Reduced · −26K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $18.6M | 477K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 13 | PRINCIPAL SECURITIES, INC. | $17.5M | 448K | ▲+3.5% Added · +15K sh | Q1 2026 | |
| 14 | HUB Investment Partners, LLC | $16.7M | 428K | ▲+4.9% Added · +20K sh | Q1 2026 | |
| 15 | Baird Financial Group, Inc. | $12.4M | 318K | ▼−8.0% Reduced · −28K sh | Q1 2026 | |
| 16 | FIRST FOUNDATION ADVISORS | $11.9M | 303K | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 17 | Waterway Wealth Management, LLC | $11.9M | 291K | ▲New +291K sh | Q2 2026 | |
| 18 | ROYAL BANK OF CANADA | $11.2M | 285K | ▼−1.5% Reduced · −4K sh | Q1 2026 | |
| 19 | Caerus Investment Advisors, LLC | $10.5M | 269K | ▼−2.7% Reduced · −8K sh | Q1 2026 | |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $9.1M | 237K | ▲+9.3% Added · +20K sh | Q1 2026 | |
| 21 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $7.2M | 183K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 22 | J.W. COLE ADVISORS, INC. | $7.1M | 181K | ▲+3.4% Added · +6K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $7.1M | 181K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 24 | JUNCTURE WEALTH STRATEGIES, LLC | $6.5M | 159K | ▼−8.4% Reduced · −15K sh | Q2 2026 | |
| 25 | Baker Avenue Asset Management, LP | $6.1M | 156K | ▲+513% Added · +130K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 101 funds | $19.4B |
| BROADCOM INCAVGO | 101 funds | $9.2B |
| JPMORGAN CHASE & COJPM | 101 funds | $9.1B |
| ELI LILLY & COLLY | 101 funds | $5.3B |
| COSTCO WHOLESALE CORPCOST | 101 funds | $5.0B |
| VISA INC-CLASS A SHARESV | 101 funds | $5.0B |
| TESLA INCTSLA | 101 funds | $5.0B |
| CHEVRON CORPCVX | 101 funds | $3.5B |
| CATERPILLAR INCCAT | 101 funds | $3.0B |
| ORACLE CORPORCL | 101 funds | $2.1B |
| INTL BUSINESS MACHINES CORPIBM | 101 funds | $1.8B |
| AT&T INCT | 101 funds | $1.3B |
Ranked by how many of XYLD'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 XYLD. 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.