This stock 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/XZO/capital-change-brief"
Use Arkolith's capital_change_brief for XZO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | $10.3M | 703K | ▲+14% Added · +85K sh | Q1 2026 | |
| 2 | FJ Capital Management LLC | $10.0M | 682K | ▲+187% Added · +445K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $8.9M | 604K | ▲+17% Added · +87K sh | Q1 2026 | |
| 4 | JENNISON ASSOCIATES LLC | $8.4M | 575K | ▼−1.1% Reduced · −6K sh | Q1 2026 | |
| 5 | Whetstone Capital Advisors, LLC | $6.0M | 411K | ▲+123% Added · +227K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $4.0M | 275K | ▲New +275K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $3.6M | 248K | ▲+406% Added · +199K sh | Q1 2026 | |
| 8 | Holocene Advisors, LP | $3.1M | 214K | ▲New +214K sh | Q1 2026 | |
| 9 | Portolan Capital Management, LLC | $3.1M | 210K | ▼−48% Reduced · −195K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $2.9M | 198K | ▲17× Added · +186K sh | Q1 2026 | |
| 11 | Ophir Asset Management Pty Ltd | $2.8M | 192K | ▼−80% Reduced · −794K sh | Q1 2026 | |
| 12 | MARSHALL WACE, LLP | $2.8M | 188K | ▲+69% Added · +77K sh | Q1 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $2.5M | 168K | ▲New +168K sh | Q1 2026 | |
| 14 | Atom Investors LP | $2.4M | 160K | ▼−0.1% Reduced · −147 sh | Q1 2026 | |
| 15 | FEDERATED HERMES, INC. | $2.1M | 145K | ▲+45% Added · +45K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $1.7M | 114K | ▼−74% Reduced · −326K sh | Q1 2026 | |
| 17 | VICTORY CAPITAL MANAGEMENT INC | $1.6M | 109K | ▼−9.8% Reduced · −12K sh | Q1 2026 | |
| 18 | SEI INVESTMENTS CO | $1.6M | 107K | ▼−31% Reduced · −49K sh | Q1 2026 | |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | $1.4M | 94K | ▲New +94K sh | Q1 2026 | |
| 20 | Ionic Capital Management LLC | $1.2M | 79K | ▲+485% Added · +66K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $861K | 59K | ▲+17% Added · +9K sh | Q1 2026 | |
| 22 | STATE STREET CORP | $810K | 55K | ▲New +55K sh | Q1 2026 | |
| 23 | Boston Partners | $807K | 55K | ▲New +55K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $722K | 49K | ▲New +49K sh | Q1 2026 | |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | $664K | 45K | ▲New +45K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 27, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $27K |
| May 26, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $27K |
| May 22, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $26K |
| May 21, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $26K |
| May 20, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $27K |
| May 19, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $27K |
| May 18, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $28K |
| May 15, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 500 | $7K |
| May 15, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $21K |
| May 14, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $28K |
| May 13, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $27K |
| May 12, 2026 | Patel Paresh | Chief Executive Officer, Director | Buy (P) | 2K | $28K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 12 funds | $2.0B |
| PARKER HANNIFIN CORPPH | 12 funds | $1.0B |
| GE VERNOVA INCGEV | 12 funds | $814.1M |
| VERTIV HOLDINGS CO-AVRT | 12 funds | $215.4M |
| NVIDIA CORPNVDA | 11 funds | $6.0B |
| AMAZON.COM INCAMZN | 11 funds | $5.1B |
| APPLE INCAAPL | 11 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.7B |
| BROADCOM INCAVGO | 11 funds | $1.4B |
| INTUITIVE SURGICAL INCISRG | 11 funds | $1.2B |
| GENERAL ELECTRICGE | 11 funds | $1.1B |
| PALANTIR TECHNOLOGIES INC-APLTR | 11 funds | $1.0B |
Ranked by how many of XZO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XZO. 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.