XAR

SS SPDR S&P Aerospace Def$273.63 3.31%
UnclassifiedUSCUSIP 78464A631· EOD Aug 3, 2026◍ Confluence graph
Tracked 13F Holders
470
-161 QoQ
13F Value (tracked)
$2.5B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)36 adding · 9 trimming
Insider net (180d)$0

Price & smart-money activity

$273.63 3.31%5Y +117.8%
$77.36$135.19$193.03$250.86$308.6920212022202320242025202613161714191818141516242023231926192331203216391930316140595371571045611062143739844
Hover for who · click for detailEnd-of-day closing prices52w $211.91 – $292.74

Who owns XAR?

470 tracked 13F filers

470 tracked 13F filers disclose a position in XAR as of the latest SEC 13F filings, a combined $2.5B 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.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$342.6M
1.3M
+4.8%
Added · +62K sh
Q1 2026
2MORGAN STANLEY
$224.4M
883K
+27%
Added · +185K sh
Q1 2026
3BANK OF AMERICA CORP /DE/
$215.6M
849K
+5.6%
Added · +45K sh
Q1 2026
4WELLS FARGO & COMPANY/MN
$119.6M
471K
+30%
Added · +107K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$65.0M
256K
+0.1%
Added · +336 sh
Q1 2026
6UBS Group AG
$62.6M
246K
+19%
Added · +40K sh
Q1 2026
7AMERIPRISE FINANCIAL INC
$59.9M
235K
+32%
Added · +57K sh
Q1 2026
8ENVESTNET ASSET MANAGEMENT INC
$54.1M
213K
+18%
Added · +32K sh
Q1 2026
9Mirae Asset Global Investments Co., Ltd.
$47.9M
188K
+541%
Added · +159K sh
Q1 2026
10Howard Capital Management Group, LLC
$52.3M
184K
−0.8%
Reduced · −1K sh
Q2 2026
11COMMONWEALTH EQUITY SERVICES, LLC
$46.8M
184K
+17%
Added · +27K sh
Q1 2026
12BNP PARIBAS FINANCIAL MARKETS
$44.1M
174K
+41%
Added · +50K sh
Q1 2026
13ROYAL BANK OF CANADA
$44.0M
173K
+19%
Added · +28K sh
Q1 2026
14AFFINITY WEALTH MANAGEMENT LLC
$44.4M
157K
−0.5%
Reduced · −838 sh
Q2 2026
15OSAIC HOLDINGS, INC.
$36.6M
144K
−15%
Reduced · −25K sh
Q1 2026
16Enclave Advisors LLC
$40.6M
143K
+7.3%
Added · +10K sh
Q2 2026
17PNC FINANCIAL SERVICES GROUP, INC.
$35.6M
140K
+8.9%
Added · +11K sh
Q1 2026
18Cetera Investment Advisers
$35.5M
140K
+14%
Added · +17K sh
Q1 2026
19GOLDMAN SACHS GROUP INC
$33.1M
131K
−7.0%
Reduced · −10K sh
Q1 2026
20GREENLIGHT CAPITAL INC
$17.6M
130K
New
+130K sh
Q4 2023
21CWM, LLC
$31.6M
125K
−40%
Reduced · −82K sh
Q1 2026
22Gerber Kawasaki Wealth & Investment Management
$29.5M
116K
−2.0%
Reduced · −2K sh
Q1 2026
23JPMORGAN CHASE & CO
$25.9M
107K
+3.5%
Added · +4K sh
Q1 2026
24Teamwork Financial Advisors, LLC
$24.0M
85K
+13%
Added · +10K sh
Q2 2026
25STIFEL FINANCIAL CORP
$19.8M
78K
+2.4%
Added · +2K 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.

Is XAR being bought or sold by institutions?

Last quarter, 6 funds opened a new position in XAR and 30 added to an existing one, while 9 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).

Opened (NEW)
6
funds
Added
30
funds
Reduced
9
funds
Exited
0
funds

Funds that own XAR also own

CompanyCo-held byCombined value
APPLE INCAAPL265 funds$95.0B
NVIDIA CORPNVDA263 funds$115.0B
MICROSOFT CORPMSFT261 funds$80.9B
AMAZON.COM INCAMZN259 funds$57.1B
ALPHABET INC-CL AGOOGL257 funds$56.7B
SS SPDR S&P 500 ETF TRUST-USSPY255 funds$13.3B
ALPHABET INC-CL CGOOG254 funds$31.1B
JPMORGAN CHASE & COJPM249 funds$26.4B
TESLA INCTSLA246 funds$19.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B246 funds$12.9B
META PLATFORMS INC-CLASS AMETA245 funds$29.5B
ISHARES CORE S&P 500 ETFIVV244 funds$21.4B

Ranked by how many of XAR's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

274 funds+43 since Q3 2024
0218435Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $542.8M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for XAR

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Ask your agent what changed in XAR

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.

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  "https://arkolith.com/api/v1/stocks/XAR/capital-change-brief"
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Use Arkolith's capital_change_brief for XAR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.