XLB

SS Materials Select Sector
UnclassifiedUSCUSIP 81369Y100◍ Confluence graph
Tracked 13F Holders
832
-151 QoQ
13F Value (tracked)
$5.3B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)26 adding · 11 trimming
Insider net (180d)$0

Who owns XLB?

832 tracked 13F filers

832 tracked 13F filers disclose a position in XLB as of the latest SEC 13F filings, a combined $5.3B 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.

3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$487.5M
9.8M
+1.0%
Added · +93K sh
Q1 2026
2MORGAN STANLEY
$357.3M
7.2M
−4.6%
Reduced · −348K sh
Q1 2026
3BNP PARIBAS FINANCIAL MARKETS
$317.4M
6.4M
+294%
Added · +4.7M sh
Q1 2026
4GOLDMAN SACHS GROUP INC
$273.9M
5.5M
+5.2%
Added · +271K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$263.0M
5.3M
+119%
Added · +2.9M sh
Q1 2026
6MENORA MIVTACHIM HOLDINGS LTD.
$151.8M
3.0M
−42%
Reduced · −2.2M sh
Q2 2026
7LPL Financial LLC
$138.9M
2.8M
+33%
Added · +687K sh
Q1 2026
8UBS Group AG
$136.7M
2.7M
+41%
Added · +792K sh
Q1 2026
9CITADEL ADVISORS LLC
$130.6M
2.6M
23×
Added · +2.5M sh
Q1 2026
10ROYAL BANK OF CANADA
$122.0M
2.4M
+211%
Added · +1.7M sh
Q1 2026
11WestEnd Advisors, LLC
$113.3M
2.2M
4k×
Added · +2.2M sh
Q2 2026
12MARSHALL WACE, LLP
$107.3M
2.1M
Added
Added · +2.1M sh
Q1 2026
13COMMERCE BANK
$105.0M
2.1M
+1.4%
Added · +29K sh
Q2 2026
14ING GROEP NV
$101.6M
2.0M
New
+2.0M sh
Q1 2026
15CITIGROUP INC
$101.5M
2.0M
14×
Added · +1.9M sh
Q1 2026
16Migdal Insurance & Financial Holdings Ltd.
$86.2M
1.7M
−0.3%
Reduced · −4K sh
Q2 2026
17JPMORGAN CHASE & CO
$82.5M
1.7M
+480%
Added · +1.4M sh
Q1 2026
18AMERIPRISE FINANCIAL INC
$69.1M
1.4M
−14%
Reduced · −216K sh
Q1 2026
19ENVESTNET ASSET MANAGEMENT INC
$55.4M
1.1M
+93%
Added · +536K sh
Q1 2026
20OSAIC HOLDINGS, INC.
$53.8M
1.1M
+366%
Added · +846K sh
Q1 2026
21RAYMOND JAMES FINANCIAL INC
$50.8M
1.0M
+3.4%
Added · +33K sh
Q1 2026
22NATIXIS
$50.2M
1.0M
+0.3%
Added · +3K sh
Q1 2026
23CIBC WORLD MARKET INC.
$50.1M
1.0M
−50%
Reduced · −999K sh
Q1 2026
24PGIM Custom Harvest LLC
$49.7M
994K
+11%
Added · +96K sh
Q1 2026
25FACTORY MUTUAL INSURANCE CO
$47.9M
943K
Added
Added · +943K 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.

Is XLB being bought or sold by institutions?

Last quarter, 5 funds opened a new position in XLB and 21 added to an existing one, while 11 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)
5
funds
Added
21
funds
Reduced
11
funds
Exited
0
funds

Funds that own XLB also own

CompanyCo-held byCombined value
APPLE INCAAPL474 funds$113.2B
MICROSOFT CORPMSFT472 funds$100.2B
NVIDIA CORPNVDA470 funds$140.7B
AMAZON.COM INCAMZN464 funds$77.3B
ALPHABET INC-CL AGOOGL456 funds$60.7B
SS SPDR S&P 500 ETF TRUST-USSPY454 funds$26.6B
ALPHABET INC-CL CGOOG452 funds$47.6B
META PLATFORMS INC-CLASS AMETA450 funds$42.5B
JPMORGAN CHASE & COJPM447 funds$27.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B436 funds$19.0B
WALMART INCWMT434 funds$18.3B
ELI LILLY & COLLY432 funds$28.4B

Ranked by how many of XLB'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

639 funds+71 since Q3 2024
0395790Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.6B · 2 values withheld

Recent filings

0 shown

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

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Connected entities for XLB

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Ask your agent what changed in XLB

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XLB/capital-change-brief"
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Use Arkolith's capital_change_brief for XLB.
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 XLB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.