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/XLC/capital-change-brief"
Use Arkolith's capital_change_brief for XLC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $4.9B | 43.9M | ▼−2.1% Reduced · −960K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $1.3B | 11.6M | ▲+9.5% Added · +1.0M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $853.5M | 7.7M | ▼−2.5% Reduced · −201K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $841.6M | 7.6M | ▲+1.3% Added · +100K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $727.0M | 6.6M | ▲+1.7% Added · +107K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $631.0M | 5.7M | ▼−1.3% Reduced · −76K sh | Q1 2026 | |
| 7 | UBS Group AG | $603.2M | 5.4M | ▲+50% Added · +1.8M sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $538.6M | 4.9M | ▼−1.6% Reduced · −80K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $512.0M | 4.6M | ▼−12% Reduced · −627K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $388.2M | 3.5M | ▼−0.3% Reduced · −9K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $406.3M | 3.4M | ▼−12% Reduced · −478K sh | Q1 2026 | |
| 12 | MEITAV INVESTMENT HOUSE LTD | $351.5M | 3.2M | ▼−4.9% Reduced · −162K sh | Q1 2026 | |
| 13 | WestEnd Advisors, LLC | $314.7M | 2.8M | ▲+1.9% Added · +53K sh | Q1 2026 | |
| 14 | Migdal Insurance & Financial Holdings Ltd. | $305.4M | 2.8M | ▼−1.3% Reduced · −36K sh | Q1 2026 | |
| 15 | BARCLAYS PLC | $255.3M | 2.3M | ▼−48% Reduced · −2.1M sh | Q1 2026 | |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $192.9M | 1.7M | ▲+6.4% Added · +104K sh | Q1 2026 | |
| 17 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $186.4M | 1.7M | —Held | Q1 2026 | |
| 18 | PGIM Custom Harvest LLC | $182.5M | 1.6M | ▲+5.3% Added · +82K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $177.4M | 1.6M | ▲+3.3% Added · +51K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $158.8M | 1.4M | ▼−7.1% Reduced · −109K sh | Q1 2026 | |
| 21 | MENORA MIVTACHIM HOLDINGS LTD. | $157.0M | 1.4M | ▼−0.3% Reduced · −4K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $151.6M | 1.4M | ▼−43% Reduced · −1.0M sh | Q1 2026 | |
| 23 | BlackRock, Inc. | $150.7M | 1.4M | ▼−11% Reduced · −167K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $150.7M | 1.4M | ▲+7.2% Added · +91K sh | Q1 2026 | |
| 25 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $140.1M | 1.3M | ▲+7.7% Added · +90K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 265 funds | $163.9B |
| AMAZON.COM INCAMZN | 263 funds | $89.4B |
| ALPHABET INC-CL AGOOGL | 262 funds | $75.9B |
| BROADCOM INCAVGO | 262 funds | $63.6B |
| MICROSOFT CORPMSFT | 261 funds | $121.0B |
| JPMORGAN CHASE & COJPM | 261 funds | $36.8B |
| APPLE INCAAPL | 260 funds | $133.1B |
| META PLATFORMS INC-CLASS AMETA | 258 funds | $48.7B |
| ALPHABET INC-CL CGOOG | 257 funds | $52.6B |
| VISA INC-CLASS A SHARESV | 256 funds | $30.6B |
| EXXON MOBIL CORPXOM | 256 funds | $28.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 255 funds | $37.3B |
Ranked by how many of XLC'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XLC. 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.