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/XLE/capital-change-brief"
Use Arkolith's capital_change_brief for XLE. 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/ | $2.4B | 39.7M | ▼−12% Reduced · −5.5M sh | Q1 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $2.0B | 33.4M | ▲+41% Added · +9.8M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $2.0B | 32.6M | ▲+11% Added · +3.2M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $1.3B | 20.7M | ▲+24% Added · +4.0M sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $1.1B | 18.2M | ▼−10% Reduced · −2.1M sh | Q1 2026 | |
| 6 | LPL Financial LLC | $946.3M | 15.4M | ▲+20% Added · +2.6M sh | Q1 2026 | |
| 7 | UBS Group AG | $886.6M | 14.5M | ▲+3.7% Added · +513K sh | Q1 2026 | |
| 8 | Varma Mutual Pension Insurance Co | $861.8M | 14.1M | ▲New +14.1M sh | Q1 2026 | |
| 9 | CITIGROUP INC | $574.2M | 9.4M | ▲+74% Added · +4.0M sh | Q1 2026 | |
| 10 | MENORA MIVTACHIM HOLDINGS LTD. | $531.3M | 8.7M | ▼−7.5% Reduced · −701K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $497.4M | 8.1M | ▲+9.4% Added · +699K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $403.7M | 6.6M | ▲+18% Added · +992K sh | Q1 2026 | |
| 13 | BARCLAYS PLC | $396.7M | 6.5M | ▲+3.6% Added · +224K sh | Q1 2026 | |
| 14 | BNP PARIBAS FINANCIAL MARKETS | $382.3M | 6.2M | ▲+12% Added · +657K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $360.7M | 5.9M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 16 | BANK OF MONTREAL /CAN/ | $341.7M | 5.6M | ▲+46% Added · +1.8M sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $334.2M | 5.5M | ▲+24% Added · +1.0M sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $305.2M | 5.0M | ▲+131% Added · +2.8M sh | Q1 2026 | |
| 19 | Saudi Central Bank | $264.7M | 4.3M | —Held | Q1 2026 | |
| 20 | Hamilton Capital, LLC | $263.8M | 4.3M | ▼−41% Reduced · −3.0M sh | Q1 2026 | |
| 21 | CIBC WORLD MARKET INC. | $233.5M | 3.8M | ▲+17% Added · +559K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $221.9M | 3.6M | ▲+27% Added · +781K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $189.5M | 3.1M | ▲+360% Added · +2.4M sh | Q1 2026 | |
| 24 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $165.5M | 2.7M | ▼−35% Reduced · −1.5M sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $164.7M | 2.7M | ▲+97% Added · +1.3M 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 399 funds | $117.0B |
| NVIDIA CORPNVDA | 398 funds | $205.1B |
| MICROSOFT CORPMSFT | 398 funds | $155.7B |
| APPLE INCAAPL | 397 funds | $166.9B |
| META PLATFORMS INC-CLASS AMETA | 392 funds | $65.1B |
| ALPHABET INC-CL AGOOGL | 391 funds | $104.0B |
| ALPHABET INC-CL CGOOG | 391 funds | $67.3B |
| JPMORGAN CHASE & COJPM | 388 funds | $45.1B |
| BROADCOM INCAVGO | 387 funds | $81.9B |
| ELI LILLY & COLLY | 385 funds | $44.7B |
| EXXON MOBIL CORPXOM | 385 funds | $32.7B |
| COSTCO WHOLESALE CORPCOST | 385 funds | $28.4B |
Ranked by how many of XLE'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 XLE. 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.