1845 tracked 13F filers disclose a position in XLE as of the latest SEC 13F filings, a combined $26.2B 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.
| # | 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 | ROYAL BANK OF CANADA | $497.4M | 8.1M | ▲+9.4% Added · +699K sh | Q1 2026 | |
| 11 | MENORA MIVTACHIM HOLDINGS LTD. | $366.0M | 6.9M | ▼−21% Reduced · −1.8M sh | Q2 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 | Migdal Insurance & Financial Holdings Ltd. | $243.8M | 4.6M | ▲+258% Added · +3.3M sh | Q2 2026 | |
| 20 | FACTORY MUTUAL INSURANCE CO | $236.4M | 4.5M | ▲+66% Added · +1.8M sh | Q2 2026 | |
| 21 | Hamilton Capital, LLC | $233.6M | 4.4M | ▲+2.1% Added · +92K sh | Q2 2026 | |
| 22 | Saudi Central Bank | $249.2M | 4.3M | —Held | Q2 2026 | |
| 23 | CIBC WORLD MARKET INC. | $233.5M | 3.8M | ▲+17% Added · +559K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $221.9M | 3.6M | ▲+27% Added · +781K sh | Q1 2026 | |
| 25 | Focus Partners Wealth | $189.5M | 3.1M | ▲+360% Added · +2.4M 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.
Last quarter, 0 funds opened a new position in XLE and 27 added to an existing one, while 6 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).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 1156 funds | $162.5B |
| APPLE INCAAPL | 1153 funds | $183.0B |
| AMAZON.COM INCAMZN | 1136 funds | $125.9B |
| NVIDIA CORPNVDA | 1134 funds | $218.3B |
| ALPHABET INC-CL AGOOGL | 1112 funds | $112.3B |
| JPMORGAN CHASE & COJPM | 1074 funds | $49.8B |
| ALPHABET INC-CL CGOOG | 1069 funds | $73.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 1061 funds | $48.8B |
| META PLATFORMS INC-CLASS AMETA | 1056 funds | $66.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 1045 funds | $29.5B |
| ELI LILLY & COLLY | 1025 funds | $48.6B |
| BROADCOM INCAVGO | 1018 funds | $87.5B |
Ranked by how many of XLE's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for XLE
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.
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.