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/XLF/capital-change-brief"
Use Arkolith's capital_change_brief for XLF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $7.0B | 145.0M | ▲+50% Added · +48.6M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $4.2B | 86.0M | ▲+6.7% Added · +5.4M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $2.5B | 49.8M | ▲+22% Added · +8.8M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $2.2B | 43.8M | ▲+12% Added · +4.8M sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $1.2B | 25.1M | ▲+28% Added · +5.4M sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.2B | 24.1M | ▼−5.3% Reduced · −1.3M sh | Q1 2026 | |
| 7 | LPL Financial LLC | $996.2M | 20.2M | ▼−7.1% Reduced · −1.5M sh | Q1 2026 | |
| 8 | UBS Group AG | $908.7M | 18.4M | ▲+28% Added · +4.0M sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $798.5M | 16.2M | ▼−0.7% Reduced · −114K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $625.2M | 12.7M | ▲+13% Added · +1.4M sh | Q1 2026 | |
| 11 | MILLENNIUM MANAGEMENT LLC | $529.8M | 10.7M | ▲+162% Added · +6.6M sh | Q1 2026 | |
| 12 | NISSAY ASSET MANAGEMENT CORP /JAPAN | $491.0M | 9.9M | ▲+57% Added · +3.6M sh | Q1 2026 | |
| 13 | TRUIST FINANCIAL CORP | $483.4M | 9.8M | ▼−1.9% Reduced · −192K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $535.9M | 9.4M | ▼−17% Reduced · −2.0M sh | Q1 2026 | |
| 15 | Focus Partners Wealth | $413.0M | 8.4M | ▼−32% Reduced · −4.0M sh | Q1 2026 | |
| 16 | WestEnd Advisors, LLC | $383.3M | 7.8M | ▼−2.5% Reduced · −196K sh | Q1 2026 | |
| 17 | CITIGROUP INC | $324.7M | 6.6M | ▼−5.0% Reduced · −344K sh | Q1 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $254.8M | 5.2M | ▲+836% Added · +4.6M sh | Q1 2026 | |
| 19 | PGIM Custom Harvest LLC | $247.1M | 5.0M | ▼−50% Reduced · −5.1M sh | Q1 2026 | |
| 20 | FMR LLC | $212.5M | 4.3M | ▼−0.5% Reduced · −20K sh | Q1 2026 | |
| 21 | PROVIDA PENSION FUND ADMINISTRATOR | $233.5M | 4.3M | ▲+40% Added · +1.2M sh | Q4 2025 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $204.2M | 4.1M | ▼−3.5% Reduced · −151K sh | Q1 2026 | |
| 23 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $197.5M | 4.0M | ▲+414% Added · +3.2M sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $189.6M | 3.8M | ▼−24% Reduced · −1.2M sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $180.4M | 3.7M | ▲+152% Added · +2.2M 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 376 funds | $153.7B |
| AMAZON.COM INCAMZN | 375 funds | $118.2B |
| NVIDIA CORPNVDA | 374 funds | $211.6B |
| APPLE INCAAPL | 374 funds | $163.0B |
| ALPHABET INC-CL AGOOGL | 370 funds | $97.1B |
| META PLATFORMS INC-CLASS AMETA | 367 funds | $66.5B |
| JPMORGAN CHASE & COJPM | 365 funds | $48.8B |
| BROADCOM INCAVGO | 364 funds | $80.3B |
| ALPHABET INC-CL CGOOG | 363 funds | $69.4B |
| ELI LILLY & COLLY | 358 funds | $46.2B |
| VISA INC-CLASS A SHARESV | 358 funds | $40.0B |
| COSTCO WHOLESALE CORPCOST | 358 funds | $26.1B |
Ranked by how many of XLF'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 XLF. 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.