XLF

SS Financial Select Sector
UnclassifiedUSCUSIP 81369Y605◍ Confluence graph
Tracked 13F Holders
1698
-203 QoQ
13F Value (tracked)
$36.0B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)29 adding · 10 trimming
Insider net (180d)$0

Who owns XLF?

1698 tracked 13F filers

1698 tracked 13F filers disclose a position in XLF as of the latest SEC 13F filings, a combined $36.0B 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
1JPMORGAN CHASE & CO
$7.0B
145.0M
+50%
Added · +48.6M sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$4.2B
86.0M
+6.7%
Added · +5.4M sh
Q1 2026
3MORGAN STANLEY
$2.5B
49.8M
+22%
Added · +8.8M sh
Q1 2026
4WELLS FARGO & COMPANY/MN
$2.2B
43.8M
+12%
Added · +4.8M sh
Q1 2026
5GOLDMAN SACHS GROUP INC
$1.2B
25.1M
+28%
Added · +5.4M sh
Q1 2026
6ENVESTNET ASSET MANAGEMENT INC
$1.2B
24.1M
−5.3%
Reduced · −1.3M sh
Q1 2026
7LPL Financial LLC
$996.2M
20.2M
−7.1%
Reduced · −1.5M sh
Q1 2026
8UBS Group AG
$908.7M
18.4M
+28%
Added · +4.0M sh
Q1 2026
9RAYMOND JAMES FINANCIAL INC
$798.5M
16.2M
−0.7%
Reduced · −114K sh
Q1 2026
10ROYAL BANK OF CANADA
$625.2M
12.7M
+13%
Added · +1.4M sh
Q1 2026
11MILLENNIUM MANAGEMENT LLC
$529.8M
10.7M
+162%
Added · +6.6M sh
Q1 2026
12NISSAY ASSET MANAGEMENT CORP /JAPAN
$491.0M
9.9M
+57%
Added · +3.6M sh
Q1 2026
13TRUIST FINANCIAL CORP
$483.4M
9.8M
−1.9%
Reduced · −192K sh
Q1 2026
14AMERIPRISE FINANCIAL INC
$535.9M
9.4M
−17%
Reduced · −2.0M sh
Q1 2026
15WestEnd Advisors, LLC
$464.4M
8.7M
+12%
Added · +898K sh
Q2 2026
16Focus Partners Wealth
$413.0M
8.4M
−32%
Reduced · −4.0M sh
Q1 2026
17CITIGROUP INC
$324.7M
6.6M
−5.0%
Reduced · −344K sh
Q1 2026
18TWO SIGMA INVESTMENTS, LP
$254.8M
5.2M
+836%
Added · +4.6M sh
Q1 2026
19PGIM Custom Harvest LLC
$247.1M
5.0M
−50%
Reduced · −5.1M sh
Q1 2026
20FMR LLC
$212.5M
4.3M
−0.5%
Reduced · −20K sh
Q1 2026
21PROVIDA PENSION FUND ADMINISTRATOR
$212.3M
4.3M
+0.8%
Added · +36K sh
Q3 2026
22BSN Capital Partners Ltd
$230.7M
4.3M
New
+4.3M sh
Q2 2026
23SUSQUEHANNA INTERNATIONAL GROUP, LLP
$204.2M
4.1M
−3.5%
Reduced · −151K sh
Q1 2026
24CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
$197.5M
4.0M
+414%
Added · +3.2M sh
Q1 2026
25OSAIC HOLDINGS, INC.
$189.6M
3.8M
−24%
Reduced · −1.2M 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.

Is XLF being bought or sold by institutions?

Last quarter, 2 funds opened a new position in XLF and 27 added to an existing one, while 10 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)
2
funds
Added
27
funds
Reduced
10
funds
Exited
0
funds

Funds that own XLF also own

CompanyCo-held byCombined value
APPLE INCAAPL1063 funds$178.6B
MICROSOFT CORPMSFT1059 funds$159.4B
NVIDIA CORPNVDA1057 funds$222.2B
AMAZON.COM INCAMZN1048 funds$126.4B
ALPHABET INC-CL AGOOGL1034 funds$104.4B
SS SPDR S&P 500 ETF TRUST-USSPY1006 funds$49.0B
ALPHABET INC-CL CGOOG1000 funds$75.1B
JPMORGAN CHASE & COJPM1000 funds$53.4B
META PLATFORMS INC-CLASS AMETA992 funds$67.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B969 funds$27.3B
BROADCOM INCAVGO952 funds$85.5B
JOHNSON & JOHNSONJNJ946 funds$32.2B

Ranked by how many of XLF'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

1405 funds+370 since Q3 2024
08411681Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $6.5B · 3 values withheld

Recent filings

0 shown

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

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Ask your agent what changed in XLF

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/XLF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XLF.
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 XLF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.