536 tracked 13F filers disclose a position in XLG as of the latest SEC 13F filings, a combined $4.3B 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 | LPL Financial LLC | $545.0M | 10.0M | ▼−14% Reduced · −1.6M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $354.9M | 6.5M | ▼−6.8% Reduced · −471K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $191.3M | 3.5M | ▼−8.0% Reduced · −306K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $176.0M | 3.2M | ▼−27% Reduced · −1.2M sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $155.8M | 2.9M | ▲+4.6% Added · +126K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $147.2M | 2.7M | ▼−4.9% Reduced · −140K sh | Q1 2026 | |
| 7 | Principle Wealth Partners LLC | $158.8M | 2.6M | ▲+1.6% Added · +40K sh | Q2 2026 | |
| 8 | Johnson Financial Group, Inc. | $138.1M | 2.3M | ▲+8.9% Added · +184K sh | Q2 2026 | |
| 9 | UBS Group AG | $100.9M | 1.8M | ▼−0.6% Reduced · −11K sh | Q1 2026 | |
| 10 | MEANS INVESTMENT CO., INC. | $99.5M | 1.6M | ▲+3.9% Added · +60K sh | Q2 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $88.4M | 1.6M | ▼−5.5% Reduced · −95K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $85.6M | 1.6M | ▼−4.9% Reduced · −82K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.9M | 1.4M | ▼−5.2% Reduced · −75K sh | Q2 2026 | |
| 14 | Lido Advisors, LLC | $77.0M | 1.3M | ▼−5.3% Reduced · −70K sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $65.0M | 1.2M | ▼−40% Reduced · −791K sh | Q1 2026 | |
| 16 | Bogart Wealth, LLC | $60.0M | 1.1M | ▲+2.3% Added · +25K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $54.9M | 1.0M | ▲+6.5% Added · +61K sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $49.0M | 898K | ▲+25% Added · +180K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $54.4M | 888K | ▲+20% Added · +147K sh | Q2 2026 | |
| 20 | Clearstead Advisors, LLC | $53.0M | 866K | ▼−1.0% Reduced · −9K sh | Q2 2026 | |
| 21 | Demars Financial Group, LLC | $47.5M | 776K | ▲+0.2% Added · +1K sh | Q2 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $40.1M | 759K | ▲+21% Added · +133K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $38.7M | 733K | ▼−81% Reduced · −3.1M sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $39.0M | 715K | ▲+64% Added · +279K sh | Q1 2026 | |
| 25 | One Capital Management, LLC | $38.5M | 705K | —Held | Q2 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, 4 funds opened a new position in XLG and 23 added to an existing one, while 15 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 |
|---|---|---|
| NVIDIA CORPNVDA | 324 funds | $117.3B |
| APPLE INCAAPL | 322 funds | $100.5B |
| MICROSOFT CORPMSFT | 322 funds | $83.3B |
| AMAZON.COM INCAMZN | 320 funds | $62.3B |
| ALPHABET INC-CL AGOOGL | 315 funds | $58.3B |
| META PLATFORMS INC-CLASS AMETA | 307 funds | $30.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 306 funds | $19.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 303 funds | $14.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 302 funds | $10.8B |
| VANGUARD S&P 500 ETFVOO | 301 funds | $16.9B |
| ALPHABET INC-CL CGOOG | 300 funds | $32.6B |
| JPMORGAN CHASE & COJPM | 300 funds | $28.3B |
Ranked by how many of XLG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for XLG
This ETF 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/XLG/capital-change-brief"
Use Arkolith's capital_change_brief for XLG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XLG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.