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/XLI/capital-change-brief"
Use Arkolith's capital_change_brief for XLI. 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/ | $2.0B | 12.3M | ▲+4.1% Added · +491K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $1.8B | 11.2M | ▲+13% Added · +1.3M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $1.6B | 10.2M | ▲+3.7% Added · +365K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $1.3B | 8.0M | ▼−16% Reduced · −1.6M sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $1.3B | 7.8M | ▲+17% Added · +1.1M sh | Q1 2026 | |
| 6 | LPL Financial LLC | $827.6M | 5.1M | ▲+4.1% Added · +203K sh | Q1 2026 | |
| 7 | UBS Group AG | $804.3M | 5.0M | ▲+29% Added · +1.1M sh | Q1 2026 | |
| 8 | MENORA MIVTACHIM HOLDINGS LTD. | $699.9M | 4.3M | ▲+12% Added · +453K sh | Q1 2026 | |
| 9 | Migdal Insurance & Financial Holdings Ltd. | $648.7M | 4.0M | ▲+23% Added · +749K sh | Q1 2026 | |
| 10 | CITIGROUP INC | $638.0M | 3.9M | ▲+5.5% Added · +206K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $488.3M | 3.0M | ▲+6.9% Added · +195K sh | Q1 2026 | |
| 12 | Fisher Asset Management, LLC | $479.0M | 3.0M | ▼−5.1% Reduced · −158K sh | Q1 2026 | |
| 13 | Phoenix Financial Ltd. | $456.1M | 2.8M | ▼−29% Reduced · −1.1M sh | Q1 2026 | |
| 14 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $412.9M | 2.6M | ▼−35% Reduced · −1.4M sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $394.4M | 2.5M | ▼−16% Reduced · −476K sh | Q1 2026 | |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $380.5M | 2.4M | ▲+24% Added · +448K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $336.4M | 2.1M | ▼−4.9% Reduced · −108K sh | Q1 2026 | |
| 18 | Focus Partners Wealth | $325.3M | 2.0M | ▼−3.2% Reduced · −67K sh | Q1 2026 | |
| 19 | BANK OF MONTREAL /CAN/ | $295.9M | 1.8M | ▲+31% Added · +431K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $276.1M | 1.7M | ▼−0.8% Reduced · −15K sh | Q1 2026 | |
| 21 | CIBC WORLD MARKET INC. | $261.0M | 1.6M | ▼~0% Reduced · −621 sh | Q1 2026 | |
| 22 | ING GROEP NV | $229.6M | 1.4M | —Held | Q1 2026 | |
| 23 | MEITAV INVESTMENT HOUSE LTD | $215.2M | 1.3M | ▲+85% Added · +612K sh | Q1 2026 | |
| 24 | PGIM Custom Harvest LLC | $191.0M | 1.2M | ▲+0.8% Added · +9K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $144.8M | 895K | ▲+607% Added · +769K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 323 funds | $178.0B |
| MICROSOFT CORPMSFT | 321 funds | $134.4B |
| AMAZON.COM INCAMZN | 320 funds | $97.0B |
| APPLE INCAAPL | 319 funds | $145.7B |
| ALPHABET INC-CL AGOOGL | 318 funds | $86.7B |
| ALPHABET INC-CL CGOOG | 317 funds | $55.9B |
| META PLATFORMS INC-CLASS AMETA | 317 funds | $54.9B |
| BROADCOM INCAVGO | 315 funds | $68.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 315 funds | $35.6B |
| EXXON MOBIL CORPXOM | 315 funds | $29.9B |
| JPMORGAN CHASE & COJPM | 314 funds | $41.3B |
| CHEVRON CORPCVX | 313 funds | $20.6B |
Ranked by how many of XLI'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 XLI. 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.