XLSR

SS US Sector RotationETF$64.14 0.60%
UnclassifiedUSCUSIP 78470P408· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
110
-40 QoQ
13F Value (tracked)
$822.4M
13F Moves · latest Q
29 added
17 trimmed
Recent Filings
0

Price & smart-money activity

$64.14 0.60%5Y +40.7%
$33.75$42.56$51.37$60.17$68.98202120222023202420252026354355752856445587611387881713221222162320192635172218
Hover for who · click for detailEnd-of-day closing prices52w $54.97 – $66.59

Who owns XLSR?

110 tracked 13F filers

110 tracked 13F filers disclose a position in XLSR as of the latest SEC 13F filings, a combined $822.4M 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.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$251.6M
4.4M
−6.8%
Reduced · −319K sh
Q1 2026
2Envestnet Portfolio Solutions, Inc.
$158.0M
2.4M
+8.5%
Added · +191K sh
Q2 2026
3ENVESTNET ASSET MANAGEMENT INC
$129.4M
2.2M
+16%
Added · +317K sh
Q1 2026
4Cerity Partners LLC
$22.5M
390K
New
+390K sh
Q1 2026
5Private Advisor Group, LLC
$20.0M
308K
+243%
Added · +218K sh
Q2 2026
6NewEdge Advisors, LLC
$16.6M
288K
+8.2%
Added · +22K sh
Q1 2026
7Mariner, LLC
$16.0M
277K
−3.3%
Reduced · −9K sh
Q1 2026
8Signal Advisors Wealth, LLC
$16.6M
256K
+14%
Added · +32K sh
Q2 2026
9Hibernia Wealth Partners, LLC
$14.3M
220K
−47%
Reduced · −194K sh
Q2 2026
10Aspire Private Capital, LLC
$13.4M
207K
−5.1%
Reduced · −11K sh
Q2 2026
11Cetera Investment Advisers
$10.5M
181K
+10%
Added · +17K sh
Q1 2026
12HARBOUR INVESTMENTS, INC.
$10.4M
180K
+13%
Added · +21K sh
Q1 2026
13PRINCIPAL SECURITIES, INC.
$10.6M
164K
+121%
Added · +90K sh
Q2 2026
14AE Wealth Management LLC
$9.1M
157K
+19%
Added · +26K sh
Q1 2026
15Raleigh Capital Management Inc.
$9.7M
149K
−0.5%
Reduced · −775 sh
Q2 2026
16CreativeOne Wealth, LLC
$8.5M
147K
+30%
Added · +34K sh
Q1 2026
17HighTower Advisors, LLC
$8.4M
145K
+9.1%
Added · +12K sh
Q1 2026
18Summit Financial, LLC
$5.9M
102K
+0.8%
Added · +765 sh
Q1 2026
19MML INVESTORS SERVICES, LLC
$5.6M
97K
+23%
Added · +18K sh
Q1 2026
20Sanctuary Advisors, LLC
$5.4M
94K
−5.5%
Reduced · −5K sh
Q1 2026
21Legacy Wealth Partners, LLC
$5.1M
79K
+7.3%
Added · +5K sh
Q2 2026
22Midwest Financial Network, LLC
$4.9M
75K
+19%
Added · +12K sh
Q2 2026
23Global Financial Private Client, LLC
$4.7M
73K
+9.4%
Added · +6K sh
Q2 2026
24AXXCESS WEALTH MANAGEMENT, LLC
$3.9M
60K
−17%
Reduced · −12K sh
Q2 2026
25RAYMOND JAMES FINANCIAL INC
$3.4M
60K
+7.0%
Added · +4K 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 XLSR being bought or sold by institutions?

Last quarter, 7 funds opened a new position in XLSR and 22 added to an existing one, while 17 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)
7
funds
Added
22
funds
Reduced
17
funds
Exited
0
funds

Funds that own XLSR also own

CompanyCo-held byCombined value
APPLE INCAAPL54 funds$4.4B
NVIDIA CORPNVDA54 funds$4.2B
SS SPDR S&P 500 ETF TRUST-USSPY54 funds$1.6B
MICROSOFT CORPMSFT53 funds$2.6B
AMAZON.COM INCAMZN53 funds$2.2B
ALPHABET INC-CL AGOOGL53 funds$1.6B
ISHARES CORE S&P 500 ETFIVV51 funds$3.2B
JPMORGAN CHASE & COJPM51 funds$987.4M
STE STR SPDR PT DW EU ETFSPDW51 funds$698.9M
META PLATFORMS INC-CLASS AMETA50 funds$1.2B
TESLA INCTSLA50 funds$818.2M
STATE STREET SP PTF EM ETFSPEM50 funds$335.8M

Ranked by how many of XLSR's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

64 funds+5 since Q3 2024
052104Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $301.7M

Share classes

Class13F holdersValue held
ALLWmc120 funds$450.8M
XLSRthis pagemc110 funds$822.4M
HYBLmc75 funds$397.5M
STOTSTATE STREET DOU60 funds$244.5M
FISRSTATE STREET FIX50 funds$412.8M
EMTLmc40 funds$60.8M
MYCHSTATE STREET MY21 funds$322.3M
MYCFSTATE STREET MY21 funds$24.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

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 XLSR

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XLSR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XLSR.
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 XLSR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.