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/XLU/capital-change-brief"
Use Arkolith's capital_change_brief for XLU. 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/ | $1.3B | 28.0M | ▲+3.9% Added · +1.1M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $1.1B | 23.4M | ▲+7.7% Added · +1.7M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $1.0B | 22.4M | ▲+24% Added · +4.3M sh | Q1 2026 | |
| 4 | UBS Group AG | $741.6M | 16.2M | ▲+80% Added · +7.2M sh | Q1 2026 | |
| 5 | LPL Financial LLC | $734.9M | 16.0M | ▲+5.5% Added · +836K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $606.0M | 13.2M | ▲+3.7% Added · +474K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $341.2M | 7.4M | ▲+14% Added · +928K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $326.8M | 7.1M | ▲+5.6% Added · +379K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $345.2M | 7.0M | ▲+7.1% Added · +466K sh | Q1 2026 | |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $261.3M | 5.7M | ▲+49% Added · +1.9M sh | Q1 2026 | |
| 11 | MENORA MIVTACHIM HOLDINGS LTD. | $247.6M | 5.4M | —Held | Q1 2026 | |
| 12 | CIBC WORLD MARKET INC. | $199.6M | 4.4M | ▲+59% Added · +1.6M sh | Q1 2026 | |
| 13 | Laura & John Arnold Foundation | $192.9M | 4.2M | —Held | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $186.1M | 4.1M | ▼−46% Reduced · −3.4M sh | Q1 2026 | |
| 15 | Focus Partners Wealth | $181.4M | 4.0M | ▲+61% Added · +1.5M sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $176.0M | 3.8M | ▲+11% Added · +369K sh | Q1 2026 | |
| 17 | TRUIST FINANCIAL CORP | $166.9M | 3.6M | ▼−0.4% Reduced · −16K sh | Q1 2026 | |
| 18 | MEITAV INVESTMENT HOUSE LTD | $158.4M | 3.5M | ▲+34% Added · +872K sh | Q1 2026 | |
| 19 | Migdal Insurance & Financial Holdings Ltd. | $158.4M | 3.5M | ▼−62% Reduced · −5.6M sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $153.7M | 3.3M | ▼−27% Reduced · −1.2M sh | Q1 2026 | |
| 21 | FACTORY MUTUAL INSURANCE CO | $147.3M | 3.2M | ▼−16% Reduced · −615K sh | Q1 2026 | |
| 22 | Saudi Central Bank | $142.2M | 3.1M | —Held | Q1 2026 | |
| 23 | Cetera Investment Advisers | $135.3M | 2.9M | ▲+5.1% Added · +144K sh | Q1 2026 | |
| 24 | STIFEL FINANCIAL CORP | $115.8M | 2.5M | ▲+29% Added · +573K sh | Q1 2026 | |
| 25 | WestEnd Advisors, LLC | $110.8M | 2.4M | ▲+2.3% Added · +54K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 338 funds | $188.2B |
| AMAZON.COM INCAMZN | 338 funds | $105.1B |
| MICROSOFT CORPMSFT | 335 funds | $142.5B |
| APPLE INCAAPL | 334 funds | $150.4B |
| ALPHABET INC-CL AGOOGL | 333 funds | $90.1B |
| META PLATFORMS INC-CLASS AMETA | 331 funds | $59.0B |
| BROADCOM INCAVGO | 329 funds | $72.6B |
| JPMORGAN CHASE & COJPM | 329 funds | $42.8B |
| ELI LILLY & COLLY | 329 funds | $38.6B |
| ALPHABET INC-CL CGOOG | 327 funds | $60.2B |
| VISA INC-CLASS A SHARESV | 326 funds | $35.0B |
| EXXON MOBIL CORPXOM | 325 funds | $31.7B |
Ranked by how many of XLU'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XLU. 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.