1445 tracked 13F filers disclose a position in XLU as of the latest SEC 13F filings, a combined $14.1B 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 | 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. | $244.6M | 5.4M | —Held | Q2 2026 | |
| 12 | CIBC WORLD MARKET INC. | $199.6M | 4.4M | ▲+59% Added · +1.6M sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $186.1M | 4.1M | ▼−46% Reduced · −3.4M sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $181.4M | 4.0M | ▲+61% Added · +1.5M sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $176.0M | 3.8M | ▲+11% Added · +369K sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $166.9M | 3.6M | ▼−0.4% Reduced · −16K sh | Q1 2026 | |
| 17 | MEITAV INVESTMENT HOUSE LTD | $156.1M | 3.4M | ▼−0.3% Reduced · −10K sh | Q2 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $153.7M | 3.3M | ▼−27% Reduced · −1.2M sh | Q1 2026 | |
| 19 | FACTORY MUTUAL INSURANCE CO | $144.2M | 3.2M | ▼−0.8% Reduced · −28K sh | Q2 2026 | |
| 20 | Saudi Central Bank | $140.0M | 3.1M | —Held | Q2 2026 | |
| 21 | Cetera Investment Advisers | $135.3M | 2.9M | ▲+5.1% Added · +144K sh | Q1 2026 | |
| 22 | Phoenix Financial Ltd. | $132.9M | 2.9M | ▲+327% Added · +2.2M sh | Q2 2026 | |
| 23 | WestEnd Advisors, LLC | $117.5M | 2.6M | ▲+7.4% Added · +178K sh | Q2 2026 | |
| 24 | STIFEL FINANCIAL CORP | $115.8M | 2.5M | ▲+29% Added · +573K sh | Q1 2026 | |
| 25 | Migdal Insurance & Financial Holdings Ltd. | $95.7M | 2.1M | ▼−39% Reduced · −1.3M sh | 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, 2 funds opened a new position in XLU and 28 added to an existing one, while 9 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 |
|---|---|---|
| APPLE INCAAPL | 894 funds | $164.2B |
| MICROSOFT CORPMSFT | 893 funds | $148.9B |
| NVIDIA CORPNVDA | 887 funds | $199.7B |
| AMAZON.COM INCAMZN | 885 funds | $112.5B |
| ALPHABET INC-CL AGOOGL | 864 funds | $97.5B |
| ALPHABET INC-CL CGOOG | 836 funds | $65.9B |
| JPMORGAN CHASE & COJPM | 834 funds | $47.0B |
| META PLATFORMS INC-CLASS AMETA | 823 funds | $60.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 818 funds | $41.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 808 funds | $25.7B |
| BROADCOM INCAVGO | 803 funds | $78.3B |
| ELI LILLY & COLLY | 801 funds | $42.3B |
Ranked by how many of XLU'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 XLU
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.
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.