Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Balyasny Asset Management L.P. (+453%).
5 tracked 13F filers disclose a position in XLUI as of the latest SEC 13F filings, a combined $26.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Balyasny Asset Management L.P. | 569K | $26.1M | ▲+453% Added · +466K sh | Q1 2026 | |
| 2 | Capital Investment Advisory Services, LLC | 17K | $427K | ▲New +17K sh | Q2 2026 | |
| 3 | CWM, LLC | 1K | $33K | ▲New +1K sh | Q1 2026 | |
| 4 | Investors Portfolio Services LLC | 75 | $2K | ▲New +75 sh | Q2 2026 | |
| 5 | Wells Fargo & Company | 1 | $20 | ▲New +1 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.
Last quarter, 2 funds opened a new position in XLUI and 1 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 3 funds | $932.2M |
| Nvidia CorpNVDA | 3 funds | $791.1M |
| Meta Platforms Inc-Class AMETA | 3 funds | $676.5M |
| Apple IncAAPL | 3 funds | $630.8M |
| Alphabet Inc-CL AGOOGL | 3 funds | $459.4M |
| RTX CorpRTX | 3 funds | $429.8M |
| Norfolk Southern CorpNSC | 3 funds | $385.0M |
| Ross Stores IncROST | 3 funds | $340.3M |
| Target CorpTGT | 3 funds | $317.7M |
| Pfizer IncPFE | 3 funds | $298.9M |
| Parker Hannifin CorpPH | 3 funds | $289.9M |
| Thermo Fisher Scientific IncTMO | 3 funds | $273.5M |
Ranked by how many of XLUI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XLUI.
No filings captured for this ticker in the live stream yet.
Connected entities for XLUI
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/XLUI/capital-change-brief"
Use Arkolith's capital_change_brief for XLUI. 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 XLUI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.