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/XLY/capital-change-brief"
Use Arkolith's capital_change_brief for XLY. 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/ | $4.2B | 39.0M | ▼−0.6% Reduced · −230K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $1.4B | 13.0M | ▼−2.5% Reduced · −326K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $882.7M | 8.1M | ▲+10% Added · +760K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $622.5M | 5.7M | ▲+2.9% Added · +163K sh | Q1 2026 | |
| 5 | UBS Group AG | $510.0M | 4.7M | ▲+56% Added · +1.7M sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $384.6M | 3.5M | ▲+4.7% Added · +157K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $371.9M | 3.4M | ▼−22% Reduced · −944K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $333.4M | 3.1M | ▼−9.4% Reduced · −318K sh | Q1 2026 | |
| 9 | Focus Partners Wealth | $328.9M | 3.0M | ▼−0.9% Reduced · −29K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $326.7M | 3.0M | ▼−0.3% Reduced · −10K sh | Q1 2026 | |
| 11 | Migdal Insurance & Financial Holdings Ltd. | $322.6M | 3.0M | ▲+4.2% Added · +119K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $307.8M | 2.5M | ▼−32% Reduced · −1.2M sh | Q1 2026 | |
| 13 | BARCLAYS PLC | $273.1M | 2.5M | ▼−35% Reduced · −1.3M sh | Q1 2026 | |
| 14 | PGIM Custom Harvest LLC | $264.5M | 2.4M | ▼−26% Reduced · −841K sh | Q1 2026 | |
| 15 | MEITAV INVESTMENT HOUSE LTD | $216.3M | 2.0M | ▲+95% Added · +965K sh | Q1 2026 | |
| 16 | CIBC WORLD MARKET INC. | $205.4M | 1.9M | ▲+42% Added · +556K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $193.4M | 1.8M | ▼−48% Reduced · −1.6M sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $149.9M | 1.4M | ▲+14% Added · +166K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $138.8M | 1.3M | ▲+17% Added · +189K sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $129.8M | 1.2M | ▼−1.1% Reduced · −13K sh | Q1 2026 | |
| 21 | MENORA MIVTACHIM HOLDINGS LTD. | $121.6M | 1.1M | ▼−37% Reduced · −661K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $113.4M | 1.0M | ▲+260% Added · +751K sh | Q1 2026 | |
| 23 | WestEnd Advisors, LLC | $102.1M | 936K | ▲+0.9% Added · +9K sh | Q1 2026 | |
| 24 | BlackRock, Inc. | $98.3M | 902K | ▼−5.5% Reduced · −53K sh | Q1 2026 | |
| 25 | NATIXIS | $94.1M | 864K | ▲+115% Added · +462K 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 | 295 funds | $169.7B |
| APPLE INCAAPL | 292 funds | $141.4B |
| MICROSOFT CORPMSFT | 291 funds | $129.0B |
| AMAZON.COM INCAMZN | 291 funds | $97.1B |
| ALPHABET INC-CL AGOOGL | 289 funds | $81.3B |
| BROADCOM INCAVGO | 289 funds | $64.7B |
| JPMORGAN CHASE & COJPM | 289 funds | $40.1B |
| META PLATFORMS INC-CLASS AMETA | 288 funds | $52.8B |
| ABBVIE INCABBV | 286 funds | $17.4B |
| ALPHABET INC-CL CGOOG | 285 funds | $56.8B |
| ELI LILLY & COLLY | 285 funds | $38.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 285 funds | $34.9B |
Ranked by how many of XLY'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 XLY. 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.