258 tracked 13F filers disclose a position in XYLD as of the latest SEC 13F filings, a combined $1.1B 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 | MORGAN STANLEY | $156.5M | 4.0M | ▲+0.3% Added · +11K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $133.7M | 3.4M | ▲+5.1% Added · +166K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $84.1M | 2.1M | ▲+1.9% Added · +41K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $74.3M | 1.9M | ▲+18% Added · +283K sh | Q1 2026 | |
| 5 | SUMITOMO LIFE INSURANCE CO | $66.9M | 1.7M | —Held | Q1 2026 | |
| 6 | Global X Japan Co., Ltd. | $45.9M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 7 | UBS Group AG | $35.5M | 908K | ▼−9.8% Reduced · −98K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $34.9M | 892K | ▼−6.0% Reduced · −57K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $32.7M | 837K | ▼−11% Reduced · −102K sh | Q1 2026 | |
| 10 | Proficio Capital Partners LLC | $27.1M | 664K | ▲17× Added · +624K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $23.2M | 593K | ▲+10% Added · +55K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $20.1M | 514K | ▼−4.9% Reduced · −26K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $18.6M | 477K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 14 | PRINCIPAL SECURITIES, INC. | $18.5M | 454K | ▲+1.4% Added · +6K sh | Q2 2026 | |
| 15 | HUB Investment Partners, LLC | $18.1M | 444K | ▲+3.7% Added · +16K sh | Q2 2026 | |
| 16 | SIMS INVESTMENT MANAGEMENT, LLC | $17.9M | 439K | ▲+2.7% Added · +12K sh | Q2 2026 | |
| 17 | Baird Financial Group, Inc. | $12.4M | 318K | ▼−8.0% Reduced · −28K sh | Q1 2026 | |
| 18 | FIRST FOUNDATION ADVISORS | $11.9M | 303K | ▲+1.2% Added · +4K sh | Q1 2026 | |
| 19 | Waterway Wealth Management, LLC | $11.9M | 291K | ▲New +291K sh | Q2 2026 | |
| 20 | ROYAL BANK OF CANADA | $11.2M | 285K | ▼−1.5% Reduced · −4K sh | Q1 2026 | |
| 21 | Caerus Investment Advisors, LLC | $10.5M | 269K | ▼−2.7% Reduced · −8K sh | Q1 2026 | |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $9.1M | 237K | ▲+9.3% Added · +20K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $9.2M | 227K | ▲+172% Added · +143K sh | Q2 2026 | |
| 24 | Thrive Capital Management, LLC | $7.6M | 186K | ▲+28% Added · +41K sh | Q2 2026 | |
| 25 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $7.2M | 183K | ▼−1.3% Reduced · −2K 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, 3 funds opened a new position in XYLD and 28 added to an existing one, while 19 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 |
|---|---|---|
| NVIDIA CORPNVDA | 147 funds | $19.3B |
| MICROSOFT CORPMSFT | 146 funds | $11.8B |
| APPLE INCAAPL | 145 funds | $18.2B |
| AMAZON.COM INCAMZN | 144 funds | $9.8B |
| BROADCOM INCAVGO | 142 funds | $6.6B |
| ALPHABET INC-CL CGOOG | 141 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 141 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 140 funds | $7.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 139 funds | $6.8B |
| META PLATFORMS INC-CLASS AMETA | 139 funds | $5.0B |
| WALMART INCWMT | 139 funds | $3.0B |
| VANGUARD S&P 500 ETFVOO | 138 funds | $7.3B |
Ranked by how many of XYLD'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 XYLD
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/XYLD/capital-change-brief"
Use Arkolith's capital_change_brief for XYLD. 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 XYLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.