SS ENERGY SELECT SECTOR XLE
$53.22
+0.8% 52w: $40.85 – $62.11
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data40.8551.4862.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.1K
+245 QoQ
13F value
$28.47B
+59.9% QoQ
Smart-money holders
100
signal tier ≥ 2
New smart buyers
31
Q1 2026
Options barometer
0.5×
$7.47B calls / $13.84B puts
Institutional value by quarter
Number of holders
Who owns XLE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 39.7M | $2.43B | 0.2% | -12.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 33.4M | $2.05B | 0.3% | +41.2% |
| MORGAN STANLEY | Bank broker | 32.6M | $2.00B | 0.1% | +10.8% |
| JPMORGAN CHASE & CO | Bank broker | 20.7M | $1.29B | 0.1% | +24.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 18.2M | $1.11B | 0.2% | -10.2% |
| LPL Financial LLC | Bank broker | 15.4M | $946.3M | 0.3% | +20.0% |
| UBS Group AG | Bank broker | 14.5M | $886.6M | 0.2% | +3.7% |
| Varma Mutual Pension Insurance Co | Other | 14.1M | $861.8M | 5.1% | New |
| CITIGROUP INC | Bank broker | 9.4M | $574.2M | 0.4% | +73.7% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 8.7M | $531.3M | 2.5% | -7.5% |
| ROYAL BANK OF CANADA | Bank broker | 8.1M | $497.4M | 0.1% | +9.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 6.6M | $403.7M | 0.1% | +17.8% |
| BARCLAYS PLC | Bank broker | 6.5M | $396.7M | 0.1% | +3.6% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 6.2M | $382.3M | 0.3% | +11.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.9M | $360.7M | 0.1% | +0.1% |
| BANK OF MONTREAL /CAN/ | Bank broker | 5.6M | $341.7M | 0.1% | +46.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.5M | $334.2M | 0.1% | +23.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 5.0M | $305.2M | 0.4% | +131.1% |
| Saudi Central Bank | Other | 4.3M | $264.7M | 5.6% | Held |
| Hamilton Capital, LLC | Wealth advisor | 4.3M | $263.8M | 13.7% | -41.0% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 3.8M | $233.5M | 0.4% | +17.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.6M | $221.9M | 0.3% | +27.5% |
| Mizuho Bank, Ltd. | Wealth advisor | 3.3M | $200.9M | 54.4% | New |
| Focus Partners Wealth | Wealth advisor | 3.1M | $189.5M | 0.2% | +360.2% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 2.7M | $165.5M | 0.3% | -35.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.7M | $164.7M | 0.0% | +96.8% |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 2.7M | $164.4M | 1.8% | +385.1% |
| Wealthfront Advisers LLC | Wealth advisor | 2.5M | $152.1M | 0.3% | +1.2% |
| Cetera Investment Advisers | Wealth advisor | 2.5M | $150.1M | 0.2% | -0.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 2.4M | $148.2M | 0.1% | +212.4% |
| Allen Investment Management, LLC | Other | 2.4M | $144.9M | 1.8% | +11.0% |
| NORTHERN TRUST CORP | Index provider | 2.2M | $132.4M | 0.0% | +3.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.2M | $132.2M | 0.1% | -5.2% |
| HighTower Advisors, LLC | Diversified mechanical | 2.0M | $123.1M | 0.1% | +11.7% |
| Quadrature Capital Ltd | Diversified mechanical | 2.0M | $119.6M | 1.4% | +999.4% |
| PGIM Custom Harvest LLC | Wealth advisor | 1.8M | $111.6M | 1.7% | +10.3% |
| Cornerstone Advisors, LLC | Other | 1.8M | $108.8M | 4.0% | +24.2% |
| Main Management Fund Advisors LLC | Wealth advisor | 731.1K | $107.2M | 9.0% | -69.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.7M | $106.4M | 0.1% | -4.5% |
| J.Safra Asset Management Corp | Wealth advisor | 1.6M | $98.9M | 5.3% | +3.8% |
| Capital Investment Advisors, LLC | Wealth advisor | 1.6M | $95.7M | 1.4% | +5.3% |
| Phoenix Financial Ltd. | Other | 1.5M | $93.8M | 0.9% | +135.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.5M | $93.3M | 0.5% | +34.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.4M | $88.0M | 0.2% | -6.9% |
| MARSHALL WACE, LLP | Quant stat arb | 1.4M | $87.3M | 0.1% | +11.9% |
| Optiver Holding B.V. | Market maker | 1.4M | $84.4M | 3.2% | +397937.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.3M | $82.7M | 0.2% | +9.1% |
| CWM, LLC | Wealth advisor | 1.3M | $82.2M | 0.2% | +19.2% |
| Tidal Investments LLC | Diversified mechanical | 1.3M | $80.5M | 0.3% | +5228.0% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 1.3M | $78.6M | 0.7% | +6977.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.