SS FINANCIAL SELECT SECTOR XLF
$55.62
+1.5% 52w: $47.64 – $55.92
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data47.6451.7855.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.8K
-123 QoQ
13F value
$36.97B
-3.9% QoQ
Smart-money holders
81
signal tier ≥ 2
New smart buyers
7
Q1 2026
Options barometer
0.5×
$5.89B calls / $11.64B puts
Institutional value by quarter
Number of holders
Who owns XLF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 145.0M | $7.01B | 0.5% | +50.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 86.0M | $4.24B | 0.3% | +6.7% |
| MORGAN STANLEY | Bank broker | 49.8M | $2.46B | 0.1% | +21.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 43.8M | $2.16B | 0.4% | +12.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 25.1M | $1.24B | 0.2% | +27.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 24.1M | $1.19B | 0.3% | -5.3% |
| LPL Financial LLC | Bank broker | 20.2M | $996.2M | 0.3% | -7.1% |
| UBS Group AG | Bank broker | 18.4M | $908.7M | 0.2% | +27.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 16.2M | $798.5M | 0.2% | -0.7% |
| ROYAL BANK OF CANADA | Bank broker | 12.7M | $625.2M | 0.1% | +12.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 9.4M | $535.9M | 0.1% | -17.5% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 10.7M | $529.8M | 0.4% | +162.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | Other | 9.9M | $491.0M | 2.6% | +57.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 9.8M | $483.4M | 0.7% | -1.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 9.3M | $456.9M | 1.1% | +0.9% |
| Focus Partners Wealth | Wealth advisor | 8.4M | $413.0M | 0.5% | -32.4% |
| WestEnd Advisors, LLC | Wealth advisor | 7.8M | $383.3M | 9.3% | -2.5% |
| CITIGROUP INC | Bank broker | 6.6M | $324.7M | 0.2% | -5.0% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 5.2M | $254.8M | 0.2% | +836.2% |
| PGIM Custom Harvest LLC | Wealth advisor | 5.0M | $247.1M | 3.9% | -50.4% |
| Main Management ETF Advisors, LLC | Wealth advisor | 4.9M | $241.4M | 9.0% | -34.9% |
| FMR LLC | Long only active | 4.3M | $212.5M | 0.0% | -0.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 4.1M | $204.2M | 0.3% | -3.5% |
| Caisse de depot et placement du Quebec | Other | 4.0M | $197.5M | 0.3% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.8M | $189.6M | 0.3% | -24.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 3.7M | $180.4M | 0.1% | +152.2% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 3.3M | $163.0M | 1.8% | -39.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 3.3M | $161.6M | 0.4% | -21.9% |
| Clal Insurance Enterprises Holdings Ltd | Other | 3.2M | $157.8M | 1.0% | Held |
| JANE STREET GROUP, LLC | Market maker | 2.9M | $144.5M | 0.2% | -64.7% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 2.8M | $140.6M | 0.1% | +0.9% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 2.7M | $135.1M | 0.6% | -1.2% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 2.7M | $134.1M | 0.2% | +105.8% |
| Cetera Investment Advisers | Wealth advisor | 2.7M | $131.0M | 0.1% | -9.8% |
| J.Safra Asset Management Corp | Wealth advisor | 2.6M | $129.3M | 7.0% | +46.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.5M | $124.6M | 0.1% | -7.4% |
| NATIXIS | Other | 2.5M | $124.0M | 0.5% | +95942.8% |
| BlackRock, Inc. | Index provider | 2.5M | $123.5M | 0.0% | +35.1% |
| Unisphere Establishment ★3 | Fundamental concentrated | 2.5M | $123.4M | 1.0% | +92.3% |
| Brevan Howard Capital Management LP | Diversified mechanical | 2.5M | $123.4M | 1.3% | New |
| BANK OF NOVA SCOTIA | Bank broker | 2.4M | $117.1M | 0.2% | +772.0% |
| Phoenix Financial Ltd. | Other | 2.3M | $113.7M | 1.1% | +74.5% |
| HighTower Advisors, LLC | Diversified mechanical | 2.2M | $110.1M | 0.1% | -1.9% |
| Parallax Volatility Advisers, L.P. | Quant stat arb | 2.1M | $104.2M | 5.1% | +208257800.0% |
| NORTHERN TRUST CORP | Index provider | 2.1M | $103.3M | 0.0% | -4.5% |
| PETREDIS INVESTMENT ADVISORS LLC | Other | 2.0M | $99.1M | 8.1% | +4.4% |
| AGF MANAGEMENT LTD | Other | 1.9M | $95.2M | 0.4% | -6.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.9M | $94.7M | 0.2% | +1.1% |
| Advisory Alpha, LLC | Wealth advisor | 1.9M | $94.2M | 2.6% | +47.7% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 1.9M | $93.5M | 0.8% | -59.2% |
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.