SS INDUSTRIAL SELECT SECTOR XLI
$183.91
+0.3% 52w: $140.13 – $185.23
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data140.13162.68185.23
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.6K
+53 QoQ
13F value
$24.27B
+9.8% QoQ
Smart-money holders
68
signal tier ≥ 2
New smart buyers
12
Q1 2026
Options barometer
0.2×
$1.18B calls / $5.84B puts
Institutional value by quarter
Number of holders
Who owns XLI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 12.3M | $1.99B | 0.1% | +4.1% |
| MORGAN STANLEY | Bank broker | 11.2M | $1.81B | 0.1% | +13.3% |
| JPMORGAN CHASE & CO | Bank broker | 10.2M | $1.60B | 0.1% | +3.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 8.0M | $1.30B | 0.2% | -16.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.8M | $1.25B | 0.3% | +17.3% |
| LPL Financial LLC | Bank broker | 5.1M | $827.6M | 0.2% | +4.1% |
| UBS Group AG | Bank broker | 5.0M | $804.3M | 0.1% | +28.6% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 4.3M | $699.9M | 3.3% | +11.7% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 4.0M | $648.7M | 5.6% | +23.0% |
| CITIGROUP INC | Bank broker | 3.9M | $638.0M | 0.4% | +5.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.0M | $488.3M | 0.1% | +6.9% |
| Fisher Asset Management, LLC | Long only active | 3.0M | $479.0M | 0.2% | -5.1% |
| Harel Insurance Investments & Financial Services Ltd. | Other | 2.9M | $474.2M | 3.2% | +3790.3% |
| Phoenix Financial Ltd. | Other | 2.8M | $456.1M | 4.3% | -28.6% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 2.6M | $412.9M | 0.7% | -35.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.5M | $394.4M | 0.1% | -15.9% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 2.4M | $380.5M | 0.3% | +23.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.1M | $336.4M | 0.1% | -4.9% |
| Focus Partners Wealth | Wealth advisor | 2.0M | $325.3M | 0.4% | -3.2% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.8M | $295.9M | 0.1% | +30.8% |
| ROYAL BANK OF CANADA | Bank broker | 1.7M | $276.1M | 0.1% | -0.8% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 1.6M | $261.0M | 0.5% | 0.0% |
| ING GROEP NV | Other | 1.4M | $229.6M | 1.4% | Held |
| Main Management ETF Advisors, LLC | Wealth advisor | 1.4M | $226.6M | 8.5% | New |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 1.3M | $215.2M | 2.4% | +85.2% |
| PGIM Custom Harvest LLC | Wealth advisor | 1.2M | $191.0M | 3.0% | +0.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 895.2K | $144.8M | 0.0% | +606.7% |
| STATE STREET CORP | Index provider | 759.2K | $122.8M | 0.0% | +3758.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 721.5K | $116.7M | 0.2% | +1.0% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 674.6K | $109.1M | 0.2% | +534.6% |
| Cetera Investment Advisers | Wealth advisor | 658.9K | $106.6M | 0.1% | +1.3% |
| MIRAE ASSET SECURITIES (USA) INC. | Wealth advisor | 650.0K | $105.1M | 5.0% | -0.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 641.9K | $103.8M | 0.3% | -14.7% |
| Qube Research & Technologies Ltd | Quant stat arb | 591.5K | $95.7M | 0.1% | +94.4% |
| Clal Insurance Enterprises Holdings Ltd | Other | 567.0K | $91.7M | 0.6% | Held |
| BlackRock, Inc. | Index provider | 562.8K | $91.0M | 0.0% | -14.6% |
| AGF MANAGEMENT LTD | Other | 541.2K | $87.5M | 0.4% | -6.6% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 513.7K | $83.1M | 0.1% | -31.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 489.5K | $79.2M | 0.1% | +2.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 488.5K | $79.0M | 0.1% | -2.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 479.9K | $77.6M | 0.1% | +27.0% |
| Perbak Capital Partners LLP | Quant stat arb | 461.9K | $74.7M | 18.4% | +93.0% |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 443.2K | $71.7M | 0.8% | -52.0% |
| RiverFront Investment Group, LLC | Wealth advisor | 442.2K | $71.5M | 1.1% | +0.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 419.6K | $67.9M | 0.1% | -2.2% |
| MARSHALL WACE, LLP | Quant stat arb | 417.3K | $67.5M | 0.1% | -29.2% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Other | 405.9K | $65.6M | 0.4% | -14.6% |
| NORTHERN TRUST CORP | Index provider | 405.0K | $65.5M | 0.0% | +3.3% |
| FRANKLIN RESOURCES INC | Long only active | 379.1K | $61.3M | 0.0% | +3.4% |
| Private Advisor Group, LLC | Wealth advisor | 376.5K | $60.9M | 0.3% | +4.4% |
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.