SS US SECTOR ROTATION XLSR
$64.29
-0.7% 52w: $52.64 – $66.54
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data52.6459.5966.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
132
-1 QoQ
13F value
$846.7M
-3.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns XLSR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 4.4M | $251.6M | 0.1% | -6.8% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 2.2M | $129.6M | 0.7% | +10.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.2M | $129.4M | 0.0% | +16.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 503.0K | $29.0M | 0.2% | +3.4% |
| Hibernia Wealth Partners, LLC | Wealth advisor | 414.6K | $23.9M | 7.1% | -1.5% |
| Cerity Partners LLC | Diversified mechanical | 389.7K | $22.5M | 0.0% | New |
| LANDMARK WEALTH MANAGEMENT, INC. | Wealth advisor | 290.3K | $16.8M | 6.3% | +7.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 287.6K | $16.6M | 0.1% | +8.2% |
| Mariner, LLC | Diversified mechanical | 277.1K | $16.0M | 0.0% | -3.3% |
| Signal Advisors Wealth, LLC | Wealth advisor | 224.3K | $13.0M | 0.9% | +14.5% |
| Aspire Private Capital, LLC | Wealth advisor | 218.0K | $12.6M | 2.8% | +6.1% |
| Mosley Wealth Management | Wealth advisor | 199.9K | $11.9M | 5.4% | +0.3% |
| Cetera Investment Advisers | Wealth advisor | 181.0K | $10.5M | 0.0% | +10.1% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 180.2K | $10.4M | 0.2% | +13.2% |
| AE Wealth Management LLC | Wealth advisor | 157.4K | $9.1M | 0.0% | +19.4% |
| Raleigh Capital Management Inc. | Other | 150.2K | $8.7M | 3.0% | +15.7% |
| CreativeOne Wealth, LLC | Wealth advisor | 146.8K | $8.5M | 0.2% | +29.9% |
| HighTower Advisors, LLC | Diversified mechanical | 144.7K | $8.4M | 0.0% | +9.1% |
| Summit Financial, LLC | Wealth advisor | 102.2K | $5.9M | 0.1% | +0.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 97.2K | $5.6M | 0.0% | +23.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 94.3K | $5.4M | 0.0% | -5.5% |
| Private Advisor Group, LLC | Wealth advisor | 89.7K | $5.2M | 0.0% | +1.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 84.9K | $4.9M | 0.0% | -0.4% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 74.0K | $4.3M | 0.1% | +100.8% |
| Legacy Wealth Partners, LLC | Wealth advisor | 73.8K | $4.3M | 1.1% | +7.8% |
| Sharkey, Howes & Javer | Wealth advisor | 73.7K | $4.3M | 0.6% | -24.1% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 71.8K | $4.1M | 0.1% | -3.4% |
| International Private Wealth Advisors LLC | Wealth advisor | 70.0K | $4.0M | 2.5% | +11.1% |
| Global Financial Private Client, LLC | Wealth advisor | 66.5K | $3.8M | 1.3% | +3.8% |
| Midwest Financial Network, LLC | Wealth advisor | 63.2K | $3.6M | 2.9% | +76.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 59.7K | $3.4M | 0.0% | +7.0% |
| NOVUS ADVISORS, LLC | Wealth advisor | 57.9K | $3.3M | 7.5% | +3.0% |
| MORGAN STANLEY | Bank broker | 56.8K | $3.3M | 0.0% | +18.0% |
| GeoWealth Management, LLC | Wealth advisor | 55.7K | $3.2M | 0.1% | +2.4% |
| LOCKERMAN FINANCIAL GROUP, INC. | Wealth advisor | 39.8K | $2.3M | 4.1% | +5.2% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 37.1K | $2.1M | 0.5% | +3.3% |
| WealthPoint Financial, LLC | Wealth advisor | 29.4K | $1.7M | 1.4% | +17.2% |
| Balboa Wealth Partners | Other | 29.2K | $1.7M | 0.3% | +5.0% |
| Apella Capital, LLC | Wealth advisor | 27.0K | $1.7M | 0.0% | -3.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 28.8K | $1.7M | 0.0% | -4.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 27.3K | $1.6M | 0.0% | -40.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 26.8K | $1.5M | 0.0% | -10.1% |
| October Effect Ltd | Other | 26.5K | $1.5M | 1.8% | +32.6% |
| Integrity Wealth Partners, LLC | Wealth advisor | 24.8K | $1.4M | 1.3% | — |
| IAMS WEALTH MANAGEMENT, LLC | Wealth advisor | 24.7K | $1.4M | 0.5% | -1.6% |
| World Investment Advisors | Wealth advisor | 21.8K | $1.3M | 0.0% | +4.0% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 18.9K | $1.1M | 0.0% | -3.5% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | Wealth advisor | 17.8K | $1.0M | 0.3% | +5.6% |
| Kraft, Davis & Associates, LLC | Wealth advisor | 16.0K | $1.0M | 0.2% | +167.7% |
| Aegis Wealth Management, Inc. | Wealth advisor | 17.3K | $999K | 0.8% | +49.5% |
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.