ST SR UTL SL SE SPDR ETF-USD XLU
$45.76
+2.2% 52w: $40.19 – $47.10
Latest 13F among current holders filed 2 days ago (Aug 31, 2026)
Price — last 12 months
research preview data40.1943.6447.10
Aug 18, 2025 Jul 2, 2026
Institutional holders
1.6K
+70 QoQ
13F value
$15.32B
+13.0% QoQ
Smart-money holders
71
signal tier ≥ 2
New smart buyers
15
Q1 2026
Options barometer
0.4×
$1.30B calls / $3.14B puts
Institutional value by quarter
Number of holders
Who owns XLU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 28.0M | $1.29B | 0.1% | +3.9% |
| MORGAN STANLEY | Bank broker | 23.4M | $1.07B | 0.1% | +7.7% |
| JPMORGAN CHASE & CO | Bank broker | 22.4M | $1.03B | 0.1% | +23.9% |
| UBS Group AG | Bank broker | 16.2M | $741.6M | 0.1% | +80.2% |
| LPL Financial LLC | Bank broker | 16.0M | $734.9M | 0.2% | +5.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 13.2M | $606.0M | 0.1% | +3.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 7.0M | $345.2M | 0.1% | +7.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.4M | $341.2M | 0.1% | +14.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 7.1M | $326.8M | 0.1% | +5.6% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 5.7M | $261.3M | 0.2% | +49.3% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 5.4M | $247.6M | 1.2% | Held |
| CIBC WORLD MARKET INC. | Diversified mechanical | 4.4M | $199.6M | 0.4% | +59.4% |
| Laura & John Arnold Foundation | Wealth advisor | 4.2M | $192.9M | — | Held |
| ROYAL BANK OF CANADA | Bank broker | 4.1M | $186.1M | 0.0% | -45.7% |
| Focus Partners Wealth | Wealth advisor | 4.0M | $181.4M | 0.2% | +61.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.8M | $176.0M | 0.3% | +10.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 3.6M | $166.9M | 0.2% | -0.4% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 3.5M | $158.4M | 1.7% | +33.8% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 3.5M | $158.4M | 1.4% | -61.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 3.4M | $157.5M | — | +13.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.3M | $153.7M | 0.0% | -26.5% |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 3.2M | $147.3M | — | -16.1% |
| Saudi Central Bank | Other | 3.1M | $142.2M | 3.0% | Held |
| Cetera Investment Advisers | Wealth advisor | 2.9M | $135.3M | 0.1% | +5.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.5M | $115.8M | 0.1% | +29.4% |
| WestEnd Advisors, LLC | Wealth advisor | 2.4M | $110.8M | 2.7% | +2.3% |
| BESSEMER GROUP INC | Diversified mechanical | 2.0M | $90.4M | 0.1% | +2.3% |
| Moss Adams Wealth Advisors LLC | Wealth advisor | 1.8M | $82.5M | 6.0% | +4.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.8M | $80.4M | 0.0% | +2399.8% |
| GLOBALT Investments LLC / GA | Wealth advisor | 1.7M | $79.5M | 2.8% | +3.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.6M | $73.5M | 0.1% | +2.6% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.6M | $73.1M | 0.0% | +2.0% |
| BARCLAYS PLC | Bank broker | 1.6M | $71.3M | 0.0% | +11.2% |
| Brevan Howard Capital Management LP | Diversified mechanical | 1.5M | $68.8M | — | +1150.0% |
| PGIM Custom Harvest LLC | Wealth advisor | 1.4M | $65.6M | 1.0% | +15.3% |
| Caisse de depot et placement du Quebec | Other | 1.4M | $62.1M | — | New |
| Cornerstone Advisors, LLC | Other | 1.3M | $61.3M | — | +20.9% |
| CITIGROUP INC | Bank broker | 1.3M | $60.9M | 0.0% | -32.8% |
| ALPS ADVISORS INC | Diversified mechanical | 1.3M | $59.5M | — | +4.6% |
| Electron Capital Partners, LLC ★3 | Fundamental concentrated | 1.2M | $56.9M | — | New |
| Private Advisor Group, LLC | Wealth advisor | 1.2M | $54.9M | 0.3% | +10.7% |
| FIL Ltd | Other | 1.2M | $54.9M | 0.0% | +44.9% |
| University of Illinois Foundation | Wealth advisor | 1.2M | $54.5M | 11.2% | New |
| BlackRock, Inc. | Index provider | 1.1M | $50.2M | 0.0% | +9.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $49.6M | 0.1% | +1.5% |
| US BANCORP \DE\ | Wealth advisor | 1.0M | $46.5M | 0.1% | +3.8% |
| Provida Pension Fund Administrator ★2 | Fundamental diversified | 992.9K | $45.6M | 0.8% | +4794.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 948.7K | $43.5M | 0.1% | +50.5% |
| RATIONAL ADVISORS, INC. | Wealth advisor | 923.2K | $42.4M | 4.3% | -4.6% |
| Quadrature Capital Ltd | Diversified mechanical | 906.1K | $41.6M | — | +325.7% |
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.