SS HEALTH CARE SELECT SECTOR XLV
$163.74
+2.6% 52w: $126.80 – $163.74
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data126.80145.27163.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.8K
-29 QoQ
13F value
$27.65B
-7.9% QoQ
Smart-money holders
85
signal tier ≥ 2
New smart buyers
10
Q1 2026
Options barometer
0.7×
$1.29B calls / $1.98B puts
Institutional value by quarter
Number of holders
Who owns XLV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 31.0M | $4.55B | 0.3% | +11.7% |
| JPMORGAN CHASE & CO | Bank broker | 15.8M | $2.27B | 0.2% | -5.8% |
| MORGAN STANLEY | Bank broker | 11.4M | $1.68B | 0.1% | -0.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 7.2M | $1.05B | 0.1% | +6.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.4M | $936.0M | 0.2% | +0.4% |
| LPL Financial LLC | Bank broker | 6.3M | $928.5M | 0.2% | -3.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.2M | $758.9M | 0.2% | +0.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.8M | $701.8M | 0.2% | -3.8% |
| UBS Group AG | Bank broker | 4.5M | $663.9M | 0.1% | -4.1% |
| Focus Partners Wealth | Wealth advisor | 3.1M | $451.8M | 0.5% | -0.5% |
| Harel Insurance Investments & Financial Services Ltd. | Other | 2.8M | $416.2M | 2.8% | -32.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.7M | $410.9M | 0.1% | -4.2% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | Other | 2.7M | $396.3M | 2.1% | -13.2% |
| ROYAL BANK OF CANADA | Bank broker | 2.6M | $387.9M | 0.1% | -6.6% |
| Main Management ETF Advisors, LLC | Wealth advisor | 2.5M | $372.9M | 13.9% | -11.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 2.4M | $346.2M | 0.9% | -0.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 2.3M | $340.6M | 0.5% | +1.9% |
| Caisse de depot et placement du Quebec | Other | 2.1M | $314.3M | 0.5% | +45.0% |
| BARCLAYS PLC | Bank broker | 1.9M | $285.6M | 0.1% | +102.9% |
| WestEnd Advisors, LLC | Wealth advisor | 1.9M | $275.4M | 6.6% | +1.7% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 1.7M | $254.3M | 1.2% | -0.6% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 1.6M | $232.6M | 2.6% | -6.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.5M | $226.1M | 0.3% | +15.4% |
| Phoenix Financial Ltd. | Other | 1.5M | $224.3M | 2.1% | +29.5% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 1.4M | $204.1M | 0.1% | -44.4% |
| Jordan Park Group LLC | Wealth advisor | 1.4M | $200.9M | 10.7% | New |
| STATE STREET CORP | Index provider | 1.1M | $164.6M | 0.0% | +8.9% |
| Rokos Capital Management LLP ★2 | Fundamental diversified | 1.0M | $151.9M | 2.7% | -37.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.0M | $147.1M | 0.0% | +9.4% |
| PGIM Custom Harvest LLC | Wealth advisor | 961.2K | $140.9M | 2.2% | -6.0% |
| Cetera Investment Advisers | Wealth advisor | 867.9K | $127.2M | 0.1% | -7.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 770.3K | $112.9M | 0.1% | +11.5% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 740.3K | $108.5M | 0.1% | -5.1% |
| AGF MANAGEMENT LTD | Other | 726.0K | $106.4M | 0.5% | -14.9% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 680.1K | $99.7M | 0.9% | +112.2% |
| BANK OF NOVA SCOTIA | Bank broker | 679.7K | $99.7M | 0.2% | +36.3% |
| BlackRock, Inc. | Index provider | 670.2K | $98.3M | 0.0% | +54.1% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 652.2K | $95.6M | 0.1% | +1.0% |
| CITIGROUP INC | Bank broker | 607.6K | $89.1M | 0.1% | -66.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 584.9K | $85.8M | 0.2% | +1.4% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 581.2K | $85.2M | 0.1% | +1343.5% |
| Qube Research & Technologies Ltd | Quant stat arb | 565.2K | $82.9M | 0.1% | New |
| SRB CORP ★3 | Fundamental concentrated | 556.8K | $81.6M | 5.0% | Held |
| CIBC WORLD MARKET INC. | Diversified mechanical | 553.2K | $81.1M | 0.1% | -49.1% |
| HighTower Advisors, LLC | Diversified mechanical | 526.9K | $77.3M | 0.1% | +2.3% |
| RiverFront Investment Group, LLC | Wealth advisor | 521.1K | $76.4M | 1.2% | +0.7% |
| NORTHERN TRUST CORP | Index provider | 486.2K | $71.3M | 0.0% | +0.2% |
| BANK OF MONTREAL /CAN/ | Bank broker | 480.9K | $70.5M | 0.0% | -10.3% |
| Conservest Capital Advisors, Inc. | Wealth advisor | 471.5K | $69.1M | 6.3% | -1.2% |
| GREENWOOD GEARHART LLC | Wealth advisor | 462.5K | $67.8M | 3.7% | +3.1% |
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.