SS CONSUMER DISC SELECT SECT XLY
$117.12
-0.8% 52w: $104.31 – $124.02
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data104.31114.16124.02
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.3K
-76 QoQ
13F value
$17.02B
-12.5% QoQ
Smart-money holders
47
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.3×
$657.9M calls / $2.45B puts
Institutional value by quarter
Number of holders
Who owns XLY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 39.0M | $4.25B | 0.3% | -0.6% |
| JPMORGAN CHASE & CO | Bank broker | 13.0M | $1.37B | 0.1% | -2.5% |
| MORGAN STANLEY | Bank broker | 8.1M | $882.7M | 0.1% | +10.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.7M | $622.5M | 0.1% | +2.9% |
| UBS Group AG | Bank broker | 4.7M | $510.0M | 0.1% | +55.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.5M | $384.6M | 0.1% | +4.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.4M | $371.9M | 0.0% | -21.7% |
| LPL Financial LLC | Bank broker | 3.1M | $333.4M | 0.1% | -9.4% |
| Focus Partners Wealth | Wealth advisor | 3.0M | $328.9M | 0.4% | -1.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.0M | $326.7M | 0.1% | -0.3% |
| Migdal Insurance & Financial Holdings Ltd. | Other | 3.0M | $322.6M | 2.8% | +4.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.5M | $307.8M | 0.1% | -32.3% |
| BARCLAYS PLC | Bank broker | 2.5M | $273.1M | 0.1% | -34.8% |
| PGIM Custom Harvest LLC | Wealth advisor | 2.4M | $264.5M | 4.1% | -25.7% |
| Main Management ETF Advisors, LLC | Wealth advisor | 2.1M | $226.6M | 8.5% | 0.0% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 2.0M | $216.3M | 2.4% | +94.7% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 1.9M | $205.4M | 0.4% | +41.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.8M | $193.4M | 0.2% | -47.5% |
| ROYAL BANK OF CANADA | Bank broker | 1.4M | $149.9M | 0.0% | +13.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.3M | $138.8M | 0.0% | +17.4% |
| Harel Insurance Investments & Financial Services Ltd. | Other | 1.2M | $135.8M | 0.9% | -49.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.2M | $129.8M | 0.2% | -1.1% |
| Clal Insurance Enterprises Holdings Ltd | Other | 1.1M | $121.8M | 0.7% | Held |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 1.1M | $121.6M | 0.6% | -37.2% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 1.0M | $113.4M | 0.1% | +260.3% |
| WestEnd Advisors, LLC | Wealth advisor | 936.4K | $102.1M | 2.5% | +0.9% |
| BlackRock, Inc. | Index provider | 902.3K | $98.3M | 0.0% | -5.5% |
| NATIXIS | Other | 863.6K | $94.1M | 0.4% | +114.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 647.4K | $70.6M | 0.1% | -4.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 610.7K | $66.6M | 0.1% | -18.5% |
| Cetera Investment Advisers | Wealth advisor | 593.7K | $64.7M | 0.1% | -0.9% |
| NORTHERN TRUST CORP | Index provider | 590.0K | $64.3M | 0.0% | -8.8% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 578.8K | $63.1M | 2.0% | +5.3% |
| AGF MANAGEMENT LTD | Other | 574.5K | $62.6M | 0.3% | -6.6% |
| FACTORY MUTUAL INSURANCE CO ★2 | Fundamental diversified | 568.0K | $61.9M | 0.7% | Held |
| Rokos Capital Management LLP ★2 | Fundamental diversified | 558.2K | $60.8M | 1.1% | New |
| ALPS ADVISORS INC | Diversified mechanical | 537.6K | $58.6M | 0.3% | +23.9% |
| Jump Financial, LLC | Market maker | 535.5K | $58.4M | 1.0% | +590.8% |
| US BANCORP \DE\ | Wealth advisor | 532.4K | $58.0M | 0.1% | -2.0% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 530.4K | $57.8M | 0.1% | +3475.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 528.5K | $57.6M | 0.1% | +4.6% |
| KCM INVESTMENT ADVISORS LLC | Other | 496.2K | $54.1M | 1.8% | +1.5% |
| HighTower Advisors, LLC | Diversified mechanical | 489.3K | $53.3M | 0.1% | +0.1% |
| RiverFront Investment Group, LLC | Wealth advisor | 485.8K | $52.9M | 0.8% | +0.8% |
| Main Management LLC | Wealth advisor | 484.3K | $52.8M | 3.8% | -4.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 467.9K | $51.0M | 0.1% | +57.9% |
| Fisher Asset Management, LLC | Long only active | 437.8K | $47.7M | 0.0% | -4.7% |
| Squarepoint Ops LLC | Quant stat arb | 400.8K | $43.7M | 0.1% | New |
| Advisory Alpha, LLC | Wealth advisor | 400.6K | $43.7M | 1.2% | +2.3% |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 397.4K | $43.3M | 0.6% | -1.5% |
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.