XLB

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$51.74

-0.60 (-1.15%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding XLB · 2026-Q1 methodology → sources →

893 holders

% of shares outstanding held

—

Shares held (13F)

115,019,358

Reporting holders

893

Top holders

largest 100 of 893 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	9,756,1009.8M	$488M	—	—
2	MORGAN STANLEY	7,150,8127.2M	$357M	—	TRIM -5%
3	BNP PARIBAS FINANCIAL MARKETS	6,351,1456.4M	$317M	—	ADD 294%
4	GOLDMAN SACHS GROUP INC	5,482,0745.5M	$274M	—	ADD 5%
5	WELLS FARGO & COMPANY/MN	5,263,3455.3M	$263M	—	ADD 119%
6	MENORA MIVTACHIM HOLDINGS LTD.	5,146,9505.1M	$257M	—	ADD 57%
7	LPL Financial LLC	2,780,1622.8M	$139M	—	ADD 33%
8	UBS Group AG	2,734,8062.7M	$137M	—	ADD 41%
9	CITADEL ADVISORS LLC	2,614,1632.6M	$131M	—	ADD 2220%
10	ROYAL BANK OF CANADA	2,442,2592.4M	$122M	—	ADD 211%
11	MARSHALL WACE, LLP	2,146,4222.1M	$107M	—	NEW
12	Main Management ETF Advisors, LLC	2,072,8752.1M	$104M	—	ADD 29%
13	COMMERCE BANK	2,036,6402.0M	$102M	—	ADD 30%
14	ING GROEP NV	2,034,0612.0M	$102M	—	NEW
15	CITIGROUP INC	2,031,4262.0M	$102M	—	ADD 1326%
16	SRB CORP	1,729,5801.7M	$86M	—	—
17	Migdal Insurance & Financial Holdings Ltd.	1,700,5511.7M	$85M	—	ADD 4%
18	JPMORGAN CHASE & CO	1,681,0141.7M	$83M	—	ADD 480%
19	AMERIPRISE FINANCIAL INC	1,382,5271.4M	$69M	—	TRIM -14%
20	ALPS ADVISORS INC	1,232,8261.2M	$62M	—	ADD 6%
21	ENVESTNET ASSET MANAGEMENT INC	1,109,2701.1M	$55M	—	ADD 93%
22	OSAIC HOLDINGS, INC.	1,077,3911.1M	$54M	—	ADD 366%
23	RAYMOND JAMES FINANCIAL INC	1,017,4701.0M	$51M	—	ADD 3%
24	NATIXIS	1,005,0891.0M	$50M	—	—
25	CIBC WORLD MARKET INC.	1,002,3531.0M	$50M	—	TRIM -50%
26	Brevan Howard Capital Management LP	1,000,0001.0M	$50M	—	NEW
27	PGIM Custom Harvest LLC	994,369994,369	$50M	—	ADD 11%
28	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	934,061934,061	$47M	—	ADD 32%
29	EP Wealth Advisors, LLC	876,480876,480	$44M	—	TRIM -4%
30	BARCLAYS PLC	872,769872,769	$44M	—	TRIM -72%
31	Cetera Investment Advisers	702,637702,637	$35M	—	—
32	Bellwether Advisors, LLC	682,542682,542	$34M	—	NEW
33	BANK OF MONTREAL /CAN/	551,942551,942	$28M	—	ADD 163%
34	VAN ECK ASSOCIATES CORP	498,639498,639	$25M	—	ADD 65%
35	CWM, LLC	486,684486,684	$24M	—	ADD 22%
36	Main Management LLC	482,361482,361	$24M	—	ADD 25%
37	PNC FINANCIAL SERVICES GROUP, INC.	474,981474,981	$24M	—	ADD 12%
38	Focus Partners Wealth	472,621472,621	$24M	—	—
39	RiverFront Investment Group, LLC	466,022466,022	$23M	—	—
40	NORTHERN TRUST CORP	420,972420,972	$21M	—	ADD 48%
41	Advisory Alpha, LLC	419,797419,797	$21M	—	—
42	GRIMES & Co WEALTH MANAGEMENT, LLC	417,228417,228	$21M	—	NEW
43	Jain Global LLC	409,056409,056	$20M	—	NEW
44	Point72 Asset Management, L.P.	394,910394,910	$20M	—	ADD 464%
45	Legal & General Group Plc	394,192394,192	$20M	—	—
46	AE Wealth Management LLC	385,935385,935	$19M	—	ADD 52%
47	J.Safra Asset Management Corp	382,390382,390	$19M	—	ADD 3%
48	SIMPLEX TRADING, LLC	369,219369,219	$18M	—	ADD 234%
49	PRUDENTIAL PLC	320,000320,000	$16M	—	NEW
50	University of Illinois Foundation	305,264305,264	$15M	—	NEW
51	TTP Investments, Inc.	301,686301,686	$15M	—	NEW
52	Caption Management, LLC	294,426294,426	$15M	—	NEW
53	FIFTH THIRD BANCORP	293,961293,961	$15M	—	ADD 29%
54	HighTower Advisors, LLC	287,118287,118	$14M	—	ADD 3%
55	Thrivent Financial for Lutherans	277,383277,383	$14M	—	TRIM -3%
56	Rockefeller Capital Management L.P.	274,859274,859	$14M	—	ADD 49%
57	Atlantic Union Bankshares Corp	274,568274,568	$14M	—	ADD 25%
58	Cerity Partners LLC	270,379270,379	$14M	—	—
59	Peak Retirement Planning, Inc.	264,006264,006	$13M	—	ADD 14%
60	AGF MANAGEMENT LTD	260,229260,229	$13M	—	TRIM -7%
61	Equitable Holdings, Inc.	285,935285,935	$13M	—	ADD 113%
62	Janney Montgomery Scott LLC	253,341253,341	$13M	—	—
63	Biltmore Wealth Management, LLC	252,445252,445	$13M	—	—
64	Trust Asset Management LLC	248,974248,974	$12M	—	—
65	Royal Fund Management, LLC	242,648242,648	$12M	—	NEW
66	SIG BROKERAGE, LP	242,459242,459	$12M	—	NEW
67	TCV Trust & Wealth Management, Inc.	242,214242,214	$12M	—	—
68	SG Americas Securities, LLC	240,750240,750	$12M	—	TRIM -25%
69	Corient Private Wealth LLC	252,100252,100	$12M	—	TRIM -51%
70	GTS SECURITIES LLC	239,098239,098	$12M	—	ADD 158%
71	Dakota Wealth Management	231,369231,369	$12M	—	ADD 7%
72	HRT FINANCIAL LP	230,291230,291	$12M	—	NEW
73	ALLIANCEBERNSTEIN L.P.	253,401253,401	$11M	—	TRIM -45%
74	Integrated Wealth Concepts LLC	228,607228,607	$11M	—	ADD 1644%
75	Cambridge Investment Research Advisors, Inc.	228,079228,079	$11M	—	ADD 42%
76	KCM INVESTMENT ADVISORS LLC	223,785223,785	$11M	—	ADD 4%
77	Trilogy Capital Inc.	218,157218,157	$11M	—	ADD 368%
78	STIFEL FINANCIAL CORP	212,344212,344	$11M	—	ADD 14%
79	PARK AVENUE SECURITIES LLC	209,529209,529	$10M	—	TRIM -7%
80	Redhawk Wealth Advisors, Inc.	209,208209,208	$10M	—	NEW
81	Strategic Equity Management	202,891202,891	$10M	—	NEW
82	Trek Financial, LLC	202,694202,694	$10M	—	NEW
83	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	200,000200,000	$10M	—	TRIM -80%
84	JONES FINANCIAL COMPANIES LLLP	200,759200,759	$10M	—	ADD 136%
85	Estate Counselors, LLC	192,477192,477	$10M	—	TRIM -45%
86	FLAGSHIP HARBOR ADVISORS, LLC	187,036187,036	$9M	—	ADD 3%
87	Hirtle & Co., LLC	185,840185,840	$9M	—	—
88	Private Wealth Advisors, LLC	184,000184,000	$9M	—	TRIM -11%
89	OVERSEA-CHINESE BANKING Corp Ltd	182,210182,210	$9M	—	NEW
90	JMAC ENTERPRISES LLC	175,228175,228	$9M	—	ADD 2%
91	Perbak Capital Partners LLP	171,243171,243	$9M	—	NEW
92	BlackRock, Inc.	170,808170,808	$9M	—	TRIM -27%
93	US BANCORP \DE\	170,060170,060	$8M	—	ADD 5%
94	MERCER GLOBAL ADVISORS INC /ADV	169,859169,859	$8M	—	TRIM -23%
95	THOR TRADING ADVISORS, LLC	163,894163,894	$8M	—	ADD 8%
96	MEITAV INVESTMENT HOUSE LTD	162,417162,417	$8M	—	—
97	BAR HARBOR WEALTH MANAGEMENT	161,074161,074	$8M	—	ADD 14%
98	Financial Enhancement Group LLC	153,735153,735	$8M	—	NEW
99	COMMONWEALTH EQUITY SERVICES, LLC	153,444153,444	$8M	—	TRIM -16%
100	LifePlan Financial, LLC	149,798149,798	$7M	—	ADD 9%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

5.5M

6.3M

5.4M

5.1M

9.7M

9.8M

$488M

MORGAN STANLEY

5.8M

6.3M

4.5M

3.5M

7.5M

7.2M

$357M

BNP PARIBAS FINANCIAL MARKETS

2.1M

30K

2.1M

1.7M

1.6M

6.4M

$317M

GOLDMAN SACHS GROUP INC

6.1M

5.9M

3.0M

2.6M

5.2M

5.5M

$274M

WELLS FARGO & COMPANY/MN

2.0M

1.4M

1.2M

2.4M

5.3M

$263M

MENORA MIVTACHIM HOLDINGS LTD.

1.8M

2.0M

966K

1.6M

3.3M

5.1M

$257M

LPL Financial LLC

803K

1.0M

992K

1.0M

2.1M

2.8M

$139M

UBS Group AG

1.4M

968K

1.1M

874K

1.9M

2.7M

$137M

CITADEL ADVISORS LLC

280K

543K

326K

113K

2.6M

$131M

ROYAL BANK OF CANADA

432K

367K

798K

508K

785K

2.4M

$122M

MARSHALL WACE, LLP

—

810K

—

2.1M

$107M

Main Management ETF Advisors, LLC

—

1.6M

2.1M

$104M

COMMERCE BANK

956K

826K

800K

791K

1.6M

2.0M

$102M

ING GROEP NV

—

2.0M

$102M

CITIGROUP INC

195K

274K

158K

79K

142K

2.0M

$102M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	893	115,019,358	—	$5.7B
2025-Q4	803	97,580,274	—	$4.4B
2025-Q3	771	50,519,406	—	$4.5B
2025-Q2	769	51,956,397	—	$4.6B
2025-Q1	782	57,490,847	—	$4.9B
2024-Q4	812	61,290,267

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding XLB · 2026-Q1 methodology → sources →

893 holders

% of shares outstanding held

—

Shares held (13F)

115,019,358

Reporting holders

893

Top holders

largest 100 of 893 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	9,756,1009.8M	$488M	—	—
2	MORGAN STANLEY	7,150,8127.2M	$357M	—	TRIM -5%
3	BNP PARIBAS FINANCIAL MARKETS	6,351,1456.4M	$317M	—	ADD 294%
4	GOLDMAN SACHS GROUP INC	5,482,0745.5M	$274M	—	ADD 5%
5	WELLS FARGO & COMPANY/MN	5,263,3455.3M	$263M	—	ADD 119%
6	MENORA MIVTACHIM HOLDINGS LTD.	5,146,9505.1M	$257M	—	ADD 57%
7	LPL Financial LLC	2,780,1622.8M	$139M	—	ADD 33%
8	UBS Group AG	2,734,8062.7M	$137M	—	ADD 41%
9	CITADEL ADVISORS LLC	2,614,1632.6M	$131M	—	ADD 2220%
10	ROYAL BANK OF CANADA	2,442,2592.4M	$122M	—	ADD 211%
11	MARSHALL WACE, LLP	2,146,4222.1M	$107M	—	NEW
12	Main Management ETF Advisors, LLC	2,072,8752.1M	$104M	—	ADD 29%
13	COMMERCE BANK	2,036,6402.0M	$102M	—	ADD 30%
14	ING GROEP NV	2,034,0612.0M	$102M	—	NEW
15	CITIGROUP INC	2,031,4262.0M	$102M	—	ADD 1326%
16	SRB CORP	1,729,5801.7M	$86M	—	—
17	Migdal Insurance & Financial Holdings Ltd.	1,700,5511.7M	$85M	—	ADD 4%
18	JPMORGAN CHASE & CO	1,681,0141.7M	$83M	—	ADD 480%
19	AMERIPRISE FINANCIAL INC	1,382,5271.4M	$69M	—	TRIM -14%
20	ALPS ADVISORS INC	1,232,8261.2M	$62M	—	ADD 6%
21	ENVESTNET ASSET MANAGEMENT INC	1,109,2701.1M	$55M	—	ADD 93%
22	OSAIC HOLDINGS, INC.	1,077,3911.1M	$54M	—	ADD 366%
23	RAYMOND JAMES FINANCIAL INC	1,017,4701.0M	$51M	—	ADD 3%
24	NATIXIS	1,005,0891.0M	$50M	—	—
25	CIBC WORLD MARKET INC.	1,002,3531.0M	$50M	—	TRIM -50%
26	Brevan Howard Capital Management LP	1,000,0001.0M	$50M	—	NEW
27	PGIM Custom Harvest LLC	994,369994,369	$50M	—	ADD 11%
28	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	934,061934,061	$47M	—	ADD 32%
29	EP Wealth Advisors, LLC	876,480876,480	$44M	—	TRIM -4%
30	BARCLAYS PLC	872,769872,769	$44M	—	TRIM -72%
31	Cetera Investment Advisers	702,637702,637	$35M	—	—
32	Bellwether Advisors, LLC	682,542682,542	$34M	—	NEW
33	BANK OF MONTREAL /CAN/	551,942551,942	$28M	—	ADD 163%
34	VAN ECK ASSOCIATES CORP	498,639498,639	$25M	—	ADD 65%
35	CWM, LLC	486,684486,684	$24M	—	ADD 22%
36	Main Management LLC	482,361482,361	$24M	—	ADD 25%
37	PNC FINANCIAL SERVICES GROUP, INC.	474,981474,981	$24M	—	ADD 12%
38	Focus Partners Wealth	472,621472,621	$24M	—	—
39	RiverFront Investment Group, LLC	466,022466,022	$23M	—	—
40	NORTHERN TRUST CORP	420,972420,972	$21M	—	ADD 48%
41	Advisory Alpha, LLC	419,797419,797	$21M	—	—
42	GRIMES & Co WEALTH MANAGEMENT, LLC	417,228417,228	$21M	—	NEW
43	Jain Global LLC	409,056409,056	$20M	—	NEW
44	Point72 Asset Management, L.P.	394,910394,910	$20M	—	ADD 464%
45	Legal & General Group Plc	394,192394,192	$20M	—	—
46	AE Wealth Management LLC	385,935385,935	$19M	—	ADD 52%
47	J.Safra Asset Management Corp	382,390382,390	$19M	—	ADD 3%
48	SIMPLEX TRADING, LLC	369,219369,219	$18M	—	ADD 234%
49	PRUDENTIAL PLC	320,000320,000	$16M	—	NEW
50	University of Illinois Foundation	305,264305,264	$15M	—	NEW
51	TTP Investments, Inc.	301,686301,686	$15M	—	NEW
52	Caption Management, LLC	294,426294,426	$15M	—	NEW
53	FIFTH THIRD BANCORP	293,961293,961	$15M	—	ADD 29%
54	HighTower Advisors, LLC	287,118287,118	$14M	—	ADD 3%
55	Thrivent Financial for Lutherans	277,383277,383	$14M	—	TRIM -3%
56	Rockefeller Capital Management L.P.	274,859274,859	$14M	—	ADD 49%
57	Atlantic Union Bankshares Corp	274,568274,568	$14M	—	ADD 25%
58	Cerity Partners LLC	270,379270,379	$14M	—	—
59	Peak Retirement Planning, Inc.	264,006264,006	$13M	—	ADD 14%
60	AGF MANAGEMENT LTD	260,229260,229	$13M	—	TRIM -7%
61	Equitable Holdings, Inc.	285,935285,935	$13M	—	ADD 113%
62	Janney Montgomery Scott LLC	253,341253,341	$13M	—	—
63	Biltmore Wealth Management, LLC	252,445252,445	$13M	—	—
64	Trust Asset Management LLC	248,974248,974	$12M	—	—
65	Royal Fund Management, LLC	242,648242,648	$12M	—	NEW
66	SIG BROKERAGE, LP	242,459242,459	$12M	—	NEW
67	TCV Trust & Wealth Management, Inc.	242,214242,214	$12M	—	—
68	SG Americas Securities, LLC	240,750240,750	$12M	—	TRIM -25%
69	Corient Private Wealth LLC	252,100252,100	$12M	—	TRIM -51%
70	GTS SECURITIES LLC	239,098239,098	$12M	—	ADD 158%
71	Dakota Wealth Management	231,369231,369	$12M	—	ADD 7%
72	HRT FINANCIAL LP	230,291230,291	$12M	—	NEW
73	ALLIANCEBERNSTEIN L.P.	253,401253,401	$11M	—	TRIM -45%
74	Integrated Wealth Concepts LLC	228,607228,607	$11M	—	ADD 1644%
75	Cambridge Investment Research Advisors, Inc.	228,079228,079	$11M	—	ADD 42%
76	KCM INVESTMENT ADVISORS LLC	223,785223,785	$11M	—	ADD 4%
77	Trilogy Capital Inc.	218,157218,157	$11M	—	ADD 368%
78	STIFEL FINANCIAL CORP	212,344212,344	$11M	—	ADD 14%
79	PARK AVENUE SECURITIES LLC	209,529209,529	$10M	—	TRIM -7%
80	Redhawk Wealth Advisors, Inc.	209,208209,208	$10M	—	NEW
81	Strategic Equity Management	202,891202,891	$10M	—	NEW
82	Trek Financial, LLC	202,694202,694	$10M	—	NEW
83	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	200,000200,000	$10M	—	TRIM -80%
84	JONES FINANCIAL COMPANIES LLLP	200,759200,759	$10M	—	ADD 136%
85	Estate Counselors, LLC	192,477192,477	$10M	—	TRIM -45%
86	FLAGSHIP HARBOR ADVISORS, LLC	187,036187,036	$9M	—	ADD 3%
87	Hirtle & Co., LLC	185,840185,840	$9M	—	—
88	Private Wealth Advisors, LLC	184,000184,000	$9M	—	TRIM -11%
89	OVERSEA-CHINESE BANKING Corp Ltd	182,210182,210	$9M	—	NEW
90	JMAC ENTERPRISES LLC	175,228175,228	$9M	—	ADD 2%
91	Perbak Capital Partners LLP	171,243171,243	$9M	—	NEW
92	BlackRock, Inc.	170,808170,808	$9M	—	TRIM -27%
93	US BANCORP \DE\	170,060170,060	$8M	—	ADD 5%
94	MERCER GLOBAL ADVISORS INC /ADV	169,859169,859	$8M	—	TRIM -23%
95	THOR TRADING ADVISORS, LLC	163,894163,894	$8M	—	ADD 8%
96	MEITAV INVESTMENT HOUSE LTD	162,417162,417	$8M	—	—
97	BAR HARBOR WEALTH MANAGEMENT	161,074161,074	$8M	—	ADD 14%
98	Financial Enhancement Group LLC	153,735153,735	$8M	—	NEW
99	COMMONWEALTH EQUITY SERVICES, LLC	153,444153,444	$8M	—	TRIM -16%
100	LifePlan Financial, LLC	149,798149,798	$7M	—	ADD 9%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

5.5M

6.3M

5.4M

5.1M

9.7M

9.8M

$488M

MORGAN STANLEY

5.8M

6.3M

4.5M

3.5M

7.5M

7.2M

$357M

BNP PARIBAS FINANCIAL MARKETS

2.1M

30K

2.1M

1.7M

1.6M

6.4M

$317M

GOLDMAN SACHS GROUP INC

6.1M

5.9M

3.0M

2.6M

5.2M

5.5M

$274M

WELLS FARGO & COMPANY/MN

2.0M

1.4M

1.2M

2.4M

5.3M

$263M

MENORA MIVTACHIM HOLDINGS LTD.

1.8M

2.0M

966K

1.6M

3.3M

5.1M

$257M

LPL Financial LLC

803K

1.0M

992K

1.0M

2.1M

2.8M

$139M

UBS Group AG

1.4M

968K

1.1M

874K

1.9M

2.7M

$137M

CITADEL ADVISORS LLC

280K

543K

326K

113K

2.6M

$131M

ROYAL BANK OF CANADA

432K

367K

798K

508K

785K

2.4M

$122M

MARSHALL WACE, LLP

—

810K

—

2.1M

$107M

Main Management ETF Advisors, LLC

—

1.6M

2.1M

$104M

COMMERCE BANK

956K

826K

800K

791K

1.6M

2.0M

$102M

ING GROEP NV

—

2.0M

$102M

CITIGROUP INC

195K

274K

158K

79K

142K

2.0M

$102M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	893	115,019,358	—	$5.7B
2025-Q4	803	97,580,274	—	$4.4B
2025-Q3	771	50,519,406	—	$4.5B
2025-Q2	769	51,956,397	—	$4.6B
2025-Q1	782	57,490,847	—	$4.9B
2024-Q4	812	61,290,267

Short interest has its own tab now — open SI →

XLB☆

Institutional ownership· 13F filers holding XLB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding XLB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

XLB