% of shares outstanding is not shown for XLE: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for XLE in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 39,650,02739.7M | $2.4B | — | TRIM -12% |
| 2 | GOLDMAN SACHS GROUP INC | 33,438,64633.4M | $2.0B | — | ADD 41% |
| 3 | MORGAN STANLEY | 32,617,34732.6M | $2.0B | — | ADD 11% |
| 4 | JPMORGAN CHASE & CO | 20,741,75020.7M | $1.3B | — | ADD 24% |
| 5 | WELLS FARGO & COMPANY/MN | 18,187,31818.2M | $1.1B | — | TRIM -10% |
| 6 | LPL Financial LLC | 15,447,42815.4M | $946M | — | ADD 20% |
| 7 | UBS Group AG | 14,472,78914.5M | $887M | — | ADD 4% |
| 8 | Varma Mutual Pension Insurance Co | 14,067,18514.1M | $862M | — | NEW |
| 9 | CITIGROUP INC | 9,373,2909.4M | $574M | — | ADD 74% |
| 10 | MENORA MIVTACHIM HOLDINGS LTD. | 8,673,1008.7M | $531M | — | TRIM -7% |
Ranked by each filer’s own reported value, not shares.
1 holder — The filer reported no value for this line, so it carries no dollar figure and is left out of the percentage and value columns.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Varma Mutual Pension Insurance Co | +14,067,185 | $862M | OPEN |
| GOLDMAN SACHS GROUP INC | +9,765,064 | $598M | ADD |
| JPMORGAN CHASE & CO | +4,022,926 | $246M | ADD |
| CITIGROUP INC | +3,977,960 | $244M | ADD |
| Mizuho Bank, Ltd. | +3,280,000 | $201M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| HSBC HOLDINGS PLC | −9,020,795 | $553M | TRIM |
| BANK OF AMERICA CORP /DE/ | −5,511,202 | $338M | TRIM |
| Hamilton Capital, LLC | −2,998,719 | $184M | TRIM |
| CANADA PENSION PLAN INVESTMENT BOARD | −2,700,000 | $165M | CLOSE |
| WELLS FARGO & COMPANY/MN | −2,074,339 | $127M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 33.2M | 27.8M | 26.6M | 23.3M | 45.2M | 39.7M | $2.4B |
| GOLDMAN SACHS GROUP INC | 8.9M | 7.4M | 12.8M | 10.6M | 23.7M | 33.4M | $2.0B |
| MORGAN STANLEY | 17.8M | 16.3M | 18.1M | 15.3M | 29.4M | 32.6M | $2.0B |
| JPMORGAN CHASE & CO | 7.9M | 10.5M | 9.3M | 19.7M | 16.7M | 20.7M | $1.3B |
| WELLS FARGO & COMPANY/MN | 14.3M | 14.2M | 14.8M | 10.4M | 20.3M | 18.2M | $1.1B |
| LPL Financial LLC | 7.2M | 6.7M | 6.6M | 6.4M | 12.9M | 15.4M | $946M |
| UBS Group AG | 9.5M | 9.4M | 9.8M | 8.1M | 14.0M | 14.5M | $887M |
| Varma Mutual Pension Insurance Co | — | — | — | — | — | 14.1M | $862M |
| CITIGROUP INC | 939K | 3.2M | 3.3M | 2.7M | 5.4M | 9.4M | $574M |
| MENORA MIVTACHIM HOLDINGS LTD. | 1.2M | 5.0M | 2.9M | 3.6M | 9.4M | 8.7M | $531M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
