HEALTH CARE SELECT SECTOR (XLV) Institutional Ownership Changes & 13F Activity

HEALTH CARE SELECT SECTOR (XLV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Envestnet Asset Management Inc, Citadel Advisors Llc, Manufacturers Life Insurance Company, The, and Mercer Global Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-934,052-18.0%4,241,978$673.03MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-17,312-72.3%6,637$1.05MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+217+5.5%4,135$656.06KQ2 2026Sep 23, 2026
State Street CorpSell-1,017,255-90.6%105,561$16.75MQ2 2026Sep 22, 2026
Anchor Investment Management, LlcSell-16-2.5%612$97.10KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcBuy+9,320+23.4%49,094$7.79MQ2 2026Sep 11, 2026
Smith Chas P & Associates Pa CpasSell-992-3.3%29,068$4.61MQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheBuy+106,500—106,500$16.90MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+746+0.7%104,608$16.60MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+515,327—515,327$81.76MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+78,860—78,860$12.51MQ2 2026Sep 02, 2026
Second Line Capital, LlcSell-77-4.8%1,526$242.10KQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+28+1.5%1,947$308.91KQ2 2026Sep 02, 2026
Provida Pension Fund AdministratorSell-43,085-100.0%0$0.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcSell-68,594-31.3%150,249$23.84MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+1,081+37.5%3,961$628.39KQ2 2026Aug 26, 2026
January Capital Advisors LlcBuy+8,791+123.0%15,937$2.53MQ2 2026Aug 25, 2026
Serenity Investment AdvisorsBuy+1,389—1,389$239.45KQ2 2026Aug 24, 2026
West Michigan Advisors, LlcBuy+1,179+66.9%2,942$466.78KQ2 2026Aug 21, 2026
Bernard Wealth Management Corp.Sell-5-0.6%793$125.82KQ2 2026Aug 21, 2026
Atx Financial Planning, LlcBuy+3,092—3,092$490.57KQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcSell-796-22.9%2,680$425.22KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+11+0.1%7,861$1.25MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+97,129+33.6%386,532$61.33MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+7,700+3.5%229,299$36.38MQ2 2026Aug 19, 2026
Wilson & Boucher Capital Management, LlcSell-455-3.0%14,554$2.31MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-152-4.0%3,636$576.89KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+30+6.6%485$76.94KQ2 2026Aug 19, 2026
Financial Avengers, Inc.Buy+1+0.7%153$24.21KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-54,259-53.4%47,304$7.51MQ2 2026Aug 18, 2026
Showing 30 of 1,682

Frequently asked questions about XLV activity

  • Which institutional owners are buying XLV?

    Institutional owners buying XLV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XLV activity?

    "Buy" means an investor increased their reported position in XLV compared to the prior reporting period. This reflects growing exposure to HEALTH CARE SELECT SECTOR (XLV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XLV increasing?

    Institutional interest in XLV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.