XLY Institutional Ownership & Shareholders
CONSUMER DISCRETIONARY SELT (XLY) is currently held by 1,280 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.47B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XLY tracked by InsiderSet, reporting ownership valued at approximately $4.65B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.57B, representing an estimated loss of -1.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed XLY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Peakshares Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in CONSUMER DISCRETIONARY SELT (XLY).
This page ranks the largest institutional XLY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,280
Total Reported Value
$19.47B
Largest Holder
Bank Of America Corp
Largest Position
$4.65B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.30% | 39,616,579 | $4,646,232,418 | $4,570,960,885 | -$75,271,533 | -1.62% | |
| Peakshares Llc | 1.47% | 16,820 | $1,972,650,000 | $1,940,692 | -$1,970,709,308 | -99.90% | |
| Jpmorgan Chase & Co | 0.09% | 13,178,491 | $1,543,465,242 | $1,520,534,292 | -$22,930,950 | -1.49% | |
| Morgan Stanley | 0.05% | 8,126,991 | $953,133,800 | $937,692,222 | -$15,441,578 | -1.62% | |
| Wells Fargo & Company/Mn | 0.12% | 5,831,522 | $683,920,935 | $672,841,008 | -$11,079,927 | -1.62% | |
| Ubs Group Ag | 0.08% | 4,119,561 | $483,142,115 | $475,314,948 | -$7,827,167 | -1.62% | |
| Goldman Sachs Group Inc | 0.04% | 3,557,336 | $417,204,315 | $410,445,428 | -$6,758,887 | -1.62% | |
| Migdal Insurance & Financial Holdings Ltd. | 2.42% | 3,231,019 | $378,933,908 | $372,794,972 | -$6,138,936 | -1.62% | |
| Raymond James Financial Inc | 0.10% | 3,120,982 | $366,028,695 | $360,098,903 | -$5,929,792 | -1.62% | |
| Focus Partners Wealth | 0.36% | 3,022,702 | $354,502,444 | $348,759,357 | -$5,743,087 | -1.62% | |
| Lpl Financial Llc | 0.07% | 2,800,487 | $328,441,130 | $323,120,190 | -$5,320,940 | -1.62% | |
| Envestnet Asset Management Inc | 0.08% | 2,792,320 | $327,483,346 | $322,177,882 | -$5,305,464 | -1.62% | |
| Ameriprise Financial Inc | 0.06% | 2,542,249 | $298,160,671 | $293,324,690 | -$4,835,981 | -1.62% | |
| Pgim Custom Harvest Llc | 3.67% | 2,501,017 | $293,319,314 | $288,567,341 | -$4,751,973 | -1.62% | |
| Main Management Etf Advisors, Llc | 7.60% | 2,141,512 | $251,157,000 | $247,087,655 | -$4,069,345 | -1.62% | |
| Menora Mivtachim Holdings Ltd. | 0.84% | 1,830,206 | $214,646,560 | $211,169,168 | -$3,477,392 | -1.62% | |
| Meitav Investment House Ltd | 1.27% | 1,809,637 | $196,958,869 | $208,795,917 | +$11,837,048 | +6.01% | |
| Janney Montgomery Scott Llc | 0.37% | 1,611,333 | $188,977,000 | $185,915,602 | -$3,061,398 | -1.62% | |
| Nissay Asset Management Corp /Japan | 0.79% | 1,589,552 | $186,422,659 | $183,402,510 | -$3,020,149 | -1.62% | |
| Clal Insurance Enterprises Holdings Ltd | 0.71% | 1,350,600 | $158,398,000 | $155,832,228 | -$2,565,772 | -1.62% | |
| Royal Bank Of Canada | 0.03% | 1,305,668 | $153,129,000 | $150,647,974 | -$2,481,026 | -1.62% | |
| Truist Financial Corp | 0.16% | 1,257,481 | $136,864,209 | $145,088,158 | +$8,223,949 | +6.01% | |
| Two Sigma Investments, Lp | 0.10% | 1,108,300 | $129,981,424 | $127,875,654 | -$2,105,770 | -1.62% | |
| Cibc World Market Inc. | 0.20% | 1,005,682 | $117,946,385 | $116,035,589 | -$1,910,796 | -1.62% | |
| Westend Advisors, Llc | 2.60% | 1,081,552 | $117,720,449 | $124,789,470 | +$7,069,021 | +6.00% | |
| Barclays Plc | 0.04% | 1,000,187 | $117,301,931 | $115,401,576 | -$1,900,355 | -1.62% | |
| Citigroup Inc | 0.04% | 794,124 | $93,134,856 | $91,626,027 | -$1,508,829 | -1.62% | |
| Bnp Paribas Financial Markets | 0.04% | 685,948 | $80,447,981 | $79,144,680 | -$1,303,301 | -1.62% | |
| Osaic Holdings, Inc. | 0.09% | 654,279 | $76,753,897 | $75,490,711 | -$1,263,186 | -1.65% | |
| Gerber Kawasaki Wealth & Investment Management | 1.87% | 676,708 | $73,652,675 | $78,078,569 | +$4,425,894 | +6.01% | |
| Susquehanna International Group, Llp | 0.06% | 615,514 | $72,187,482 | $71,018,005 | -$1,169,477 | -1.62% | |
| Northern Trust Corp | 0.01% | 602,984 | $70,717,963 | $69,572,294 | -$1,145,669 | -1.62% | |
| Agf Management Ltd | 0.26% | 571,904 | $67,072,901 | $65,986,284 | -$1,086,617 | -1.62% | |
| Cetera Investment Advisers | 0.06% | 540,985 | $63,446,711 | $62,418,849 | -$1,027,862 | -1.62% | |
| Factory Mutual Insurance Co | 0.55% | 568,000 | $61,821,120 | $65,535,840 | +$3,714,720 | +6.01% | |
| Us Bancorp \De\ | 0.07% | 526,823 | $61,785,952 | $60,784,838 | -$1,001,114 | -1.62% | |
| Stifel Financial Corp | 0.05% | 516,912 | $60,624,366 | $59,641,307 | -$983,059 | -1.62% | |
| Rockefeller Capital Management L.P. | 0.09% | 504,529 | $59,171,441 | $58,212,556 | -$958,885 | -1.62% | |
| Riverfront Investment Group, Llc | 0.76% | 487,601 | $57,185,896 | $56,259,403 | -$926,493 | -1.62% | |
| Brevan Howard Capital Management Lp | 0.80% | 482,681 | $56,608,828 | $55,691,734 | -$917,094 | -1.62% | |
| Kcm Investment Advisors Llc | 1.64% | 507,835 | $55,272,780 | $58,594,002 | +$3,321,222 | +6.01% | |
| Fisher Asset Management, Llc | 0.01% | 419,881 | $49,243,706 | $48,445,870 | -$797,836 | -1.62% | |
| Ep Wealth Advisors, Llc | 0.18% | 409,731 | $48,053,251 | $47,274,763 | -$778,488 | -1.62% | |
| Advisory Alpha, Llc | 1.17% | 406,747 | $47,704,549 | $46,930,469 | -$774,080 | -1.62% | |
| Ashton Thomas Private Wealth, Llc | 0.99% | 402,951 | $47,258,047 | $46,492,486 | -$765,561 | -1.62% | |
| Natixis | 0.22% | 401,677 | $47,108,679 | $46,345,492 | -$763,187 | -1.62% | |
| Mercer Global Advisors Inc | 0.06% | 401,248 | $47,058,336 | $46,295,994 | -$762,342 | -1.62% | |
| Peapack Gladstone Financial Corp | 0.53% | 393,431 | $46,142,000 | $45,394,069 | -$747,931 | -1.62% | |
| State Street Corp | 0.00% | 371,556 | $43,576,088 | $42,870,131 | -$705,957 | -1.62% | |
| Hrt Financial Lp | 0.08% | 369,445 | $43,328,000 | $42,626,564 | -$701,436 | -1.62% |
Frequently asked questions about XLY
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Who are the largest institutional holders of XLY?
The largest institutional holders of XLY reported in the latest SEC Form 13F filings include Bank Of America Corp , Peakshares Llc , Jpmorgan Chase & Co , Morgan Stanley , and Wells Fargo & Company/Mn . InsiderSet ranks institutional holders by their latest reported XLY position.
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What is XLY institutional ownership?
This page tracks XLY positions reported by institutional investment managers through SEC Form 13F. CONSUMER DISCRETIONARY SELT (XLY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own XLY?
InsiderSet currently tracks 1,280 institutional managers reporting XLY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XLY shareholders.
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How much XLY stock do institutions own?
Institutional investment managers disclosed approximately $19.47B in XLY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was XLY institutional ownership last updated?
The latest XLY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional XLY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XLY position after the reporting date.
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Are institutions buying or selling XLY?
Institutional buying and selling can be analyzed by comparing XLY positions across consecutive 13F reporting periods. InsiderSet's XLY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLY ownership changes.
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How has XLY institutional ownership changed over time?
InsiderSet tracks XLY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.