CONSUMER DISCRETIONARY SELT (XLY) Institutional Shareholders
CONSUMER DISCRETIONARY SELT (XLY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $18.94B in XLY holdings during the latest filing period.
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 $4.68B, representing an estimated gain of +0.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% 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
1,294
Total Reported Value
$18.94B
Largest Holder
Bank Of America Corp
Largest Position
$4.65B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | $4,682,679,638 | +$36,447,220 | +0.78% | |
| Peakshares Llc | 1.47% | 16,820 | $1,972,650,000 | $1,988,124 | -$1,970,661,876 | -99.90% | |
| Jpmorgan Chase & Co | 0.09% | 13,178,491 | $1,543,465,242 | $1,557,697,636 | +$14,232,394 | +0.92% | |
| Morgan Stanley | 0.05% | 8,126,991 | $953,133,800 | $960,610,336 | +$7,476,536 | +0.78% | |
| Wells Fargo & Company/Mn | 0.12% | 5,831,522 | $683,920,935 | $689,285,900 | +$5,364,965 | +0.78% | |
| Ubs Group Ag | 0.08% | 4,119,561 | $483,142,115 | $486,932,110 | +$3,789,995 | +0.78% | |
| Goldman Sachs Group Inc | 0.04% | 3,557,336 | $417,204,315 | $420,477,115 | +$3,272,800 | +0.78% | |
| Migdal Insurance & Financial Holdings Ltd. | 2.42% | 3,231,019 | $378,933,908 | $381,906,446 | +$2,972,538 | +0.78% | |
| Raymond James Financial Inc | 0.10% | 3,120,982 | $366,028,695 | $368,900,072 | +$2,871,377 | +0.78% | |
| Focus Partners Wealth | 0.36% | 3,022,702 | $354,502,444 | $357,283,376 | +$2,780,932 | +0.78% | |
| Lpl Financial Llc | 0.07% | 2,800,487 | $328,441,130 | $331,017,563 | +$2,576,433 | +0.78% | |
| Envestnet Asset Management Inc | 0.08% | 2,792,320 | $327,483,346 | $330,052,224 | +$2,568,878 | +0.78% | |
| Ameriprise Financial Inc | 0.06% | 2,542,249 | $298,160,671 | $300,493,832 | +$2,333,161 | +0.78% | |
| Pgim Custom Harvest Llc | 3.67% | 2,501,017 | $293,319,314 | $295,620,209 | +$2,300,895 | +0.78% | |
| Meitav Investment House Ltd | 1.68% | 2,127,980 | $249,567,957 | $251,527,236 | +$1,959,279 | +0.79% | |
| Menora Mivtachim Holdings Ltd. | 0.84% | 1,830,206 | $214,646,560 | $216,330,349 | +$1,683,789 | +0.78% | |
| Nissay Asset Management Corp /Japan | 0.79% | 1,589,552 | $186,422,659 | $187,885,046 | +$1,462,387 | +0.78% | |
| Royal Bank Of Canada | 0.03% | 1,305,668 | $153,129,000 | $154,329,958 | +$1,200,958 | +0.78% | |
| Truist Financial Corp | 0.17% | 1,235,864 | $144,942,129 | $146,079,125 | +$1,136,996 | +0.78% | |
| Two Sigma Investments, Lp | 0.10% | 1,108,300 | $129,981,424 | $131,001,060 | +$1,019,636 | +0.78% | |
| Westend Advisors, Llc | 2.68% | 1,025,999 | $120,333,785 | $121,273,082 | +$939,297 | +0.78% | |
| Cibc World Market Inc. | 0.20% | 1,005,682 | $117,946,385 | $118,871,612 | +$925,227 | +0.78% | |
| Barclays Plc | 0.04% | 1,000,187 | $117,301,931 | $118,222,103 | +$920,172 | +0.78% | |
| Citigroup Inc | 0.04% | 794,124 | $93,134,856 | $93,865,457 | +$730,601 | +0.78% | |
| Bnp Paribas Financial Markets | 0.04% | 685,948 | $80,447,981 | $81,079,054 | +$631,073 | +0.78% | |
| Osaic Holdings, Inc. | 0.09% | 654,279 | $76,753,897 | $77,335,778 | +$581,881 | +0.76% | |
| Gerber Kawasaki Wealth & Investment Management | 2.02% | 644,178 | $75,548,952 | $76,141,840 | +$592,888 | +0.78% | |
| Susquehanna International Group, Llp | 0.06% | 615,514 | $72,187,482 | $72,753,755 | +$566,273 | +0.78% | |
| Northern Trust Corp | 0.01% | 602,984 | $70,717,963 | $71,272,709 | +$554,746 | +0.78% | |
| Agf Management Ltd | 0.26% | 571,904 | $67,072,901 | $67,599,053 | +$526,152 | +0.78% | |
| Factory Mutual Insurance Co | 0.63% | 568,000 | $66,615,040 | $67,137,600 | +$522,560 | +0.78% | |
| Cetera Investment Advisers | 0.06% | 540,985 | $63,446,711 | $63,944,427 | +$497,716 | +0.78% | |
| Kcm Investment Advisors Llc | 1.84% | 526,859 | $61,790,072 | $62,274,734 | +$484,662 | +0.78% | |
| Us Bancorp \De\ | 0.07% | 526,823 | $61,785,952 | $62,270,479 | +$484,527 | +0.78% | |
| Stifel Financial Corp | 0.05% | 516,912 | $60,624,366 | $61,098,998 | +$474,632 | +0.78% | |
| Rockefeller Capital Management L.P. | 0.09% | 504,529 | $59,171,441 | $59,635,328 | +$463,887 | +0.78% | |
| Riverfront Investment Group, Llc | 0.76% | 487,601 | $57,185,896 | $57,634,438 | +$448,542 | +0.78% | |
| Brevan Howard Capital Management Lp | 0.80% | 482,681 | $56,608,828 | $57,052,894 | +$444,066 | +0.78% | |
| Hightower Advisors, Llc | 0.05% | 476,099 | $55,836,905 | $56,274,902 | +$437,997 | +0.78% | |
| Fisher Asset Management, Llc | 0.01% | 419,881 | $49,243,706 | $49,629,934 | +$386,228 | +0.78% | |
| Ep Wealth Advisors, Llc | 0.18% | 409,731 | $48,053,251 | $48,430,204 | +$376,953 | +0.78% | |
| Advisory Alpha, Llc | 1.17% | 406,747 | $47,704,549 | $48,077,495 | +$372,946 | +0.78% | |
| Ashton Thomas Private Wealth, Llc | 0.99% | 402,951 | $47,258,047 | $47,628,808 | +$370,761 | +0.78% | |
| Natixis | 0.22% | 401,677 | $47,108,679 | $47,478,221 | +$369,542 | +0.78% | |
| State Street Corp | 0.00% | 371,556 | $43,576,088 | $43,917,919 | +$341,831 | +0.78% | |
| Victory Capital Management Inc | 0.02% | 363,540 | $42,635,958 | $42,970,428 | +$334,470 | +0.78% | |
| Mercer Global Advisors Inc | 0.05% | 355,741 | $41,721,285 | $42,048,586 | +$327,301 | +0.78% | |
| Trilogy Capital Inc. | 1.54% | 336,087 | $39,416,234 | $39,725,483 | +$309,249 | +0.78% | |
| Blackrock, Inc. | 0.00% | 294,815 | $34,575,861 | $34,847,133 | +$271,272 | +0.78% | |
| Armstrong Advisory Group, Inc | 2.07% | 289,741 | $33,980,770 | $34,247,386 | +$266,616 | +0.78% |
Frequently asked questions about XLY
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Who owns the most XLY stock?
The largest holders of XLY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CONSUMER DISCRETIONARY SELT (XLY).
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Is XLY widely held by superinvestors?
Many widely followed stocks like XLY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XLY is represented among the institutional managers we track.
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What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.