XLSR

Ss US Sector Rotation

-$39.5M

Net Activity

Institutions Holding

132

Popularity Rank

#3847

Avg Weight

0.43%

Total Value

$838.2M

Ownership Trend

132 institutions currently hold XLSR, with 87 net buyers and 45 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

45

Net Buying Institutions

87

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$251.6M
EP
Envestnet Portfolio Solutions, Inc.
$129.6M
EA
Envestnet Asset Management INC
$129.4M
PA
Park Avenue Securities LLC
$29.0M
HW
Hibernia Wealth Partners, LLC
$23.9M

Top 5 by Conviction

NA
Novus Advisors, LLC
7.48%
HW
Hibernia Wealth Partners, LLC
7.08%
LW
Landmark Wealth Management, INC.
6.32%
MW
Mosley Wealth Management
5.40%
LF
Lockerman Financial Group, INC.
4.14%
View all 132 holding institutions

Quarterly Activity

Recent Activity

+$497.8M

Total Buy Value

$400.8M

Total Sell Value

New buy15
Trim31
Add72
Sold out14

87

Net Buyers

45

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SS US SECTOR ROTATION (XLSR)?
Major stakeholders currently include LPL Financial LLC ($251.6M), Envestnet Portfolio Solutions, Inc. ($129.6M), Envestnet Asset Management INC ($129.4M). Based on the latest 13F filings, there are a total of 132 tracked investment funds and institutions maintaining positions in XLSR.
What is the overall institutional sentiment toward XLSR recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $39.5M, driven by 87 managers accumulating shares while 45 reduced their exposure.
Which institutions have been selling or reducing their XLSR positions?
In the latest period, 31 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $400.8M.
Are there any notable investors adding XLSR to their portfolios?
Yes, buying activity remains notable. 15 institutions opened new positions in {ticker}, and 72 existing holders added to their shares. The total reported buy value for the quarter amounted to $497.8M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail