AI Holders Summary · Q1 2026

XLK Q1 2026 institutional ownership is a $47.5B book across 2,330 holders. Bank of America is the largest holder at $3.2B (23.9M shares, +0.9%, shares up but value -$233M mark-to-market). Wells Fargo is second at $3.1B (23.3M shares, -1.4%, -$336M). Morgan Stanley is third at $2.6B (19.6M shares, +1.4%, shares up but value -$178M). LPL Financial is fourth at $2.1B (15.7M shares, -1.7%, -$212M). Jane Street Group (market_maker) is fifth at $1.8B (13.8M shares, +36.6%, +$255M). UBS Group $1.7B (12.9M shares, +68.9%, +$239M). Envestnet $1.6B (11.8M shares, +1.0%, shares up but value -$115M). Ameriprise $1.3B (9.6M shares, -9.2%, -$186M). JPMorgan $1.2B (9.5M shares, +14.9%, +$21M). Susquehanna International Group (market_maker) $1.1B (8.6M shares, -3.2%, -$137M). Goldman Sachs $1.1B (8.4M shares, -0.4%, -$97M). Raymond James $1.1B (7.9M shares, -2.4%, -$116M). RBC $791M (+4.6%, shares up, value -$28M). Truist Financial $627M (+1.0%, shares up, value -$46M). Millennium Management $564M (+4.8%, shares up, value -$19M). ADAPT Investment Managers $532M (UNCHANGED). PGIM Custom Harvest $514M (+5.3%, +$35M). OSAIC Holdings $501M (+3.0%, +$26M). Barclays $498M (+8.2%, +$0.5M). Migdal Insurance $571M (DECREASED shares, but valueChange POSITIVE +$570M -- this is a data anomaly; the shares decreased from 5.05M to 4.30M but value increased by $570M, which is contradictory. Treating as data-quality issue, not a reliable signal). New positions: none in top-20. The 75.50 whaleScore reflects AUM. Smart-money-signal read: XLK Q1 2026 flows are mixed-to-bearish. The dominant pattern is bank-and-wealth-platform de-risking of broad technology ETF exposure: Wells Fargo -$336M, LPL -$212M, Ameriprise -$186M, Raymond James -$116M, Goldman -$97M. Offsetting adds are concentrated among quant/hedge-fund and European players: Jane Street (market_maker, structural) +$255M, UBS Group +$239M, BNP Paribas +$121M, Tudor +$117M, PGIM +$35M. JPMorgan +$21M is a modest active add. The net read: caution on XLK -- the broad trimming from bank-affiliated wealth platforms suggests RIA-and-bank platforms are rotating out of broad tech ETF wrappers, possibly into single-stock or thematic tech exposure. No strong directional signal.

Top holders