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Security record · archived quarter

QQXT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
26Tracked holders
0Δ holders
1.13MShares held
$112.51MReported value
+2New positions
−2Exits
Falling 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -10.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 26 -2 727.22K $70.99M −2
Q1 2026 29 +3 957.30K $93.44M +4 −1
Q4 2025 26 0 1.13M $112.51M +2 −2
Q3 2025 5 0 437.69K $43.30M +1 −1
Q2 2025 2 0 23.71K $2.34M
Q1 2025 1 0 23.03K $2.16M
Q4 2024 1 0 2.24K $208,670
Q3 2024 1 0 47.00K $4.37M
Q2 2024 1 40.92K $3.60M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 198.31K $19.71M 0.0% n/c 1 SEC ↗
2 Raymond James Financial Inc 198.31K $19.71M 0.0% n/c 1 SEC ↗
3 Goldman Sachs Group 153.26K +434.0% $15.23M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 146.15K -63.1% $14.52M 0.0% ▼ Trim 2 SEC ↗
5 Morgan Stanley 146.15K -63.1% $14.52M 0.0% ▼ Trim 2 SEC ↗
6 Morgan Stanley 146.15K -63.1% $14.52M 0.0% ▼ Trim 2 SEC ↗
7 Wells Fargo & Company/Mn 105.50K $10.48M 0.0% n/c 1 SEC ↗
8 Wells Fargo & Company/Mn 105.50K $10.48M 0.0% n/c 1 SEC ↗
9 Truist Financial Corp 93.26K $9.27M 0.0% n/c 1 SEC ↗
10 Corient Private Wealth LP 75.44K $7.50M 0.0% n/c 1 SEC ↗
11 Corient Private Wealth LP 75.44K $7.50M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 72.79K $7.23M 0.0% n/c 1 SEC ↗
13 LPL Financial LLC 53.44K $5.31M 0.0% n/c 1 SEC ↗
14 Susquehanna International Group, Llp 51.02K $5.07M 0.0% n/c 1 SEC ↗
15 Susquehanna International Group, Llp 51.02K $5.07M 0.0% n/c 1 SEC ↗
16 UBS Group AG 50.42K $5.01M 0.0% n/c 1 SEC ↗
17 UBS Group AG 50.42K $5.01M 0.0% n/c 1 SEC ↗
18 Bank Of America Corp /De/ 36.80K $3.66M 0.0% n/c 1 SEC ↗
19 Bank Of America Corp /De/ 36.80K $3.66M 0.0% n/c 1 SEC ↗
20 Stifel Financial Corp 21.25K $2.11M 0.0% n/c 1 SEC ↗
21 Commonwealth Equity Services, Llc 19.69K $1.96M 0.0% n/c 1 SEC ↗
22 Mml Investors Services, Llc 14.24K $1.42M 0.0% n/c 1 SEC ↗
23 Envestnet Asset Management Inc 10.51K $1.04M 0.0% n/c 1 SEC ↗
24 Baird Financial Group, Inc. 10.30K $1.02M 0.0% n/c 1 SEC ↗
25 Citadel Advisors 6.11K New $606,850 0.0% New 1 SEC ↗
26 Marshall Wace 4.37K New $433,750 0.0% New 1 SEC ↗
27 Marshall Wace 4.37K New $433,750 0.0% New 1 SEC ↗
28 Cetera Investment Advisers 3.37K $334,758 0.0% n/c 1 SEC ↗
29 Osaic Holdings, Inc. 1.89K $188,147 0.0% n/c 1 SEC ↗
30 Jones Financial Companies Lllp 1.70K $168,430 0.0% n/c 1 SEC ↗
31 Rockefeller Capital Management L.P. 1.12K $111,691 0.0% n/c 1 SEC ↗
32 Fidelity (FMR) 764 -3.8% $75,963 0.0% ▼ Trim 3 SEC ↗
33 Northwestern Mutual Wealth… 269 $26,730 0.0% n/c 1 SEC ↗
34 Cwm, Llc 253 $25,000 0.0% n/c 1 SEC ↗
35 Russell Investments Group, Ltd. 34 $3,379 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $606,850 0.0%
Marshall Wace $433,750 0.0%
Marshall Wace $433,750 0.0%

Exited

Two Sigma Investments $791,462 was 0.0%
JPMorgan Chase $455,090 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 1.38M shares, $130.93M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API