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Security record · archived quarter

STXF

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
33Tracked holders
0Δ holders
3.46MShares held
$144.79MReported value
+1New positions
−1Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.9% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 9.94K $497,693 n/a n/a
Q2 2026 32 0 3.59M $172.90M +3 −3
Q1 2026 33 0 3.46M $144.79M +1 −1
Q4 2025 32 +1 3.48M $153.29M +1 n/a
Q3 2025 4 0 121.45K $5.25M n/a n/a
Q2 2025 1 n/a 1.59K $63,725 n/a n/a
Q4 2024 2 +2 100.66K $3.80M +2 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 612.17K -6.0% $25.69M 0.0% ▼ Trim 2 SEC ↗ ×2
2 Truist Financial Corp 447.93K +2.0% $18.80M 0.0% ▲ Add 2 SEC ↗
3 Stifel Financial Corp 392.07K -4.5% $16.46M 0.0% ▼ Trim 2 SEC ↗
4 LPL Financial LLC 265.13K +4.5% $11.13M 0.0% ▲ Add 2 SEC ↗
5 Jones Financial Companies Lllp 252.24K +15.2% $10.34M 0.0% ▲ Add 2 SEC ↗
6 Northwestern Mutual Wealth… 223.56K +11.4% $9.38M 0.0% ▲ Add 2 SEC ↗
7 Commonwealth Equity Services, Llc 205.72K +2.5% $8.63M 0.0% ▲ Add 2 SEC ↗
8 Royal Bank Of Canada 150.82K +4.0% $6.33M 0.0% ▲ Add 2 SEC ↗
9 Cetera Investment Advisers 137.89K +1.9% $5.79M 0.0% ▲ Add 2 SEC ↗
10 UBS Group AG 123.83K -6.3% $5.20M 0.0% ▼ Trim 2 SEC ↗ ×2
11 Bank Of America Corp /De/ 113.94K -9.3% $4.78M 0.0% ▼ Trim 2 SEC ↗ ×2
12 Envestnet Asset Management Inc 104.67K +2.9% $4.39M 0.0% ▲ Add 2 SEC ↗
13 Captrust Financial Advisors 78.41K +39.1% $3.29M 0.0% ▲ Add 2 SEC ↗
14 Rockefeller Capital Management L.P. 74.99K +11.0% $3.15M 0.0% ▲ Add 2 SEC ↗ ×2
15 Creative Planning 73.14K +0.5% $3.07M 0.0% ▲ Add 2 SEC ↗
16 Mml Investors Services, Llc 36.16K -4.8% $1.52M 0.0% ▼ Trim 2 SEC ↗
17 Osaic Holdings, Inc. 32.73K +0.7% $1.37M 0.0% ▲ Add 2 SEC ↗ ×2
18 Cwm, Llc 26.12K 0.0% $1.10M 0.0% Held 2 SEC ↗
19 Susquehanna International Group, Llp 23.81K +312.4% $999,432 0.0% ▲ Add 2 SEC ↗
20 Jane Street Group, Llc 14.37K New $603,151 0.0% New 1 SEC ↗
21 Morgan Stanley ✦ 12.00K -18.6% $503,825 0.0% ▼ Trim 3 SEC ↗ ×2
22 CIBC Bancorp USA Inc. 10.41K n/a $437,034 0.0% n/c 1 SEC ↗
23 HighTower Advisors, LLC 9.36K +0.8% $392,639 0.0% ▲ Add 2 SEC ↗
24 Mariner, LLC 7.42K +0.2% $311,496 0.0% ▲ Add 2 SEC ↗
25 Wealth Enhancement Advisory… 6.79K +1.5% $287,076 0.0% ▲ Add 2 SEC ↗
26 JPMorgan Chase ✦ 7.02K +22.0% $285,684 0.0% ▲ Add 3 SEC ↗
27 Citadel Advisors ✦ 6.14K -9.2% $257,696 0.0% ▼ Trim 2 SEC ↗
28 Goldman Sachs Group ✦ 4.89K -95.5% $205,317 0.0% ▼ Trim 3 SEC ↗
29 Fidelity (FMR) ✦ 1.29K +36.4% $54,099 0.0% ▲ Add 4 SEC ↗
30 Blair William & Co/Il 525 0.0% $22,034 0.0% Held 2 SEC ↗
31 UBS AM, a distinct business unit of… 318 0.0% $13,346 0.0% Held 2 SEC ↗
32 Pnc Financial Services Group, Inc. 100 0.0% $4,197 0.0% Held 2 SEC ↗
33 Wells Fargo & Company/Mn 0 -100.0% $12 0.0% ▼ Trim 2 SEC ↗

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

New buyers

Jane Street Group, Llc $603,151 0.0%

Exited

Simplex Trading, Llc $19,265 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 138 holders, 8.62M shares, $353.09M 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: Q1 2026 · Methodology · Get this via the API