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Security record · archived quarter

TXUE

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025
13Tracked holders
+5Δ holders
4.78MShares held
$154.37MReported value
+5New positions
−0Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow -6.8% · net new positions +20.0% · formula
Ownership fragmentation: more holders, smaller aggregate stake

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 2.41M $82.59M n/a n/a
Q2 2026 14 +2 4.57M $158.35M +4 −3
Q1 2026 13 +5 4.78M $154.37M +5 n/a
Q4 2025 8 0 5.13M $162.55M n/a n/a
Q3 2025 1 +1 34.44K $1.05M +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 1.87M -40.8% $60.69M 0.1% ▼ Trim 2 SEC ↗
2 HighTower Advisors, LLC 1.39M +22.7% $44.86M 0.0% ▲ Add 2 SEC ↗
3 Osaic Holdings, Inc. 682.65K +262.5% $21.97M 0.0% ▲ Add 2 SEC ↗
4 Royal Bank Of Canada 326.29K -2.4% $10.50M 0.0% ▼ Trim 2 SEC ↗
5 Bank of New York Mellon Corp 111.25K +48.9% $3.58M 0.0% ▲ Add 2 SEC ↗ ×2
6 Raymond James Financial Inc 102.06K New $3.29M 0.0% New 1 SEC ↗ ×2
7 LPL Financial LLC 99.21K +48.4% $3.19M 0.0% ▲ Add 2 SEC ↗
8 Citadel Advisors ✦ 72.08K -6.3% $2.32M 0.0% ▼ Trim 3 SEC ↗
9 Mariner, LLC 50.60K New $1.63M 0.0% New 1 SEC ↗
10 Jane Street Group, Llc 48.53K -50.4% $1.56M 0.0% ▼ Trim 2 SEC ↗
11 Jones Financial Companies Lllp 14.03K New $437,100 0.0% New 1 SEC ↗
12 Stifel Financial Corp 8.25K New $265,663 0.0% New 1 SEC ↗
13 Morgan Stanley ✦ 2.15K New $69,209 0.0% New 1 SEC ↗

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

New buyers

Raymond James Financial Inc $3.29M 0.0%
Mariner, LLC $1.63M 0.0%
Jones Financial Companies Lllp $437,100 0.0%
Stifel Financial Corp $265,663 0.0%
Morgan Stanley $69,209 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 9.31M shares, $293.17M 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