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Security record · archived quarter

TXUE

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
15Tracked holders
+2Δ holders
6.29MShares held
$217.69MReported value
+4New positions
−2Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +15.4% · share flow +30.0% · net new positions +13.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 +2 6.29M $217.69M +4 −2
Q1 2026 13 +5 4.78M $154.37M +5
Q4 2025 8 0 5.13M $162.55M
Q3 2025 1 +1 34.44K $1.05M +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 2.16M +15.8% $75.14M 0.1% ▲ Add 3 SEC ↗
2 HighTower Advisors, LLC 1.72M +23.4% $59.35M 0.1% ▲ Add 3 SEC ↗
3 LPL Financial LLC 779.69K +685.9% $26.91M 0.0% ▲ Add 3 SEC ↗
4 Osaic Holdings, Inc. 755.65K +10.7% $26.08M 0.0% ▲ Add 3 SEC ↗
5 Royal Bank Of Canada 330.27K +1.2% $11.40M 0.0% ▲ Add 3 SEC ↗
6 Raymond James Financial Inc 159.98K +56.7% $5.52M 0.0% ▲ Add 2 SEC ↗
7 Raymond James Financial Inc 159.98K +56.7% $5.52M 0.0% ▲ Add 2 SEC ↗
8 Bank of New York Mellon Corp 106.30K -4.5% $3.67M 0.0% ▼ Trim 3 SEC ↗
9 Bank of New York Mellon Corp 106.30K -4.5% $3.67M 0.0% ▼ Trim 3 SEC ↗
10 Citadel Advisors 102.97K +42.9% $3.55M 0.0% ▲ Add 4 SEC ↗
11 Baird Financial Group, Inc. 72.64K New $2.51M 0.0% New 1 SEC ↗
12 Jane Street Group, Llc 43.14K -11.1% $1.49M 0.0% ▼ Trim 3 SEC ↗
13 Jones Financial Companies Lllp 31.55K +124.8% $1.07M 0.0% ▲ Add 2 SEC ↗
14 Stifel Financial Corp 17.56K +112.8% $606,274 0.0% ▲ Add 2 SEC ↗
15 Commonwealth Equity Services, Llc 6.80K New $234,630 0.0% New 1 SEC ↗
16 Pnc Financial Services Group, Inc. 4.20K New $144,984 0.0% New 1 SEC ↗
17 Wells Fargo & Company/Mn 98 New $3,383 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

Baird Financial Group, Inc. $2.51M 0.0%
Commonwealth Equity Services… $234,630 0.0%
Pnc Financial Services Group… $144,984 0.0%
Wells Fargo & Company/Mn $3,383 0.0%

Exited

Mariner, LLC $1.63M was 0.0%
Morgan Stanley $69,209 was 0.0%

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: Q2 2026 · Methodology · Get this via the API