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Security record · archived quarter

XAGG

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025
25Tracked holders
+5Δ holders
8.70MShares held
$432.28MReported value
+7New positions
−2Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +25.0% · share flow +30.0% · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 646.43K $31.30M n/a n/a
Q2 2026 24 0 12.65M $632.27M +4 −4
Q1 2026 25 +5 8.70M $432.28M +7 −2
Q4 2025 20 +3 2.18M $109.89M +3 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 2.69M +183.4% $133.62M 0.0% ▲ Add 2 SEC ↗ ×4
2 LPL Financial LLC 1.02M +646.8% $50.47M 0.0% ▲ Add 2 SEC ↗
3 UBS Group AG 917.16K +100.7% $45.55M 0.0% ▲ Add 2 SEC ↗ ×2
4 Raymond James Financial Inc 879.17K +621.3% $43.66M 0.0% ▲ Add 2 SEC ↗ ×2
5 Wealth Enhancement Advisory… 748.92K New $37.27M 0.1% New 1 SEC ↗
6 Ameriprise Financial Inc 738.41K +1179.0% $36.67M 0.0% ▲ Add 2 SEC ↗ ×2
7 Wells Fargo & Company/Mn 434.72K +806.1% $21.59M 0.0% ▲ Add 2 SEC ↗ ×2
8 Susquehanna International Group, Llp 407.53K New $20.24M 0.0% New 1 SEC ↗
9 Northwestern Mutual Wealth… 261.88K +1143.8% $13.01M 0.0% ▲ Add 2 SEC ↗
10 Envestnet Asset Management Inc 163.12K +68.9% $8.10M 0.0% ▲ Add 2 SEC ↗
11 Cetera Investment Advisers 113.46K +19.1% $5.63M 0.0% ▲ Add 2 SEC ↗
12 Mariner, LLC 61.91K New $3.07M 0.0% New 1 SEC ↗
13 Royal Bank Of Canada 61.58K +3.0% $3.06M 0.0% ▲ Add 2 SEC ↗
14 Mml Investors Services, Llc 58.42K New $2.90M 0.0% New 1 SEC ↗
15 Citadel Advisors ✦ 38.72K New $1.92M 0.0% New 1 SEC ↗
16 Goldman Sachs Group ✦ 35.21K -14.7% $1.75M 0.0% ▼ Trim 2 SEC ↗
17 Stifel Financial Corp 20.52K +8.2% $1.02M 0.0% ▲ Add 2 SEC ↗
18 Commonwealth Equity Services, Llc 15.02K +90.2% $745,726 0.0% ▲ Add 2 SEC ↗
19 Brown Advisory Inc 14.36K +15.5% $712,869 0.0% ▲ Add 2 SEC ↗
20 Fifth Third Bancorp 9.96K New $494,813 0.0% New 1 SEC ↗
21 Osaic Holdings, Inc. 7.21K -27.0% $358,289 0.0% ▼ Trim 2 SEC ↗
22 Truist Financial Corp 6.05K +19.3% $308,881 0.0% ▲ Add 2 SEC ↗
23 Us Bancorp \De\ 2.14K 0.0% $106,272 0.0% Held 2 SEC ↗
24 Fidelity (FMR) ✦ 410 0.0% $20,340 0.0% Held 2 SEC ↗
25 Cwm, Llc 32 New $1,589 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

Wealth Enhancement Advisory… $37.27M 0.1%
Susquehanna International… $20.24M 0.0%
Mariner, LLC $3.07M 0.0%
Mml Investors Services, Llc $2.90M 0.0%
Citadel Advisors $1.92M 0.0%
Fifth Third Bancorp $494,813 0.0%
Cwm, Llc $1,589 0.0%

Exited

Jane Street Group, Llc $1.96M was 0.0%
Rockefeller Capital… $5,848 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 11.91M shares, $563.75M 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