XBB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +2.7% ·
net new positions +11.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 184.57K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Cetera Investment Advisers | 21.69K | n/a | $892,555 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 12.50K | n/a | $514,390 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 10.03K | n/a | $412,640 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 6.19K | New | $254,848 | 0.0% | New | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 331 | n/a | $13,617 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 227 | n/a | $9,340 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 155 | n/a | $6,377 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 46 | +666.7% | $1,901 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $254,848 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 8.59M shares, $49.71M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.