Security record · archived quarter
XBIL
name pending profile ingest
20Tracked holders
0Δ holders
5.11MShares held
$255.99MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 174.63K | $8.74M | n/a | −1 |
| Q2 2026 | 23 | +2 | 5.10M | $254.84M | +4 | −2 |
| Q1 2026 | 21 | +1 | 4.92M | $246.35M | +4 | −3 |
| Q4 2025 | 20 | 0 | 5.11M | $255.99M | +1 | −1 |
| Q3 2025 | 3 | -1 | 131.69K | $6.61M | n/a | −1 |
| Q2 2025 | 2 | 0 | 24.97K | $1.25M | n/a | n/a |
| Q1 2025 | 1 | +1 | 44.33K | $2.22M | +1 | n/a |
| Q3 2024 | 1 | 0 | 58.36K | $2.93M | n/a | n/a |
| Q2 2024 | 1 | n/a | 39.23K | $1.96M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.27M | n/a | $113.68M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 542.42K | n/a | $27.16M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 443.67K | n/a | $22.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 387.68K | n/a | $19.41M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 380.07K | n/a | $19.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 264.71K | n/a | $13.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 185.33K | n/a | $9.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 172.35K | n/a | $8.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 140.97K | +256.0% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 96.61K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 79.13K | -14.0% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Barclays Plc | 60.00K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 29.99K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 25.91K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 16.17K | New | $809,732 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mariner, LLC | 11.85K | n/a | $593,079 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Hrt Financial Lp | 4.21K | n/a | $210,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 700 | n/a | $35,048 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 224 | n/a | $11,240 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Bank Of Montreal /Can/ | 100 | n/a | $4,996 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $809,732 | 0.0% |
Exited
| Fidelity (FMR) | $2,464 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 97 holders, 7.71M shares, $384.33M 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: Q4 2025 ·
Methodology ·
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