XBIL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.5% ·
share flow +3.5% ·
net new positions +8.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q2 2025 | 2 | 0 | 24.97K | $1.25M | — | — |
| Q1 2025 | 1 | +1 | 44.33K | $2.22M | +1 | — |
| Q3 2024 | 1 | 0 | 58.36K | $2.93M | — | — |
| Q2 2024 | 1 | — | 39.23K | $1.96M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.28M | -3.7% | $113.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 530.02K | -2.3% | $26.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Stifel Financial Corp | 410.81K | +23.8% | $20.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 308.83K | +5.7% | $15.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 308.83K | +5.7% | $15.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 287.35K | -14.4% | $14.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 287.35K | -14.4% | $14.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 287.35K | -14.4% | $14.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 238.74K | +19.4% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 203.71K | +30.8% | $10.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 167.13K | +11.9% | $8.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 167.12K | +15.1% | $8.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 142.96K | +118.1% | $7.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 116.30K | +3.1% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 103.73K | +4.2% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 65.99K | +67.9% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 65.99K | +67.9% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 34.60K | +12860.3% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 18.56K | -64.0% | $928,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 12.45K | +45.6% | $622,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 4.55K | New | $227,300 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 3.02K | New | $151,250 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 1.53K | New | $76,872 | 0.0% | New | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 1.18K | New | $59,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.00K | 0.0% | $50,000 | 0.0% | Held | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 856 | -91.6% | $42,791 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 552 | +318.2% | $27,600 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $227,300 | 0.0% |
| Northwestern Mutual Wealth… | $151,250 | 0.0% |
| Jones Financial Companies Lllp | $76,872 | 0.0% |
| Royal Bank Of Canada | $59,000 | 0.0% |
Exited
| Jane Street Group, Llc | $490,594 | was 0.0% |
| Mariner, LLC | $475,535 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.