Security record · archived quarter
XBOC
name pending profile ingest
13Tracked holders
0Δ holders
562.30KShares held
$18.87MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.6% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | 0 | 466.81K | $16.58M | +1 | −2 |
| Q1 2026 | 12 | -1 | 510.39K | $16.79M | +1 | −2 |
| Q4 2025 | 13 | 0 | 562.30K | $18.87M | +1 | −1 |
| Q3 2025 | 1 | 0 | 27.99K | $917,990 | n/a | n/a |
| Q2 2025 | 1 | 0 | 7.96K | $253,367 | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.33K | $218,364 | n/a | n/a |
| Q4 2024 | 1 | 0 | 7.22K | $218,093 | n/a | n/a |
| Q3 2024 | 1 | 0 | 7.09K | $210,910 | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.09K | $207,512 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 188.03K | n/a | $6.31M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 116.42K | n/a | $3.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 103.05K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 71.59K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 33.06K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 23.14K | n/a | $776,523 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Lido Advisors, LLC | 11.58K | n/a | $388,631 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Captrust Financial Advisors | 10.40K | n/a | $348,969 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.40K | n/a | $81,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 1.90K | n/a | $63,754 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 648 | New | $21,743 | 0.0% | New | 1 | SEC ↗ |
| 12 | Barclays Plc | 63 | n/a | $2,114 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 13 | n/a | $436 | 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
| JPMorgan Chase | $21,743 | 0.0% |
Exited
| Citadel Advisors | $917,990 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 1.04M shares, $33.56M 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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