Security record
XBOC
name pending profile ingest
12Tracked holders
0Δ holders
569.86KShares held
$20.24MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +11.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | 0 | 569.86K | $20.24M | +1 | −1 |
| 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 | — | — |
| Q2 2025 | 1 | 0 | 7.96K | $253,367 | — | — |
| Q1 2025 | 1 | 0 | 7.33K | $218,364 | — | — |
| Q4 2024 | 1 | 0 | 7.22K | $218,093 | — | — |
| Q3 2024 | 1 | 0 | 7.09K | $210,910 | — | — |
| Q2 2024 | 1 | — | 7.09K | $207,512 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 183.33K | -2.3% | $6.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 116.13K | +5.0% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 103.05K | 0.0% | $3.66M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 61.24K | +533.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 47.82K | -6.1% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 24.22K | +6.4% | $860,273 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Lido Advisors, LLC | 11.50K | -0.7% | $408,431 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Captrust Financial Advisors | 9.75K | 0.0% | $346,369 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 8.26K | New | $293,508 | 0.0% | New | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.40K | 0.0% | $85,000 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 1.90K | 0.0% | $67,498 | 0.0% | Held | 3 | SEC ↗ |
| 12 | UBS Group AG | 265 | +136.6% | $9,414 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $293,508 | 0.0% |
Exited
| Barclays Plc | $1,743 | 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: Q2 2026 ·
Methodology ·
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