XC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +4.0% ·
net new positions +10.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | -1 | 385.69K | $12.23M | +2 | −3 |
| Q1 2026 | 11 | +1 | 810.91K | $25.30M | +2 | −1 |
| Q4 2025 | 10 | +1 | 350.84K | $11.38M | +1 | n/a |
| Q3 2025 | 3 | 0 | 148.33K | $5.14M | n/a | n/a |
| Q2 2025 | 3 | 0 | 53.01K | $1.82M | n/a | n/a |
| Q1 2025 | 1 | 0 | 34.50K | $1.03M | n/a | n/a |
| Q4 2024 | 1 | 0 | 70.35K | $2.16M | n/a | n/a |
| Q3 2024 | 1 | 0 | 77.28K | $2.55M | n/a | n/a |
| Q2 2024 | 1 | n/a | 49.70K | $1.60M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 147.41K | +1.7% | $4.78M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | LPL Financial LLC | 130.63K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 26.90K | n/a | $872,735 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 19.89K | n/a | $645,426 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 11.08K | New | $359,489 | 0.0% | New | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 10.04K | n/a | $325,585 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.32K | 0.0% | $107,717 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 1.32K | n/a | $42,948 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 140 | +154.6% | $4,531 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | UBS Group AG | 108 | n/a | $3,504 | 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
| Goldman Sachs Group | $359,489 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 2.61M shares, $80.02M 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.