XC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -30.0% ·
net new positions -10.0%
— formula
Broad distribution — falling shares and fewer 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 | 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 | — |
| Q3 2025 | 3 | 0 | 148.33K | $5.14M | — | — |
| Q2 2025 | 3 | 0 | 53.01K | $1.82M | — | — |
| Q1 2025 | 1 | 0 | 34.50K | $1.03M | — | — |
| Q4 2024 | 1 | 0 | 70.35K | $2.16M | — | — |
| Q3 2024 | 1 | 0 | 77.28K | $2.55M | — | — |
| Q2 2024 | 1 | — | 49.70K | $1.60M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 208.97K | +30.4% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 108.70K | +3.2% | $3.45M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 3 | Cetera Investment Advisers | 32.52K | +42.3% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Creative Planning | 27.12K | +0.5% | $859,870 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Hrt Financial Lp | 6.47K | -65.1% | $205,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.15K | New | $36,000 | 0.0% | New | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 600 | New | $19,017 | 0.0% | New | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 122 | -2.4% | $3,867 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 40 | -16.7% | $1,273 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1 | -100.0% | $37 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Royal Bank Of Canada | $36,000 | 0.0% |
| JPMorgan Chase | $19,017 | 0.0% |
Exited
| Goldman Sachs Group | $1.25M | was 0.0% |
| Jane Street Group, Llc | $477,859 | was 0.0% |
| UBS Group AG | $281 | was 0.0% |
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.