XCUR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow +10.0% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | +2 | 119.45K | $248,298 | +3 | −1 |
| Q1 2026 | 9 | -2 | 90.99K | $388,240 | n/a | −2 |
| Q4 2025 | 11 | 0 | 91.76K | $497,377 | n/a | n/a |
| Q3 2025 | 5 | -1 | 79.16K | $323,777 | n/a | −1 |
| Q2 2025 | 4 | +1 | 60.51K | $426,039 | +1 | n/a |
| Q1 2025 | 1 | 0 | 19.10K | $254,766 | n/a | n/a |
| Q4 2024 | 1 | +1 | 12.64K | $172,856 | +1 | n/a |
| Q2 2024 | 3 | n/a | 83.45K | $27,251 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 36.91K | +24.0% | $157,641 | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 2 | Vanguard Capital Management Llc | 32.98K | n/a | $140,837 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Northern Trust Corp | 10.69K | 0.0% | $45,464 | 0.0% | Held | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 9.35K | +124.0% | $39,792 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | UBS Group AG | 866 | -40.2% | $3,685 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 158 | -95.6% | $672 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 29 | 0.0% | $123 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 4 | 0.0% | $17 | 0.0% | Held | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 2 | 0.0% | $9 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Bank Of America Corp /De/ | $211 | was 0.0% |
| Citigroup Inc | $5 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 161.29K shares, $687,011 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.