XDEC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -0.3% ·
net new positions -5.6%
— formula
Broad distribution — falling shares and fewer 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 | 22 | +3 | 1.58M | $67.81M | +3 | — |
| Q1 2026 | 20 | +2 | 1.29M | $52.13M | +2 | — |
| Q4 2025 | 18 | -1 | 1.33M | $54.47M | — | −1 |
| Q3 2025 | 3 | +1 | 9.16K | $367,230 | +1 | — |
| Q1 2025 | 1 | 0 | 17.85K | $656,891 | — | — |
| Q4 2024 | 1 | 0 | 13.16K | $491,017 | — | — |
| Q3 2024 | 1 | 0 | 13.89K | $510,671 | — | — |
| Q2 2024 | 1 | — | 20.75K | $748,633 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 583.04K | — | $23.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 304.40K | — | $12.46M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 304.40K | — | $12.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 304.40K | — | $12.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 238.54K | — | $9.76M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 46.85K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 39.99K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 32.77K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | First Trust Advisors Lp | 20.15K | — | $824,582 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 18.23K | — | $746,053 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 18.23K | — | $746,053 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 15.46K | — | $632,657 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 9.01K | — | $368,791 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 5.83K | — | $239,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 4.92K | — | $201,214 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Barclays Plc | 3.06K | — | $125,427 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 2.64K | — | $107,871 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 2.44K | +152.6% | $99,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2.44K | +152.6% | $99,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.32K | 0.0% | $94,776 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 1.04K | — | $42,723 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 300 | — | $12,000 | 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
| No new tracked buyers this quarter. |
Exited
| AQR Capital Management | $235,704 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 81 holders, 2.97M shares, $103.31M 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.