Security record · archived quarter
XEMD
name pending profile ingest
14Tracked holders
0Δ holders
1.24MShares held
$55.07MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 438.53K | n/a | $19.55M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 254.72K | n/a | $11.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 245.22K | n/a | $10.93M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 168.51K | n/a | $7.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 58.64K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Truist Financial Corp | 25.40K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 14.03K | n/a | $625,636 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 10.20K | n/a | $454,894 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 8.24K | -3.3% | $367,205 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 5.60K | n/a | $249,747 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 4.57K | +11.3% | $203,872 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cwm, Llc | 830 | n/a | $37,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 493 | n/a | $21,978 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 76 | +58.3% | $3,401 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 18.75M shares, $615.44M 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: Q4 2025 ·
Methodology ·
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