XEMD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +28.6% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more 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 | 18 | +1 | 3.46M | $155.29M | +3 | −2 |
| Q1 2026 | 18 | +4 | 2.61M | $114.56M | +4 | — |
| Q4 2025 | 14 | 0 | 1.24M | $55.07M | — | — |
| Q3 2025 | 3 | +1 | 12.67K | $554,060 | +1 | — |
| Q2 2025 | 1 | — | 48 | $2,065 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.22M | +379.4% | $53.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.22M | +379.4% | $53.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.22M | +379.4% | $53.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 550.52K | +124.5% | $24.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Assetmark, Inc | 435.30K | -0.7% | $19.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 172.55K | +2.4% | $7.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Focus Partners Wealth | 64.84K | +10.6% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 43.77K | New | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 29.93K | +434.3% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 25.98K | +2.3% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 25.58K | +82.2% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 15.52K | +88.4% | $682,104 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 12.26K | +20.1% | $538,655 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 3.81K | +673.2% | $167,537 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 2.42K | +191.1% | $106,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 1.44K | New | $63,464 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 1.44K | New | $63,464 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.11K | -75.8% | $48,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.11K | -75.8% | $48,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 191 | +151.3% | $8,408 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Royal Bank Of Canada | 108 | New | $5,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 40 | New | $1,758 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.92M | 0.0% |
| Rockefeller Capital… | $63,464 | 0.0% |
| Rockefeller Capital… | $63,464 | 0.0% |
| Royal Bank Of Canada | $5,000 | 0.0% |
| Us Bancorp \De\ | $1,758 | 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.