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Security record

XES

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
33Tracked holders
+7Δ holders
1.36MShares held
$152.68MReported value
+8New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +26.9% · 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 Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 33 +7 1.36M $152.68M +8 −1
Q1 2026 27 +3 917.00K $106.67M +5 −2
Q4 2025 24 0 851.08K $69.76M
Q3 2025 5 +1 162.10K $11.73M +1
Q2 2025 1 -1 456 $28,903 −1
Q1 2025 1 0 49.33K $3.52M
Q4 2024 1 -1 22.31K $1.76M −1
Q3 2024 2 0 24.64K $1.99M +1 −1
Q2 2024 2 24.88K $2.26M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 428.66K +76.8% $48.04M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 428.66K +76.8% $48.04M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 428.66K +76.8% $48.04M 0.0% ▲ Add 4 SEC ↗
4 Two Sigma Investments 186.39K +173.3% $20.89M 0.0% ▲ Add 2 SEC ↗
5 LPL Financial LLC 127.28K +89.6% $14.27M 0.0% ▲ Add 3 SEC ↗
6 Goldman Sachs Group 101.41K -12.8% $11.37M 0.0% ▼ Trim 4 SEC ↗
7 Wells Fargo & Company/Mn 78.83K +1.1% $8.83M 0.0% ▲ Add 3 SEC ↗
8 Wells Fargo & Company/Mn 78.83K +1.1% $8.83M 0.0% ▲ Add 3 SEC ↗
9 Wells Fargo & Company/Mn 78.83K +1.1% $8.83M 0.0% ▲ Add 3 SEC ↗
10 Raymond James Financial Inc 74.65K -23.4% $8.37M 0.0% ▼ Trim 3 SEC ↗
11 Raymond James Financial Inc 74.65K -23.4% $8.37M 0.0% ▼ Trim 3 SEC ↗
12 Susquehanna International Group, Llp 55.25K +45.7% $6.19M 0.0% ▲ Add 3 SEC ↗
13 Susquehanna International Group, Llp 55.25K +45.7% $6.19M 0.0% ▲ Add 3 SEC ↗
14 UBS Group AG 46.84K +158.2% $5.25M 0.0% ▲ Add 3 SEC ↗
15 UBS Group AG 46.84K +158.2% $5.25M 0.0% ▲ Add 3 SEC ↗
16 HighTower Advisors, LLC 44.13K +0.1% $4.95M 0.0% ▲ Add 2 SEC ↗
17 Bank Of America Corp /De/ 43.36K -2.8% $4.86M 0.0% ▼ Trim 3 SEC ↗
18 Bank Of America Corp /De/ 43.36K -2.8% $4.86M 0.0% ▼ Trim 3 SEC ↗
19 Bank Of America Corp /De/ 43.36K -2.8% $4.86M 0.0% ▼ Trim 3 SEC ↗
20 D. E. Shaw & Co. 32.56K +1782.9% $3.65M 0.0% ▲ Add 2 SEC ↗
21 Royal Bank Of Canada 30.81K +198.6% $3.45M 0.0% ▲ Add 3 SEC ↗
22 Royal Bank Of Canada 30.81K +198.6% $3.45M 0.0% ▲ Add 3 SEC ↗
23 Cetera Investment Advisers 21.22K -6.2% $2.38M 0.0% ▼ Trim 3 SEC ↗
24 Blair William & Co/Il 19.17K +871.4% $2.15M 0.0% ▲ Add 3 SEC ↗
25 Stifel Financial Corp 9.73K -12.0% $1.09M 0.0% ▼ Trim 3 SEC ↗
26 Wealthfront Advisers LLC 9.62K +44.9% $1.08M 0.0% ▲ Add 3 SEC ↗
27 Jane Street Group, Llc 8.07K New $904,597 0.0% New 1 SEC ↗
28 Jane Street Group, Llc 8.07K New $904,597 0.0% New 1 SEC ↗
29 Envestnet Asset Management Inc 7.56K +61.0% $847,476 0.0% ▲ Add 3 SEC ↗
30 Hrt Financial Lp 7.27K New $814,000 0.0% New 1 SEC ↗
31 Qube Research & Technologies Ltd 5.68K New $636,726 0.0% New 1 SEC ↗
32 Osaic Holdings, Inc. 5.61K +442.6% $628,966 0.0% ▲ Add 3 SEC ↗
33 Osaic Holdings, Inc. 5.61K +442.6% $628,966 0.0% ▲ Add 3 SEC ↗
34 Rockefeller Capital Management L.P. 4.97K -4.7% $557,374 0.0% ▼ Trim 3 SEC ↗
35 Mml Investors Services, Llc 4.01K New $449,843 0.0% New 1 SEC ↗
36 Creative Planning 2.42K New $270,656 0.0% New 1 SEC ↗
37 Pnc Financial Services Group, Inc. 2.20K -33.4% $246,240 0.0% ▼ Trim 3 SEC ↗
38 Pnc Financial Services Group, Inc. 2.20K -33.4% $246,240 0.0% ▼ Trim 3 SEC ↗
39 Truist Financial Corp 1.83K +5.9% $205,218 0.0% ▲ Add 2 SEC ↗
40 Truist Financial Corp 1.83K +5.9% $205,218 0.0% ▲ Add 2 SEC ↗
41 JPMorgan Chase 1.00K -11.8% $112,584 0.0% ▼ Trim 4 SEC ↗
42 JPMorgan Chase 1.00K -11.8% $112,584 0.0% ▼ Trim 4 SEC ↗
43 JPMorgan Chase 1.00K -11.8% $112,584 0.0% ▼ Trim 4 SEC ↗
44 BlackRock (passive) 939 New $105,243 0.0% New 1 SEC ↗
45 Fifth Third Bancorp 300 +9.1% $33,624 0.0% ▲ Add 2 SEC ↗
46 Fidelity (FMR) 296 +6.9% $33,138 0.0% ▲ Add 5 SEC ↗
47 Group One Trading Llc 115 -63.5% $12,889 0.0% ▼ Trim 3 SEC ↗
48 Simplex Trading, Llc 79 New $8,854 0.0% New 1 SEC ↗
49 Northwestern Mutual Wealth… 24 New $2,690 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

Jane Street Group, Llc $904,597 0.0%
Jane Street Group, Llc $904,597 0.0%
Hrt Financial Lp $814,000 0.0%
Qube Research & Technologies… $636,726 0.0%
Mml Investors Services, Llc $449,843 0.0%
Creative Planning $270,656 0.0%
BlackRock $105,243 0.0%
Simplex Trading, Llc $8,854 0.0%
Northwestern Mutual Wealth… $2,690 0.0%

Exited

Citigroup Inc $2,327 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 91 holders, 1.64M shares, $189.11M 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: Q2 2026 · Methodology · Get this via the API