Security record · archived quarter
XES
name pending profile ingest
24Tracked holders
0Δ holders
851.08KShares held
$69.76MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +22.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 253.42K | — | $20.77M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 253.42K | — | $20.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 180.10K | +147.8% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 180.10K | +147.8% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 180.10K | +147.8% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 180.10K | +147.8% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 124.58K | +127.5% | $10.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 64.93K | — | $5.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 54.07K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 54.07K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 54.07K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 37.13K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 37.13K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 31.41K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 31.41K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 26.02K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 24.23K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 12.88K | -60.8% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 12.11K | — | $992,985 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 12.11K | — | $992,985 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 12.11K | — | $992,985 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 12.11K | — | $992,985 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 6.11K | — | $500,673 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 5.95K | — | $487,496 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 5.95K | — | $487,496 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealthfront Advisers LLC | 5.77K | — | $472,639 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 4.63K | — | $379,526 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 4.05K | — | $332,142 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 1.38K | — | $113,486 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Group One Trading Llc | 978 | — | $80,167 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 501 | -62.8% | $41,067 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 501 | -62.8% | $41,067 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 482 | +5.7% | $39,511 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 154 | — | $12,623 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 150 | — | $12,296 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 23 | — | $1,885 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citigroup Inc | 20 | — | $1,639 | 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
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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