XES
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +7.7% ·
net new positions +11.1%
— 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 | 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 242.47K | +34.6% | $28.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 116.25K | -6.7% | $13.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 97.42K | -61.6% | $11.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 77.95K | +109.9% | $9.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Two Sigma Investments ✦ | 68.19K | New | $7.93M | 0.0% | New | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 67.14K | +3.4% | $7.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 44.62K | -17.5% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 44.06K | New | $5.13M | 0.0% | New | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 37.91K | +520.7% | $4.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cwm, Llc | 30.52K | +25.9% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 22.62K | -13.1% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 18.14K | +49.7% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 11.06K | +86.0% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 10.32K | -67.2% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Wealthfront Advisers LLC | 6.64K | +15.1% | $772,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 5.22K | +3377.3% | $606,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 4.70K | +1.4% | $546,114 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 3.30K | -18.6% | $383,540 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Blair William & Co/Il | 1.97K | +8478.3% | $229,519 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 1.73K | New | $201,135 | 0.0% | New | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 1.73K | New | $201,135 | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.14K | +127.3% | $131,304 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Osaic Holdings, Inc. | 1.03K | -25.2% | $120,434 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Group One Trading Llc | 315 | -67.8% | $36,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 277 | -42.5% | $32,184 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Fifth Third Bancorp | 275 | New | $31,991 | 0.0% | New | 1 | SEC ↗ |
| 27 | Citigroup Inc | 20 | 0.0% | $2,327 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $7.93M | 0.0% |
| HighTower Advisors, LLC | $5.13M | 0.0% |
| D. E. Shaw & Co. | $201,135 | 0.0% |
| Truist Financial Corp | $201,135 | 0.0% |
| Fifth Third Bancorp | $31,991 | 0.0% |
Exited
| Citadel Advisors | $1.06M | was 0.0% |
| Qube Research & Technologies… | $12,623 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.