XFIV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +21.8% ·
net new positions +16.7%
· 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 | 14 | +3 | 1.67M | $81.30M | +5 | −2 |
| Q1 2026 | 12 | +2 | 1.71M | $84.07M | +2 | n/a |
| Q4 2025 | 10 | 0 | 1.40M | $69.46M | n/a | n/a |
| Q3 2025 | 3 | 0 | 17.33K | $858,338 | n/a | n/a |
| Q2 2025 | 2 | 0 | 4.96K | $244,937 | n/a | n/a |
| Q1 2025 | 1 | +1 | 4.91K | $241,032 | +1 | n/a |
| Q3 2024 | 1 | 0 | 10.92K | $545,962 | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.39K | $404,891 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 971.83K | -1.8% | $47.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 421.18K | +26.3% | $20.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 231.69K | New | $11.39M | 0.0% | New | 1 | SEC ↗ |
| 4 | Cwm, Llc | 30.77K | +162.9% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 24.14K | -30.2% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 18.33K | -25.6% | $901,152 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 7.99K | +0.9% | $392,990 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 1.53K | +979.6% | $75,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Fifth Third Bancorp | 1.21K | New | $59,385 | 0.0% | New | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 1.19K | -21.6% | $58,530 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 200 | -30.1% | $9,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 116 | +75.8% | $5,703 | 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
| Envestnet Asset Management Inc | $11.39M | 0.0% |
| Fifth Third Bancorp | $59,385 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 44 holders, 7.94M shares, $322.30M 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.