Security record
XHE
name pending profile ingest
32Tracked holders
-1Δ holders
1.04MShares held
$88.41MReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -3.0% ·
share flow +28.9% ·
net new positions -3.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -1 | 1.04M | $88.41M | +3 | −4 |
| Q1 2026 | 34 | +5 | 809.08K | $63.10M | +7 | −2 |
| Q4 2025 | 29 | 0 | 920.06K | $81.18M | — | — |
| Q3 2025 | 5 | 0 | 132.34K | $10.42M | — | — |
| Q2 2025 | 2 | 0 | 23.84K | $1.94M | — | — |
| Q1 2025 | 1 | 0 | 7.36K | $604,992 | — | — |
| Q4 2024 | 1 | 0 | 6.72K | $595,141 | — | — |
| Q3 2024 | 1 | 0 | 11.77K | $1.07M | — | — |
| Q2 2024 | 1 | — | 30.72K | $2.59M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 327.80K | +221.4% | $28.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 327.80K | +221.4% | $28.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 327.80K | +221.4% | $28.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 224.94K | +12.2% | $18.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 224.94K | +12.2% | $18.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 224.94K | +12.2% | $18.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 130.22K | -0.6% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 50.00K | +100.0% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 45.01K | +63.8% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 45.01K | +63.8% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 40.76K | -53.4% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 40.76K | -53.4% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 40.53K | +12.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 40.53K | +12.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 40.53K | +12.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 39.40K | +5.2% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citigroup Inc | 25.58K | +2455.3% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 17.98K | -0.1% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 17.68K | -44.8% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 11.96K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 10.10K | -20.3% | $850,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 10.10K | -20.3% | $850,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 9.05K | +53.9% | $762,450 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Corient Private Wealth LP | 8.89K | -7.3% | $748,806 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 7.39K | +16.1% | $622,375 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 7.21K | -20.1% | $607,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 6.26K | -5.6% | $527,153 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 6.26K | -5.6% | $527,153 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 4.96K | +12.3% | $417,761 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 3.84K | -80.7% | $323,671 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 3.15K | -27.3% | $265,198 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 3.10K | New | $261,534 | 0.0% | New | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 1.75K | 0.0% | $147,403 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 1.69K | -21.6% | $141,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 1.69K | -21.6% | $141,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.19K | -77.7% | $100,304 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 809 | -22.4% | $69,786 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 563 | -31.6% | $47,441 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 428 | -13.2% | $36,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 208 | 0.0% | $17,520 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Fifth Third Bancorp | 113 | -2.6% | $9,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 105 | -60.7% | $8,844 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | ARK Investment Management ✦ | 21 | New | $1,805 | 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
| Citadel Advisors | $1.01M | 0.0% |
| D. E. Shaw & Co. | $261,534 | 0.0% |
| ARK Investment Management | $1,805 | 0.0% |
Exited
| Jane Street Group, Llc | $1.30M | was 0.0% |
| Hrt Financial Lp | $243,000 | was 0.0% |
| Simplex Trading, Llc | $16,586 | was 0.0% |
| Belvedere Trading LLC | $7,824 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 72 holders, 829.56K shares, $63.63M 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 ·
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