XHLF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.0% ·
share flow +10.6% ·
net new positions -8.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -2 | 4.41M | $221.92M | +2 | −4 |
| Q1 2026 | 26 | +2 | 4.02M | $202.47M | +3 | −1 |
| Q4 2025 | 24 | 0 | 3.05M | $153.38M | +1 | −1 |
| Q3 2025 | 4 | +1 | 418.06K | $21.08M | +1 | — |
| Q2 2025 | 1 | -1 | 631 | $31,765 | — | −1 |
| Q1 2025 | 1 | +1 | 22.94K | $1.16M | +1 | — |
| Q2 2024 | 1 | — | 7.03K | $353,267 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Montreal /Can/ | 1.25M | +29.4% | $63.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 885.37K | -6.4% | $44.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 885.37K | -6.4% | $44.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 702.43K | +11.6% | $35.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 702.43K | +11.6% | $35.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Focus Partners Wealth | 542.92K | +119.1% | $27.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 419.64K | -3.7% | $21.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 155.06K | -35.7% | $7.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Cetera Investment Advisers | 151.67K | -0.8% | $7.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 91.98K | -10.5% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 69.42K | +229.7% | $3.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 49.77K | +120.2% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cerity Partners LLC | 20.43K | -18.1% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 16.81K | -33.5% | $845,543 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 16.39K | +1.5% | $824,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 16.39K | +1.5% | $824,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Lido Advisors, LLC | 8.21K | -8.4% | $412,864 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 5.62K | -5.1% | $282,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 5.62K | -5.1% | $282,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 5.59K | -86.2% | $281,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 4.60K | -4.0% | $231,229 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 4.60K | -4.0% | $231,229 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 4.21K | 0.0% | $211,503 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 4.11K | New | $206,482 | 0.0% | New | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 4.01K | New | $201,630 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 921 | -13.7% | $46,326 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 220 | -84.2% | $11,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1 | -50.0% | $70 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Stifel Financial Corp | $206,482 | 0.0% |
| Commonwealth Equity Services… | $201,630 | 0.0% |
Exited
| Jane Street Group, Llc | $3.28M | was 0.0% |
| Wealth Enhancement Advisory… | $879,679 | was 0.0% |
| HighTower Advisors, LLC | $321,486 | was 0.0% |
| Wells Fargo & Company/Mn | $4,781 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 119 holders, 23.83M shares, $1.18B 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.