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Security record · archived quarter

XHS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
28Tracked holders
+3Δ holders
421.86KShares held
$42.23MReported value
+4New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +12.0% · share flow +7.9% · net new positions +10.7% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 25 -2 523.40K $69.08M +2 −4
Q1 2026 28 +3 421.86K $42.23M +4 −1
Q4 2025 25 +1 391.13K $41.80M +1 n/a
Q3 2025 3 -1 78.33K $7.96M n/a −1
Q2 2025 2 0 5.17K $514,983 n/a n/a
Q1 2025 1 -1 5.12K $502,171 n/a −1
Q4 2024 2 0 14.13K $1.27M n/a n/a
Q3 2024 2 +1 6.18K $598,551 +2 −1
Q2 2024 1 n/a 3.80K $341,817 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group ✦ 216.76K +87.6% $21.70M 0.0% ▲ Add 3 SEC ↗
2 Morgan Stanley ✦ 32.05K -47.2% $3.21M 0.0% ▼ Trim 3 SEC ↗
3 LPL Financial LLC 29.91K -40.6% $2.99M 0.0% ▼ Trim 2 SEC ↗
4 Citigroup Inc 29.72K -50.2% $2.98M 0.0% ▼ Trim 2 SEC ↗
5 Raymond James Financial Inc 22.79K +1.3% $2.28M 0.0% ▲ Add 2 SEC ↗ ×2
6 Susquehanna International Group, Llp 12.69K +243.5% $1.27M 0.0% ▲ Add 2 SEC ↗ ×2
7 Stifel Financial Corp 12.13K -7.3% $1.22M 0.0% ▼ Trim 2 SEC ↗
8 Hrt Financial Lp 10.73K New $1.07M 0.0% New 1 SEC ↗
9 Two Sigma Investments ✦ 10.60K New $1.06M 0.0% New 1 SEC ↗
10 Bank Of America Corp /De/ 9.63K -63.4% $964,152 0.0% ▼ Trim 2 SEC ↗
11 Wells Fargo & Company/Mn 7.73K +3.3% $774,005 0.0% ▲ Add 2 SEC ↗ ×3
12 UBS Group AG 6.53K +24.5% $653,348 0.0% ▲ Add 2 SEC ↗ ×2
13 Jane Street Group, Llc 3.18K New $318,614 0.0% New 1 SEC ↗
14 Commonwealth Equity Services, Llc 2.69K -13.3% $269,660 0.0% ▼ Trim 2 SEC ↗
15 Citadel Advisors ✦ 2.28K -72.1% $228,096 0.0% ▼ Trim 2 SEC ↗
16 Ameriprise Financial Inc 2.12K -49.0% $212,595 0.0% ▼ Trim 2 SEC ↗
17 Royal Bank Of Canada 2.03K +4.3% $203,000 0.0% ▲ Add 2 SEC ↗ ×2
18 JPMorgan Chase ✦ 2.00K New $196,577 0.0% New 1 SEC ↗
19 Osaic Holdings, Inc. 1.49K -37.5% $149,589 0.0% ▼ Trim 2 SEC ↗ ×2
20 Fidelity (FMR) ✦ 1.38K +1.3% $138,254 0.0% ▲ Add 4 SEC ↗
21 Pnc Financial Services Group, Inc. 785 0.0% $78,553 0.0% Held 2 SEC ↗ ×2
22 Bank Of Montreal /Can/ 690 0.0% $69,090 0.0% Held 2 SEC ↗
23 Qube Research & Technologies Ltd 564 -5.2% $56,473 0.0% ▼ Trim 2 SEC ↗
24 National Bank Of Canada /Fi/ 475 0.0% $47,581 0.0% Held 2 SEC ↗
25 Cwm, Llc 389 0.0% $38,951 0.0% Held 2 SEC ↗
26 Jones Financial Companies Lllp 222 0.0% $21,884 0.0% Held 2 SEC ↗
27 UBS AM, a distinct business unit of… 208 +1980.0% $20,827 0.0% ▲ Add 2 SEC ↗
28 Blair William & Co/Il 75 0.0% $7,510 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

Hrt Financial Lp $1.07M 0.0%
Two Sigma Investments $1.06M 0.0%
Jane Street Group, Llc $318,614 0.0%
JPMorgan Chase $196,577 0.0%

Exited

Envestnet Asset Management Inc $226,116 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 61 holders, 501.11K shares, $48.79M 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: Q1 2026 · Methodology · Get this via the API