Security record · archived quarter
XHS
name pending profile ingest
25Tracked holders
-2Δ holders
523.40KShares held
$69.08MReported value
+2New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -7.4% ·
share flow +24.2% ·
net new positions -8.0%
— 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 | 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 | — |
| Q3 2025 | 3 | -1 | 78.33K | $7.96M | — | −1 |
| Q2 2025 | 2 | 0 | 5.17K | $514,983 | — | — |
| Q1 2025 | 1 | -1 | 5.12K | $502,171 | — | −1 |
| Q4 2024 | 2 | 0 | 14.13K | $1.27M | — | — |
| Q3 2024 | 2 | +1 | 6.18K | $598,551 | +2 | −1 |
| Q2 2024 | 1 | — | 3.80K | $341,817 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 260.00K | +19.9% | $34.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 53.78K | +79.8% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 50.54K | +2427.2% | $6.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 30.72K | -4.2% | $4.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Citigroup Inc | 30.05K | +1.1% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 23.21K | +1.9% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 23.21K | +1.9% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 16.62K | +115.0% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 16.62K | +115.0% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 16.62K | +115.0% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 14.94K | +17.8% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 12.74K | +32.3% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 10.82K | -10.8% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 5.27K | -19.3% | $695,771 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 2.69K | 0.0% | $355,800 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.47K | +21.5% | $326,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.47K | +21.5% | $326,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 2.27K | +6.6% | $299,169 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.63K | +9.2% | $215,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.63K | +9.2% | $215,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 1.61K | New | $212,417 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.50K | +8.4% | $197,733 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 785 | 0.0% | $103,634 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 785 | 0.0% | $103,634 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 690 | 0.0% | $91,149 | 0.0% | Held | 3 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 360 | -24.2% | $47,495 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 315 | -44.1% | $41,612 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 233 | +5.0% | $30,484 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Blair William & Co/Il | 75 | 0.0% | $9,908 | 0.0% | Held | 3 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 52 | -75.0% | $6,869 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 30 | New | $3,963 | 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
| Envestnet Asset Management Inc | $212,417 | 0.0% |
| Northwestern Mutual Wealth… | $3,963 | 0.0% |
Exited
| Hrt Financial Lp | $1.07M | was 0.0% |
| Two Sigma Investments | $1.06M | was 0.0% |
| Jane Street Group, Llc | $318,614 | was 0.0% |
| Citadel Advisors | $228,096 | 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: Q2 2026 ·
Methodology ·
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