Security record · archived quarter
XIDV
name pending profile ingest
8Tracked holders
0Δ holders
1.56MShares held
$56.59MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Franklin Resources Inc | 700.00K | -17.6% | $25.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Assetmark, Inc | 414.08K | -2.4% | $15.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 196.95K | +304.2% | $7.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 104.88K | -4.6% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 86.43K | -4.9% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 56.80K | -9.2% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 324 | New | $11,756 | 0.0% | New | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 216 | 0.0% | $8,000 | 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
| Morgan Stanley | $11,756 | 0.0% |
Exited
| Wells Fargo & Company/Mn | $7,798 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 12 holders, 1.58M shares, $57.26M 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 ·
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