XIMR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow 0.0% ·
net new positions -12.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 526.60K | n/a | $16.42M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 20.12K | n/a | $627,668 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 16.47K | n/a | $513,596 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 10.35K | n/a | $322,754 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 7.58K | n/a | $236,410 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Barclays Plc | 6.45K | n/a | $201,238 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 2.11K | n/a | $65,780 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 83 | n/a | $2,589 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Morgan Stanley | $6,152 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 806.88K shares, $24.94M 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.