Security record · archived quarter
XJR
name pending profile ingest
22Tracked holders
0Δ holders
313.74KShares held
$13.36MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 92.15K | — | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Franklin Resources Inc | 55.78K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 54.18K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 16.38K | — | $697,588 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cerity Partners LLC | 13.50K | — | $574,830 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 11.38K | 0.0% | $484,560 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Mariner, LLC | 11.36K | — | $483,858 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 10.64K | — | $452,923 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 9.63K | — | $409,833 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 7.37K | — | $313,717 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Creative Planning | 6.90K | — | $293,717 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 6.36K | — | $270,844 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 4.86K | — | $207,080 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Brown Advisory Inc | 4.83K | — | $205,534 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 3.83K | — | $162,953 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Blair William & Co/Il | 2.42K | — | $102,958 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 1.13K | — | $48,115 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Cwm, Llc | 492 | — | $21,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 294 | 0.0% | $12,539 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 86 | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 85 | — | $3,619 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 75 | -20.2% | $3,176 | 0.0% | ▼ Trim | 3 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 95 holders, 1.14M shares, $49.40M 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: Q4 2025 ·
Methodology ·
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