XJR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.2% ·
share flow +27.4% ·
net new positions +4.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 129.43K | New | $6.83M | 0.0% | New | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 77.49K | -16.2% | $4.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 75.07K | +25.2% | $3.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Franklin Resources Inc | 55.78K | 0.0% | $2.94M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Brown Advisory Inc | 42.46K | +37.1% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 29.14K | +0.3% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Creative Planning | 25.65K | +2.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 17.94K | New | $946,263 | 0.0% | New | 1 | SEC ↗ |
| 9 | Quantinno Capital Management LP | 15.83K | 0.0% | $835,075 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 12.75K | -12.9% | $672,511 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Lido Advisors, LLC | 11.66K | +10.2% | $615,141 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 11.44K | New | $603,625 | 0.0% | New | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 11.38K | -0.1% | $600,249 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Cetera Investment Advisers | 10.47K | +5.4% | $552,046 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 8.15K | +10.6% | $429,999 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 7.50K | +29.2% | $395,305 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 6.82K | +30.5% | $359,607 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 5.39K | +2.6% | $284,391 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 3.83K | 0.0% | $201,859 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 20 | Blair William & Co/Il | 2.75K | 0.0% | $145,210 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.34K | -0.2% | $70,773 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Royal Bank Of Canada | 86 | 0.0% | $5,000 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 8 | New | $422 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 2 | -99.7% | $105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1 | -99.7% | $103 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bank Of America Corp /De/ | $6.83M | 0.0% |
| Susquehanna International… | $946,263 | 0.0% |
| Jane Street Group, Llc | $603,625 | 0.0% |
| Assetmark, Inc | $422 | 0.0% |
Exited
| Citadel Advisors | $1.29M | was 0.0% |
| Cerity Partners LLC | $512,132 | was 0.0% |
| Mariner, LLC | $500,093 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.