XLO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | +3 | 512.94K | $4.91M | +6 | −3 |
| Q1 2026 | 10 | -8 | 326.36K | $2.74M | +3 | −11 |
| Q4 2025 | 18 | +2 | 8.17M | $5.23M | +2 | — |
| Q3 2025 | 8 | 0 | 3.52M | $2.96M | — | — |
| Q2 2025 | 7 | -1 | 2.32M | $1.58M | — | −1 |
| Q1 2025 | 5 | 0 | 735.28K | $532,671 | +1 | −1 |
| Q4 2024 | 5 | 0 | 749.57K | $715,879 | +1 | −1 |
| Q3 2024 | 4 | +1 | 635.54K | $500,638 | +1 | — |
| Q2 2024 | 3 | — | 490.06K | $464,366 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 178.52K | +44.4% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Adage Capital Partners ✦ | 111.54K | New | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 64.15K | +29.4% | $614,586 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 56.95K | -0.9% | $545,619 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 39.05K | +5.0% | $374,174 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 39.05K | +5.0% | $374,174 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 25.95K | New | $248,601 | 0.0% | New | 1 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 14.54K | New | $139,332 | 0.0% | New | 1 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passive) | 13.31K | 0.0% | $127,519 | 0.0% | Held | 7 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 8.76K | New | $83,892 | 0.0% | New | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 8.76K | New | $83,892 | 0.0% | New | 1 | SEC ↗ |
| 12 | Barclays Plc | 115 | New | $1,102 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 29 | New | $262 | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 14 | -99.7% | $134 | 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
| Adage Capital Partners | $1.07M | 0.0% |
| Citadel Advisors | $248,601 | 0.0% |
| Two Sigma Investments | $139,332 | 0.0% |
| BlackRock | $83,892 | 0.0% |
| BlackRock | $83,892 | 0.0% |
| Barclays Plc | $1,102 | 0.0% |
| Jones Financial Companies Lllp | $262 | 0.0% |
Exited
| Fidelity (FMR) | $307,453 | was 0.0% |
| JPMorgan Chase | $1,976 | was 0.0% |
| Royal Bank Of Canada | $1,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 650.39K shares, $5.47M 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.