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Security record · archived quarter

XMAR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
14Tracked holders
-1Δ holders
1.18MShares held
$47.03MReported value
+0New positions
−1Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.7% · share flow 0.0% · net new positions -7.1%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 15 -2 1.16M $49.46M +3 −5
Q1 2026 17 +3 1.01M $40.91M +4 −1
Q4 2025 14 -1 1.18M $47.03M −1
Q3 2025 2 511 $20,111
Q1 2025 1 0 6.19K $227,452
Q4 2024 1 0 18.73K $678,098
Q3 2024 1 0 13.67K $485,148
Q2 2024 1 11.70K $404,579
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Cetera Investment Advisers 351.40K $14.03M 0.0% n/c 1 SEC ↗
2 Osaic Holdings, Inc. 237.90K $9.50M 0.0% n/c 1 SEC ↗
3 Osaic Holdings, Inc. 237.90K $9.50M 0.0% n/c 1 SEC ↗
4 Osaic Holdings, Inc. 237.90K $9.50M 0.0% n/c 1 SEC ↗
5 Envestnet Asset Management Inc 214.24K $8.55M 0.0% n/c 1 SEC ↗
6 Commonwealth Equity Services, Llc 158.73K $6.34M 0.0% n/c 1 SEC ↗
7 LPL Financial LLC 63.82K $2.55M 0.0% n/c 1 SEC ↗
8 First Trust Advisors Lp 63.61K $2.54M 0.0% n/c 1 SEC ↗
9 Mml Investors Services, Llc 37.41K $1.49M 0.0% n/c 1 SEC ↗
10 Susquehanna International Group, Llp 29.75K $1.19M 0.0% n/c 1 SEC ↗
11 Susquehanna International Group, Llp 29.75K $1.19M 0.0% n/c 1 SEC ↗
12 Mariner, LLC 13.32K $531,748 0.0% n/c 1 SEC ↗
13 Barclays Plc 5.01K $199,930 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 1.25K $50,000 0.0% n/c 1 SEC ↗
15 UBS Group AG 842 $33,621 0.0% n/c 1 SEC ↗
16 Morgan Stanley 511 0.0% $20,404 0.0% Held 2 SEC ↗
17 Wells Fargo & Company/Mn 152 $6,069 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

JPMorgan Chase $68 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 2.51M shares, $101.10M 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 · Get this via the API