Security record · archived quarter
XMLV
name pending profile ingest
42Tracked holders
-1Δ holders
3.86MShares held
$240.51MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow -6.7% ·
net new positions -2.4%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +4 | 3.41M | $225.99M | +5 | −1 |
| Q1 2026 | 41 | -1 | 3.46M | $217.84M | +2 | −3 |
| Q4 2025 | 42 | -1 | 3.86M | $240.51M | — | −1 |
| Q3 2025 | 7 | 0 | 965.86K | $61.39M | — | — |
| Q2 2025 | 4 | +1 | 58.90K | $3.63M | +1 | — |
| Q1 2025 | 2 | 0 | 48.65K | $3.00M | — | — |
| Q4 2024 | 2 | -1 | 22.95K | $1.40M | — | −1 |
| Q3 2024 | 3 | +1 | 70.75K | $4.32M | +1 | — |
| Q2 2024 | 2 | — | 15.51K | $856,341 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 675.29K | — | $42.12M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 619.29K | +3.0% | $38.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 619.29K | +3.0% | $38.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 619.29K | +3.0% | $38.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 296.16K | — | $18.47M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 296.16K | — | $18.47M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 232.58K | — | $14.51M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 214.05K | — | $13.35M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 214.05K | — | $13.35M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 183.44K | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 183.44K | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 183.44K | — | $11.45M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 179.62K | — | $11.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 179.62K | — | $11.20M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 179.62K | — | $11.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 174.15K | — | $10.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 164.86K | — | $10.28M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 141.84K | — | $8.85M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 121.66K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 121.66K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 121.66K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 116.98K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 94.58K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 94.58K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 94.58K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 89.36K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 89.36K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 88.28K | — | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 81.09K | — | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 65.06K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 65.06K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 65.06K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 65.06K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 52.50K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 41.39K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 36.50K | +15.9% | $2.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | Mariner, LLC | 33.51K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mariner, LLC | 33.51K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 31.47K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Stifel Financial Corp | 31.47K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 23.14K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 23.14K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 11.23K | — | $709,511 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 10.88K | — | $678,857 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 8.85K | 0.0% | $552,142 | 0.0% | Held | 7 | SEC ↗ |
| 46 | Cwm, Llc | 8.77K | — | $547,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 8.52K | +12.4% | $531,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 8.25K | -12.4% | $514,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Daiwa Securities Group Inc. | 7.20K | — | $449,000 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Creative Planning | 6.87K | — | $428,631 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 5.87K | -98.0% | $366,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 5.87K | -98.0% | $366,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 5.87K | -98.0% | $366,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 5.87K | -98.0% | $366,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 4.91K | — | $306,201 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Fifth Third Bancorp | 4.49K | — | $280,156 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Cerity Partners LLC | 4.23K | — | $263,571 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 3.97K | — | $247,822 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 3.97K | — | $247,822 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Hrt Financial Lp | 3.42K | — | $213,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Us Bancorp \De\ | 1.39K | — | $86,381 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Blair William & Co/Il | 220 | — | $13,721 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Qube Research & Technologies Ltd | 102 | — | $6,362 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Assetmark, Inc | 47 | — | $2,931 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Russell Investments Group, Ltd. | 5 | — | $312 | 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
| Citadel Advisors | $899,438 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 185 holders, 6.00M shares, $345.86M 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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