Security record · archived quarter
XMLV
name pending profile ingest
41Tracked holders
-1Δ holders
3.46MShares held
$217.84MReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow -10.2% ·
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 Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.73K | $490,479 | n/a | n/a |
| Q2 2026 | 43 | +4 | 3.36M | $223.23M | +5 | −2 |
| Q1 2026 | 41 | -1 | 3.46M | $217.84M | +2 | −3 |
| Q4 2025 | 42 | -1 | 3.86M | $240.51M | n/a | −1 |
| Q3 2025 | 7 | 0 | 965.86K | $61.39M | n/a | n/a |
| Q2 2025 | 4 | +1 | 58.90K | $3.63M | +1 | n/a |
| Q1 2025 | 2 | 0 | 48.65K | $3.00M | n/a | n/a |
| Q4 2024 | 2 | -1 | 22.95K | $1.40M | n/a | −1 |
| Q3 2024 | 3 | +1 | 70.75K | $4.32M | +1 | n/a |
| Q2 2024 | 2 | n/a | 15.51K | $856,341 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 632.60K | +2.1% | $39.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 459.70K | -31.9% | $28.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 290.08K | -2.0% | $18.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 253.94K | +9.2% | $15.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 204.45K | -4.5% | $12.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 183.78K | +0.2% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 182.04K | +1.4% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 171.97K | -1.2% | $10.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 155.82K | +9.8% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 119.23K | -2.0% | $7.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Mercer Global Advisors Inc /Adv | 109.19K | -6.7% | $6.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 105.07K | +19.0% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 85.85K | -3.9% | $5.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Northwestern Mutual Wealth… | 75.19K | -7.3% | $4.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 67.70K | -28.4% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Osaic Holdings, Inc. | 62.64K | -3.7% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | HighTower Advisors, LLC | 41.47K | +0.2% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 40.02K | -23.8% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 36.50K | 0.0% | $2.30M | 0.0% | Held | 7 | SEC ↗ |
| 20 | Mariner, LLC | 33.97K | +1.4% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 29.48K | -6.3% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 14.30K | -91.3% | $900,534 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 11.90K | +44.2% | $749,091 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Daiwa Securities Group Inc. | 11.10K | +54.2% | $698,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citigroup Inc | 11.10K | +1.9% | $698,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 9.87K | -57.3% | $621,514 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Cwm, Llc | 9.25K | +5.5% | $582,227 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 8.85K | 0.0% | $557,473 | 0.0% | Held | 8 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 8.42K | -1.2% | $529,958 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 7.58K | -32.5% | $482,651 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Creative Planning | 5.88K | -14.4% | $370,494 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 5.63K | +25.4% | $354,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 4.96K | -15.5% | $309,788 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 34 | Rockefeller Capital Management L.P. | 4.91K | +0.1% | $309,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 4.13K | -2.3% | $260,063 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 1.43K | New | $89,858 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.39K | 0.0% | $87,213 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Blair William & Co/Il | 205 | -6.8% | $12,909 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 41 | -12.8% | $2,582 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 6 | New | $378 | 0.0% | New | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 5 | 0.0% | $315 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $89,858 | 0.0% |
| UBS AM, a distinct business… | $378 | 0.0% |
Exited
| Bank of New York Mellon Corp | $247,822 | was 0.0% |
| Hrt Financial Lp | $213,000 | was 0.0% |
| Qube Research & Technologies… | $6,362 | 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: Q1 2026 ·
Methodology ·
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