Security record
XMLV
name pending profile ingest
44Tracked holders
+4Δ holders
3.41MShares held
$225.99MReported value
+5New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -1.4% ·
net new positions +9.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 636.37K | +0.6% | $42.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 636.37K | +0.6% | $42.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 636.37K | +0.6% | $42.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 461.22K | +0.3% | $30.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 289.74K | -0.1% | $19.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 289.74K | -0.1% | $19.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 225.62K | -11.2% | $14.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 200.86K | -1.8% | $13.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 200.86K | -1.8% | $13.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 181.34K | -0.4% | $12.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 181.34K | -0.4% | $12.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 181.34K | -0.4% | $12.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 173.96K | -5.3% | $11.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 173.96K | -5.3% | $11.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 173.96K | -5.3% | $11.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 163.37K | +4.8% | $10.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 160.36K | -6.8% | $10.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 112.98K | +7.5% | $7.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 107.60K | -1.5% | $7.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 103.18K | -13.5% | $6.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 103.18K | -13.5% | $6.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 103.18K | -13.5% | $6.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 81.63K | -4.9% | $5.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 81.63K | -4.9% | $5.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 79.33K | +5.5% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 73.85K | +9.1% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 73.85K | +9.1% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 73.85K | +9.1% | $4.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 62.45K | -0.3% | $4.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 62.45K | -0.3% | $4.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 62.45K | -0.3% | $4.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 62.45K | -0.3% | $4.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 42.75K | +6.8% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 41.62K | +0.4% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 36.50K | 0.0% | $2.42M | 0.0% | Held | 8 | SEC ↗ |
| 36 | Stifel Financial Corp | 31.27K | +6.1% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mariner, LLC | 15.02K | -55.8% | $996,548 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Daiwa Securities Group Inc. | 11.50K | +3.6% | $762,795 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 11.12K | +32.1% | $737,356 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Citigroup Inc | 10.62K | -4.2% | $704,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 9.40K | -34.3% | $623,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 9.16K | -7.1% | $607,914 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 8.85K | 0.0% | $587,219 | 0.0% | Held | 9 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 8.36K | New | $554,718 | 0.0% | New | 1 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 7.65K | +1.0% | $513,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 7.45K | -37.4% | $493,893 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Cerity Partners LLC | 7.20K | +74.4% | $477,734 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Creative Planning | 6.53K | +11.0% | $433,084 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Hrt Financial Lp | 6.38K | New | $423,000 | 0.0% | New | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 5.60K | -0.6% | $371,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 4.96K | 0.0% | $330,946 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 4.96K | 0.0% | $330,946 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 4.96K | 0.0% | $330,946 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 4.91K | 0.0% | $325,915 | 0.0% | Held | 3 | SEC ↗ |
| 55 | BlackRock ✦ (passive) | 2.23K | +56.1% | $147,717 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Us Bancorp \De\ | 1.39K | 0.0% | $91,867 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 356 | New | $23,613 | 0.0% | New | 1 | SEC ↗ |
| 58 | Allspring Global Investments… | 338 | New | $22,601 | 0.0% | New | 1 | SEC ↗ |
| 59 | Blair William & Co/Il | 175 | -14.6% | $11,608 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 167 | New | $11,077 | 0.0% | New | 1 | SEC ↗ |
| 61 | Assetmark, Inc | 34 | -17.1% | $2,255 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 6 | 0.0% | $398 | 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
| Citadel Advisors | $554,718 | 0.0% |
| Hrt Financial Lp | $423,000 | 0.0% |
| Bank Of Montreal /Can/ | $23,613 | 0.0% |
| Allspring Global Investments… | $22,601 | 0.0% |
| Qube Research & Technologies… | $11,077 | 0.0% |
Exited
| Russell Investments Group… | $315 | 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: Q2 2026 ·
Methodology ·
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