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Security record · archived quarter

XMPT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q2 2024
22Tracked holders
0Δ holders
3.51MShares held
$76.69MReported value
+0New positions
−0Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 0 2.82M $62.89M +2 −2
Q1 2026 22 0 2.84M $61.13M +3 −3
Q4 2025 22 0 3.51M $76.69M
Q3 2025 3 0 266.40K $5.83M
Q2 2025 2 -1 44.91K $942,667 −1
Q1 2025 1 +1 13.11K $283,483 +1
Q2 2024 1 22.10K $486,509
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 UBS Group AG 1.30M $28.38M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 488.51K $10.69M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 488.51K $10.69M 0.0% n/c 1 SEC ↗
4 Envestnet Asset Management Inc 362.63K $7.93M 0.0% n/c 1 SEC ↗
5 LPL Financial LLC 221.25K $4.84M 0.0% n/c 1 SEC ↗
6 Morgan Stanley 220.32K -0.5% $4.82M 0.0% ▼ Trim 2 SEC ↗
7 Morgan Stanley 220.32K -0.5% $4.82M 0.0% ▼ Trim 2 SEC ↗
8 Commonwealth Equity Services, Llc 157.30K $3.44M 0.0% n/c 1 SEC ↗
9 Royal Bank Of Canada 146.70K $3.21M 0.0% n/c 1 SEC ↗
10 Cetera Investment Advisers 141.27K $3.09M 0.0% n/c 1 SEC ↗
11 Baird Financial Group, Inc. 118.03K $2.58M 0.0% n/c 1 SEC ↗
12 Wealth Enhancement Advisory… 84.05K $1.84M 0.0% n/c 1 SEC ↗
13 Mariner, LLC 63.46K $1.39M 0.0% n/c 1 SEC ↗
14 HighTower Advisors, LLC 54.98K $1.20M 0.0% n/c 1 SEC ↗
15 Mml Investors Services, Llc 44.94K $983,363 0.0% n/c 1 SEC ↗
16 BlackRock (passive) 25.00K -44.3% $547,000 0.0% ▼ Trim 3 SEC ↗
17 Rockefeller Capital Management L.P. 19.57K $428,301 0.0% n/c 1 SEC ↗
18 Nuveen, LLC 18.75K $410,316 0.0% n/c 1 SEC ↗
19 Susquehanna International Group, Llp 12.41K $271,618 0.0% n/c 1 SEC ↗
20 Osaic Holdings, Inc. 12.19K $266,806 0.0% n/c 1 SEC ↗
21 Osaic Holdings, Inc. 12.19K $266,806 0.0% n/c 1 SEC ↗
22 Jane Street Group, Llc 9.46K $206,919 0.0% n/c 1 SEC ↗
23 Wells Fargo & Company/Mn 7.24K $158,297 0.0% n/c 1 SEC ↗
24 Wells Fargo & Company/Mn 7.24K $158,297 0.0% n/c 1 SEC ↗
25 Fidelity (FMR) 112 0.0% $2,457 0.0% Held 3 SEC ↗
26 Northwestern Mutual Wealth… 5 $109 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

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 55 holders, 4.11M shares, $88.06M 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