Security record · archived quarter
XMPT
name pending profile ingest
22Tracked holders
0Δ holders
2.82MShares held
$62.89MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% — formula
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 | 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 999.34K | -1.4% | $22.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 504.23K | +3.0% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 504.23K | +3.0% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 286.35K | +14.2% | $6.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 249.94K | -6.4% | $5.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 249.94K | -6.4% | $5.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Royal Bank Of Canada | 158.79K | +5.0% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 146.33K | -7.2% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Mariner, LLC | 83.17K | +6.2% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 75.39K | -34.9% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 53.78K | +8.1% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 51.86K | -0.6% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 36.39K | +242.4% | $812,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 36.39K | +242.4% | $812,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 30.03K | -18.7% | $670,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 29.28K | +40.7% | $654,064 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 29.28K | +40.7% | $654,064 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 23.43K | +1.6% | $517,247 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 18.83K | -24.7% | $420,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Nuveen, LLC | 18.75K | 0.0% | $418,942 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 18.52K | -1.9% | $413,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 11.41K | New | $254,810 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 10.50K | -46.1% | $234,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 9.05K | New | $202,266 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 111 | -0.9% | $2,474 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 0 | -100.0% | $0 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $254,810 | 0.0% |
| Jane Street Group, Llc | $202,266 | 0.0% |
Exited
| Susquehanna International… | $603,204 | was 0.0% |
| Assetmark, Inc | $188,598 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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