XMVM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow -1.0% ·
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 Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +3 | 2.77M | $196.53M | +5 | −2 |
| Q1 2026 | 22 | 0 | 2.51M | $163.32M | +2 | −2 |
| Q4 2025 | 22 | +2 | 2.37M | $151.97M | +2 | — |
| Q3 2025 | 2 | 0 | 208.62K | $12.86M | — | — |
| Q2 2025 | 1 | -1 | 628 | $34,954 | — | −1 |
| Q1 2025 | 1 | +1 | 9.69K | $511,144 | +1 | — |
| Q3 2024 | 1 | 0 | 4.90K | $271,606 | +1 | −1 |
| Q2 2024 | 1 | — | 18.22K | $940,904 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 562.75K | — | $36.11M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 559.97K | — | $35.93M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 559.97K | — | $35.93M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 179.32K | — | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 179.32K | — | $11.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 177.80K | -14.5% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 177.80K | -14.5% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 177.80K | -14.5% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 148.67K | — | $9.54M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 148.28K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 148.28K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 79.30K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 79.30K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 79.30K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 76.29K | — | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 76.29K | — | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 76.29K | — | $4.90M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 68.59K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 67.15K | — | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 64.76K | — | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 64.73K | — | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 58.37K | — | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citigroup Inc | 39.18K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 25.98K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 25.98K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 19.57K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 16.44K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 5.70K | New | $365,712 | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 3.15K | — | $201,912 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 2.02K | — | $129,798 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 634 | +1.0% | $40,655 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 53 | New | $3,400 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $365,712 | 0.0% |
| JPMorgan Chase | $3,400 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 4.29M shares, $271.52M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.