XNTK
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow -0.7% ·
net new positions -2.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | -1 | 1.32M | $516.26M | +4 | −5 |
| Q1 2026 | 49 | +6 | 1.29M | $328.33M | +7 | −1 |
| Q4 2025 | 43 | -1 | 1.17M | $324.06M | — | −1 |
| Q3 2025 | 6 | +1 | 178.14K | $48.50M | +1 | — |
| Q2 2025 | 2 | 0 | 6.41K | $1.52M | — | — |
| Q1 2025 | 1 | +1 | 1.86K | $356,575 | +1 | — |
| Q3 2024 | 1 | -1 | 3.74K | $739,339 | — | −1 |
| Q2 2024 | 2 | — | 5.62K | $1.10M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 254.25K | — | $70.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 193.41K | — | $53.74M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 193.41K | — | $53.74M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 193.41K | — | $53.74M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 158.33K | +5.3% | $44.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 158.33K | +5.3% | $44.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 158.33K | +5.3% | $44.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 158.33K | +5.3% | $44.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 79.49K | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 79.49K | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 79.49K | — | $22.09M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 75.06K | — | $20.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 75.06K | — | $20.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 68.49K | — | $19.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 52.49K | — | $14.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 52.49K | — | $14.65M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 50.23K | — | $13.96M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 50.23K | — | $13.96M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 42.07K | — | $11.69M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of Nova Scotia | 32.01K | — | $8.89M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 26.59K | — | $7.39M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 26.59K | — | $7.39M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 15.14K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 15.14K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 15.14K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 15.14K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 12.66K | — | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 10.00K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 8.70K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 8.70K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 8.70K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 8.56K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 7.54K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 6.13K | -44.3% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 5.84K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Captrust Financial Advisors | 5.65K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 5.19K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cetera Investment Advisers | 4.93K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Brown Advisory Inc | 4.24K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Truist Financial Corp | 4.23K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Truist Financial Corp | 4.23K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 3.91K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Us Bancorp \De\ | 3.91K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 3.91K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 3.39K | — | $941,640 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 3.29K | — | $914,789 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Corient Private Wealth LP | 3.10K | — | $861,042 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Corient Private Wealth LP | 3.10K | — | $861,042 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 2.61K | — | $725,561 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Creative Planning | 2.45K | — | $681,556 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 2.03K | +2.3% | $563,527 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Blair William & Co/Il | 1.96K | — | $544,535 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 1.80K | — | $515,741 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mariner, LLC | 1.65K | — | $458,780 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 1.62K | -5.4% | $449,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 1.62K | -5.4% | $449,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 1.62K | -5.4% | $449,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 1.54K | +0.1% | $426,828 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Quantinno Capital Management LP | 1.27K | — | $352,242 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Focus Partners Wealth | 1.17K | — | $326,279 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Kayne Anderson Rudnick Investment… | 1.06K | — | $293,643 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cwm, Llc | 875 | — | $243,000 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 659 | — | $183,123 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Assetmark, Inc | 200 | — | $55,576 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Allspring Global Investments… | 100 | — | $28,498 | 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
| Citadel Advisors | $3.14M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 196 holders, 3.96M shares, $890.56M 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.