Security record
XONE
name pending profile ingest
21Tracked holders
0Δ holders
3.92MShares held
$193.48MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.6% · 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 | 21 | 0 | 3.92M | $193.48M | +2 | −2 |
| Q1 2026 | 22 | 0 | 3.69M | $182.83M | +2 | −2 |
| Q4 2025 | 22 | 0 | 3.59M | $178.15M | — | — |
| Q3 2025 | 3 | +1 | 434.14K | $21.56M | +1 | — |
| Q1 2025 | 1 | +1 | 11.66K | $579,636 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.13M | +6.4% | $105.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.13M | +6.4% | $105.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Focus Partners Wealth | 809.75K | -0.7% | $39.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 224.93K | +0.9% | $11.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 201.21K | +215.0% | $9.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 121.76K | -33.6% | $6.01M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 121.76K | -33.6% | $6.01M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 105.03K | +16.9% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 85.81K | +2.9% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Lido Advisors, LLC | 67.92K | -1.1% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 35.21K | +12.6% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 24.64K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 22.27K | +28.2% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 19.12K | +31.7% | $944,224 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 18.03K | -14.0% | $890,010 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 16.12K | +38.2% | $795,993 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Raymond James Financial Inc | 15.29K | -24.6% | $755,015 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 15.29K | -24.6% | $755,015 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 10.62K | New | $524,161 | 0.0% | New | 1 | SEC ↗ |
| 20 | LPL Financial LLC | 6.53K | -11.7% | $322,189 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 3.14K | +2077.8% | $154,824 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.21K | +2.0% | $59,884 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 211 | +2010.0% | $10,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 211 | +2010.0% | $10,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 39 | -74.2% | $1,925 | 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
| Wealth Enhancement Advisory… | $1.21M | 0.0% |
| Stifel Financial Corp | $524,161 | 0.0% |
Exited
| Jane Street Group, Llc | $649,059 | was 0.0% |
| Hrt Financial Lp | $492,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 95 holders, 9.36M shares, $451.03M 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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