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Security record · archived quarter

XOS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
7Tracked holders
+2Δ holders
337.55KShares held
$911,392Reported value
+2New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 20 +4 573.39K $1.73M +6 −2
Q1 2026 16 +1 397.89K $648,650 +2 −1
Q4 2025 15 -2 337.59K $610,534 −2
Q3 2025 7 +2 337.55K $911,392 +2
Q2 2025 4 0 194.55K $587,561
Q1 2025 1 0 43.13K $129,833
Q4 2024 1 0 38.70K $125,400
Q3 2024 1 0 40.44K $184,017
Q2 2024 1 35.93K $248,303
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 137.42K -1.2% $371,023 0.0% ▼ Trim 2 SEC ↗
2 The Vanguard Group (passive) 137.42K -1.2% $371,023 0.0% ▼ Trim 2 SEC ↗
3 The Vanguard Group (passive) 137.42K -1.2% $371,023 0.0% ▼ Trim 2 SEC ↗
4 Two Sigma Investments 122.75K New $331,412 0.0% New 1 SEC ↗
5 Geode Capital Management (passive) 54.79K +26.3% $147,944 0.0% ▲ Add 6 SEC ↗
6 Geode Capital Management (passive) 54.79K +26.3% $147,944 0.0% ▲ Add 6 SEC ↗
7 BlackRock (passive) 11.92K -0.1% $32,173 0.0% ▼ Trim 2 SEC ↗
8 BlackRock (passive) 11.92K -0.1% $32,173 0.0% ▼ Trim 2 SEC ↗
9 BlackRock (passive) 11.92K -0.1% $32,173 0.0% ▼ Trim 2 SEC ↗
10 Citadel Advisors 10.03K New $27,068 0.0% New 1 SEC ↗
11 Morgan Stanley 641 $1,731 0.0% n/c 1 SEC ↗
12 Morgan Stanley 641 $1,731 0.0% n/c 1 SEC ↗
13 Fidelity (FMR) 15 -80.5% $41 0.0% ▼ Trim 2 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 $331,412 0.0%
Citadel Advisors $27,068 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 447.08K shares, $728,842 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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 20 OSTERMANN DIETMAR

Director · 10.00K sh · $34,913

Aug 18 Bernstein Stuart N.

Director · 30.00K sh · $125,835

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jun 22 SC 13D/A — Emerald Green Trust

8.5% of class · View original SEC filing ↗

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: Q3 2025 · Methodology · Get this via the API