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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
20Tracked holders
+4Δ holders
573.39KShares held
$1.73MReported value
+6New positions
−2Exits
Strongly Rising 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +25.0% · 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 Q2 2026

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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 223.04K +50.0% $673,578 0.0% ▲ Add 2 SEC ↗
2 Geode Capital Management (passive) 86.80K -10.9% $262,161 0.0% ▼ Trim 9 SEC ↗
3 Geode Capital Management (passive) 86.80K -10.9% $262,161 0.0% ▼ Trim 9 SEC ↗
4 Jane Street Group, Llc 79.98K New $241,536 0.0% New 1 SEC ↗
5 Jane Street Group, Llc 79.98K New $241,536 0.0% New 1 SEC ↗
6 State Street Global Advisors (passive) 77.45K New $233,908 0.0% New 1 SEC ↗
7 Morgan Stanley 30.35K +61832.7% $91,648 0.0% ▲ Add 4 SEC ↗
8 Morgan Stanley 30.35K +61832.7% $91,648 0.0% ▲ Add 4 SEC ↗
9 Morgan Stanley 30.35K +61832.7% $91,648 0.0% ▲ Add 4 SEC ↗
10 Northern Trust Corp 20.53K New $61,992 0.0% New 1 SEC ↗
11 UBS Group AG 17.16K +571966.7% $51,830 0.0% ▲ Add 3 SEC ↗
12 UBS Group AG 17.16K +571966.7% $51,830 0.0% ▲ Add 3 SEC ↗
13 Royal Bank Of Canada 14.53K -1.0% $44,000 0.0% ▼ Trim 3 SEC ↗
14 Renaissance Technologies 10.60K New $32,012 0.0% New 1 SEC ↗
15 Osaic Holdings, Inc. 8.92K +9.1% $26,940 0.0% ▲ Add 3 SEC ↗
16 BlackRock (passive) 3.85K -79.3% $11,621 0.0% ▼ Trim 5 SEC ↗
17 BlackRock (passive) 3.85K -79.3% $11,621 0.0% ▼ Trim 5 SEC ↗
18 Bnp Paribas Financial Markets 83 0.0% $251 0.0% Held 3 SEC ↗
19 Assetmark, Inc 50 New $151 0.0% New 1 SEC ↗
20 Group One Trading Llc 24 0.0% $72 0.0% Held 3 SEC ↗
21 Us Bancorp \De\ 14 0.0% $42 0.0% Held 2 SEC ↗
22 Jones Financial Companies Lllp 9 +50.0% $26 0.0% ▲ Add 3 SEC ↗
23 TD Waterhouse Canada Inc. 7 -41.7% $20 0.0% ▼ Trim 3 SEC ↗
24 Russell Investments Group, Ltd. 1 New $3 0.0% New 1 SEC ↗
25 Fidelity (FMR) 1 -99.3% $3 0.0% ▼ Trim 2 SEC ↗
26 Wells Fargo & Company/Mn 1 0.0% $2 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Jane Street Group, Llc $241,536 0.0%
Jane Street Group, Llc $241,536 0.0%
State Street Global Advisors $233,908 0.0%
Northern Trust Corp $61,992 0.0%
Renaissance Technologies $32,012 0.0%
Assetmark, Inc $151 0.0%
Russell Investments Group… $3 0.0%

Exited

Two Sigma Investments $179,364 was 0.0%
Citigroup Inc $2 was 0.0%

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: Q2 2026 · Methodology · Get this via the API