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Security record · archived quarter

XPH

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
33Tracked holders
+1Δ holders
1.89MShares held
$105.59MReported value
+1New positions
−0Exits
Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.1% · share flow -21.5% · net new positions +3.0%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 40 +7 2.68M $177.92M +8 −1
Q1 2026 34 +1 3.26M $176.28M +2 −1
Q4 2025 33 +1 1.89M $105.59M +1
Q3 2025 5 0 784.51K $37.61M
Q2 2025 2 -1 35.55K $1.44M −1
Q1 2025 2 0 11.87K $519,775
Q4 2024 2 0 52.25K $2.25M
Q3 2024 2 0 30.56K $1.36M +1 −1
Q2 2024 2 7.29K $289,956
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 356.14K $19.95M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 356.14K $19.95M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 356.14K $19.95M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 356.14K $19.95M 0.0% n/c 1 SEC ↗
5 Envestnet Asset Management Inc 246.91K $13.83M 0.0% n/c 1 SEC ↗
6 LPL Financial LLC 207.65K $11.63M 0.0% n/c 1 SEC ↗
7 Wells Fargo & Company/Mn 207.23K $11.61M 0.0% n/c 1 SEC ↗
8 Wells Fargo & Company/Mn 207.23K $11.61M 0.0% n/c 1 SEC ↗
9 Wells Fargo & Company/Mn 207.23K $11.61M 0.0% n/c 1 SEC ↗
10 Wells Fargo & Company/Mn 207.23K $11.61M 0.0% n/c 1 SEC ↗
11 Citigroup Inc 155.47K $8.71M 0.0% n/c 1 SEC ↗
12 Morgan Stanley 141.23K -74.2% $7.91M 0.0% ▼ Trim 2 SEC ↗
13 Morgan Stanley 141.23K -74.2% $7.91M 0.0% ▼ Trim 2 SEC ↗
14 Morgan Stanley 141.23K -74.2% $7.91M 0.0% ▼ Trim 2 SEC ↗
15 Morgan Stanley 141.23K -74.2% $7.91M 0.0% ▼ Trim 2 SEC ↗
16 Bnp Paribas Financial Markets 89.50K $5.01M 0.0% n/c 1 SEC ↗
17 Cetera Investment Advisers 80.98K $4.54M 0.0% n/c 1 SEC ↗
18 Citadel Advisors 70.86K +1135.0% $3.97M 0.0% ▲ Add 7 SEC ↗
19 UBS Group AG 47.96K $2.69M 0.0% n/c 1 SEC ↗
20 UBS Group AG 47.96K $2.69M 0.0% n/c 1 SEC ↗
21 UBS Group AG 47.96K $2.69M 0.0% n/c 1 SEC ↗
22 Mml Investors Services, Llc 32.68K $1.83M 0.0% n/c 1 SEC ↗
23 Goldman Sachs Group 30.60K -72.5% $1.71M 0.0% ▼ Trim 2 SEC ↗
24 Baird Financial Group, Inc. 29.34K $1.64M 0.0% n/c 1 SEC ↗
25 Royal Bank Of Canada 27.10K $1.52M 0.0% n/c 1 SEC ↗
26 Royal Bank Of Canada 27.10K $1.52M 0.0% n/c 1 SEC ↗
27 Royal Bank Of Canada 27.10K $1.52M 0.0% n/c 1 SEC ↗
28 Jane Street Group, Llc 25.69K $1.44M 0.0% n/c 1 SEC ↗
29 Jane Street Group, Llc 25.69K $1.44M 0.0% n/c 1 SEC ↗
30 Susquehanna International Group, Llp 21.50K $1.20M 0.0% n/c 1 SEC ↗
31 Stifel Financial Corp 20.51K $1.15M 0.0% n/c 1 SEC ↗
32 Stifel Financial Corp 20.51K $1.15M 0.0% n/c 1 SEC ↗
33 Rockefeller Capital Management L.P. 20.04K $1.12M 0.0% n/c 1 SEC ↗
34 Raymond James Financial Inc 14.61K $818,432 0.0% n/c 1 SEC ↗
35 Raymond James Financial Inc 14.61K $818,432 0.0% n/c 1 SEC ↗
36 Two Sigma Investments 13.00K New $728,130 0.0% New 1 SEC ↗
37 Pnc Financial Services Group, Inc. 11.94K $668,815 0.0% n/c 1 SEC ↗
38 Pnc Financial Services Group, Inc. 11.94K $668,815 0.0% n/c 1 SEC ↗
39 Pnc Financial Services Group, Inc. 11.94K $668,815 0.0% n/c 1 SEC ↗
40 Pnc Financial Services Group, Inc. 11.94K $668,815 0.0% n/c 1 SEC ↗
41 JPMorgan Chase 7.61K -93.5% $426,404 0.0% ▼ Trim 2 SEC ↗
42 Osaic Holdings, Inc. 5.94K $332,968 0.0% n/c 1 SEC ↗
43 Osaic Holdings, Inc. 5.94K $332,968 0.0% n/c 1 SEC ↗
44 Osaic Holdings, Inc. 5.94K $332,968 0.0% n/c 1 SEC ↗
45 Truist Financial Corp 5.07K $284,060 0.0% n/c 1 SEC ↗
46 Focus Partners Wealth 4.73K $265,154 0.0% n/c 1 SEC ↗
47 Fidelity (FMR) 3.40K +20.9% $190,719 0.0% ▲ Add 3 SEC ↗
48 National Bank Of Canada /Fi/ 2.50K $140,330 0.0% n/c 1 SEC ↗
49 Jones Financial Companies Lllp 1.72K $96,036 0.0% n/c 1 SEC ↗
50 Bank Of Montreal /Can/ 1.40K $78,414 0.0% n/c 1 SEC ↗
51 Blair William & Co/Il 851 $47,690 0.0% n/c 1 SEC ↗
52 Northwestern Mutual Wealth… 821 $45,984 0.0% n/c 1 SEC ↗
53 Cwm, Llc 200 $11,000 0.0% n/c 1 SEC ↗
54 Qube Research & Technologies Ltd 6 $336 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

Two Sigma Investments $728,130 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 82 holders, 4.34M shares, $233.45M 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: Q4 2025 · Methodology · Get this via the API