XPH
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | +6 | 2.68M | $177.70M | +7 | −1 |
| Q1 2026 | 34 | +1 | 3.26M | $176.28M | +2 | −1 |
| Q4 2025 | 33 | +1 | 1.89M | $105.59M | +1 | n/a |
| Q3 2025 | 5 | 0 | 784.51K | $37.61M | n/a | n/a |
| Q2 2025 | 2 | -1 | 35.55K | $1.44M | n/a | −1 |
| Q1 2025 | 2 | 0 | 11.87K | $519,775 | n/a | n/a |
| Q4 2024 | 2 | 0 | 52.25K | $2.25M | n/a | n/a |
| Q3 2024 | 2 | 0 | 30.56K | $1.36M | +1 | −1 |
| Q2 2024 | 2 | n/a | 7.29K | $289,956 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 356.14K | n/a | $19.95M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Envestnet Asset Management Inc | 246.91K | n/a | $13.83M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 207.65K | n/a | $11.63M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 207.23K | n/a | $11.61M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Citigroup Inc | 155.47K | n/a | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 141.23K | -74.2% | $7.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Bnp Paribas Financial Markets | 89.50K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 80.98K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 70.86K | +1135.0% | $3.97M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | UBS Group AG | 47.96K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Mml Investors Services, Llc | 32.68K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 30.60K | -72.5% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 29.34K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 27.10K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Jane Street Group, Llc | 25.69K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 21.50K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 20.51K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 20.04K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 14.61K | n/a | $818,432 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Two Sigma Investments ✦ | 13.00K | New | $728,130 | 0.0% | New | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 11.94K | n/a | $668,815 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | JPMorgan Chase ✦ | 7.61K | -93.5% | $426,404 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 5.94K | n/a | $332,968 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Truist Financial Corp | 5.07K | n/a | $284,060 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 4.73K | n/a | $265,154 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 3.40K | +20.9% | $190,719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 2.50K | n/a | $140,330 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 1.72K | n/a | $96,036 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 1.40K | n/a | $78,414 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Blair William & Co/Il | 851 | n/a | $47,690 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 821 | n/a | $45,984 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 200 | n/a | $11,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 6 | n/a | $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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.