Security record · archived quarter
XPH
name pending profile ingest
34Tracked holders
+1Δ holders
3.26MShares held
$176.28MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +3.0% ·
share flow +30.0% ·
net new positions +2.9%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 811.94K | +128.0% | $43.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Cwm, Llc | 726.55K | +363177.5% | $39.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 404.31K | +95.1% | $21.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Morgan Stanley ✦ | 287.59K | +103.6% | $15.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Envestnet Asset Management Inc | 271.25K | +9.9% | $14.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 146.26K | -29.6% | $7.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 69.67K | +1273.6% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 57.32K | -29.2% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 50.70K | +290.0% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citigroup Inc | 49.39K | -68.2% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 48.91K | +2.0% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 48.83K | +127.2% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 40.87K | -42.3% | $2.21M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 14 | Royal Bank Of Canada | 40.65K | +50.0% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Baird Financial Group, Inc. | 29.05K | -1.0% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 26.43K | -13.6% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 23.31K | -9.3% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 21.28K | +3.8% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 19.57K | -40.1% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 19.17K | -4.4% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 11.94K | 0.0% | $645,914 | 0.0% | Held | 2 | SEC ↗ ×4 |
| 22 | Blair William & Co/Il | 10.96K | +1187.3% | $592,548 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 10.24K | New | $553,665 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 7.56K | -0.7% | $388,436 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 5.53K | -62.1% | $299,089 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Osaic Holdings, Inc. | 4.96K | -16.6% | $268,170 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Focus Partners Wealth | 4.39K | -7.3% | $237,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 3.48K | +2.1% | $188,090 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 2.50K | 0.0% | $135,145 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 1.99K | +15.7% | $102,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 1.40K | 0.0% | $75,726 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 714 | New | $38,620 | 0.0% | New | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 713 | -13.2% | $38,566 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 150 | +2400.0% | $8,114 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $553,665 | 0.0% |
| Fifth Third Bancorp | $38,620 | 0.0% |
Exited
| Bnp Paribas Financial Markets | $5.01M | was 0.0% |
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: Q1 2026 ·
Methodology ·
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