Security record · archived quarter
XPH
name pending profile ingest
40Tracked holders
+7Δ holders
2.68MShares held
$177.92MReported value
+8New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +21.2% ·
share flow +6.0% ·
net new positions +17.5%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.02M | +25.1% | $67.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.02M | +25.1% | $67.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.02M | +25.1% | $67.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.02M | +25.1% | $67.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 387.37K | -4.2% | $25.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 387.37K | -4.2% | $25.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 387.37K | -4.2% | $25.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 387.37K | -4.2% | $25.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 314.23K | +9.3% | $20.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 314.23K | +9.3% | $20.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 314.23K | +9.3% | $20.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 314.23K | +9.3% | $20.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 314.23K | +9.3% | $20.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 221.82K | -18.2% | $14.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 168.42K | +15.2% | $11.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citigroup Inc | 104.11K | +110.8% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 70.68K | +1.4% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 55.35K | +13.2% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 55.35K | +13.2% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 49.00K | -14.5% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 35.75K | -29.5% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 32.01K | -34.5% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 28.47K | -2.0% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 26.23K | -0.7% | $1.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Royal Bank Of Canada | 21.92K | -46.1% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 21.92K | -46.1% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 21.92K | -46.1% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 19.97K | +2.0% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 18.86K | -1.6% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Blair William & Co/Il | 16.56K | +51.1% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 11.51K | -45.9% | $762,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 11.51K | -45.9% | $762,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 11.42K | +11.5% | $756,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 10.82K | -9.4% | $717,163 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 10.82K | -9.4% | $717,163 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 10.82K | -9.4% | $717,163 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 10.82K | -9.4% | $717,163 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Hrt Financial Lp | 8.35K | New | $553,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 7.60K | +0.5% | $504,916 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 7.60K | +0.5% | $504,916 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 7.60K | +0.5% | $504,916 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Jane Street Group, Llc | 6.25K | -73.2% | $414,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 5.91K | +19.2% | $391,658 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 5.91K | +19.2% | $391,658 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Raymond James Financial Inc | 5.50K | -0.6% | $364,292 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Raymond James Financial Inc | 5.50K | -0.6% | $364,292 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 3.80K | +9.2% | $251,698 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | Commonwealth Equity Services, Llc | 3.75K | New | $248,680 | 0.0% | New | 1 | SEC ↗ |
| 49 | Corient Private Wealth LP | 3.40K | New | $225,385 | 0.0% | New | 1 | SEC ↗ |
| 50 | HighTower Advisors, LLC | 3.31K | New | $219,223 | 0.0% | New | 1 | SEC ↗ |
| 51 | Belvedere Trading LLC | 3.30K | New | $218,890 | 0.0% | New | 1 | SEC ↗ |
| 52 | Focus Partners Wealth | 3.27K | -25.5% | $216,771 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 2.42K | -3.2% | $160,947 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Jones Financial Companies Lllp | 2.31K | +16.3% | $152,159 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | BlackRock ✦ (passive) | 1.50K | New | $99,405 | 0.0% | New | 1 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 1.40K | 0.0% | $92,778 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Northwestern Mutual Wealth… | 1.19K | +66.9% | $78,861 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Fifth Third Bancorp | 450 | -37.0% | $29,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Barclays Plc | 344 | New | $22,797 | 0.0% | New | 1 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 230 | +53.3% | $15,242 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Assetmark, Inc | 125 | New | $8,284 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $553,000 | 0.0% |
| Commonwealth Equity Services… | $248,680 | 0.0% |
| Corient Private Wealth LP | $225,385 | 0.0% |
| HighTower Advisors, LLC | $219,223 | 0.0% |
| Belvedere Trading LLC | $218,890 | 0.0% |
| BlackRock | $99,405 | 0.0% |
| Barclays Plc | $22,797 | 0.0% |
| Assetmark, Inc | $8,284 | 0.0% |
Exited
| Citadel Advisors | $2.21M | 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: Q2 2026 ·
Methodology ·
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