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Security record · archived quarter

XPL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
20Tracked holders
-1Δ holders
6.76MShares held
$5.66MReported value
+1New positions
−2Exits
Stable 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.8% · share flow +3.2% · net new positions -5.0% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 24 +4 6.94M $5.34M +4 n/a
Q1 2026 20 -1 6.76M $5.66M +1 −2
Q4 2025 21 -1 5.19M $3.68M n/a −1
Q3 2025 8 -1 3.15M $2.20M +1 −2
Q2 2025 7 -1 2.38M $1.55M n/a −1
Q1 2025 5 0 1.49M $891,440 n/a n/a
Q4 2024 5 +1 1.62M $964,547 +1 n/a
Q3 2024 3 0 1.54M $1.08M n/a n/a
Q2 2024 3 n/a 1.48M $1.31M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 2.52M n/a $2.07M 0.0% n/c 1 SEC ↗
2 Renaissance Technologies ✦ 1.61M +24.4% $1.32M 0.0% ▲ Add 8 SEC ↗
3 Lido Advisors, LLC 864.32K -3.4% $708,742 0.0% ▼ Trim 2 SEC ↗
4 Geode Capital Management ✦ (passive) 707.26K +8.7% $580,084 0.0% ▲ Add 8 SEC ↗ ×2
5 National Bank Of Canada /Fi/ 343.95K +32.8% $392,091 0.0% ▲ Add 2 SEC ↗
6 Citadel Advisors ✦ 194.92K -51.4% $159,835 0.0% ▼ Trim 3 SEC ↗
7 Northern Trust Corp 161.40K -2.7% $132,347 0.0% ▼ Trim 2 SEC ↗
8 Neuberger Berman Group LLC 87.06K 0.0% $71,386 0.0% Held 2 SEC ↗
9 State Street Global Advisors ✦ (passive) 69.61K 0.0% $57,081 0.0% Held 6 SEC ↗
10 Wealth Enhancement Advisory… 52.00K 0.0% $44,044 0.0% Held 2 SEC ↗
11 Charles Schwab Investment… 44.90K 0.0% $36,817 0.0% Held 2 SEC ↗
12 Royal Bank Of Canada 40.78K -2.9% $33,000 0.0% ▼ Trim 2 SEC ↗ ×2
13 LPL Financial LLC 22.65K New $18,573 0.0% New 1 SEC ↗
14 Financial Engines Advisors L.L.C. 19.10K 0.0% $15,662 0.0% Held 2 SEC ↗
15 Cerity Partners LLC 18.30K +1.1% $15,006 0.0% ▲ Add 2 SEC ↗ ×3
16 Morgan Stanley ✦ 2.42K 0.0% $1,984 0.0% Held 3 SEC ↗
17 BlackRock ✦ (passive) 1.33K 0.0% $1,088 0.0% Held 4 SEC ↗
18 Osaic Holdings, Inc. 550 0.0% $451 0.0% Held 2 SEC ↗
19 UBS Group AG 52 0.0% $43 0.0% Held 2 SEC ↗
20 Citigroup Inc 1 -99.8% $1 0.0% ▼ Trim 2 SEC ↗

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

New buyers

LPL Financial LLC $18,573 0.0%

Exited

Creative Planning $17,420 was 0.0%
Bank Of America Corp /De/ $467 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 20.80M shares, $16.98M 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 · Get this via the API