XPND
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +24.8% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 86.73K | +2.7% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 40.21K | +10.2% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 23.44K | +51.5% | $980,844 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 17.23K | +57.9% | $720,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 13.83K | New | $578,606 | 0.0% | New | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 13.41K | +2.0% | $560,990 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 5.17K | New | $216,461 | 0.0% | New | 1 | SEC ↗ |
| 8 | UBS Group AG | 150 | New | $6,276 | 0.0% | New | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 125 | New | $5,230 | 0.0% | New | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1 | New | $67 | 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
| Goldman Sachs Group | $578,606 | 0.0% |
| Cetera Investment Advisers | $216,461 | 0.0% |
| UBS Group AG | $6,276 | 0.0% |
| Wells Fargo & Company/Mn | $5,230 | 0.0% |
| Morgan Stanley | $67 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 25 holders, 1.05M shares, $32.99M 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.