XPND
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow -16.1% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 84.46K | -6.2% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 36.49K | +1.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 15.48K | -5.1% | $508,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 13.14K | +5.5% | $431,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 10.91K | New | $358,186 | 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
| LPL Financial LLC | $358,186 | 0.0% |
Exited
| Two Sigma Investments | $1.08M | was 0.0% |
| Cetera Investment Advisers | $241,017 | was 0.0% |
| Morgan Stanley | $53 | was 0.0% |
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.