XRLV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow -5.5% ·
net new positions -7.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 37.16K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 30.84K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Jones Financial Companies Lllp | 28.05K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 19.13K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 17.76K | — | $959,408 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 6.51K | +1.6% | $351,703 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 6.27K | -15.2% | $338,579 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 5.56K | — | $300,225 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 4.47K | -14.0% | $241,239 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | Jane Street Group, Llc | 4.16K | — | $224,926 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 284 | -50.0% | $15,341 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Blair William & Co/Il | 55 | — | $2,971 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 8 | — | $432 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 0 | — | $4 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $406,496 | was 0.0% |
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.