XRMI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -20.0% ·
share flow -4.1% ·
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 | LPL Financial LLC | 191.13K | -25.6% | $3.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 188.73K | +24.9% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 146.37K | +8.1% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Truist Financial Corp | 12.05K | -2.7% | $203,712 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 10.80K | -12.1% | $182,551 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 10.61K | New | $179,340 | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 6.65K | -3.8% | $112,351 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 1 | 0.0% | $18 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Mml Investors Services, Llc | $179,340 | 0.0% |
Exited
| Susquehanna International… | $280,613 | was 0.0% |
| UBS Group AG | $4,039 | was 0.0% |
| Fidelity (FMR) | $250 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 783.72K shares, $13.25M 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.