XSEP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow +4.4% ·
net new positions -6.7%
— formula
Concentrated accumulation — rising shares among 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 | Commonwealth Equity Services, Llc | 310.72K | -5.0% | $13.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 245.62K | -5.8% | $10.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 220.35K | +102.4% | $9.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 162.91K | +55.2% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 77.05K | -44.0% | $3.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 59.41K | -9.6% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mariner, LLC | 41.13K | -18.8% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 18.13K | -14.1% | $759,193 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 16.86K | -1.5% | $706,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 10.91K | +14.7% | $456,998 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 10.39K | New | $428,816 | 0.0% | New | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 6.20K | -50.0% | $259,682 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Barclays Plc | 3.92K | +25.6% | $164,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 660 | +196.0% | $27,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 40 | 0.0% | $1,675 | 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
| JPMorgan Chase | $428,816 | 0.0% |
Exited
| IMC-Chicago, LLC | $476,532 | was 0.0% |
| Royal Bank Of Canada | $190,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 66 holders, 1.85M shares, $76.82M 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.