Security record
XSEP
name pending profile ingest
15Tracked holders
0Δ holders
1.34MShares held
$59.29MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +12.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 296.86K | -4.5% | $13.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 295.40K | +34.1% | $13.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 234.86K | -4.4% | $10.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 194.45K | +19.4% | $8.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 149.25K | +93.7% | $6.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 54.91K | -7.6% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mariner, LLC | 36.84K | -10.4% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 27.61K | +63.8% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 18.05K | -0.4% | $801,466 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 10.91K | 0.0% | $484,503 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Corient Private Wealth LP | 6.20K | 0.0% | $275,311 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Hrt Financial Lp | 4.94K | New | $219,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Barclays Plc | 4.47K | +14.1% | $198,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 512 | -22.4% | $22,735 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 40 | 0.0% | $1,776 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $219,000 | 0.0% |
Exited
| JPMorgan Chase | $428,816 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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