XSHD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -30.0% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | +3 | 260.52K | $3.68M | +3 | n/a |
| Q1 2026 | 9 | -2 | 561.79K | $7.37M | +1 | −3 |
| Q4 2025 | 11 | +1 | 575.65K | $7.37M | +1 | n/a |
| Q3 2025 | 1 | -2 | 367 | $4,934 | n/a | −2 |
| Q2 2025 | 2 | 0 | 15.42K | $207,628 | n/a | n/a |
| Q1 2025 | 1 | -1 | 49.91K | $692,751 | n/a | −1 |
| Q4 2024 | 2 | +1 | 41.96K | $610,562 | +1 | n/a |
| Q3 2024 | 1 | +1 | 40.60K | $625,646 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 131.28K | -70.5% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 39.47K | -6.8% | $557,357 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 26.81K | -45.0% | $378,557 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 19.44K | +3.4% | $274,549 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 18.80K | New | $265,385 | 0.0% | New | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 17.34K | New | $245,000 | 0.0% | New | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 5.11K | +12.6% | $72,097 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Simplex Trading, Llc | 1.59K | +76.6% | $22,521 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 366 | -40.7% | $5,168 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Us Bancorp \De\ | 205 | 0.0% | $2,895 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 104 | New | $1,463 | 0.0% | New | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 0 | -100.0% | $6 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $265,385 | 0.0% |
| Royal Bank Of Canada | $245,000 | 0.0% |
| Fidelity (FMR) | $1,463 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 33 holders, 1.48M shares, $19.16M 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.