XSHQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow +4.0% ·
net new positions +5.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +2 | 1.54M | $74.28M | +3 | −1 |
| Q1 2026 | 22 | +2 | 1.82M | $76.51M | +4 | −2 |
| Q4 2025 | 20 | +1 | 1.86M | $78.26M | +1 | — |
| Q3 2025 | 3 | -1 | 91.60K | $3.94M | — | −1 |
| Q2 2025 | 2 | 0 | 8.79K | $358,059 | +1 | −1 |
| Q1 2025 | 1 | +1 | 20.30K | $802,256 | +1 | — |
| Q3 2024 | 1 | +1 | 21.20K | $917,748 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 815.52K | — | $34.33M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 483.88K | — | $20.37M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 84.53K | -6.8% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 79.22K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 79.22K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 78.13K | New | $3.29M | 0.0% | New | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 75.13K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 75.13K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 75.13K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 62.16K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 62.16K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 51.75K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 51.75K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 42.63K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 34.65K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 23.27K | — | $979,457 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 13.35K | — | $562,070 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 7.94K | — | $334,106 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 5.91K | — | $248,780 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 383 | — | $16,122 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 332 | -13.1% | $13,977 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 246 | -50.0% | $10,366 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 65 | — | $2,751 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 24 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1 | — | $36 | 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
| Goldman Sachs Group | $3.29M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 73 holders, 3.95M shares, $165.82M 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.