Security record · archived quarter
XSOE
name pending profile ingest
39Tracked holders
0Δ holders
14.29MShares held
$557.69MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | -1 | 13.55M | $666.24M | +3 | −4 |
| Q1 2026 | 42 | +3 | 13.76M | $551.82M | +4 | −1 |
| Q4 2025 | 39 | 0 | 14.29M | $557.69M | — | — |
| Q3 2025 | 4 | +1 | 3.05M | $115.89M | +1 | — |
| Q2 2025 | 1 | — | 4.26K | $146,789 | — | — |
| Q4 2024 | 2 | 0 | 240.83K | $7.34M | +1 | −1 |
| Q3 2024 | 2 | +1 | 586.59K | $19.38M | +1 | — |
| Q2 2024 | 1 | — | 10.33K | $316,531 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.87M | +4.6% | $112.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.87M | +4.6% | $112.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.87M | +4.6% | $112.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.00M | — | $78.18M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.00M | — | $78.18M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.00M | — | $78.18M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.00M | — | $78.18M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | State Of Wisconsin Investment Board | 1.41M | — | $54.97M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 1.37M | — | $53.40M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 1.36M | — | $53.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.24M | — | $48.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.24M | — | $48.32M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Charles Schwab Investment… | 697.61K | — | $27.22M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 522.83K | — | $20.41M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 522.83K | — | $20.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 366.61K | — | $14.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 361.57K | — | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 260.66K | — | $10.17M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 257.89K | — | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 257.89K | — | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 229.85K | — | $8.96M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 185.26K | — | $7.23M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 185.26K | — | $7.23M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 175.97K | — | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 153.98K | — | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 153.98K | — | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 153.98K | — | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 125.09K | — | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 119.99K | +343.1% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 115.32K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 99.72K | -64.2% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 99.72K | -64.2% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 99.72K | -64.2% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Raymond James Financial Inc | 71.50K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 71.50K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jane Street Group, Llc | 69.80K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Lido Advisors, LLC | 56.08K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Captrust Financial Advisors | 40.00K | — | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 28.58K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 21.75K | — | $848,491 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 21.09K | — | $822,761 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Corient Private Wealth LP | 14.79K | — | $551,342 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Corient Private Wealth LP | 14.79K | — | $551,342 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wealthfront Advisers LLC | 10.31K | — | $402,413 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 8.43K | — | $328,822 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 7.19K | — | $280,565 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 5.70K | — | $232,934 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 4.41K | -1.5% | $172,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 4.41K | -1.5% | $172,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Assetmark, Inc | 3.19K | — | $124,318 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 2.00K | — | $78,079 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 1.66K | — | $64,604 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Us Bancorp \De\ | 1.66K | — | $64,604 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 1.34K | — | $52,326 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fifth Third Bancorp | 1.20K | — | $46,785 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 16 | — | $624 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 234 holders, 27.89M shares, $1.11B 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: Q4 2025 ·
Methodology ·
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