Security record · archived quarter
XSVM
name pending profile ingest
34Tracked holders
-2Δ holders
3.27MShares held
$227.29MReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +6.4% ·
net new positions -5.9%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | -2 | 3.27M | $227.29M | +1 | −3 |
| Q1 2026 | 37 | +5 | 3.28M | $197.72M | +7 | −2 |
| Q4 2025 | 32 | 0 | 3.43M | $196.28M | — | — |
| Q3 2025 | 5 | -1 | 425.51K | $24.02M | — | −1 |
| Q2 2025 | 4 | 0 | 110.55K | $5.75M | — | — |
| Q1 2025 | 3 | 0 | 147.22K | $7.39M | — | — |
| Q4 2024 | 3 | +1 | 83.29K | $4.54M | +1 | — |
| Q3 2024 | 2 | 0 | 77.60K | $4.27M | +1 | −1 |
| Q2 2024 | 2 | — | 26.29K | $1.38M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 814.64K | -4.6% | $56.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 457.36K | +2.3% | $31.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 457.36K | +2.3% | $31.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 457.36K | +2.3% | $31.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 457.36K | +2.3% | $31.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 379.96K | -1.4% | $26.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 379.96K | -1.4% | $26.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 379.96K | -1.4% | $26.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Cibc World Market Inc. | 358.10K | +268.4% | $24.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 157.80K | -17.0% | $10.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 157.80K | -17.0% | $10.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 139.73K | -3.4% | $9.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 123.85K | +10.9% | $8.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 123.85K | +10.9% | $8.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 123.85K | +10.9% | $8.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 119.50K | +0.7% | $8.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 115.40K | -2.5% | $8.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 102.64K | +5.5% | $7.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 86.37K | +37.9% | $6.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 61.14K | -14.2% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 61.14K | -14.2% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 61.14K | -14.2% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 49.67K | +28.1% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 50.14K | -1.3% | $3.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Citigroup Inc | 37.99K | -3.0% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 34.14K | -1.7% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 34.14K | -1.7% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 30.26K | +89.9% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 21.57K | -2.3% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 19.17K | +1.7% | $1.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 19.17K | +1.7% | $1.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | UBS Group AG | 14.43K | -1.0% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 14.30K | -21.0% | $995,137 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 14.20K | -9.1% | $988,456 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 12.72K | +8.8% | $885,463 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 10.78K | -23.3% | $750,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Creative Planning | 9.12K | -6.1% | $634,637 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 8.15K | 0.0% | $567,228 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Captrust Financial Advisors | 6.52K | +39.2% | $453,539 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Truist Financial Corp | 6.19K | +8.2% | $430,705 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 5.09K | -1.6% | $356,536 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 2.46K | +11.5% | $170,877 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Blair William & Co/Il | 1.05K | New | $73,278 | 0.0% | New | 1 | SEC ↗ |
| 44 | BlackRock ✦ (passive) | 503 | 0.0% | $34,976 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 328 | 0.0% | $22,826 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 169 | -99.2% | $11,761 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Blair William & Co/Il | $73,278 | 0.0% |
Exited
| Susquehanna International… | $580,002 | was 0.0% |
| Jane Street Group, Llc | $441,224 | was 0.0% |
| Bank Of Montreal /Can/ | $59,597 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 127 holders, 5.22M shares, $304.87M 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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