Security record · archived quarter
XSW
name pending profile ingest
37Tracked holders
-1Δ holders
1.01MShares held
$189.30MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.6% ·
share flow +2.2% ·
net new positions -2.7%
— formula
Concentrated accumulation — rising shares among fewer holders
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 | 45 | +4 | 781.24K | $134.16M | +7 | −4 |
| Q1 2026 | 43 | +6 | 1.14M | $161.57M | +9 | −3 |
| Q4 2025 | 37 | -1 | 1.01M | $189.30M | — | −1 |
| Q3 2025 | 9 | +2 | 199.61K | $39.47M | +2 | — |
| Q2 2025 | 4 | 0 | 46.91K | $8.90M | — | — |
| Q1 2025 | 2 | 0 | 8.24K | $1.32M | — | — |
| Q4 2024 | 2 | 0 | 6.09K | $1.15M | — | — |
| Q3 2024 | 2 | 0 | 9.75K | $1.57M | — | — |
| Q2 2024 | 2 | — | 8.00K | $1.21M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 387.13K | — | $72.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 185.15K | +115.7% | $34.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | LPL Financial LLC | 118.01K | — | $22.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 53.66K | — | $10.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 39.05K | — | $7.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Corient Private Wealth LP | 38.18K | — | $7.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 33.22K | — | $6.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 27.61K | — | $5.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 18.66K | — | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 18.63K | -47.7% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Stifel Financial Corp | 14.63K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 12.84K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 11.42K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Goldman Sachs Group ✦ | 10.30K | +1.6% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 7.37K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 6.12K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 5.21K | — | $989,860 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 3.68K | -40.6% | $688,301 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 3.36K | — | $628,604 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Jones Financial Companies Lllp | 3.33K | — | $622,241 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 3.00K | — | $562,183 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 2.24K | — | $419,568 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 1.63K | — | $304,853 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 1.31K | 0.0% | $245,528 | 0.0% | Held | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 1.29K | 0.0% | $241,223 | 0.0% | Held | 7 | SEC ↗ |
| 26 | Citigroup Inc | 1.15K | — | $215,211 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 1.08K | -96.4% | $202,673 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | UBS AM, a distinct business unit of… | 486 | — | $90,950 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 472 | — | $88,330 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Qube Research & Technologies Ltd | 459 | — | $85,897 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 307 | -11.3% | $57,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 200 | — | $37,424 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Blair William & Co/Il | 100 | — | $18,714 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 52 | — | $9,731 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 50 | — | $9,357 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 43 | — | $8,047 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 25 | — | $4,679 | 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
| Two Sigma Investments | $5.74M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 112 holders, 1.55M shares, $215.56M 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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