Security record · archived quarter
XSW
name pending profile ingest
46Tracked holders
+4Δ holders
795.17KShares held
$136.55MReported value
+7New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +9.5% ·
share flow +14.6% ·
net new positions +8.7%
— formula
Broad accumulation — rising shares across more 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 | 46 | +4 | 795.17K | $136.55M | +7 | −3 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 272.87K | +11.6% | $46.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 272.87K | +11.6% | $46.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 272.87K | +11.6% | $46.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 272.87K | +11.6% | $46.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 272.87K | +11.6% | $46.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 272.87K | +11.6% | $46.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 272.87K | +11.6% | $46.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | LPL Financial LLC | 74.43K | -25.9% | $12.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 65.75K | +180.3% | $11.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 65.75K | +180.3% | $11.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 57.26K | +107.7% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 57.26K | +107.7% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 57.26K | +107.7% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 43.39K | -33.7% | $7.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 43.39K | -33.7% | $7.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 42.36K | +255.7% | $7.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 42.36K | +255.7% | $7.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 42.36K | +255.7% | $7.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | UBS Group AG | 39.02K | -4.7% | $6.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 39.02K | -4.7% | $6.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 39.02K | -4.7% | $6.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 27.25K | +165.4% | $4.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Royal Bank Of Canada | 25.12K | +2.3% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 25.12K | +2.3% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 19.70K | +98.6% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 14.62K | +14.5% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 14.62K | +14.5% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 13.93K | +4.7% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 12.77K | +403.6% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 12.77K | +403.6% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 11.39K | -16.0% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 10.11K | +24.6% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 10.11K | +24.6% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 10.11K | +24.6% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 8.96K | -42.2% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Corient Private Wealth LP | 8.46K | -11.3% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | DZ BANK AG Deutsche Zentral… | 8.00K | 0.0% | $1.37M | 0.0% | Held | 2 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 5.76K | -42.5% | $989,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Hrt Financial Lp | 4.35K | New | $747,000 | 0.0% | New | 1 | SEC ↗ |
| 40 | Cetera Investment Advisers | 4.25K | +15.0% | $730,866 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Jane Street Group, Llc | 2.93K | -71.6% | $502,881 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 2.87K | +255.5% | $492,229 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 2.82K | -27.9% | $485,222 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 2.82K | -27.9% | $485,222 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Kayne Anderson Rudnick Investment… | 2.58K | New | $442,181 | 0.0% | New | 1 | SEC ↗ |
| 46 | Creative Planning | 2.25K | +0.1% | $385,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 2.28K | +12.7% | $381,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Citigroup Inc | 1.61K | 0.0% | $276,267 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Bank Julius Baer & Co. Ltd, Zurich | 1.37K | New | $234,861 | 0.0% | New | 1 | SEC ↗ |
| 50 | Focus Partners Wealth | 1.32K | -13.0% | $226,444 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 1.31K | New | $225,412 | 0.0% | New | 1 | SEC ↗ |
| 52 | BlackRock ✦ (passive) | 1.13K | -0.3% | $193,456 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | BlackRock ✦ (passive) | 1.13K | -0.3% | $193,456 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 767 | +59.8% | $131,775 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 55 | Fifth Third Bancorp | 475 | +26.7% | $81,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Belvedere Trading LLC | 423 | -88.9% | $72,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | TD Waterhouse Canada Inc. | 250 | 0.0% | $44,237 | 0.0% | Held | 2 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 208 | -79.9% | $35,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 200 | 0.0% | $34,302 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Lazard Asset Management Llc | 167 | New | $28,632 | 0.0% | New | 1 | SEC ↗ |
| 61 | Lazard Asset Management Llc | 167 | New | $28,632 | 0.0% | New | 1 | SEC ↗ |
| 62 | Simplex Trading, Llc | 156 | New | $26,802 | 0.0% | New | 1 | SEC ↗ |
| 63 | Blair William & Co/Il | 100 | 0.0% | $17,181 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Victory Capital Management Inc | 65 | New | $11,178 | 0.0% | New | 1 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 60 | -87.3% | $10,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Us Bancorp \De\ | 52 | 0.0% | $8,934 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Assetmark, Inc | 43 | 0.0% | $7,388 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 25 | 0.0% | $4,295 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $747,000 | 0.0% |
| Kayne Anderson Rudnick… | $442,181 | 0.0% |
| Bank Julius Baer & Co. Ltd… | $234,861 | 0.0% |
| AQR Capital Management | $225,412 | 0.0% |
| Lazard Asset Management Llc | $28,632 | 0.0% |
| Lazard Asset Management Llc | $28,632 | 0.0% |
| Simplex Trading, Llc | $26,802 | 0.0% |
| Victory Capital Management Inc | $11,178 | 0.0% |
Exited
| Hsbc Holdings Plc | $842,099 | was 0.0% |
| D. E. Shaw & Co. | $216,139 | was 0.0% |
| Qube Research & Technologies… | $14,229 | 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: Q2 2026 ·
Methodology ·
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