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Security record · archived quarter

XTEN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
19Tracked holders
0Δ holders
5.53MShares held
$255.77MReported value
+1New positions
−1Exits
Strongly Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -21.4% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 21 0 7.02M $320.40M +3 −3
Q1 2026 22 +3 6.57M $301.38M +6 −3
Q4 2025 19 0 5.53M $255.77M +1 −1
Q3 2025 5 0 3.04M $141.53M
Q2 2025 3 0 16.46K $759,616
Q1 2025 1 0 16.59K $772,457
Q4 2024 1 0 77.72K $3.48M
Q3 2024 1 +1 5.36K $259,581 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 2.78M $128.34M 0.0% n/c 1 SEC ↗
2 JPMorgan Chase 1.49M -50.8% $68.77M 0.0% ▼ Trim 2 SEC ↗
3 JPMorgan Chase 1.49M -50.8% $68.77M 0.0% ▼ Trim 2 SEC ↗
4 Bank Of America Corp /De/ 719.59K $33.26M 0.0% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 719.59K $33.26M 0.0% n/c 1 SEC ↗
6 Cetera Investment Advisers 150.03K $6.93M 0.0% n/c 1 SEC ↗
7 Jane Street Group, Llc 86.26K $3.99M 0.0% n/c 1 SEC ↗
8 Mercer Global Advisors Inc /Adv 59.80K $2.76M 0.0% n/c 1 SEC ↗
9 Wealth Enhancement Advisory… 47.90K $2.22M 0.0% n/c 1 SEC ↗
10 LPL Financial LLC 44.79K $2.07M 0.0% n/c 1 SEC ↗
11 Goldman Sachs Group 41.15K New $1.90M 0.0% New 1 SEC ↗
12 Mml Investors Services, Llc 36.17K $1.67M 0.0% n/c 1 SEC ↗
13 Cwm, Llc 35.88K $1.66M 0.0% n/c 1 SEC ↗
14 Susquehanna International Group, Llp 24.47K $1.13M 0.0% n/c 1 SEC ↗
15 Mariner, LLC 7.60K $351,087 0.0% n/c 1 SEC ↗
16 Osaic Holdings, Inc. 5.87K $271,406 0.0% n/c 1 SEC ↗
17 Osaic Holdings, Inc. 5.87K $271,406 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 5.02K $232,000 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 5.02K $232,000 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 5.02K $232,000 0.0% n/c 1 SEC ↗
21 BlackRock (passive) 3.03K -26.5% $140,093 0.0% ▼ Trim 3 SEC ↗
22 Morgan Stanley 728 +2500.0% $33,687 0.0% ▲ Add 2 SEC ↗
23 Morgan Stanley 728 +2500.0% $33,687 0.0% ▲ Add 2 SEC ↗
24 Us Bancorp \De\ 509 $23,526 0.0% n/c 1 SEC ↗
25 Fidelity (FMR) 245 +76.3% $11,331 0.0% ▲ Add 3 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 $1.90M 0.0%

Exited

Citadel Advisors $404,282 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 181 holders, 17.78M shares, $790.13M 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 · Get this via the API