XTEN
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Momentum inputs (comparable managers):
holder breadth +15.8% ·
share flow +18.8% ·
net new positions +13.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 50.43K | $2.14M | n/a | n/a |
| 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 | n/a | n/a |
| Q2 2025 | 3 | 0 | 16.46K | $759,616 | n/a | n/a |
| Q1 2025 | 1 | 0 | 16.59K | $772,457 | n/a | n/a |
| Q4 2024 | 1 | 0 | 77.72K | $3.48M | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.36K | $259,581 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.00M | +8.2% | $137.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.66M | +11.7% | $76.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 815.13K | +13.3% | $37.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cerity Partners LLC | 525.26K | New | $24.09M | 0.0% | New | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 159.34K | +6.2% | $7.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Fifth Third Bancorp | 102.32K | New | $4.69M | 0.0% | New | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 76.58K | +111.7% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 67.18K | -22.1% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 51.27K | +14.5% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 32.17K | New | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 27.60K | -42.4% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 14.03K | +179.6% | $643,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Cwm, Llc | 13.01K | -63.7% | $596,776 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 7.68K | +1.2% | $352,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 7.38K | +25.6% | $338,255 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 4.83K | New | $221,370 | 0.0% | New | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 3.07K | +1.1% | $140,607 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 1.39K | New | $63,837 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 727 | -0.1% | $33,340 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 139 | -43.3% | $6,382 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Us Bancorp \De\ | 48 | -90.6% | $2,201 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 4 | New | $183 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $24.09M | 0.0% |
| Fifth Third Bancorp | $4.69M | 0.0% |
| Citadel Advisors | $1.48M | 0.0% |
| Commonwealth Equity Services… | $221,370 | 0.0% |
| Northwestern Mutual Wealth… | $63,837 | 0.0% |
| UBS Group AG | $183 | 0.0% |
Exited
| Mercer Global Advisors Inc… | $2.76M | was 0.0% |
| Goldman Sachs Group | $1.90M | was 0.0% |
| Susquehanna International… | $1.13M | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.