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Security record

XTIA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
22Tracked holders
+3Δ holders
3.60MShares held
$6.52MReported value
+6New positions
−3Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +15.8% · share flow +19.3% · 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 Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 +3 3.60M $6.52M +6 −3
Q1 2026 20 +1 3.02M $6.26M +5 −4
Q4 2025 19 +2 1.60M $1.98M +2
Q3 2025 6 +1 563.88K $828,904 +1
Q2 2025 4 0 86.17K $140,457
Q1 2025 1 -1 30.18K $32,901 −1
Q4 2024 2 +1 868.85K $37,362 +1
Q3 2024 1 0 177.64K $33,929
Q2 2024 1 61.15K $27,029
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 1.64M -5.7% $2.97M 0.0% ▼ Trim 2 SEC ↗
2 Mercer Global Advisors Inc /Adv 606.19K New $1.10M 0.0% New 1 SEC ↗
3 Geode Capital Management (passive) 415.38K +4.5% $752,160 0.0% ▲ Add 9 SEC ↗
4 Geode Capital Management (passive) 415.38K +4.5% $752,160 0.0% ▲ Add 9 SEC ↗
5 BlackRock (passive) 241.22K +141.6% $436,614 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 241.22K +141.6% $436,614 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 241.22K +141.6% $436,614 0.0% ▲ Add 5 SEC ↗
8 State Street Global Advisors (passive) 214.00K +29.0% $387,345 0.0% ▲ Add 4 SEC ↗
9 Osaic Holdings, Inc. 180.01K +25.5% $325,806 0.0% ▲ Add 3 SEC ↗
10 Northern Trust Corp 90.41K +21.3% $163,648 0.0% ▲ Add 3 SEC ↗
11 UBS Group AG 61.03K +1.1% $110,457 0.0% ▲ Add 3 SEC ↗
12 UBS Group AG 61.03K +1.1% $110,457 0.0% ▲ Add 3 SEC ↗
13 Invesco Ltd. 32.53K +3.0% $58,887 0.0% ▲ Add 2 SEC ↗
14 Jones Financial Companies Lllp 28.78K +16.9% $48,349 0.0% ▲ Add 3 SEC ↗
15 Raymond James Financial Inc 22.39K +6.8% $40,522 0.0% ▲ Add 3 SEC ↗
16 Raymond James Financial Inc 22.39K +6.8% $40,522 0.0% ▲ Add 3 SEC ↗
17 Morgan Stanley 19.02K -58.2% $34,426 0.0% ▼ Trim 4 SEC ↗
18 Cetera Investment Advisers 14.46K -0.8% $26,182 0.0% ▼ Trim 2 SEC ↗
19 LPL Financial LLC 13.30K -2.2% $24,066 0.0% ▼ Trim 3 SEC ↗
20 Susquehanna International Group, Llp 12.18K New $22,053 0.0% New 1 SEC ↗
21 Bank of New York Mellon Corp 10.56K New $19,112 0.0% New 1 SEC ↗
22 Bank of New York Mellon Corp 10.56K New $19,112 0.0% New 1 SEC ↗
23 Barclays Plc 1.19K New $2,152 0.0% New 1 SEC ↗
24 Fidelity (FMR) 1.00K +59.4% $1,812 0.0% ▲ Add 5 SEC ↗
25 Us Bancorp \De\ 1.00K 0.0% $1,810 0.0% Held 3 SEC ↗
26 JPMorgan Chase 493 -4.5% $858 0.0% ▼ Trim 3 SEC ↗
27 JPMorgan Chase 493 -4.5% $858 0.0% ▼ Trim 3 SEC ↗
28 Citigroup Inc 6 New $11 0.0% New 1 SEC ↗
29 Royal Bank Of Canada 77 New $0 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

Mercer Global Advisors Inc… $1.10M 0.0%
Susquehanna International… $22,053 0.0%
Bank of New York Mellon Corp $19,112 0.0%
Bank of New York Mellon Corp $19,112 0.0%
Barclays Plc $2,152 0.0%
Citigroup Inc $11 0.0%
Royal Bank Of Canada $0 0.0%

Exited

Goldman Sachs Group $237,574 was 0.0%
Envestnet Asset Management Inc $132,159 was 0.0%
Commonwealth Equity Services… $23,020 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 52 holders, 4.49M shares, $9.06M 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 · Get this via the API