Security record · archived quarter
XTL
name pending profile ingest
28Tracked holders
0Δ holders
669.57KShares held
$102.59MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.2% · net new positions 0.0% — formula
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 | 39 | +8 | 861.31K | $195.86M | +10 | −2 |
| Q1 2026 | 32 | +4 | 942.68K | $177.19M | +5 | −1 |
| Q4 2025 | 28 | 0 | 669.57K | $102.59M | — | — |
| Q3 2025 | 6 | 0 | 148.36K | $20.76M | — | — |
| Q2 2025 | 3 | +1 | 26.86K | $3.15M | +1 | — |
| Q1 2025 | 1 | +1 | 5.67K | $566,915 | +1 | — |
| Q2 2024 | 1 | — | 8.43K | $650,304 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 221.63K | — | $33.96M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 105.99K | -4.7% | $16.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 75.96K | — | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 75.96K | — | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 52.18K | — | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 43.95K | — | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 37.69K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 34.35K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 34.35K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 25.14K | +0.6% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 18.65K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 15.35K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 12.61K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 12.61K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 5.67K | 0.0% | $869,064 | 0.0% | Held | 4 | SEC ↗ |
| 16 | Citigroup Inc | 5.35K | — | $819,379 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 2.55K | — | $390,840 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 2.08K | — | $318,025 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.84K | — | $282,695 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.84K | — | $282,695 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.74K | -47.2% | $266,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.74K | -47.2% | $266,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 1.68K | -40.7% | $257,869 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 1.54K | — | $236,749 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.52K | — | $232,588 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.52K | — | $232,588 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 1.11K | — | $170,687 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 348 | — | $53,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 340 | 0.0% | $52,153 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Blair William & Co/Il | 206 | — | $31,563 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 31 | — | $4,750 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 20 | — | $3,138 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 16 | — | $2,452 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 11 | — | $1,685 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 1.39M shares, $249.57M 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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