★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

XTL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q2 2024
32Tracked holders
+4Δ holders
942.68KShares held
$177.19MReported value
+5New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.3% · share flow +30.0% · net new positions +12.5% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 +8 859.59K $195.47M +10 −3
Q1 2026 32 +4 942.68K $177.19M +5 −1
Q4 2025 28 0 669.57K $102.59M n/a n/a
Q3 2025 6 0 148.36K $20.76M n/a n/a
Q2 2025 3 +1 26.86K $3.15M +1 n/a
Q1 2025 1 +1 5.67K $566,915 +1 n/a
Q2 2024 1 n/a 8.43K $650,304 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Cwm, Llc 250.14K +12.9% $47.04M 0.1% ▲ Add 2 SEC ↗
2 Morgan Stanley ✦ 133.16K +25.6% $25.04M 0.0% ▲ Add 3 SEC ↗ ×2
3 Bnp Paribas Financial Markets 100.00K New $18.81M 0.0% New 1 SEC ↗
4 LPL Financial LLC 91.95K +109.2% $17.29M 0.0% ▲ Add 2 SEC ↗
5 Bank Of America Corp /De/ 80.92K +6.5% $15.22M 0.0% ▲ Add 2 SEC ↗ ×2
6 Raymond James Financial Inc 39.58K +15.2% $7.44M 0.0% ▲ Add 2 SEC ↗ ×2
7 UBS Group AG 31.88K -38.9% $6.00M 0.0% ▼ Trim 2 SEC ↗ ×2
8 Cetera Investment Advisers 29.49K -21.8% $5.55M 0.0% ▼ Trim 2 SEC ↗
9 Goldman Sachs Group ✦ 25.00K -0.5% $4.70M 0.0% ▼ Trim 3 SEC ↗
10 Hsbc Holdings Plc 25.00K New $4.63M 0.0% New 1 SEC ↗
11 Stifel Financial Corp 20.80K +35.5% $3.91M 0.0% ▲ Add 2 SEC ↗
12 Commonwealth Equity Services, Llc 18.94K +1.6% $3.56M 0.0% ▲ Add 2 SEC ↗
13 Susquehanna International Group, Llp 16.80K +33.2% $3.16M 0.0% ▲ Add 2 SEC ↗
14 Jane Street Group, Llc 14.17K New $2.66M 0.0% New 1 SEC ↗ ×2
15 Citadel Advisors ✦ 13.60K +708.0% $2.56M 0.0% ▲ Add 4 SEC ↗
16 Envestnet Asset Management Inc 12.50K +502.0% $2.35M 0.0% ▲ Add 2 SEC ↗
17 Truist Financial Corp 10.52K New $1.98M 0.0% New 1 SEC ↗
18 Gotham Asset Management ✦ 5.67K 0.0% $1.07M 0.0% Held 5 SEC ↗
19 Citigroup Inc 5.41K +1.2% $1.02M 0.0% ▲ Add 2 SEC ↗
20 Osaic Holdings, Inc. 3.82K +107.4% $719,270 0.0% ▲ Add 2 SEC ↗ ×2
21 Mml Investors Services, Llc 3.23K +26.4% $606,464 0.0% ▲ Add 2 SEC ↗
22 Royal Bank Of Canada 2.38K +583.0% $447,000 0.0% ▲ Add 2 SEC ↗ ×2
23 JPMorgan Chase ✦ 1.73K -0.4% $314,687 0.0% ▼ Trim 3 SEC ↗ ×3
24 Bank Of Montreal /Can/ 1.56K New $293,186 0.0% New 1 SEC ↗
25 HighTower Advisors, LLC 1.55K +0.3% $291,334 0.0% ▲ Add 2 SEC ↗
26 Jones Financial Companies Lllp 1.14K +2.5% $213,874 0.0% ▲ Add 2 SEC ↗
27 Rockefeller Capital Management L.P. 1.08K -28.9% $203,105 0.0% ▼ Trim 2 SEC ↗ ×2
28 Fidelity (FMR) ✦ 396 +16.5% $74,557 0.0% ▲ Add 4 SEC ↗
29 Blair William & Co/Il 206 0.0% $38,740 0.0% Held 2 SEC ↗
30 Assetmark, Inc 31 0.0% $5,830 0.0% Held 2 SEC ↗
31 Russell Investments Group, Ltd. 16 -20.0% $3,099 0.0% ▼ Trim 2 SEC ↗
32 Qube Research & Technologies Ltd 16 0.0% $3,009 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Wells Fargo & Company/Mn $1,685 was 0.0%

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: Q1 2026 · Methodology · Get this via the API