Security record · archived quarter
XTL
name pending profile ingest
39Tracked holders
+8Δ holders
861.31KShares held
$195.86MReported value
+10New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +25.8% ·
share flow +24.4% ·
net new positions +20.0%
— 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
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 142.51K | +7.0% | $32.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 142.51K | +7.0% | $32.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 142.51K | +7.0% | $32.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 135.14K | +47.0% | $30.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 111.84K | +38.2% | $25.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 111.84K | +38.2% | $25.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 65.39K | +161.5% | $14.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 51.61K | +207.2% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 51.61K | +207.2% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 46.57K | +17.7% | $10.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 46.57K | +17.7% | $10.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 32.50K | +1267.3% | $7.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 32.50K | +1267.3% | $7.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 30.01K | +1.8% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Hsbc Holdings Plc | 25.00K | 0.0% | $5.66M | 0.0% | Held | 2 | SEC ↗ |
| 16 | UBS Group AG | 24.83K | -22.1% | $5.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 24.83K | -22.1% | $5.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 24.83K | -22.1% | $5.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 23.06K | +69.6% | $5.25M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Stifel Financial Corp | 21.26K | +2.2% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 21.03K | +11.0% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Hrt Financial Lp | 19.80K | New | $4.50M | 0.0% | New | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 19.40K | New | $4.41M | 0.0% | New | 1 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 14.15K | New | $3.22M | 0.0% | New | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 12.29K | -1.7% | $2.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 11.62K | New | $2.64M | 0.0% | New | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 11.62K | New | $2.64M | 0.0% | New | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 8.67K | -17.6% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Citigroup Inc | 6.25K | +15.4% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 5.67K | 0.0% | $1.29M | 0.0% | Held | 6 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 5.65K | +47.8% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 5.65K | +47.8% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Simplex Trading, Llc | 5.28K | New | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 4.18K | +266.5% | $906,722 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 3.60K | +11.6% | $818,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jane Street Group, Llc | 3.60K | -74.6% | $817,827 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.93K | New | $439,978 | 0.0% | New | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.88K | +8.2% | $422,162 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 1.88K | +8.2% | $422,162 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.88K | +8.2% | $422,162 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 1.72K | +11.0% | $391,318 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | IMC-Chicago, LLC | 1.39K | New | $315,756 | 0.0% | New | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 1.08K | 0.0% | $245,689 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 1.08K | 0.0% | $245,689 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Corient Private Wealth LP | 1.05K | New | $239,092 | 0.0% | New | 1 | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 546 | +3312.5% | $124,210 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 360 | -9.1% | $81,847 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Blair William & Co/Il | 206 | 0.0% | $46,863 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Fifth Third Bancorp | 101 | New | $22,976 | 0.0% | New | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 100 | New | $22,749 | 0.0% | New | 1 | SEC ↗ |
| 51 | Assetmark, Inc | 31 | 0.0% | $7,052 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 2 | -87.5% | $564 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $4.50M | 0.0% |
| Two Sigma Investments | $4.41M | 0.0% |
| D. E. Shaw & Co. | $3.22M | 0.0% |
| Wells Fargo & Company/Mn | $2.64M | 0.0% |
| Wells Fargo & Company/Mn | $2.64M | 0.0% |
| Simplex Trading, Llc | $1.20M | 0.0% |
| Us Bancorp \De\ | $439,978 | 0.0% |
| IMC-Chicago, LLC | $315,756 | 0.0% |
| Corient Private Wealth LP | $239,092 | 0.0% |
| Fifth Third Bancorp | $22,976 | 0.0% |
| Pnc Financial Services Group… | $22,749 | 0.0% |
Exited
| Bnp Paribas Financial Markets | $18.81M | was 0.0% |
| Bank Of Montreal /Can/ | $293,186 | 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: Q2 2026 ·
Methodology ·
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