XTOC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
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 Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 3 | -1 | 50.19K | $1.81M | n/a | −2 |
| Q1 2026 | 5 | +1 | 55.84K | $1.81M | +1 | n/a |
| Q4 2025 | 4 | -1 | 38.43K | $1.29M | n/a | −1 |
| Q3 2025 | 2 | 0 | 17.12K | $558,356 | n/a | n/a |
| Q2 2025 | 1 | 0 | 11.01K | $344,832 | n/a | n/a |
| Q1 2025 | 1 | 0 | 10.98K | $313,391 | n/a | n/a |
| Q4 2024 | 1 | 0 | 10.98K | $322,921 | n/a | n/a |
| Q3 2024 | 1 | +1 | 11.62K | $333,927 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 27.35K | -3.9% | $885,687 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Susquehanna International Group, Llp | 19.44K | New | $629,451 | 0.0% | New | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 8.37K | -6.8% | $271,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Barclays Plc | 494 | -37.8% | $15,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 190 | 0.0% | $6,153 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $629,451 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 223.76K shares, $6.86M 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.