Security record · archived quarter
XUDV
name pending profile ingest
7Tracked holders
0Δ holders
1.86MShares held
$52.55MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | 0 | 2.09M | $65.33M | — | — |
| Q1 2026 | 7 | 0 | 1.86M | $52.55M | +1 | −1 |
| Q4 2025 | 7 | -1 | 1.82M | $48.16M | — | −1 |
| Q3 2025 | 1 | -2 | 170 | $4,542 | — | −2 |
| Q2 2025 | 2 | 0 | 14.68K | $374,658 | — | — |
| Q1 2025 | 1 | +1 | 42.53K | $1.05M | +1 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 801.91K | -0.9% | $22.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Franklin Resources Inc | 590.00K | 0.0% | $16.65M | 0.0% | Held | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 197.78K | -3.9% | $5.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 165.73K | -4.2% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 64.48K | +62.9% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 64.48K | +62.9% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 42.16K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 206 | -39.0% | $6,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.19M | 0.0% |
Exited
| Wells Fargo & Company/Mn | $11,361 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 11 holders, 1.90M shares, $53.56M 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 ·
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