Security record
XZO
name pending profile ingest
44Tracked holders
+7Δ holders
3.81MShares held
$64.33MReported value
+10New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +18.9% ·
share flow +10.4% ·
net new positions +15.9%
— 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
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 602.83K | New | $10.17M | 0.0% | New | 1 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 571.34K | -5.5% | $9.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Jennison Associates Llc | 568.68K | -1.1% | $9.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passive) | 457.88K | +66.7% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | Citadel Advisors ✦ | 172.70K | +51.8% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 150.00K | +171.8% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Nuveen, LLC | 145.08K | +194.8% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Two Sigma Investments ✦ | 121.22K | -38.9% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 109.16K | +15.7% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Victory Capital Management Inc | 104.48K | -4.5% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 71.88K | -57.1% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Boston Partners | 68.00K | +23.6% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 67.90K | +482.1% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Federated Hermes, Inc. | 65.00K | -55.2% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Hrt Financial Lp | 53.27K | New | $898,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Balyasny Asset Management L.P. | 51.64K | New | $871,133 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northern Trust Corp | 49.23K | +26.1% | $830,459 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Tudor Investment Corp Et Al | 49.15K | New | $829,144 | 0.0% | New | 1 | SEC ↗ |
| 19 | Sei Investments Co | 45.02K | -58.1% | $759,437 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Marshall Wace ✦ | 40.87K | -78.3% | $689,510 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 27.63K | +21.6% | $466,185 | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 22 | Creative Planning | 22.91K | New | $386,407 | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 21.99K | New | $371,006 | 0.0% | New | 1 | SEC ↗ ×4 |
| 24 | Bank Of America Corp /De/ | 21.70K | -63.0% | $366,079 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Charles Schwab Investment… | 19.74K | +17.6% | $333,064 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 18.31K | New | $308,873 | 0.0% | New | 1 | SEC ↗ |
| 27 | Jane Street Group, Llc | 17.09K | -93.1% | $288,224 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 17.02K | New | $287,195 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Russell Investments Group, Ltd. | 11.97K | +1964.0% | $201,949 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 30 | Captrust Financial Advisors | 11.84K | New | $199,758 | 0.0% | New | 1 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 10.17K | New | $171,568 | 0.0% | New | 1 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 8.24K | +113.7% | $139,009 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Wells Fargo & Company/Mn | 7.50K | +161.8% | $126,525 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rhumbline Advisers | 5.36K | -2.8% | $90,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Citigroup Inc | 4.56K | +82.7% | $76,876 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | New York State Common Retirement… | 4.30K | 0.0% | $72,541 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Legal & General Group Plc | 3.94K | +515.5% | $66,425 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | UBS Group AG | 3.83K | -91.4% | $64,612 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.79K | +4.3% | $63,887 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 3.41K | +9.0% | $58,089 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Barclays Plc | 1.36K | -60.4% | $22,927 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Fidelity (FMR) ✦ | 841 | -12.3% | $14,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 242 | -79.4% | $4,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 243 | +105.9% | $3,871 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| American Century Companies Inc | $10.17M | 0.0% |
| Hrt Financial Lp | $898,000 | 0.0% |
| Balyasny Asset Management L.P. | $871,133 | 0.0% |
| Tudor Investment Corp Et Al | $829,144 | 0.0% |
| Creative Planning | $386,407 | 0.0% |
| AQR Capital Management | $371,006 | 0.0% |
| Qube Research & Technologies… | $308,873 | 0.0% |
| Bank of New York Mellon Corp | $287,195 | 0.0% |
| Captrust Financial Advisors | $199,758 | 0.0% |
| D. E. Shaw & Co. | $171,568 | 0.0% |
Exited
| Holocene Advisors, LP | $3.15M | was 0.0% |
| Truist Financial Corp | $256,725 | was 0.0% |
| Gotham Asset Management | $149,238 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 7.24M shares, $105.95M 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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