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Security record · archived quarter

XZO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
39Tracked holders
+20Δ holders
4.16MShares held
$60.99MReported value
+25New positions
−5Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · 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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 44 +7 3.81M $64.33M +10 −3
Q1 2026 39 +20 4.16M $60.99M +25 −5
Q4 2025 19 +7 3.15M $76.43M +7 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Janus Henderson Group Plc 703.30K +13.8% $10.32M 0.0% ▲ Add 2 SEC ↗ ×2
2 Goldman Sachs Group ✦ 604.27K +16.8% $8.86M 0.0% ▲ Add 2 SEC ↗ ×2
3 Jennison Associates Llc 574.92K -1.1% $8.43M 0.0% ▼ Trim 2 SEC ↗ ×2
4 BlackRock ✦ (passive) 274.71K New $4.03M 0.0% New 1 SEC ↗ ×5
5 Jane Street Group, Llc 247.80K +406.2% $3.64M 0.0% ▲ Add 2 SEC ↗ ×2
6 Holocene Advisors, LP 214.43K New $3.15M 0.0% New 1 SEC ↗
7 Two Sigma Investments ✦ 198.43K +1553.6% $2.91M 0.0% ▲ Add 2 SEC ↗
8 Marshall Wace ✦ 188.45K +68.9% $2.76M 0.0% ▲ Add 2 SEC ↗ ×2
9 Renaissance Technologies ✦ 167.62K New $2.46M 0.0% New 1 SEC ↗
10 Federated Hermes, Inc. 145.00K +45.0% $2.13M 0.0% ▲ Add 2 SEC ↗ ×2
11 Citadel Advisors ✦ 113.75K -74.2% $1.67M 0.0% ▼ Trim 2 SEC ↗ ×2
12 Victory Capital Management Inc 109.36K -9.8% $1.60M 0.0% ▼ Trim 2 SEC ↗
13 Sei Investments Co 107.49K -31.2% $1.58M 0.0% ▼ Trim 2 SEC ↗
14 Geode Capital Management ✦ (passive) 94.38K New $1.38M 0.0% New 1 SEC ↗ ×2
15 Bank Of America Corp /De/ 58.70K +17.4% $861,056 0.0% ▲ Add 2 SEC ↗
16 State Street Global Advisors ✦ (passive) 55.18K New $809,535 0.0% New 1 SEC ↗
17 Boston Partners 55.00K New $806,820 0.0% New 1 SEC ↗
18 Nuveen, LLC 49.22K New $722,087 0.0% New 1 SEC ↗ ×2
19 UBS Group AG 44.53K +483.5% $653,211 0.0% ▲ Add 2 SEC ↗
20 Northern Trust Corp 39.05K New $572,879 0.0% New 1 SEC ↗ ×2
21 Morgan Stanley ✦ 22.73K +179.0% $333,493 0.0% ▲ Add 2 SEC ↗ ×6
22 Truist Financial Corp 17.50K New $256,725 0.0% New 1 SEC ↗
23 Charles Schwab Investment… 16.78K New $246,221 0.0% New 1 SEC ↗
24 Bnp Paribas Financial Markets 11.66K New $171,126 0.0% New 1 SEC ↗
25 Gotham Asset Management ✦ 10.17K New $149,238 0.0% New 1 SEC ↗
26 Rhumbline Advisers 5.51K New $80,899 0.0% New 1 SEC ↗
27 New York State Common Retirement… 4.30K New $63,081 0.0% New 1 SEC ↗
28 Deutsche Bank Ag\ 3.86K New $56,568 0.0% New 1 SEC ↗
29 MIRAE ASSET GLOBAL ETFS HOLDINGS… 3.63K New $53,237 0.0% New 1 SEC ↗
30 Barclays Plc 3.43K New $50,377 0.0% New 1 SEC ↗ ×2
31 JPMorgan Chase ✦ 3.13K New $43,886 0.0% New 1 SEC ↗
32 Wells Fargo & Company/Mn 2.87K +473.0% $42,030 0.0% ▲ Add 2 SEC ↗
33 Citigroup Inc 2.50K New $36,601 0.0% New 1 SEC ↗ ×2
34 Royal Bank Of Canada 1.17K New $17,000 0.0% New 1 SEC ↗
35 Fidelity (FMR) ✦ 959 New $14,069 0.0% New 1 SEC ↗
36 Legal & General Group Plc 640 New $9,411 0.0% New 1 SEC ↗
37 Russell Investments Group, Ltd. 580 New $8,508 0.0% New 1 SEC ↗
38 California State Teachers… 433 New $6,352 0.0% New 1 SEC ↗
39 Jones Financial Companies Lllp 118 New $1,620 0.0% New 1 SEC ↗

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

New buyers

BlackRock $4.03M 0.0%
Holocene Advisors, LP $3.15M 0.0%
Renaissance Technologies $2.46M 0.0%
Geode Capital Management $1.38M 0.0%
State Street Global Advisors $809,535 0.0%
Boston Partners $806,820 0.0%
Nuveen, LLC $722,087 0.0%
Northern Trust Corp $572,879 0.0%
Truist Financial Corp $256,725 0.0%
Charles Schwab Investment… $246,221 0.0%
Bnp Paribas Financial Markets $171,126 0.0%
Gotham Asset Management $149,238 0.0%

Exited

Millennium Management $3.80M was 0.0%
Balyasny Asset Management L.P. $2.42M was 0.0%
D. E. Shaw & Co. $1.82M was 0.0%
Hrt Financial Lp $754,000 was 0.0%
Qube Research & Technologies… $385,405 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: Q1 2026 · Methodology · Get this via the API