OACP
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 163.42K | $3.55M | n/a | n/a |
| Q2 2026 | 9 | 0 | 413.30K | $9.39M | n/a | n/a |
| Q1 2026 | 9 | +3 | 192.81K | $4.38M | +4 | −1 |
| Q4 2025 | 6 | 0 | 81.29K | $1.87M | +1 | −1 |
| Q3 2025 | 1 | 0 | 64.53K | $1.49M | n/a | n/a |
| Q2 2025 | 1 | 0 | 22.50K | $512,617 | n/a | n/a |
| Q1 2025 | 1 | 0 | 87.39K | $1.99M | n/a | n/a |
| Q4 2024 | 1 | 0 | 22.80K | $512,556 | n/a | n/a |
| Q3 2024 | 1 | 0 | 23.08K | $540,049 | n/a | n/a |
| Q2 2024 | 1 | n/a | 47.73K | $1.07M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 86.79K | +90.4% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 27.95K | New | $634,979 | 0.0% | New | 1 | SEC ↗ |
| 3 | Jane Street Group, Llc | 24.56K | +107.2% | $558,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 18.38K | +22.9% | $417,662 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 16.40K | New | $372,676 | 0.0% | New | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 10.73K | New | $244,605 | 0.0% | New | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 4.55K | -39.6% | $103,035 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 3.44K | +286.8% | $77,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 2 | New | $45 | 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
| Citadel Advisors | $634,979 | 0.0% |
| Goldman Sachs Group | $372,676 | 0.0% |
| Wealth Enhancement Advisory… | $244,605 | 0.0% |
| Osaic Holdings, Inc. | $45 | 0.0% |
Exited
| UBS Group AG | $10,642 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 27 holders, 10.17M shares, $229.28M 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.