OACP
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | 0 | 413.30K | $9.39M | — | — |
| 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 | — | — |
| Q2 2025 | 1 | 0 | 22.50K | $512,617 | — | — |
| Q1 2025 | 1 | 0 | 87.39K | $1.99M | — | — |
| Q4 2024 | 1 | 0 | 22.80K | $512,556 | — | — |
| Q3 2024 | 1 | 0 | 23.08K | $540,049 | — | — |
| Q2 2024 | 1 | — | 47.73K | $1.07M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 141.96K | +63.6% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 65.99K | +514.8% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 58.66K | +1189.2% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 43.11K | +162.8% | $979,198 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 37.74K | +53.7% | $857,378 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 27.41K | -1.9% | $622,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 21.64K | +17.7% | $491,484 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 16.80K | +389.0% | $383,643 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 2 | 0.0% | $45 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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.