OAKM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +0.4% ·
net new positions +11.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 2.12M | n/a | $60.11M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 2 | Wealth Enhancement Advisory… | 1.54M | n/a | $44.72M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.30M | n/a | $36.97M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 988.52K | n/a | $28.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 681.66K | n/a | $19.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 606.42K | n/a | $17.20M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 472.04K | n/a | $13.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Corient Private Wealth LP | 135.58K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Jane Street Group, Llc | 74.67K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 42.39K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 30.19K | n/a | $856,242 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 26.65K | New | $755,822 | 0.0% | New | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 19.00K | n/a | $538,925 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 11.18K | n/a | $317,043 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 10.65K | n/a | $302,104 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 7.16K | +312.3% | $202,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 325 | New | $9,217 | 0.0% | New | 1 | SEC ↗ |
| 18 | Cwm, Llc | 294 | n/a | $8,000 | 0.0% | n/c | 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 | $755,822 | 0.0% |
| JPMorgan Chase | $9,217 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 95 holders, 26.17M shares, $711.79M 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.