OAKM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +27.8% ·
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
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 3.12M | +47.1% | $85.96M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 2.12M | +62.3% | $58.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.18M | +19.6% | $32.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Osaic Holdings, Inc. | 1.07M | +3457.7% | $29.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 870.99K | -43.5% | $23.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 725.37K | +6.4% | $19.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 700.82K | +15.6% | $19.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 670.91K | +42.1% | $18.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Stifel Financial Corp | 163.31K | +759.4% | $4.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 121.50K | +355.9% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 63.60K | +50.0% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 63.26K | -15.3% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 48.26K | +574.2% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northern Trust Corp | 42.29K | New | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 15 | Corient Private Wealth LP | 40.46K | -70.2% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 35.20K | New | $970,179 | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 30.74K | New | $847,238 | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Envestnet Asset Management Inc | 24.95K | +123.2% | $687,864 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 14.19K | +33.2% | $391,014 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 13.76K | New | $379,212 | 0.0% | New | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 5.86K | +1702.2% | $158,490 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Us Bancorp \De\ | 1.70K | New | $46,943 | 0.0% | New | 1 | SEC ↗ |
| 23 | Cwm, Llc | 294 | 0.0% | $8,104 | 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
| Northern Trust Corp | $1.17M | 0.0% |
| Focus Partners Wealth | $970,179 | 0.0% |
| Susquehanna International… | $847,238 | 0.0% |
| Northwestern Mutual Wealth… | $379,212 | 0.0% |
| Us Bancorp \De\ | $46,943 | 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.