OAKM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +19.0% ·
share flow +6.4% ·
net new positions +12.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 3.36M | +7.7% | $94.65M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 2.13M | +0.7% | $60.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.07M | 0.0% | $30.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.06M | -10.1% | $29.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Wealth Enhancement Advisory… | 935.88K | +7.5% | $27.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 933.92K | +28.8% | $26.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 795.88K | +13.6% | $22.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 655.58K | -2.3% | $18.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Stifel Financial Corp | 173.70K | +6.4% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 167.99K | New | $4.73M | 0.0% | New | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 117.40K | New | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 73.48K | +15.6% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 57.20K | -52.9% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 51.51K | +6.7% | $1.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Focus Partners Wealth | 46.83K | +33.0% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Corient Private Wealth LP | 43.31K | +7.0% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 30.23K | -1.7% | $851,466 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Northern Trust Corp | 28.34K | -33.0% | $798,422 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 27.13K | +8.7% | $764,170 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 18.62K | New | $528,780 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 16.97K | New | $478,016 | 0.0% | New | 1 | SEC ↗ ×3 |
| 22 | Goldman Sachs Group ✦ | 10.88K | New | $306,433 | 0.0% | New | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 9.58K | New | $269,897 | 0.0% | New | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 2.05K | -65.0% | $58,187 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Bnp Paribas Financial Markets | 428 | New | $12,057 | 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
| Baird Financial Group, Inc. | $4.73M | 0.0% |
| Two Sigma Investments | $3.31M | 0.0% |
| Jones Financial Companies Lllp | $528,780 | 0.0% |
| UBS Group AG | $478,016 | 0.0% |
| Goldman Sachs Group | $306,433 | 0.0% |
| Captrust Financial Advisors | $269,897 | 0.0% |
| Bnp Paribas Financial Markets | $12,057 | 0.0% |
Exited
| Jane Street Group, Llc | $1.74M | was 0.0% |
| HighTower Advisors, LLC | $391,014 | was 0.0% |
| Northwestern Mutual Wealth… | $379,212 | was 0.0% |
| Us Bancorp \De\ | $46,943 | was 0.0% |
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.