OALC
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 Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 109.79K | +62.9% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 75.09K | +28.3% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 72.11K | +47.3% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 26.54K | New | $909,526 | 0.0% | New | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 8.77K | -54.0% | $300,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 7.17K | +0.1% | $245,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $909,526 | 0.0% |
Exited
| Morgan Stanley | $38 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 29 holders, 5.32M shares, $179.29M 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.