Security record · archived quarter
OBIL
name pending profile ingest
18Tracked holders
0Δ holders
2.84MShares held
$142.22MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +9.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 2.67M | $133.64M | +2 | −1 |
| Q1 2026 | 18 | 0 | 2.84M | $142.22M | +1 | −1 |
| Q4 2025 | 18 | 0 | 2.61M | $130.85M | — | — |
| Q3 2025 | 3 | +1 | 157.85K | $7.94M | +1 | — |
| Q1 2025 | 1 | 0 | 4.56K | $229,085 | — | — |
| Q4 2024 | 1 | 0 | 7.92K | $396,575 | — | — |
| Q3 2024 | 1 | 0 | 4.88K | $245,545 | — | — |
| Q2 2024 | 1 | — | 11.90K | $593,207 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.29M | +6.2% | $64.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 300.21K | -15.6% | $15.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 254.68K | +72.7% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 254.68K | +72.7% | $12.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 254.58K | -16.3% | $12.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 254.58K | -16.3% | $12.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 162.49K | +64.7% | $8.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 162.49K | +64.7% | $8.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 145.33K | +14.7% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 121.19K | +45.5% | $6.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 114.54K | +4.2% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 58.38K | +58276.0% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 45.00K | +658.9% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 28.44K | -48.7% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 20.77K | -37.3% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 20.53K | -9.1% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 9.45K | +26.3% | $473,211 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 8.51K | +22.5% | $425,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 6.63K | -80.6% | $331,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 500 | New | $25,040 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 231 | -77.0% | $11,569 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Osaic Holdings, Inc. | $25,040 | 0.0% |
Exited
| Royal Bank Of Canada | $16,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 4.07M shares, $203.17M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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