OCCI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +30.0% ·
net new positions +10.0%
— 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 | Morgan Stanley ✦ | 466.31K | +91.6% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 61.24K | — | $296,403 | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 12.91K | New | $62,504 | 0.0% | New | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 12.81K | — | $62,010 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 5.27K | — | $25,526 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Osaic Holdings, Inc. | 5.11K | — | $24,708 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 1.99K | — | $9,641 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 1.31K | — | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | National Bank Of Canada /Fi/ | 10 | — | $48 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2 | — | $11 | 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 | $62,504 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 26 holders, 1.37M shares, $3.94M 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.