OESX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +10.8% ·
net new positions +7.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +3 | 628.83K | $7.35M | +4 | −1 |
| Q1 2026 | 15 | +1 | 641.12K | $5.60M | +2 | −1 |
| Q4 2025 | 14 | +1 | 492.62K | $7.58M | +1 | n/a |
| Q3 2025 | 5 | -2 | 322.55K | $2.82M | n/a | −2 |
| Q2 2025 | 6 | 0 | 3.40M | $2.06M | n/a | n/a |
| Q1 2025 | 4 | 0 | 1.94M | $1.40M | n/a | n/a |
| Q4 2024 | 4 | 0 | 1.68M | $1.35M | n/a | n/a |
| Q3 2024 | 3 | -1 | 1.64M | $1.41M | n/a | −1 |
| Q2 2024 | 4 | n/a | 1.68M | $1.86M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 134.78K | +0.4% | $2.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 129.96K | +3.5% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Sei Investments Co | 60.71K | n/a | $933,774 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Us Bancorp \De\ | 58.55K | n/a | $900,576 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Marshall Wace ✦ | 45.90K | New | $705,881 | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (passive) | 34.99K | -8.1% | $538,287 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 7 | BlackRock ✦ (passive) | 24.21K | 0.0% | $372,334 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 2.03K | n/a | $31,175 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 877 | +87.4% | $13,488 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 200 | n/a | $3,076 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 184 | n/a | $2,830 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 161 | n/a | $2,474 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 75 | n/a | $1,154 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citigroup Inc | 1 | n/a | $15 | 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
| Marshall Wace | $705,881 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 1.97M shares, $14.91M 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.
Open-market purchases (P)
Director · 1.05K sh @ 18.96 · $19,988
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology