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Security record · archived quarter

OESX

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
18Tracked holders
+3Δ holders
628.83KShares held
$7.35MReported value
+4New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.0% · share flow -1.9% · net new positions +16.7%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Q3 2025 5 -2 322.55K $2.82M −2
Q2 2025 6 0 3.40M $2.06M
Q1 2025 4 0 1.94M $1.40M
Q4 2024 4 0 1.68M $1.35M
Q3 2024 3 -1 1.64M $1.41M −1
Q2 2024 4 1.68M $1.86M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Renaissance Technologies 181.67K +1.8% $2.12M 0.0% ▲ Add 9 SEC ↗
2 Vanguard Capital Management Llc 127.48K +13.9% $1.49M 0.0% ▲ Add 2 SEC ↗
3 Us Bancorp \De\ 70.16K 0.0% $820,112 0.0% Held 3 SEC ↗
4 Marshall Wace 61.34K +7.8% $717,088 0.0% ▲ Add 3 SEC ↗
5 Marshall Wace 61.34K +7.8% $717,088 0.0% ▲ Add 3 SEC ↗
6 Sei Investments Co 55.41K -57.4% $647,690 0.0% ▼ Trim 3 SEC ↗
7 Jane Street Group, Llc 53.69K +97.7% $627,578 0.0% ▲ Add 2 SEC ↗
8 Jane Street Group, Llc 53.69K +97.7% $627,578 0.0% ▲ Add 2 SEC ↗
9 Geode Capital Management (passive) 38.12K -4.9% $445,788 0.0% ▼ Trim 9 SEC ↗
10 Geode Capital Management (passive) 38.12K -4.9% $445,788 0.0% ▼ Trim 9 SEC ↗
11 BlackRock (passive) 36.89K +52.4% $431,244 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 36.89K +52.4% $431,244 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 36.89K +52.4% $431,244 0.0% ▲ Add 5 SEC ↗
14 Morgan Stanley 1.75K +99.2% $20,422 0.0% ▲ Add 4 SEC ↗
15 Morgan Stanley 1.75K +99.2% $20,422 0.0% ▲ Add 4 SEC ↗
16 Royal Bank Of Canada 634 New $7,000 0.0% New 1 SEC ↗
17 JPMorgan Chase 591 New $7,000 0.0% New 1 SEC ↗
18 Jones Financial Companies Lllp 378 +195.3% $4,279 0.0% ▲ Add 3 SEC ↗
19 UBS AM, a distinct business unit of… 344 0.0% $4,021 0.0% Held 2 SEC ↗
20 Wells Fargo & Company/Mn 200 0.0% $2,338 0.0% Held 3 SEC ↗
21 Osaic Holdings, Inc. 119 0.0% $1,390 0.0% Held 3 SEC ↗
22 UBS Group AG 41 -90.2% $479 0.0% ▼ Trim 3 SEC ↗
23 National Bank Of Canada /Fi/ 15 New $174 0.0% New 1 SEC ↗
24 Barclays Plc 1 New $12 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

Royal Bank Of Canada $7,000 0.0%
JPMorgan Chase $7,000 0.0%
National Bank Of Canada /Fi/ $174 0.0%
Barclays Plc $12 0.0%

Exited

Citigroup Inc $9 was 0.0%

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 20 Wishart-Smith Heather L

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

Beneficial ownership
Jul 02 SC 13G/A — North Star Investment Management Corp.

View original SEC filing ↗

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: Q2 2026 · Methodology · Get this via the API