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Security record

OLP

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
58Tracked holders
-4Δ holders
6.54MShares held
$159.94MReported value
+1New positions
−5Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.5% · share flow +2.5% · net new positions -6.9% — formula
Concentrated accumulation — rising shares among fewer holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 58 -4 6.54M $159.94M +1 −5
Q1 2026 64 -1 6.39M $137.28M +4 −6
Q4 2025 66 +6 7.21M $146.40M +7 —
Q3 2025 12 +1 5.49M $121.65M +1 —
Q2 2025 8 -1 5.18M $123.77M — −1
Q1 2025 6 +1 1.72M $45.52M +1 —
Q4 2024 5 0 1.68M $45.96M — —
Q3 2024 4 -1 1.17M $32.27M — −1
Q2 2024 5 — 1.18M $27.69M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.84M +7.3% $44.88M 0.0% ▲ Add 5 SEC ↗ ×8
2 Vanguard Capital Management Llc 687.06K -6.2% $16.78M 0.0% ▼ Trim 2 SEC ↗
3 Geode Capital Management ✦ (passive) 512.25K +2.8% $12.51M 0.0% ▲ Add 9 SEC ↗ ×2
4 Renaissance Technologies ✦ 489.48K -4.9% $11.95M 0.0% ▼ Trim 9 SEC ↗
5 State Street Global Advisors ✦ (passive) 424.68K +2.5% $10.55M 0.0% ▲ Add 7 SEC ↗
6 Northern Trust Corp 261.52K +0.6% $6.39M 0.0% ▲ Add 3 SEC ↗ ×4
7 Goldman Sachs Group ✦ 242.14K -12.9% $5.91M 0.0% ▼ Trim 4 SEC ↗ ×2
8 Dimensional Fund Advisors Lp 232.35K -0.7% $5.67M 0.0% ▼ Trim 3 SEC ↗ ×4
9 Two Sigma Investments ✦ 156.52K -4.7% $3.82M 0.0% ▼ Trim 4 SEC ↗
10 Morgan Stanley ✦ 156.42K +49.5% $3.82M 0.0% ▲ Add 4 SEC ↗ ×7
11 Charles Schwab Investment… 150.08K +9.8% $3.66M 0.0% ▲ Add 3 SEC ↗
12 Quantinno Capital Management LP 128.19K +33.1% $3.13M 0.0% ▲ Add 3 SEC ↗
13 Bank of New York Mellon Corp 117.05K +2.2% $2.86M 0.0% ▲ Add 3 SEC ↗ ×4
14 Mackenzie Financial Corp 110.86K +34.5% $2.71M 0.0% ▲ Add 3 SEC ↗
15 Man Group plc 100.08K +48.1% $2.44M 0.0% ▲ Add 2 SEC ↗
16 Citadel Advisors ✦ 93.91K -31.7% $2.29M 0.0% ▼ Trim 9 SEC ↗
17 Wells Fargo & Company/Mn 74.12K +10.8% $1.81M 0.0% ▲ Add 3 SEC ↗ ×3
18 Qube Research & Technologies Ltd 69.59K -5.8% $1.70M 0.0% ▼ Trim 3 SEC ↗
19 AQR Capital Management ✦ 64.56K +38.6% $1.58M 0.0% ▲ Add 3 SEC ↗ ×7
20 UBS Group AG 57.53K -13.6% $1.40M 0.0% ▼ Trim 3 SEC ↗ ×2
21 Bank Of America Corp /De/ 41.44K +16.6% $1.01M 0.0% ▲ Add 3 SEC ↗ ×2
22 Nuveen, LLC 38.15K +2.5% $931,648 0.0% ▲ Add 3 SEC ↗ ×2
23 Raymond James Financial Inc 36.14K -0.5% $882,489 0.0% ▼ Trim 3 SEC ↗ ×2
24 First Manhattan Co. Llc. 29.39K 0.0% $730,904 0.0% Held 3 SEC ↗
25 Creative Planning 29.26K +3.4% $714,607 0.0% ▲ Add 3 SEC ↗ ×2
26 JPMorgan Chase ✦ 27.69K +43.0% $682,184 0.0% ▲ Add 4 SEC ↗ ×6
27 Rhumbline Advisers 26.50K -7.6% $647,192 0.0% ▼ Trim 3 SEC ↗
28 Russell Investments Group, Ltd. 25.42K +66.1% $621,455 0.0% ▲ Add 3 SEC ↗ ×3
29 Nomura Asset Management Co Ltd 24.92K 0.0% $608,546 0.0% Held 3 SEC ↗
30 Invesco Ltd. 23.30K +5.5% $568,987 0.0% ▲ Add 3 SEC ↗ ×4
31 Asset Management One Co., Ltd. 22.81K -0.1% $556,996 0.0% ▼ Trim 3 SEC ↗
32 T. Rowe Price ✦ 20.83K +11.4% $509,000 0.0% ▲ Add 9 SEC ↗
33 Connor, Clark & Lunn Investment… 19.53K +23.7% $477,020 0.0% ▲ Add 3 SEC ↗
34 Sumitomo Mitsui Trust Group, Inc. 19.04K 0.0% $464,932 0.0% Held 3 SEC ↗
35 Hsbc Holdings Plc 17.61K -0.9% $430,794 0.0% ▼ Trim 3 SEC ↗
36 Deutsche Bank Ag\ 17.27K +26.9% $421,807 0.0% ▲ Add 3 SEC ↗
37 Pnc Financial Services Group, Inc. 16.13K +14.9% $393,943 0.0% ▲ Add 3 SEC ↗ ×4
38 Mercer Global Advisors Inc /Adv 16.09K +47.4% $393,048 0.0% ▲ Add 2 SEC ↗
39 Alliancebernstein L.P. 16.56K +7.8% $355,442 0.0% ▲ Add 3 SEC ↗
40 Arrowstreet Capital ✦ 12.95K -6.3% $316,239 0.0% ▼ Trim 3 SEC ↗
41 Mitsubishi UFJ Asset Management… 12.48K 0.0% $304,713 0.0% Held 3 SEC ↗
42 Fidelity (FMR) ✦ 11.50K +21.8% $280,753 0.0% ▲ Add 5 SEC ↗ ×2
43 Osaic Holdings, Inc. 10.42K +135.7% $254,517 0.0% ▲ Add 3 SEC ↗
44 Citigroup Inc 9.69K +306.1% $236,507 0.0% ▲ Add 3 SEC ↗ ×2
45 Neuberger Berman Group LLC 8.77K New $214,067 0.0% New 1 SEC ↗ ×2
46 Royal Bank Of Canada 8.43K +9.9% $206,000 0.0% ▲ Add 3 SEC ↗ ×3
47 MIRAE ASSET GLOBAL ETFS HOLDINGS… 8.15K -6.7% $199,047 0.0% ▼ Trim 3 SEC ↗
48 New York State Common Retirement… 6.38K 0.0% $155,726 0.0% Held 3 SEC ↗
49 Daiwa Securities Group Inc. 6.14K -1.1% $149,963 0.0% ▼ Trim 3 SEC ↗
50 Barclays Plc 2.55K -27.6% $62,320 0.0% ▼ Trim 3 SEC ↗ ×2
51 Bnp Paribas Financial Markets 2.44K -39.5% $59,487 0.0% ▼ Trim 3 SEC ↗
52 Jones Financial Companies Lllp 2.20K +14.6% $53,788 0.0% ▲ Add 3 SEC ↗
53 Rockefeller Capital Management L.P. 2.15K 0.0% $52,527 0.0% Held 3 SEC ↗ ×2
54 Us Bancorp \De\ 1.67K +6.0% $40,879 0.0% ▲ Add 3 SEC ↗
55 Legal & General Group Plc 1.66K -57.8% $40,635 0.0% ▼ Trim 3 SEC ↗
56 UBS AM, a distinct business unit of… 1.02K 0.0% $24,835 0.0% Held 3 SEC ↗
57 Fifth Third Bancorp 218 -16.8% $5,324 0.0% ▼ Trim 3 SEC ↗
58 Optiver Holding B.V. 40 -75.0% $977 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

Exited

Jane Street Group, Llc $764,941 was 0.0%
Millennium Management $364,026 was 0.0%
Squarepoint Ops LLC $317,715 was 0.0%
Simplex Trading, Llc $9,742 was 0.0%
Northwestern Mutual Wealth… $3,627 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 138 holders, 8.21M shares, $173.10M 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)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 17 Clair Justin

Officer · 4.50K sh · $108,270

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 02 SC 13D — GOULD INVESTORS L P

12.4% of class · 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