OPFI-WT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow 0.0% ·
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 Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | 0 | 3.52M | $105,505 | n/a | n/a |
| Q1 2026 | 6 | +1 | 3.52M | $457,204 | +1 | n/a |
| Q4 2025 | 5 | +1 | 3.52M | $5.38M | +1 | n/a |
| Q3 2025 | 1 | -1 | 1.05M | $2.36M | n/a | −1 |
| Q2 2025 | 2 | 0 | 1.18M | $5.03M | n/a | n/a |
| Q1 2025 | 2 | 0 | 1.18M | $2.56M | n/a | n/a |
| Q4 2024 | 2 | 0 | 1.18M | $1.02M | +1 | −1 |
| Q3 2024 | 2 | -1 | 763.84K | $160,407 | n/a | −1 |
| Q2 2024 | 3 | n/a | 889.84K | $115,680 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LMR Partners LLP | 2.33M | 0.0% | $302,961 | 0.0% | Held | 2 | SEC ↗ |
| 2 | D. E. Shaw & Co. ✦ | 1.05M | 0.0% | $136,457 | 0.0% | Held | 8 | SEC ↗ |
| 3 | GAMCO Investors ✦ | 126.00K | 0.0% | $16,380 | 0.0% | Held | 2 | SEC ↗ |
| 4 | Blair William & Co/Il | 10.50K | -8.7% | $1,365 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 219 | +5.3% | $28 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Toronto Dominion Bank | 100 | New | $13 | 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
| Toronto Dominion Bank | $13 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 9.33M shares, $5.00M 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.