OPPJ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +26.7% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 1.01M | $58.13M | +5 | −4 |
| Q1 2026 | 19 | +4 | 749.78K | $40.71M | +4 | — |
| Q4 2025 | 15 | +1 | 408.89K | $18.97M | +1 | — |
| Q3 2025 | 2 | 0 | 64.82K | $2.70M | — | — |
| Q2 2025 | 1 | — | 97 | $3,564 | — | — |
| Q3 2024 | 1 | +1 | 22.31K | $757,303 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 282.46K | +103.7% | $15.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 118.59K | +916.1% | $6.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 89.80K | +6.4% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 89.80K | +6.4% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 69.15K | +321.2% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 34.44K | +13.9% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 32.77K | -11.3% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 31.34K | +767.3% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Corient Private Wealth LP | 25.65K | -50.1% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 25.53K | +9.6% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 20.00K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 20.00K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 13 | Cibc World Market Inc. | 10.24K | -7.5% | $556,864 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 5.12K | New | $278,160 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 3.39K | New | $184,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 780 | 0.0% | $42,409 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 304 | +32.8% | $16,525 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 115 | -20.7% | $6,228 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Simplex Trading, Llc | 50 | New | $2,718 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 41 | 0.0% | $2,229 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1 | 0.0% | $35 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Stifel Financial Corp | $1.09M | 0.0% |
| Stifel Financial Corp | $1.09M | 0.0% |
| Cetera Investment Advisers | $278,160 | 0.0% |
| Royal Bank Of Canada | $184,000 | 0.0% |
| Simplex Trading, Llc | $2,718 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 65 holders, 1.96M shares, $104.92M 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.