OPXS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow +1.4% ·
net new positions -5.0%
— formula
Concentrated accumulation — rising shares among fewer 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 | 20 | +4 | 816.22K | $11.42M | +4 | — |
| Q1 2026 | 17 | -3 | 850.07K | $11.24M | +3 | −6 |
| Q4 2025 | 20 | -1 | 649.35K | $9.21M | — | −1 |
| Q3 2025 | 10 | 0 | 419.55K | $5.41M | — | — |
| Q2 2025 | 7 | +1 | 317.28K | $3.65M | +1 | — |
| Q1 2025 | 3 | 0 | 100.92K | $573,354 | — | — |
| Q4 2024 | 3 | 0 | 97.86K | $671,455 | — | — |
| Q3 2024 | 2 | 0 | 75.77K | $578,224 | — | — |
| Q2 2024 | 2 | — | 52.80K | $381,336 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 199.51K | +26.2% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 199.51K | +26.2% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 199.51K | +26.2% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Marshall Wace ✦ | 90.87K | +15.7% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Marshall Wace ✦ | 90.87K | +15.7% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 74.47K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 64.16K | +1.0% | $910,072 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 64.16K | +1.0% | $910,072 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 9 | LPL Financial LLC | 45.70K | — | $648,040 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Sei Investments Co | 40.65K | — | $576,460 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 29.82K | +1.2% | $422,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 29.82K | +1.2% | $422,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 29.82K | +1.2% | $422,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 29.82K | +1.2% | $422,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (passive) | 25.86K | +22.2% | $366,652 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 21.48K | — | $304,543 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 21.48K | — | $304,543 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 21.48K | — | $304,543 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 15.46K | — | $219,251 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 14.44K | -53.3% | $204,688 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 11.51K | — | $163,169 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 11.51K | — | $163,169 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 5.60K | — | $79,405 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 3.38K | — | $47,971 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 3.38K | — | $47,971 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.69K | +8583.9% | $38,173 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.69K | +8583.9% | $38,173 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.69K | +8583.9% | $38,173 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS Group AG | 2.23K | — | $31,635 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 2.23K | — | $31,635 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.34K | -9.1% | $19,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cwm, Llc | 100 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 54 | 0.0% | $772 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 13 | — | $0 | 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
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $467,714 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 2.65M shares, $34.98M 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.