OPXS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.0% ·
share flow +30.0% ·
net new positions -17.6%
— formula
Concentrated accumulation — rising shares among fewer 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 | +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 | LPL Financial LLC | 255.87K | +459.9% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 198.81K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Marshall Wace ✦ | 98.98K | +8.9% | $1.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Marshall Wace ✦ | 98.98K | +8.9% | $1.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 73.57K | -1.2% | $972,937 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 62.73K | -2.2% | $830,179 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 62.73K | -2.2% | $830,179 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 35.51K | +19.1% | $469,567 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 35.51K | +19.1% | $469,567 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 35.51K | +19.1% | $469,567 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 35.51K | +19.1% | $469,567 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 28.62K | +33.2% | $378,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 28.62K | +33.2% | $378,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 28.62K | +33.2% | $378,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 28.62K | +33.2% | $378,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (passive) | 25.86K | 0.0% | $341,959 | 0.0% | Held | 6 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 20.11K | New | $266,008 | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 20.11K | New | $266,008 | 0.0% | New | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 16.45K | +14.0% | $217,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Man Group plc | 14.11K | New | $186,592 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northern Trust Corp | 11.76K | New | $155,513 | 0.0% | New | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 5.12K | -8.6% | $67,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.08K | -22.7% | $27,521 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.08K | -22.7% | $27,521 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 349 | +2584.6% | $5,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cwm, Llc | 100 | 0.0% | $1,323 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 54 | 0.0% | $720 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $266,008 | 0.0% |
| Citadel Advisors | $266,008 | 0.0% |
| Man Group plc | $186,592 | 0.0% |
| Northern Trust Corp | $155,513 | 0.0% |
Exited
| Sei Investments Co | $576,460 | was 0.0% |
| Susquehanna International… | $219,251 | was 0.0% |
| Jane Street Group, Llc | $163,169 | was 0.0% |
| Bank Of America Corp /De/ | $47,971 | was 0.0% |
| UBS Group AG | $31,635 | was 0.0% |
| JPMorgan Chase | $19,030 | 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.