OPXS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow -4.0% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | 225.01K | -12.1% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Vanguard Capital Management Llc | 218.62K | +10.0% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 66.50K | +6.0% | $933,736 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 66.50K | +6.0% | $933,736 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 5 | Marshall Wace ✦ | 51.52K | -48.0% | $722,798 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Marshall Wace ✦ | 51.52K | -48.0% | $722,798 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 40.92K | +15.2% | $574,108 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 40.92K | +15.2% | $574,108 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 40.92K | +15.2% | $574,108 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 40.92K | +15.2% | $574,108 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 38.83K | -47.2% | $544,729 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 38.83K | -47.2% | $544,729 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 36.75K | +28.4% | $515,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 36.75K | +28.4% | $515,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 36.75K | +28.4% | $515,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 36.75K | +28.4% | $515,296 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 34.67K | +72.4% | $486,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passive) | 25.86K | 0.0% | $362,774 | 0.0% | Held | 7 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 24.07K | New | $303,827 | 0.0% | New | 1 | SEC ↗ |
| 20 | Man Group plc | 17.40K | +23.4% | $244,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 15.23K | -7.5% | $213,649 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Northern Trust Corp | 12.34K | +5.0% | $173,144 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 5.21K | +1.9% | $73,164 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 2.54K | New | $35,664 | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS Group AG | 2.54K | New | $35,664 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 581 | -72.1% | $8,152 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 581 | -72.1% | $8,152 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Royal Bank Of Canada | 62 | -82.2% | $1,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 54 | 0.0% | $764 | 0.0% | Held | 5 | SEC ↗ |
| 30 | Barclays Plc | 37 | New | $519 | 0.0% | New | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 9 | New | $122 | 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
| Wealth Enhancement Advisory… | $303,827 | 0.0% |
| UBS Group AG | $35,664 | 0.0% |
| UBS Group AG | $35,664 | 0.0% |
| Barclays Plc | $519 | 0.0% |
| JPMorgan Chase | $122 | 0.0% |
Exited
| No tracked exits this quarter. |
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.