OSCV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +2.7% ·
net new positions +12.5%
· formula
Broad accumulation: rising shares across more 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 | 15 | 0 | 2.54M | $107.07M | +3 | −3 |
| Q1 2026 | 15 | -1 | 2.70M | $106.66M | +4 | −5 |
| Q4 2025 | 16 | +2 | 3.09M | $114.30M | +2 | n/a |
| Q3 2025 | 2 | -1 | 4.99K | $190,938 | n/a | −1 |
| Q2 2025 | 1 | 0 | 20.60K | $743,866 | n/a | n/a |
| Q1 2025 | 1 | +1 | 30.60K | $1.07M | +1 | n/a |
| Q3 2024 | 3 | +1 | 29.39K | $1.10M | +1 | n/a |
| Q2 2024 | 2 | n/a | 20.19K | $696,521 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 2.22M | n/a | $82.36M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 543.23K | n/a | $20.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 159.02K | n/a | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 67.70K | New | $2.51M | 0.0% | New | 1 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 23.40K | n/a | $866,539 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Hrt Financial Lp | 19.25K | n/a | $712,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 17.21K | New | $637,397 | 0.0% | New | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 10.47K | n/a | $388,112 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Mercer Global Advisors Inc /Adv | 10.38K | n/a | $384,468 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Quantinno Capital Management LP | 8.53K | n/a | $315,833 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 2.37K | -52.4% | $87,909 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Fifth Third Bancorp | 748 | n/a | $27,698 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 393 | n/a | $14,552 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 33 | n/a | $1,222 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1 | -50.0% | $67 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1 | n/a | $42 | 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
| Two Sigma Investments | $2.51M | 0.0% |
| Citadel Advisors | $637,397 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 70 holders, 19.79M shares, $781.82M 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.