OSEA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +9.4% ·
net new positions +9.1%
· 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 | 16 | -5 | 3.32M | $101.18M | n/a | −6 |
| Q1 2026 | 22 | +2 | 3.38M | $97.53M | +3 | −1 |
| Q4 2025 | 20 | -1 | 3.09M | $93.36M | n/a | −1 |
| Q3 2025 | 3 | 0 | 407.99K | $12.06M | +1 | −1 |
| Q2 2025 | 1 | -1 | 665 | $19,465 | n/a | −1 |
| Q1 2025 | 1 | 0 | 34.83K | $924,081 | n/a | n/a |
| Q4 2024 | 1 | 0 | 28.68K | $741,507 | +1 | −1 |
| Q3 2024 | 1 | 0 | 9.41K | $272,116 | n/a | n/a |
| Q2 2024 | 1 | n/a | 10.96K | $303,237 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pnc Financial Services Group, Inc. | 856.74K | +2.6% | $24.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Raymond James Financial Inc | 638.35K | +49.5% | $18.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 363.36K | +10.3% | $10.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Corient Private Wealth LP | 332.00K | -7.3% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 255.06K | +32.2% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 121.38K | -51.5% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 110.96K | +591.5% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 103.37K | -41.1% | $2.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 91.34K | -1.4% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Captrust Financial Advisors | 85.86K | -11.7% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Hrt Financial Lp | 72.14K | New | $2.09M | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 70.65K | New | $2.05M | 0.0% | New | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 59.12K | +0.8% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 54.59K | -8.6% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 37.34K | +2.1% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 34.75K | +0.4% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 31.18K | -4.8% | $902,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 25.18K | +6.9% | $729,070 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 13.62K | +14.2% | $394,183 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Wells Fargo & Company/Mn | 7.76K | -85.3% | $224,797 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 7.23K | New | $209,308 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 4.53K | +452800.0% | $131,118 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $2.09M | 0.0% |
| Citadel Advisors | $2.05M | 0.0% |
| Quantinno Capital Management… | $209,308 | 0.0% |
Exited
| UBS Group AG | $36,300 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 69 holders, 12.07M shares, $344.59M 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.