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Security record · archived quarter

OTLK

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
31Tracked holders
+5Δ holders
14.71MShares held
$23.39MReported value
+9New positions
−4Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +19.2% · share flow +30.0% · net new positions +16.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 +5 14.71M $23.39M +9 −4
Q1 2026 27 -3 4.76M $978,983 +5 −8
Q4 2025 30 0 3.74M $5.91M +1 −1
Q3 2025 10 -2 2.34M $2.48M +1 −3
Q2 2025 9 +2 2.68M $4.29M +3 −1
Q1 2025 4 -2 827.50K $1.01M −2
Q4 2024 6 +4 804.80K $1.52M +4
Q3 2024 1 -1 341.96K $1.83M −1
Q2 2024 2 239.31K $1.77M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 4.38M +122.5% $6.96M 0.0% ▲ Add 2 SEC ↗
2 Marshall Wace 1.99M New $3.16M 0.0% New 1 SEC ↗
3 Marshall Wace 1.99M New $3.16M 0.0% New 1 SEC ↗
4 BlackRock (passive) 1.67M +249.5% $2.65M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 1.67M +249.5% $2.65M 0.0% ▲ Add 5 SEC ↗
6 Jane Street Group, Llc 1.43M New $2.27M 0.0% New 1 SEC ↗
7 Geode Capital Management (passive) 1.25M +106.4% $1.98M 0.0% ▲ Add 9 SEC ↗
8 Geode Capital Management (passive) 1.25M +106.4% $1.98M 0.0% ▲ Add 9 SEC ↗
9 Susquehanna International Group, Llp 968.19K +622.1% $1.54M 0.0% ▲ Add 3 SEC ↗
10 Susquehanna International Group, Llp 968.19K +622.1% $1.54M 0.0% ▲ Add 3 SEC ↗
11 Hrt Financial Lp 784.90K +1058.4% $1.25M 0.0% ▲ Add 2 SEC ↗
12 State Street Global Advisors (passive) 539.80K +231.0% $858,285 0.0% ▲ Add 7 SEC ↗
13 Raymond James Financial Inc 332.05K +1127.5% $527,961 0.0% ▲ Add 2 SEC ↗
14 Raymond James Financial Inc 332.05K +1127.5% $527,961 0.0% ▲ Add 2 SEC ↗
15 Group One Trading Llc 246.43K +116.7% $391,821 0.0% ▲ Add 3 SEC ↗
16 Northern Trust Corp 237.56K +252.5% $377,722 0.0% ▲ Add 3 SEC ↗
17 Simplex Trading, Llc 205.01K +54.5% $325,970 0.0% ▲ Add 3 SEC ↗
18 LPL Financial LLC 184.94K +450.0% $294,058 0.0% ▲ Add 3 SEC ↗
19 UBS Group AG 152.22K +14.4% $242,022 0.0% ▲ Add 3 SEC ↗
20 UBS Group AG 152.22K +14.4% $242,022 0.0% ▲ Add 3 SEC ↗
21 Deutsche Bank Ag\ 130.70K New $207,813 0.0% New 1 SEC ↗
22 Deutsche Bank Ag\ 130.70K New $207,813 0.0% New 1 SEC ↗
23 Millennium Management 57.84K New $91,964 0.0% New 1 SEC ↗
24 Belvedere Trading LLC 40.90K New $65,029 0.0% New 1 SEC ↗
25 Corient Private Wealth LP 35.10K +16.6% $55,809 0.0% ▲ Add 2 SEC ↗
26 Pnc Financial Services Group, Inc. 25.00K 0.0% $39,750 0.0% Held 3 SEC ↗
27 Bank of New York Mellon Corp 18.66K New $29,676 0.0% New 1 SEC ↗
28 Bank of New York Mellon Corp 18.66K New $29,676 0.0% New 1 SEC ↗
29 Morgan Stanley 16.96K +345.5% $26,960 0.0% ▲ Add 4 SEC ↗
30 Morgan Stanley 16.96K +345.5% $26,960 0.0% ▲ Add 4 SEC ↗
31 Morgan Stanley 16.96K +345.5% $26,960 0.0% ▲ Add 4 SEC ↗
32 Morgan Stanley 16.96K +345.5% $26,960 0.0% ▲ Add 4 SEC ↗
33 Osaic Holdings, Inc. 11.47K +57.0% $18,228 0.0% ▲ Add 3 SEC ↗
34 JPMorgan Chase 7.97K +53033.3% $13,469 0.0% ▲ Add 4 SEC ↗
35 JPMorgan Chase 7.97K +53033.3% $13,469 0.0% ▲ Add 4 SEC ↗
36 Rockefeller Capital Management L.P. 6.25K New $9,938 0.0% New 1 SEC ↗
37 Jones Financial Companies Lllp 2.50K 0.0% $4,275 0.0% Held 3 SEC ↗
38 Northwestern Mutual Wealth… 2.12K -7.5% $3,379 0.0% ▼ Trim 3 SEC ↗
39 Wells Fargo & Company/Mn 1.41K -43.1% $2,242 0.0% ▼ Trim 3 SEC ↗
40 Wells Fargo & Company/Mn 1.41K -43.1% $2,242 0.0% ▼ Trim 3 SEC ↗
41 Citigroup Inc 765 New $1,216 0.0% New 1 SEC ↗
42 Bnp Paribas Financial Markets 305 0.0% $485 0.0% Held 3 SEC ↗
43 Fidelity (FMR) 1 New $2 0.0% New 1 SEC ↗
44 Royal Bank Of Canada 156 +83.5% $0 0.0% ▲ Add 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Marshall Wace $3.16M 0.0%
Marshall Wace $3.16M 0.0%
Jane Street Group, Llc $2.27M 0.0%
Deutsche Bank Ag\ $207,813 0.0%
Deutsche Bank Ag\ $207,813 0.0%
Millennium Management $91,964 0.0%
Belvedere Trading LLC $65,029 0.0%
Bank of New York Mellon Corp $29,676 0.0%
Bank of New York Mellon Corp $29,676 0.0%
Rockefeller Capital… $9,938 0.0%
Citigroup Inc $1,216 0.0%
Fidelity (FMR) $2 0.0%

Exited

Commonwealth Equity Services… $96,730 was 0.0%
Renaissance Technologies $52,511 was 0.0%
Point72 Asset Management $5,976 was 0.0%
Goldman Sachs Group $2,115 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 10.73M shares, $2.17M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 14 Jahr Robert Charles

Officer, Director · Chief Executive… · 151.51K sh · —

Aug 14 KENYON LAWRENCE A

Officer, Director · Chief Financial… · 101.01K sh · —

Aug 12 Sukhtian Ghiath M.

Director, 10% owner · 2.53M sh @ 0.99 · $2.50M

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 19 SC 13G — CVI Investments, Inc.

View original SEC filing ↗

Aug 14 SC 13D/A — GMS Ventures & Investments

16.4% of class · View original SEC filing ↗

Jun 01 SC 13D/A — GMS Ventures & Investments

22.9% of class · View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API