OVLH
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +16.3% ·
net new positions -9.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 235.47K | +33.9% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 70.08K | -2.2% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Stifel Financial Corp | 20.64K | 0.0% | $862,548 | 0.0% | Held | 3 | SEC ↗ |
| 4 | Fifth Third Bancorp | 16.26K | 0.0% | $679,510 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Nuveen, LLC | 11.18K | New | $467,143 | 0.0% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 8.87K | 0.0% | $370,630 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 6.94K | -0.1% | $289,893 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 5.98K | -0.7% | $249,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 5.79K | New | $242,115 | 0.0% | New | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 668 | -19.4% | $28,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 319 | -72.1% | $13,328 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nuveen, LLC | $467,143 | 0.0% |
| Wells Fargo & Company/Mn | $242,115 | 0.0% |
Exited
| Susquehanna International… | $484,771 | was 0.0% |
| Jane Street Group, Llc | $280,653 | was 0.0% |
| UBS Group AG | $1,250 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 2.12M shares, $84.39M 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.