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Security record · archived quarter

OVLY

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
41Tracked holders
+3Δ holders
2.16MShares held
$72.81MReported value
+5New positions
−2Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.9% · share flow +30.0% · net new positions +7.3%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 41 +3 2.16M $72.81M +5 −2
Q1 2026 40 -1 1.64M $53.20M −1
Q4 2025 41 0 1.80M $54.22M
Q3 2025 13 0 1.35M $37.98M
Q2 2025 10 0 1.23M $33.60M +1 −1
Q1 2025 7 +2 344.65K $8.60M +2
Q4 2024 5 0 288.10K $8.43M
Q3 2024 4 0 209.63K $5.57M
Q2 2024 4 216.90K $5.42M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 511.15K +19.6% $17.25M 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 511.15K +19.6% $17.25M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 511.15K +19.6% $17.25M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 511.15K +19.6% $17.25M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 511.15K +19.6% $17.25M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 511.15K +19.6% $17.25M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 511.15K +19.6% $17.25M 0.0% ▲ Add 5 SEC ↗
8 Vanguard Capital Management Llc 296.20K -7.0% $10.00M 0.0% ▼ Trim 2 SEC ↗
9 Dimensional Fund Advisors Lp 189.03K +19.5% $6.38M 0.0% ▲ Add 3 SEC ↗
10 Dimensional Fund Advisors Lp 189.03K +19.5% $6.38M 0.0% ▲ Add 3 SEC ↗
11 Dimensional Fund Advisors Lp 189.03K +19.5% $6.38M 0.0% ▲ Add 3 SEC ↗
12 Dimensional Fund Advisors Lp 189.03K +19.5% $6.38M 0.0% ▲ Add 3 SEC ↗
13 Geode Capital Management (passive) 176.15K +12.7% $5.95M 0.0% ▲ Add 9 SEC ↗
14 Geode Capital Management (passive) 176.15K +12.7% $5.95M 0.0% ▲ Add 9 SEC ↗
15 State Street Global Advisors (passive) 130.53K +23.0% $4.40M 0.0% ▲ Add 7 SEC ↗
16 American Century Companies Inc 99.56K +341.9% $3.36M 0.0% ▲ Add 3 SEC ↗
17 Renaissance Technologies 73.97K +109.1% $2.50M 0.0% ▲ Add 9 SEC ↗
18 Goldman Sachs Group 65.84K +38.0% $2.22M 0.0% ▲ Add 4 SEC ↗
19 Goldman Sachs Group 65.84K +38.0% $2.22M 0.0% ▲ Add 4 SEC ↗
20 Northern Trust Corp 54.71K +11.0% $1.85M 0.0% ▲ Add 3 SEC ↗
21 Northern Trust Corp 54.71K +11.0% $1.85M 0.0% ▲ Add 3 SEC ↗
22 Northern Trust Corp 54.71K +11.0% $1.85M 0.0% ▲ Add 3 SEC ↗
23 Arrowstreet Capital 53.50K +212.3% $1.81M 0.0% ▲ Add 6 SEC ↗
24 Morgan Stanley 52.22K +113.2% $1.76M 0.0% ▲ Add 4 SEC ↗
25 Morgan Stanley 52.22K +113.2% $1.76M 0.0% ▲ Add 4 SEC ↗
26 Morgan Stanley 52.22K +113.2% $1.76M 0.0% ▲ Add 4 SEC ↗
27 Morgan Stanley 52.22K +113.2% $1.76M 0.0% ▲ Add 4 SEC ↗
28 Morgan Stanley 52.22K +113.2% $1.76M 0.0% ▲ Add 4 SEC ↗
29 Morgan Stanley 52.22K +113.2% $1.76M 0.0% ▲ Add 4 SEC ↗
30 Two Sigma Investments 47.79K New $1.61M 0.0% New 1 SEC ↗
31 Cetera Investment Advisers 45.00K 0.0% $1.52M 0.0% ▼ Trim 3 SEC ↗
32 Fidelity (FMR) 32.62K -0.3% $1.10M 0.0% ▼ Trim 5 SEC ↗
33 AQR Capital Management 32.55K +65.9% $1.10M 0.0% ▲ Add 5 SEC ↗
34 AQR Capital Management 32.55K +65.9% $1.10M 0.0% ▲ Add 5 SEC ↗
35 AQR Capital Management 32.55K +65.9% $1.10M 0.0% ▲ Add 5 SEC ↗
36 AQR Capital Management 32.55K +65.9% $1.10M 0.0% ▲ Add 5 SEC ↗
37 AQR Capital Management 32.55K +65.9% $1.10M 0.0% ▲ Add 5 SEC ↗
38 Citadel Advisors 28.96K +280.6% $977,356 0.0% ▲ Add 9 SEC ↗
39 Citadel Advisors 28.96K +280.6% $977,356 0.0% ▲ Add 9 SEC ↗
40 Squarepoint Ops LLC 23.76K New $801,781 0.0% New 1 SEC ↗
41 Hsbc Holdings Plc 23.45K +9.1% $785,575 0.0% ▲ Add 3 SEC ↗
42 Millennium Management 23.16K +142.9% $781,635 0.0% ▲ Add 6 SEC ↗
43 Charles Schwab Investment… 21.32K +16.9% $719,275 0.0% ▲ Add 3 SEC ↗
44 Susquehanna International Group, Llp 21.27K New $717,925 0.0% New 1 SEC ↗
45 Susquehanna International Group, Llp 21.27K New $717,925 0.0% New 1 SEC ↗
46 Bank of New York Mellon Corp 18.30K +14.3% $617,703 0.0% ▲ Add 3 SEC ↗
47 Bank of New York Mellon Corp 18.30K +14.3% $617,703 0.0% ▲ Add 3 SEC ↗
48 Bank of New York Mellon Corp 18.30K +14.3% $617,703 0.0% ▲ Add 3 SEC ↗
49 Bank Of America Corp /De/ 17.83K -7.6% $601,808 0.0% ▼ Trim 3 SEC ↗
50 Barclays Plc 16.98K -5.0% $573,025 0.0% ▼ Trim 3 SEC ↗
51 Barclays Plc 16.98K -5.0% $573,025 0.0% ▼ Trim 3 SEC ↗
52 LPL Financial LLC 14.60K +18.9% $492,576 0.0% ▲ Add 3 SEC ↗
53 Nuveen, LLC 11.45K 0.0% $386,448 0.0% Held 3 SEC ↗
54 Nuveen, LLC 11.45K 0.0% $386,448 0.0% Held 3 SEC ↗
55 Wells Fargo & Company/Mn 10.06K +52.8% $339,475 0.0% ▲ Add 3 SEC ↗
56 Wells Fargo & Company/Mn 10.06K +52.8% $339,475 0.0% ▲ Add 3 SEC ↗
57 Bnp Paribas Financial Markets 9.67K +165.2% $326,179 0.0% ▲ Add 3 SEC ↗
58 Marshall Wace 9.22K New $311,082 0.0% New 1 SEC ↗
59 Marshall Wace 9.22K New $311,082 0.0% New 1 SEC ↗
60 Rhumbline Advisers 9.11K +5.6% $307,242 0.0% ▲ Add 3 SEC ↗
61 Deutsche Bank Ag\ 6.82K +13.4% $230,006 0.0% ▲ Add 3 SEC ↗
62 Qube Research & Technologies Ltd 6.37K New $214,922 0.0% New 1 SEC ↗
63 UBS Group AG 5.64K -5.7% $190,457 0.0% ▼ Trim 3 SEC ↗
64 UBS Group AG 5.64K -5.7% $190,457 0.0% ▼ Trim 3 SEC ↗
65 Russell Investments Group, Ltd. 3.98K +434.1% $134,440 0.0% ▲ Add 3 SEC ↗
66 Russell Investments Group, Ltd. 3.98K +434.1% $134,440 0.0% ▲ Add 3 SEC ↗
67 Citigroup Inc 3.34K +949.1% $112,574 0.0% ▲ Add 3 SEC ↗
68 Citigroup Inc 3.34K +949.1% $112,574 0.0% ▲ Add 3 SEC ↗
69 MIRAE ASSET GLOBAL ETFS HOLDINGS… 3.33K +0.7% $112,405 0.0% ▲ Add 3 SEC ↗
70 JPMorgan Chase 3.08K +10.7% $103,303 0.0% ▲ Add 4 SEC ↗
71 JPMorgan Chase 3.08K +10.7% $103,303 0.0% ▲ Add 4 SEC ↗
72 JPMorgan Chase 3.08K +10.7% $103,303 0.0% ▲ Add 4 SEC ↗
73 JPMorgan Chase 3.08K +10.7% $103,303 0.0% ▲ Add 4 SEC ↗
74 Royal Bank Of Canada 2.38K +44.8% $81,000 0.0% ▲ Add 3 SEC ↗
75 Royal Bank Of Canada 2.38K +44.8% $81,000 0.0% ▲ Add 3 SEC ↗
76 New York State Common Retirement… 2.06K 0.0% $69,413 0.0% Held 3 SEC ↗
77 Legal & General Group Plc 634 0.0% $21,394 0.0% Held 3 SEC ↗
78 UBS AM, a distinct business unit of… 179 0.0% $6,040 0.0% Held 3 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 $1.61M 0.0%
Squarepoint Ops LLC $801,781 0.0%
Susquehanna International… $717,925 0.0%
Susquehanna International… $717,925 0.0%
Marshall Wace $311,082 0.0%
Marshall Wace $311,082 0.0%
Qube Research & Technologies… $214,922 0.0%

Exited

Optiver Holding B.V. $2,076 was 0.0%
Pnc Financial Services Group… $65 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 2.80M shares, $90.28M 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 19 Leonard Daniel J

Director · 125 sh @ 34.59 · $4,324

Aug 17 HOLDER H RANDOLPH JR

Director · 115 sh @ 33.75 · $3,881

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
Jul 29 SC 13G — BlackRock, Inc.

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