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Security record · archived quarter

OXLC

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025
24Tracked holders
-3Δ holders
5.86MShares held
$57.34MReported value
+3New positions
−6Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -11.1% · share flow +25.2% · net new positions -12.5% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 17.41K $148,495 n/a n/a
Q2 2026 24 +1 8.48M $74.33M +3 −2
Q1 2026 24 -3 5.86M $57.34M +3 −6
Q4 2025 27 -1 4.68M $68.57M n/a −1
Q3 2025 5 +3 2.45M $41.49M +3 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 3.57M +81.6% $34.90M 0.0% ▲ Add 3 SEC ↗ ×4
2 Citadel Advisors ✦ 1.14M +515.6% $11.19M 0.0% ▲ Add 3 SEC ↗ ×2
3 Barclays Plc 538.42K -67.5% $5.27M 0.0% ▼ Trim 2 SEC ↗ ×2
4 UBS Group AG 134.18K +496.2% $1.31M 0.0% ▲ Add 2 SEC ↗ ×3
5 Susquehanna International Group, Llp 108.50K +34.5% $1.06M 0.0% ▲ Add 2 SEC ↗
6 LPL Financial LLC 93.21K -5.1% $911,606 0.0% ▼ Trim 2 SEC ↗
7 Osaic Holdings, Inc. 69.74K +13.0% $682,018 0.0% ▲ Add 2 SEC ↗ ×2
8 Lido Advisors, LLC 46.47K +349.4% $454,485 0.0% ▲ Add 2 SEC ↗
9 Cetera Investment Advisers 28.50K -13.1% $278,719 0.0% ▼ Trim 2 SEC ↗
10 Raymond James Financial Inc 27.57K -77.5% $269,655 0.0% ▼ Trim 2 SEC ↗ ×2
11 Commonwealth Equity Services, Llc 25.88K -26.1% $253,120 0.0% ▼ Trim 2 SEC ↗
12 Mariner, LLC 25.63K +42.0% $245,218 0.0% ▲ Add 2 SEC ↗
13 Envestnet Asset Management Inc 22.69K -88.7% $221,908 0.0% ▼ Trim 2 SEC ↗
14 Goldman Sachs Group ✦ 10.71K New $104,714 0.0% New 1 SEC ↗
15 Bnp Paribas Financial Markets 8.19K 0.0% $80,128 0.0% Held 2 SEC ↗
16 Wells Fargo & Company/Mn 4.17K -6.8% $40,782 0.0% ▼ Trim 2 SEC ↗ ×2
17 JPMorgan Chase ✦ 4.22K +32.1% $39,729 0.0% ▲ Add 3 SEC ↗ ×2
18 Fifth Third Bancorp 1.78K +2868.3% $17,414 0.0% ▲ Add 2 SEC ↗
19 Royal Bank Of Canada 600 New $6,000 0.0% New 1 SEC ↗
20 Northwestern Mutual Wealth… 478 New $4,675 0.0% New 1 SEC ↗
21 Rockefeller Capital Management L.P. 239 -99.0% $2,337 0.0% ▼ Trim 2 SEC ↗
22 Cwm, Llc 81 0.0% $792 0.0% Held 2 SEC ↗
23 Danske Bank A/S 3 -40.0% $29 0.0% ▼ Trim 2 SEC ↗
24 BlackRock ✦ (passive) 1 0.0% $10 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

Exited

Jane Street Group, Llc $998,682 was 0.0%
Hrt Financial Lp $717,000 was 0.0%
Squarepoint Ops LLC $191,257 was 0.0%
Qube Research & Technologies… $158,039 was 0.0%
Pnc Financial Services Group… $77,475 was 0.0%
Bank Of America Corp /De/ $66,598 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 17.47M shares, $163.66M 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.

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: Q1 2026 · Methodology · Get this via the API