Security record · archived quarter
OXLC
name pending profile ingest
24Tracked holders
-3Δ holders
5.86MShares held
$57.34MReported value
+3New positions
−6Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 5 | +3 | 2.45M | $41.49M | +3 | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.57M | +81.6% | $34.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.57M | +81.6% | $34.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.57M | +81.6% | $34.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.57M | +81.6% | $34.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 1.14M | +515.6% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 1.14M | +515.6% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Barclays Plc | 538.42K | -67.5% | $5.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Barclays Plc | 538.42K | -67.5% | $5.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 134.18K | +496.2% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 134.18K | +496.2% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 134.18K | +496.2% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 108.50K | +34.5% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 93.21K | -5.1% | $911,606 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 69.74K | +13.0% | $682,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 69.74K | +13.0% | $682,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Lido Advisors, LLC | 46.47K | +349.4% | $454,485 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 28.50K | -13.1% | $278,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 27.57K | -77.5% | $269,655 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 27.57K | -77.5% | $269,655 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 25.88K | -26.1% | $253,120 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 25.63K | +42.0% | $245,218 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 22.69K | -88.7% | $221,908 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 10.71K | New | $104,714 | 0.0% | New | 1 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 8.19K | 0.0% | $80,128 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 4.17K | -6.8% | $40,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 4.17K | -6.8% | $40,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 4.22K | +32.1% | $39,729 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 4.22K | +32.1% | $39,729 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 1.78K | +2868.3% | $17,414 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 600 | New | $6,000 | 0.0% | New | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 478 | New | $4,675 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 239 | -99.0% | $2,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 81 | 0.0% | $792 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Danske Bank A/S | 3 | -40.0% | $29 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | 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
| Goldman Sachs Group | $104,714 | 0.0% |
| Royal Bank Of Canada | $6,000 | 0.0% |
| Northwestern Mutual Wealth… | $4,675 | 0.0% |
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