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Security record · archived quarter

OXLC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
24Tracked holders
+1Δ holders
8.48MShares held
$74.33MReported value
+3New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.3% · share flow +30.0% · net new positions +4.2%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 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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 3.84M +7.6% $33.65M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 3.84M +7.6% $33.65M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 3.84M +7.6% $33.65M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 3.84M +7.6% $33.65M 0.0% ▲ Add 4 SEC ↗
5 Citadel Advisors 1.70M +48.9% $14.92M 0.0% ▲ Add 4 SEC ↗
6 Citadel Advisors 1.70M +48.9% $14.92M 0.0% ▲ Add 4 SEC ↗
7 Goldman Sachs Group 1.45M +13464.5% $12.72M 0.0% ▲ Add 2 SEC ↗
8 Barclays Plc 850.00K +57.9% $7.45M 0.0% ▲ Add 3 SEC ↗
9 Barclays Plc 850.00K +57.9% $7.45M 0.0% ▲ Add 3 SEC ↗
10 Susquehanna International Group, Llp 110.33K +1.7% $966,517 0.0% ▲ Add 3 SEC ↗
11 Osaic Holdings, Inc. 91.45K +31.1% $801,107 0.0% ▲ Add 3 SEC ↗
12 Osaic Holdings, Inc. 91.45K +31.1% $801,107 0.0% ▲ Add 3 SEC ↗
13 LPL Financial LLC 84.15K -9.7% $737,138 0.0% ▼ Trim 3 SEC ↗
14 Envestnet Asset Management Inc 83.66K +268.7% $732,814 0.0% ▲ Add 3 SEC ↗
15 Jane Street Group, Llc 82.45K New $722,227 0.0% New 1 SEC ↗
16 Jane Street Group, Llc 82.45K New $722,227 0.0% New 1 SEC ↗
17 Cetera Investment Advisers 40.53K +42.2% $355,021 0.0% ▲ Add 3 SEC ↗
18 Mariner, LLC 29.75K +16.1% $260,642 0.0% ▲ Add 3 SEC ↗
19 Raymond James Financial Inc 26.97K -2.2% $236,249 0.0% ▼ Trim 3 SEC ↗
20 Raymond James Financial Inc 26.97K -2.2% $236,249 0.0% ▼ Trim 3 SEC ↗
21 Hrt Financial Lp 26.23K New $229,000 0.0% New 1 SEC ↗
22 Commonwealth Equity Services, Llc 18.47K -28.6% $161,830 0.0% ▼ Trim 3 SEC ↗
23 Wealth Enhancement Advisory… 17.39K New $158,800 0.0% New 1 SEC ↗
24 Bnp Paribas Financial Markets 10.73K +31.0% $94,021 0.0% ▲ Add 3 SEC ↗
25 JPMorgan Chase 7.78K +84.3% $68,542 0.0% ▲ Add 4 SEC ↗
26 JPMorgan Chase 7.78K +84.3% $68,542 0.0% ▲ Add 4 SEC ↗
27 UBS Group AG 3.86K -97.1% $33,822 0.0% ▼ Trim 3 SEC ↗
28 UBS Group AG 3.86K -97.1% $33,822 0.0% ▼ Trim 3 SEC ↗
29 Royal Bank Of Canada 2.11K +251.2% $18,000 0.0% ▲ Add 2 SEC ↗
30 Fifth Third Bancorp 1.93K +8.4% $16,903 0.0% ▲ Add 3 SEC ↗
31 Wells Fargo & Company/Mn 452 -89.2% $3,957 0.0% ▼ Trim 3 SEC ↗
32 Wells Fargo & Company/Mn 452 -89.2% $3,957 0.0% ▼ Trim 3 SEC ↗
33 Rockefeller Capital Management L.P. 94 -60.7% $823 0.0% ▼ Trim 3 SEC ↗
34 Northwestern Mutual Wealth… 1 -99.8% $9 0.0% ▼ Trim 2 SEC ↗
35 BlackRock (passive) 1 0.0% $9 0.0% Held 4 SEC ↗

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

New buyers

Jane Street Group, Llc $722,227 0.0%
Jane Street Group, Llc $722,227 0.0%
Hrt Financial Lp $229,000 0.0%
Wealth Enhancement Advisory… $158,800 0.0%

Exited

Lido Advisors, LLC $454,485 was 0.0%
Danske Bank A/S $29 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: Q2 2026 · Methodology · Get this via the API