OZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +4.0% ·
net new positions +6.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 64.22K | — | $4.18M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 56.35K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 18.36K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 18.33K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mariner, LLC | 17.49K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 16.48K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 8.60K | New | $559,258 | 0.0% | New | 1 | SEC ↗ |
| 8 | Brown Advisory Inc | 5.61K | — | $364,883 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 4.86K | +52.0% | $315,916 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Citadel Advisors ✦ | 4.30K | -25.9% | $279,759 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 4.25K | — | $276,247 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 3.83K | — | $249,195 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 3.39K | — | $220,192 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 1.50K | — | $97,805 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 400 | — | $26,012 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 5 | — | $0 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $559,258 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 1.34M shares, $70.56M 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.