OZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow +5.6% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 94.08K | +67.0% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Lido Advisors, LLC | 63.82K | -0.6% | $3.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 18.36K | 0.0% | $976,752 | 0.0% | Held | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 18.33K | 0.0% | $975,156 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Mariner, LLC | 17.49K | 0.0% | $930,415 | 0.0% | Held | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 16.45K | -0.1% | $875,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Brown Advisory Inc | 5.61K | 0.0% | $298,505 | 0.0% | Held | 2 | SEC ↗ |
| 8 | UBS Group AG | 3.42K | -19.5% | $181,892 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Morgan Stanley ✦ | 3.21K | -33.9% | $170,878 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Jones Financial Companies Lllp | 7 | New | $364 | 0.0% | New | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 5 | 0.0% | $0 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $364 | 0.0% |
Exited
| Renaissance Technologies | $559,258 | was 0.0% |
| Citadel Advisors | $279,759 | was 0.0% |
| Raymond James Financial Inc | $249,195 | was 0.0% |
| Susquehanna International… | $220,192 | was 0.0% |
| Bank Of America Corp /De/ | $97,805 | was 0.0% |
| Northwestern Mutual Wealth… | $26,012 | was 0.0% |
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.