Who owns OIH
Which tracked institutional funds hold OIH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OIH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
OIH’s largest tracked holder by dollar value, MENORA MIVTACHIM HOLDINGS LTD., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OIH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their OIH positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. added | 432,047 | $161M | 13.5% | 2026-Q2 |
| MORGAN STANLEY added | 323,078 | $120M | 10.1% | 2026-Q2 |
| GENDELL JEFFREY L added | 248,590 | $92M | 7.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 130,757 | $49M | 4.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 122,444 | $46M | 3.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 105,759 | $39M | 3.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 104,796 | $39M | 3.3% | 2026-Q2 |
| UBS Group AG added | 83,653 | $31M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 80,328 | $30M | 2.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 79,001 | $29M | 2.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 78,433 | $29M | 2.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 76,344 | $28M | 2.4% | 2026-Q2 |
| Nan Shan Life Insurance Co., Ltd. new | 73,208 | $27M | 2.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 72,452 | $27M | 2.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 71,193 | $26M | 2.2% | 2026-Q2 |
| SCOPUS ASSET MANAGEMENT, L.P. trimmed | 50,000 | $19M | 1.6% | 2026-Q2 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV added | 48,188 | $18M | 1.5% | 2026-Q2 |
| FIL Ltd trimmed | 48,081 | $18M | 1.5% | 2026-Q2 |
| Zuckerman Investment Group, LLC trimmed | 46,163 | $17M | 1.4% | 2026-Q2 |
| RH Tailwind Management, LLC added | 43,900 | $16M | 1.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 43,227 | $16M | 1.4% | 2026-Q2 |
| FOURPATH CAPITAL MANAGEMENT, LLC added | 42,457 | $16M | 1.3% | 2026-Q2 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC trimmed | 38,339 | $14M | 1.2% | 2026-Q2 |
| Proficio Capital Partners LLC added | 34,805 | $13M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 31,226 | $12M | 1.0% | 2026-Q2 |
| TCP Asset Management, LLC added | 29,626 | $11M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 28,806 | $11M | 0.9% | 2026-Q2 |
| CITIGROUP INC trimmed | 28,194 | $10M | 0.9% | 2026-Q2 |
| Arlington Capital Management, Inc. new | 25,045 | $9M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 24,478 | $9M | 0.8% | 2026-Q2 |
| ARP Global Capital Ltd added | 22,382 | $8M | 0.7% | 2026-Q2 |
| XTX Topco Ltd added | 20,826 | $8M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 20,213 | $8M | 0.6% | 2026-Q2 |
| Hollow Brook Wealth Management LLC trimmed | 20,210 | $8M | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 18,392 | $7M | 0.6% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC trimmed | 17,512 | $7M | 0.5% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 17,374 | $6M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 17,196 | $6M | 0.5% | 2026-Q2 |
| Lake Hills Wealth Management, LLC new | 17,013 | $6M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 16,230 | $6M | 0.5% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 16,200 | $6M | 0.5% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 15,594 | $6M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 15,021 | $6M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 14,058 | $5M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 12,584 | $5M | 0.4% | 2026-Q2 |
| Spire Wealth Management trimmed | 12,372 | $5M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 11,132 | $4M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 10,215 | $4M | 0.3% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. added | 10,049 | $4M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 9,604 | $4M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,380 | $3M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 8,970 | $3M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 8,511 | $3M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 8,498 | $3M | 0.3% | 2026-Q2 |
| LEE DANNER & BASS INC trimmed | 8,448 | $3M | 0.3% | 2026-Q2 |
| Jain Global LLC new | 8,148 | $3M | 0.3% | 2026-Q2 |
| Thompson David Blair trimmed | 7,818 | $3M | 0.2% | 2026-Q2 |
| BANQUE PICTET & CIE SA trimmed | 7,741 | $3M | 0.2% | 2026-Q2 |
| &PARTNERS added | 7,343 | $3M | 0.2% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 7,212 | $3M | 0.2% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 7,052 | $3M | 0.2% | 2026-Q2 |
| STEEL GROVE CAPITAL ADVISORS, LLC trimmed | 6,967 | $3M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 6,673 | $2M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH | 6,650 | $3M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 5,877 | $2M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,484 | $2M | 0.2% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd trimmed | 5,248 | $1M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 5,174 | $2M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 5,040 | $2M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 4,741 | $2M | 0.1% | 2026-Q2 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | 4,434 | $2M | 0.1% | 2026-Q2 |
| WT Wealth Management trimmed | 4,428 | $2M | 0.1% | 2026-Q2 |
| E&G Advisors, LLC added | 4,319 | $2M | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 4,315 | $2M | 0.1% | 2026-Q2 |
| ROCKLAND TRUST CO trimmed | 4,203 | $2M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 4,190 | $2M | 0.1% | 2026-Q2 |
| BigSur Wealth Management LLC trimmed | 4,155 | $2M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 4,113 | $2M | 0.1% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 4,084 | $2M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 3,879 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 3,495 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 3,429 | $1M | 0.1% | 2026-Q2 |
| SHELTON WEALTH MANAGEMENT, LLC trimmed | 3,423 | $1M | 0.1% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 3,323 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 3,214 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 2,871 | $1M | 0.1% | 2026-Q2 |
| Northstar Advisory Group, LLC trimmed | 2,819 | $1M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 2,801 | $1M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 2,739 | $1M | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 2,704 | $1M | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 2,697 | $1M | 0.1% | 2026-Q2 |
| Intesa Sanpaolo Wealth Management added | 2,635 | $980K | 0.1% | 2026-Q2 |
| Collaborative Capital Advisors LLC new | 2,584 | $961K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 2,494 | $928K | 0.1% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 2,412 | $897K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 2,303 | $857K | 0.1% | 2026-Q2 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 2,297 | $855K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 2,239 | $833K | 0.1% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC added | 2,229 | $829K | 0.1% | 2026-Q2 |
| Keebeck Wealth Management | 2,200 | $818K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.