Who owns ORR
Which tracked institutional funds hold ORR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ORR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened ORR while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ORR’s largest tracked holder by dollar value, Leonard Rickey Investment Advisors P.L.L.C., sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ORR 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, across 33 tracked filers holding ORR, 19 increased or opened the position and 18 reduced or closed it; 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
Funds opening or closing a position in ORR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Leonard Rickey Investment Advisors P.L.L.C.$16M
- Arkadios Wealth Advisors$4M
- Andina Capital Management, LLC$511K
Full exits 4
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$13M
- HighTower Advisors, LLC$6M
- MATHER GROUP, LLC.$1M
- Janney Montgomery Scott LLC$518K
Largest adds
- JANE STREET GROUP, LLC$2M
- NewEdge Advisors, LLC$2M
- GTS SECURITIES LLC$1M
- Accurate Wealth Management, LLC$681K
Largest trims
- Quadrature Capital Ltd$4M
- SIMPLEX TRADING, LLC$1M
- Militia Capital Management LLC$782K
- Triton Wealth Management, PLLC$644K
- GROUP ONE TRADING LLC$417K
- CITADEL ADVISORS LLC$336K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Leonard Rickey Investment Advisors P.L.L.C. new | 447,133 | $16M | 15.2% | 2026-Q2 |
| Militia Capital Management LLC trimmed | 404,411 | $15M | 13.8% | 2026-Q2 |
| STAPP WEALTH MANAGEMENT, PLLC added | 251,732 | $9M | 8.6% | 2026-Q2 |
| SVRN Asset Management, LLC trimmed | 215,738 | $8M | 7.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 110,752 | $4M | 3.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 110,473 | $4M | 3.8% | 2026-Q2 |
| Arkadios Wealth Advisors new | 97,784 | $4M | 3.3% | 2026-Q2 |
| World Investment Advisors | 81,259 | $3M | 2.8% | 2026-Q2 |
| GTS SECURITIES LLC added | 63,817 | $2M | 2.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 57,572 | $2M | 2.0% | 2026-Q2 |
| Triton Wealth Management, PLLC trimmed | 55,297 | $2M | 1.9% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 48,573 | $2M | 1.7% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 47,504 | $2M | 1.6% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 31,421 | $1M | 1.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 25,904 | $941K | 0.9% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 17,920 | $651K | 0.6% | 2026-Q2 |
| SHP Wealth Management added | 15,694 | $570K | 0.5% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 14,237 | $517K | 0.5% | 2026-Q2 |
| Andina Capital Management, LLC new | 14,068 | $511K | 0.5% | 2026-Q2 |
| Aspen Wealth Strategies, LLC added | 11,743 | $427K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,467 | $380K | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 10,417 | $378K | 0.4% | 2026-Q2 |
| Compound Planning, Inc. added | 9,129 | $332K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 8,712 | $316K | 0.3% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 7,767 | $282K | 0.3% | 2026-Q2 |
| TOWLE & CO new | 7,258 | $264K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 6,840 | $248K | 0.2% | 2026-Q2 |
| Creative Planning new | 5,960 | $216K | 0.2% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 5,881 | $214K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,957 | $107K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 1,500 | $54K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,214 | $44K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. new | 1 | $36 | 0.0% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV added | 357,566 | $13M | 12.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 161,244 | $6M | 5.5% | 2026-Q1 stale (1 quarter behind) |
| MATHER GROUP, LLC. new | 33,526 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 14,206 | $518K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| &PARTNERS new | 6,600 | $241K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA SECURITIES, LLC new | 6,426 | $234K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| OSAIC HOLDINGS, INC. new | 107 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Militia Capital Partners, LP added | 161,000 | $5M | 5.2% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG new | 558 | $18K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.