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Institutional Ownership · SEC Form 13F

Who owns OSEA (OSEA)


Which tracked institutional funds hold OSEA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OSEA company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

71
Institutional holders
12,336,038
Shares held (tracked funds)

How the tape is positioned

14 tracked funds added or opened OSEA while 16 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

OSEA’s largest tracked holder by dollar value, Diversified Enterprises, LLC, sizes it at 4.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in OSEA 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 2025-Q4 and 2026-Q1, across 71 tracked filers holding OSEA, 38 increased or opened the position and 31 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 OSEA between the 2025-Q4 and 2026-Q1 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 6

  • Gladstone Institutional Advisory LLC$7M
  • HRT FINANCIAL LP$2M
  • CITADEL ADVISORS LLC$2M
  • FLOW TRADERS U.S. LLC$2M
  • SEGALL BRYANT & HAMILL, LLC$1M
  • BENJAMIN EDWARDS INC$630K

Full exits 2

  • WINCAP FINANCIAL LLC$2M
  • Global Retirement Partners, LLC$522K

Largest adds

  • RAYMOND JAMES FINANCIAL INC$6M
  • Corient Private Wealth LLC$4M
  • Proactive Wealth Strategies LLC$4M
  • Diversified Enterprises, LLC$3M
  • JANE STREET GROUP, LLC$3M
  • JPMORGAN CHASE & CO$1M

Largest trims

  • Annex Advisory Services, LLC$87M
  • LPL Financial LLC$4M
  • Sunrise Financial Services, LLC$4M
  • Focus Partners Wealth$2M
  • Grey Ledge Advisors, LLC$1M
  • WELLS FARGO & COMPANY/MN$1M

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).

FundSharesReported value% of valueQuarter
Diversified Enterprises, LLC added2,869,967$83M21.6%2026-Q1
Arlington Financial Advisors, LLC added1,687,869$49M12.7%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added856,740$25M6.5%2026-Q1
Venturi Wealth Management, LLC trimmed770,867$22M5.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added638,349$18M4.8%2026-Q1
PACES FERRY WEALTH ADVISORS, LLC added580,868$17M4.4%2026-Q1
AMI INVESTMENT MANAGEMENT INC added436,578$13M3.3%2026-Q1
Grey Ledge Advisors, LLC trimmed385,807$11M2.9%2026-Q1
BANK OF AMERICA CORP /DE/ added363,359$11M2.7%2026-Q1
Corient Private Wealth LLC added331,998$10M2.5%2026-Q1
Nordwand Advisors, LLC trimmed314,868$9M2.4%2026-Q1
Archford Capital Strategies, LLC added262,431$8M2.0%2026-Q1
JPMORGAN CHASE & CO added255,063$7M1.9%2026-Q1
Gladstone Institutional Advisory LLC new239,899$7M1.8%2026-Q1
Proactive Wealth Strategies LLC added229,294$7M1.7%2026-Q1
FMA Wealth Management, LLC trimmed160,715$5M1.2%2026-Q1
Fiduciary Group, LLC added152,201$4M1.1%2026-Q1
LPL Financial LLC trimmed121,375$4M0.9%2026-Q1
JANE STREET GROUP, LLC added110,957$3M0.8%2026-Q1
KWB Wealth trimmed101,772$3M0.8%2026-Q1
CPC Advisors, LLC added103,656$3M0.8%2026-Q1
Focus Partners Wealth trimmed103,369$3M0.8%2026-Q1
Rockefeller Capital Management L.P. trimmed91,342$3M0.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed85,863$2M0.6%2026-Q1
HRT FINANCIAL LP new72,138$2M0.5%2026-Q1
CITADEL ADVISORS LLC trimmed70,650$2M0.5%2026-Q1
FLOW TRADERS U.S. LLC added67,625$2M0.5%2026-Q1
TRUIST FINANCIAL CORP added59,117$2M0.4%2026-Q1
Summit Asset Management, LLC added57,127$2M0.4%2026-Q1
Annex Advisory Services, LLC trimmed55,561$2M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed54,591$2M0.4%2026-Q1
Ascension Capital Advisors, Inc. added54,151$2M0.4%2026-Q1
MOODY NATIONAL BANK TRUST DIVISION trimmed49,914$1M0.4%2026-Q1
Embree Financial Group trimmed48,927$1M0.4%2026-Q1
SEGALL BRYANT & HAMILL, LLC new46,091$1M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added37,340$1M0.3%2026-Q1
Sunrise Financial Services, LLC trimmed36,585$1M0.3%2026-Q1
OSAIC HOLDINGS, INC. added34,753$1M0.3%2026-Q1
Mariner, LLC trimmed31,176$903K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed28,862$836K0.2%2026-Q1
HighTower Advisors, LLC added25,184$729K0.2%2026-Q1
Private Advisor Group, LLC added24,127$698K0.2%2026-Q1
BENJAMIN EDWARDS INC new21,779$630K0.2%2026-Q1
Pinnacle Financial Partners, Inc. added16,226$470K0.1%2026-Q1
SFG Wealth Management, LLC.16,150$468K0.1%2026-Q1
STUDIO INVESTMENT MANAGEMENT LLC14,543$440K0.1%2026-Q1
Sanctuary Advisors, LLC added15,187$440K0.1%2026-Q1
CRA Financial Services, LLC trimmed14,580$422K0.1%2026-Q1
Bank of New York Mellon Corp added13,616$394K0.1%2026-Q1
Eldridge Investment Advisors, Inc.12,710$368K0.1%2026-Q1
Accurate Wealth Management, LLC trimmed11,379$348K0.1%2026-Q1
SHEPHERD KAPLAN KROCHUK, LLC11,778$341K0.1%2026-Q1
one8zero8, LLC11,500$333K0.1%2026-Q1
Kestra Advisory Services, LLC added11,378$329K0.1%2026-Q1
Thrivent Financial for Lutherans9,478$274K0.1%2026-Q1
IHT Wealth Management, LLC new9,196$266K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed7,765$225K0.1%2026-Q1
Quantinno Capital Management LP new7,230$209K0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed7,203$209K0.1%2026-Q1
MORGAN STANLEY added4,529$131K0.0%2026-Q1
SITTNER & NELSON, LLC3,162$92K0.0%2026-Q1
Steward Partners Investment Advisory, LLC trimmed2,183$63K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV1,850$54K0.0%2026-Q1
PRIVATE TRUST CO NA1,000$29K0.0%2026-Q1
Geneos Wealth Management Inc.982$28K0.0%2026-Q1
Western Wealth Management, LLC new460$13K0.0%2026-Q1
Horizon Investments, LLC new400$12K0.0%2026-Q1
BROWN BROTHERS HARRIMAN & CO new216$6K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC200$6K0.0%2026-Q1
MAI Capital Management new196$6K0.0%2026-Q1
Ankerstar Wealth, LLC36$1K0.0%2026-Q1
Vestmark Advisory Solutions, Inc. added224,323$7M1.7%2025-Q3 stale
Kovitz Investment Group Partners, LLC trimmed177,816$5M1.4%2025-Q3 stale
San Luis Wealth Advisors LLC161,623$4M1.1%2025-Q1 stale
WINCAP FINANCIAL LLC added67,928$2M0.5%2025-Q4 stale
Financial Advocates Investment Management trimmed65,969$2M0.5%2025-Q2 stale
Balance Wealth, LLC new70,166$2M0.5%2025-Q1 stale
RIVERSEDGE ADVISORS, LLC trimmed29,510$783K0.2%2025-Q1 stale
Global Retirement Partners, LLC added17,240$522K0.1%2025-Q4 stale
Strategic Blueprint, LLC added16,280$492K0.1%2025-Q4 stale
STIFEL FINANCIAL CORP trimmed15,217$445K0.1%2025-Q2 stale
SYNOVUS FINANCIAL CORP added14,332$424K0.1%2025-Q3 stale
FINANCIAL MANAGEMENT NETWORK INC trimmed12,666$384K0.1%2025-Q4 stale
COMMONWEALTH EQUITY SERVICES, LLC trimmed12,175$356K0.1%2025-Q2 stale
GTS SECURITIES LLC new11,044$334K0.1%2025-Q4 stale
World Investment Advisors trimmed10,321$312K0.1%2025-Q4 stale
Wilmington Savings Fund Society, FSB10,469$306K0.1%2025-Q2 stale
Amplius Wealth Advisors, LLC trimmed9,280$274K0.1%2025-Q3 stale
Worth Financial Advisory Group, LLC trimmed8,273$250K0.1%2025-Q4 stale
Arkadios Wealth Advisors8,070$244K0.1%2025-Q4 stale
Runnymede Capital Advisors, Inc.4,092$109K0.0%2025-Q1 stale
Manchester Capital Management LLC3,656$97K0.0%2025-Q1 stale
McIlrath & Eck, LLC added2,870$87K0.0%2025-Q4 stale
UBS Group AG added1,200$36K0.0%2025-Q4 stale
BlackRock, Inc.665$19K0.0%2025-Q2 stale
ELEVATION POINT WEALTH PARTNERS, LLC new91$3K0.0%2025-Q2 stale
Royal Bank of Canada new26$1K0.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership