Who owns 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-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
20 tracked funds added or opened OSEA while 15 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
OSEA’s largest tracked holder by dollar value, Diversified Enterprises, LLC, sizes it at 4.5% 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 2026-Q1 and 2026-Q2, across 61 tracked filers holding OSEA, 27 increased or opened the position and 40 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 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 1
- Lansing Street Advisors$2M
Full exits 7
- HRT FINANCIAL LP$2M
- FLOW TRADERS U.S. LLC$2M
- SEGALL BRYANT & HAMILL, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Mariner, LLC$903K
- Cambridge Investment Research Advisors, Inc.$836K
Largest adds
- Corient Private Wealth LP$9M
- Diversified Enterprises, LLC$9M
- Arlington Financial Advisors, LLC$4M
- JPMORGAN CHASE & CO$2M
- CITADEL ADVISORS LLC$2M
- PACES FERRY WEALTH ADVISORS, LLC$2M
Largest trims
- RAYMOND JAMES FINANCIAL INC$4M
- AMI INVESTMENT MANAGEMENT INC$4M
- JANE STREET GROUP, LLC$2M
- Grey Ledge Advisors, LLC$1M
- Annex Advisory Services, LLC$1M
- Embree Financial Group$371K
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 |
|---|---|---|---|---|
| Diversified Enterprises, LLC added | 3,020,046 | $92M | 22.8% | 2026-Q2 |
| Arlington Financial Advisors, LLC added | 1,719,394 | $53M | 13.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 828,972 | $25M | 6.3% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 771,715 | $24M | 5.8% | 2026-Q2 |
| PACES FERRY WEALTH ADVISORS, LLC added | 619,704 | $19M | 4.7% | 2026-Q2 |
| Corient Private Wealth LP added | 615,289 | $19M | 4.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 470,973 | $14M | 3.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 387,556 | $12M | 2.9% | 2026-Q2 |
| Grey Ledge Advisors, LLC trimmed | 327,158 | $10M | 2.5% | 2026-Q2 |
| Nordwand Advisors, LLC | 314,868 | $10M | 2.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 317,643 | $10M | 2.4% | 2026-Q2 |
| AMI INVESTMENT MANAGEMENT INC trimmed | 297,671 | $9M | 2.2% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 268,505 | $8M | 2.0% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 267,870 | $8M | 2.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 261,255 | $8M | 2.0% | 2026-Q2 |
| Fiduciary Group, LLC added | 158,509 | $5M | 1.2% | 2026-Q2 |
| FMA Wealth Management, LLC trimmed | 146,365 | $4M | 1.1% | 2026-Q2 |
| KWB Wealth added | 137,212 | $4M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 136,715 | $4M | 1.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 108,276 | $3M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 96,548 | $3M | 0.7% | 2026-Q2 |
| CPC Advisors, LLC trimmed | 91,616 | $3M | 0.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 89,426 | $3M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 78,840 | $2M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 60,442 | $2M | 0.5% | 2026-Q2 |
| Ascension Capital Advisors, Inc. added | 57,596 | $2M | 0.4% | 2026-Q2 |
| Summit Asset Management, LLC trimmed | 56,929 | $2M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 52,946 | $2M | 0.4% | 2026-Q2 |
| Lansing Street Advisors new | 50,248 | $2M | 0.4% | 2026-Q2 |
| MOODY NATIONAL BANK TRUST DIVISION added | 49,961 | $2M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 47,549 | $1M | 0.4% | 2026-Q2 |
| Sunrise Financial Services, LLC trimmed | 35,619 | $1M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 35,352 | $1M | 0.3% | 2026-Q2 |
| Embree Financial Group trimmed | 34,236 | $1M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 29,039 | $887K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 21,730 | $664K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 21,721 | $663K | 0.2% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 19,067 | $582K | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 16,635 | $508K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 15,402 | $470K | 0.1% | 2026-Q2 |
| CRA Financial Services, LLC | 14,580 | $445K | 0.1% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC trimmed | 14,230 | $435K | 0.1% | 2026-Q2 |
| SFG Wealth Management, LLC. trimmed | 13,982 | $427K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 13,831 | $422K | 0.1% | 2026-Q2 |
| SHEPHERD KAPLAN KROCHUK, LLC | 11,778 | $360K | 0.1% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. trimmed | 11,575 | $354K | 0.1% | 2026-Q2 |
| one8zero8, LLC | 11,500 | $351K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 11,078 | $338K | 0.1% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 8,908 | $272K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 6,656 | $203K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 5,690 | $174K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,850 | $56K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,168 | $36K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,000 | $31K | 0.0% | 2026-Q2 |
| SITTNER & NELSON, LLC trimmed | 700 | $21K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 328 | $10K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 216 | $7K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 200 | $6K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 200 | $6K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 20 | $611 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2 | $65 | 0.0% | 2026-Q2 |
| HRT FINANCIAL LP new | 72,138 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 67,625 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| SEGALL BRYANT & HAMILL, LLC new | 46,091 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 37,340 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC trimmed | 31,176 | $903K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 28,862 | $836K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 25,184 | $729K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Accurate Wealth Management, LLC trimmed | 11,379 | $348K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans | 9,478 | $274K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN trimmed | 7,765 | $225K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Quantinno Capital Management LP new | 7,230 | $209K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 460 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 196 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ankerstar Wealth, LLC | 36 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WINCAP FINANCIAL LLC added | 67,928 | $2M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Strategic Blueprint, LLC added | 16,280 | $492K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 12,666 | $384K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 11,044 | $334K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| World Investment Advisors trimmed | 10,321 | $312K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Arkadios Wealth Advisors | 8,070 | $244K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| McIlrath & Eck, LLC added | 2,870 | $87K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 1,200 | $36K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Vestmark Advisory Solutions, Inc. added | 224,323 | $7M | 1.6% | 2025-Q3 stale (3 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 177,816 | $5M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| SYNOVUS FINANCIAL CORP added | 14,332 | $424K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Amplius Wealth Advisors, LLC trimmed | 9,280 | $274K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Financial Advocates Investment Management trimmed | 65,969 | $2M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| STIFEL FINANCIAL CORP trimmed | 15,217 | $445K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,175 | $356K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Wilmington Savings Fund Society, FSB | 10,469 | $306K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| BlackRock, Inc. | 665 | $19K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 91 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Royal Bank of Canada new | 26 | $1K | 0.0% | 2025-Q2 stale (4 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.