AI Holders Summary · Q2 2026

36 institutions reported OESX in Q2 2026. North Star Investment Management Corp. leads at 28.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

North Star Investment Management Corp.

CIK 0001342857

$6M527K0.33%Q2 2026 02

Tieton Capital Management, LLC

CIK 0001381954

$4M256K1.35%Q4 2025 03

GRACE & WHITE INC /NY

CIK 0000903064

$3M264K0.49%Q2 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$2M182K0.00%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1M127K0.00%Q2 2026 06

US BANCORP \DE\

CIK 0000036104

$820K70K0.00%Q2 2026 07

MARSHALL WACE, LLP

CIK 0001318757

$717K61K0.00%Q2 2026 08

SEI INVESTMENTS CO

CIK 0000350894

$648K55K0.00%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$446K38K0.00%Q2 2026 10

BlackRock, Inc.

CIK 0002012383

$431K37K0.00%Q2 2026 11

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$364K31K0.01%Q2 2026 12

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$266K23K0.00%Q2 2026 13

ESSEX INVESTMENT MANAGEMENT CO LLC

CIK 0000201772

$241K21K0.03%Q2 2026 14

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$237K27K0.00%Q1 2026 15

Quadrature Capital Ltd

CIK 0001651424

$236K20K0.00%Q2 2026 16

Farther Finance Advisors, LLC

CIK 0001992825

$113K10K0.00%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$20K2K0.00%Q2 2026 18

IAG Wealth Partners, LLC

CIK 0001827261

$20K2K0.00%Q2 2026 19

Firsthand Capital Management, Inc.

CIK 0001476179

$16K1K0.03%Q2 2026 20

Axiom Investment Management LLC

CIK 0001513703

$14K1K0.01%Q2 2026

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