This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OBDC/capital-change-brief"
Use Arkolith's capital_change_brief for OBDC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $181.9M | 16.4M | —Held | Q1 2026 | |
| 2 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $165.6M | 15.0M | —Held | Q1 2026 | |
| 3 | FMR LLC | $131.0M | 11.8M | ▼−25% Reduced · −3.9M sh | Q1 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 11.3M | ▼−12% Reduced · −1.5M sh | Q1 2026 | |
| 5 | STRS OHIO | $121.0M | 10.9M | ▲+411% Added · +8.8M sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $119.2M | 10.8M | ▼−11% Reduced · −1.4M sh | Q1 2026 | |
| 7 | UBS Group AG | $106.7M | 9.6M | ▲+13% Added · +1.1M sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $105.0M | 9.5M | ▲+3.9% Added · +359K sh | Q1 2026 | |
| 9 | Cresset Asset Management, LLC | $83.3M | 7.3M | ▲+11% Added · +700K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $66.8M | 6.0M | ▲+11% Added · +580K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $65.6M | 5.9M | ▼−11% Reduced · −736K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $51.9M | 4.7M | ▲+36% Added · +1.3M sh | Q1 2026 | |
| 13 | Generali Asset Management SPA SGR | $48.4M | 4.4M | —Held | Q1 2026 | |
| 14 | Sound Income Strategies, LLC | $42.8M | 4.0M | ▲+5.2% Added · +197K sh | Q1 2026 | |
| 15 | PRIVATE MANAGEMENT GROUP INC | $42.5M | 3.8M | ▲+77% Added · +1.7M sh | Q1 2026 | |
| 16 | HAMILTON LANE ADVISORS LLC | $37.0M | 3.4M | —Held | Q2 2026 | |
| 17 | JPMORGAN CHASE & CO | $31.9M | 2.9M | ▼−10% Reduced · −340K sh | Q1 2026 | |
| 18 | ARES MANAGEMENT LLC | $31.5M | 2.8M | —Held | Q1 2026 | |
| 19 | Liberty Mutual Group Asset Management Inc. | $29.5M | 2.7M | ▲+209% Added · +1.8M sh | Q1 2026 | |
| 20 | LPL Financial LLC | $27.9M | 2.5M | ▼−1.3% Reduced · −33K sh | Q1 2026 | |
| 21 | SOROS FUND MANAGEMENT LLC | $27.1M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $23.6M | 2.1M | ▲+24% Added · +407K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $22.6M | 2.0M | ▼−20% Reduced · −498K sh | Q1 2026 | |
| 24 | BlackRock, Inc. | $22.0M | 2.0M | ▼−45% Reduced · −1.6M sh | Q1 2026 | |
| 25 | Sumitomo Mitsui Trust Group, Inc. | $21.1M | 1.9M | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Nicholson Logan | President | Buy (P) | 400 | $5K |
| Jun 2, 2026 | Nicholson Logan | President | Buy (P) | 3K | $29K |
| May 11, 2026 | Kaye Eric A. | Director | Buy (P) | 1K | $11K |
| Feb 27, 2026 | Nicholson Logan | President | Buy (P) | 4K | $51K |
| Feb 27, 2026 | Nicholson Logan | President | Buy (P) | 6K | $63K |
| Feb 25, 2026 | Kaye Eric A. | Director | Buy (P) | 672 | $8K |
| Feb 25, 2026 | Kaye Eric A. | Director | Buy (P) | 328 | $4K |
| Nov 26, 2025 | Reddy Neena | Vice President and Secretary | Buy (P) | 8K | $103K |
| Nov 18, 2025 | Packer Craig | Chief Executive Officer, Director | Buy (P) | 42K | $489K |
| Nov 18, 2025 | Packer Craig | Chief Executive Officer, Director | Buy (P) | 42K | $489K |
| Nov 18, 2025 | Nicholson Logan | President | Buy (P) | 25K | $294K |
| Nov 12, 2025 | Temple Chris | Director | Buy (P) | 8K | $96K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 160 funds | $37.5B |
| META PLATFORMS INC-CLASS AMETA | 158 funds | $16.9B |
| ELI LILLY & COLLY | 158 funds | $9.4B |
| BROADCOM INCAVGO | 157 funds | $17.9B |
| COSTCO WHOLESALE CORPCOST | 157 funds | $7.6B |
| NVIDIA CORPNVDA | 156 funds | $44.2B |
| APPLE INCAAPL | 156 funds | $43.6B |
| AMAZON.COM INCAMZN | 156 funds | $29.5B |
| ALPHABET INC-CL AGOOGL | 156 funds | $25.2B |
| JPMORGAN CHASE & COJPM | 156 funds | $13.4B |
| TESLA INCTSLA | 156 funds | $9.1B |
| MASTERCARD INC - AMA | 156 funds | $6.0B |
Ranked by how many of OBDC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OBDC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.