95 tracked 13F filers disclose a position in OBT as of the latest SEC 13F filings, a combined $209.5M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $60.5M | 1.9M | ▼−2.6% Reduced · −50K sh | Q1 2026 | |
| 2 | Orange Investment Advisors, Inc. | $39.0M | 1.1M | ▼−0.1% Reduced · −568 sh | Q2 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $14.8M | 462K | →First observed position No prior filed position | Q1 2026 | |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.9M | 309K | ▼−1.3% Reduced · −4K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $8.3M | 260K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $7.5M | 235K | ▲+41% Added · +69K sh | Q1 2026 | |
| 7 | ALLIANCEBERNSTEIN L.P. | $6.3M | 219K | ▼−10% Reduced · −25K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $6.0M | 187K | ▲+13% Added · +21K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $4.1M | 127K | ▲+30% Added · +29K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $3.2M | 101K | ▲+82% Added · +46K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $2.8M | 89K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 12 | MARSHALL WACE, LLP | $2.8M | 88K | ▲+62% Added · +34K sh | Q1 2026 | |
| 13 | BROWN BROTHERS HARRIMAN & CO | $2.7M | 84K | —Held | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $2.5M | 78K | ▲+97% Added · +39K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $2.3M | 72K | →First observed position No prior filed position | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $2.3M | 72K | ▲+1.8% Added · +1K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.2M | 68K | →First observed position No prior filed position | Q1 2026 | |
| 18 | MALTESE CAPITAL MANAGEMENT LLC | $1.7M | 53K | ▲New +53K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $1.6M | 50K | ▼−2.8% Reduced · −1K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $1.5M | 48K | ▲+30% Added · +11K sh | Q1 2026 | |
| 21 | MILLENNIUM MANAGEMENT LLC | $1.5M | 48K | ▲+8.0% Added · +4K sh | Q1 2026 | |
| 22 | HSBC HOLDINGS PLC | $1.5M | 47K | ▼−12% Reduced · −6K sh | Q1 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $1.4M | 43K | ▲+101% Added · +22K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $1.4M | 42K | ▲+37% Added · +12K sh | Q1 2026 | |
| 25 | FIRST TRUST ADVISORS LP | $1.2M | 38K | ▼−0.9% Reduced · −356 sh | 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.
Last quarter, 11 funds opened a new position in OBT and 15 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| JPMORGAN CHASE & COJPM | 42 funds | $21.7B |
| APPLE INCAAPL | 41 funds | $121.4B |
| MICROSOFT CORPMSFT | 41 funds | $110.6B |
| BANK OF AMERICA CORPBAC | 41 funds | $12.6B |
| AMAZON.COM INCAMZN | 40 funds | $78.8B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $46.0B |
| COSTCO WHOLESALE CORPCOST | 40 funds | $15.3B |
| CHEVRON CORPCVX | 40 funds | $11.6B |
| MCDONALD'S CORPMCD | 40 funds | $7.7B |
| AMERICAN EXPRESS COAXP | 40 funds | $6.0B |
| AUTOMATIC DATA PROCESSINGADP | 40 funds | $3.6B |
| BROADCOM INCAVGO | 39 funds | $65.9B |
Ranked by how many of OBT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 4, 2026 | Rooney Stephen | SVP, Chief Credit Officer | Sell (S) | 2K | $58K |
| Aug 3, 2026 | Sousa Gregory | EVP and Deputy CLO | Sell (S) | 2K | $73K |
| Jul 30, 2026 | Sousa Gregory | EVP and Deputy CLO | Sell (S) | 1K | $45K |
| Mar 19, 2026 | Gilfeather Michael J | President and CEO, Director | Buy (P) | 200 | $6K |
| Dec 11, 2025 | Dineen David P | SVP, Dir. Wealth Services | Sell (S) | 808 | $23K |
| Dec 11, 2025 | Dineen David P | SVP, Dir. Wealth Services | Sell (S) | 192 | $6K |
| Oct 31, 2025 | Gilfeather Michael J | President and CEO, Director | Buy (P) | 1K | $31K |
| Oct 31, 2025 | Gilfeather Michael J | President and CEO, Director | Buy (P) | 350 | $8K |
| Jun 4, 2025 | Schiller Jon | Director | Buy (P) | 6K | $150K |
| May 16, 2025 | Ruhl Joseph A | Reg Pres, Westchester County | Sell (S) | 2K | $47K |
| May 5, 2025 | Coulter Michael J | EVP and CLO | Sell (S) | 2K | $65K |
| May 2, 2025 | Sousa Gregory | EVP and Deputy CLO | Sell (S) | 300 | $7K |
Connected entities for OBT
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/OBT/capital-change-brief"
Use Arkolith's capital_change_brief for OBT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OBT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.