Among active 13F managers last quarter, 3 opened and none reduced or exited; the largest holder to move was GoalVest Advisory LLC (new position).
11 tracked 13F filers disclose a position in OBTC as of the latest SEC 13F filings, a combined $2.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Jane Street Group, LLC | 86K | $1.9M | ▼−92% Reduced · −958K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 10K | $219K | —Held | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 10K | $211K | ▼−2.0% Reduced · −198 sh | Q1 2026 | |
| 4 | UBS Group AG | 6K | $132K | ▲+159% Added · +4K sh | Q1 2026 | |
| 5 | Manning & Napier Advisors LLC | 361 | $7K | —Held | Q2 2026 | |
| 6 | GoalVest Advisory LLC | 173 | $3K | ▲New +173 sh | Q2 2026 | |
| 7 | EverSource Wealth Advisors, LLC | 100 | $2K | —Held | Q1 2026 | |
| 8 | Ameritas Advisory Services, LLC | 70 | $1K | ▲New +70 sh | Q2 2026 | |
| 9 | Allworth Financial LP | 50 | $1K | —Held | Q1 2026 | |
| 10 | Tanglewood Legacy Advisors, LLC | 44 | $829 | —Held | Q2 2026 | |
| 11 | Mather Group, LLC. | 5 | $109 | ▲New +5 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, 3 funds opened a new position in OBTC, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Schwab US Large-Cap ValueSCHV | 5 funds | $1.1B |
| Nvidia CorpNVDA | 5 funds | $475.6M |
| Vanguard S&P 500 ETFVOO | 5 funds | $429.1M |
| Microsoft CorpMSFT | 5 funds | $405.4M |
| Amazon.com IncAMZN | 5 funds | $303.3M |
| Taiwan Semiconductor-SP ADRTSM | 5 funds | $292.9M |
| Vanguard Growth ETFVUG | 5 funds | $278.8M |
| Vanguard Value ETFVTV | 5 funds | $276.3M |
| Alphabet Inc-CL AGOOGL | 5 funds | $268.3M |
| Mastercard Inc - AMA | 5 funds | $238.9M |
| Visa Inc-Class A SharesV | 5 funds | $235.3M |
| Meta Platforms Inc-Class AMETA | 5 funds | $226.1M |
Ranked by how many of OBTC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OBTC.
No filings captured for this ticker in the live stream yet.
Connected entities for OBTC
This ETF 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/OBTC/capital-change-brief"
Use Arkolith's capital_change_brief for OBTC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for OBTC. Filings are public domain, sourced to SEC EDGAR.