Among active 13F managers last quarter, 3 opened and 5 added, while 5 reduced; the largest holder to move was Gendell Jeffrey L (−6.2%). Over the last 180 days, 4 insiders sold and none bought, a net -$2.4M in open-market trades.
The legs disagree, or only one of them leans.
34 tracked 13F filers disclose a position in OCC as of the latest SEC 13F filings, a combined $30.2M 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 | Gendell Jeffrey L | 392K | $8.2M | ▼−6.2% Reduced · −26K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 260K | $5.5M | ▲+23% Added · +49K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 168K | $1.4M | ▼−37% Reduced · −101K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 133K | $2.8M | ▲+257% Added · +96K sh | Q2 2026 | |
| 5 | Sei Investments Co | 91K | $754K | ▲New +91K sh | Q1 2026 | |
| 6 | Bridgeway Capital Management, LLC | 87K | $1.8M | ▲+80% Added · +39K sh | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 83K | $687K | ▼−18% Reduced · −18K sh | Q1 2026 | |
| 8 | Two Sigma Investments, LP | 71K | $583K | ▲+41% Added · +21K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 70K | $1.5M | ▼−3.0% Reduced · −2K sh | Q2 2026 | |
| 10 | Informed Momentum Co LLC | 63K | $1.3M | ▼−15% Reduced · −12K sh | Q2 2026 | |
| 11 | Round Rock Advisors LLC | 59K | $1.2M | ▲+88% Added · +28K sh | Q2 2026 | |
| 12 | Jane Street Group, LLC | 55K | $452K | ▲+16% Added · +8K sh | Q1 2026 | |
| 13 | State Street Corp | 37K | $767K | ▼−0.5% Reduced · −200 sh | Q2 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 36K | $749K | ▲+10.0% Added · +3K sh | Q2 2026 | |
| 15 | UBS Group AG | 22K | $185K | ▲+154% Added · +14K sh | Q1 2026 | |
| 16 | Mangrove Partners Im, LLC | 20K | $423K | ▲New +20K sh | Q2 2026 | |
| 17 | Morgan Stanley | 19K | $156K | ▲12× Added · +17K sh | Q1 2026 | |
| 18 | Brendel Financial Advisors LLC | 18K | $382K | ▲New +18K sh | Q2 2026 | |
| 19 | Mercer Global Advisors Inc | 18K | $149K | —Held | Q1 2026 | |
| 20 | Clearstead Advisors, LLC | 18K | $375K | —Held | Q2 2026 | |
| 21 | Dynamic Technology Lab Private Ltd | 15K | $325K | ▲Added Added · +15K sh | Q2 2026 | |
| 22 | Essex Investment Management Co LLC | 13K | $265K | ▲New +13K sh | Q2 2026 | |
| 23 | Northern Trust Corp | 13K | $104K | —Held | Q1 2026 | |
| 24 | Vanguard Global Advisers, LLC | 2K | $51K | ▼−41% Reduced · −2K sh | Q2 2026 | |
| 25 | Wells Fargo & Company | 1K | $8K | —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.
Last quarter, 3 funds opened a new position in OCC and 5 added to an existing one, while 5 reduced. 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 |
|---|---|---|
| Vistance Networks IncVISN | 12 funds | $244.6M |
| Babcock & Wilcox EnterprBW | 12 funds | $108.0M |
| Apple IncAAPL | 11 funds | $5.9B |
| Micron Technology IncMU | 11 funds | $2.2B |
| Costco Wholesale CorpCOST | 11 funds | $1.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 11 funds | $1.2B |
| Bristol-Myers Squibb CoBMY | 11 funds | $906.0M |
| Realreal IncREAL | 11 funds | $61.6M |
| Select Water Solutions IncWTTR | 11 funds | $54.5M |
| Suncoke Energy IncSXC | 11 funds | $49.1M |
| EnersysENS | 11 funds | $46.5M |
| Park Aerospace CorpPKE | 11 funds | $42.8M |
Ranked by how many of OCC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OCC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2026 | Smith Tracy G | EVP and CFO | Sell (S) | 16K | $283K |
| Jun 30, 2026 | Wilkin Neil D Jr | Chairman, President and CEO, Director, 10% Owner | Sell (S) 17 lots, same day | 19K | $411K |
| Jun 30, 2026 | Smith Tracy G | EVP and CFO | Sell (S) | 32 | $704 |
| Jun 29, 2026 | Weber Craig H | Director | Sell (S) 23 lots, same day | 24K | $470K |
| Jun 29, 2026 | Wilkin Neil D Jr | Chairman, President and CEO, Director, 10% Owner | Sell (S) 7 lots, same day | 6K | $122K |
| Jun 23, 2026 | Weber Craig H | Director | Sell (S) | 739 | $17K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 11 | 10 | – |
Insiders Form 4 open-market | 0 | 4 | -$2.4M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for OCC
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/OCC/capital-change-brief"
Use Arkolith's capital_change_brief for OCC. 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 OCC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.