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/OCSL/capital-change-brief"
Use Arkolith's capital_change_brief for OCSL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRIVATE MANAGEMENT GROUP INC | $42.1M | 3.7M | ▲+14% Added · +462K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $28.9M | 2.6M | ▼−13% Reduced · −398K sh | Q1 2026 | |
| 3 | ARES MANAGEMENT LLC | $23.7M | 2.1M | ▲+8.6% Added · +166K sh | Q1 2026 | |
| 4 | Generali Asset Management SPA SGR | $23.6M | 2.1M | —Held | Q1 2026 | |
| 5 | OAKTREE CAPITAL MANAGEMENT LP | $20.9M | 1.9M | —Held | Q1 2026 | |
| 6 | VAN ECK ASSOCIATES CORP | Withheld | 1.7M | ▼−21% Reduced · −450K sh | Q1 2026 | |
| 7 | UBS Group AG | $15.5M | 1.4M | ▲+2.7% Added · +36K sh | Q1 2026 | |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $14.5M | 1.3M | ▲+1.0% Added · +12K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $10.0M | 883K | ▲+19% Added · +143K sh | Q1 2026 | |
| 10 | Russell Investments Group, Ltd. | $8.1M | 721K | ▲+200% Added · +480K sh | Q1 2026 | |
| 11 | Legal & General Group Plc | $7.8M | 685K | ▲+11% Added · +68K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $5.4M | 480K | ▲+3.9% Added · +18K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $4.8M | 424K | ▲+6.8% Added · +27K sh | Q1 2026 | |
| 14 | BlackRock, Inc. | $3.9M | 342K | ▼−21% Reduced · −89K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $3.9M | 342K | ▲+857% Added · +306K sh | Q1 2026 | |
| 16 | Sumitomo Mitsui Trust Group, Inc. | $3.5M | 311K | —Held | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $3.5M | 308K | ▲+70% Added · +127K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $2.7M | 236K | ▲+33% Added · +58K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $2.6M | 231K | ▲+36% Added · +61K sh | Q1 2026 | |
| 20 | TORONTO DOMINION BANK | $2.3M | 207K | —Held | Q1 2026 | |
| 21 | Focus Partners Wealth | $2.3M | 200K | ▼−7.3% Reduced · −16K sh | Q1 2026 | |
| 22 | FIDUCIARY FINANCIAL GROUP, LLC | $2.2M | 185K | ▲+20% Added · +31K sh | Q2 2026 | |
| 23 | LOOMIS SAYLES & CO L P | $2.0M | 177K | —Held | Q1 2026 | |
| 24 | CENTAURUS FINANCIAL, INC. | $1.7M | 150K | ▲+12% Added · +16K sh | Q1 2026 | |
| 25 | LAZARD ASSET MANAGEMENT LLC | $1.6M | 144K | ▼−3.2% Reduced · −5K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 16, 2026 | Gero Deborah Ann | Director | Buy (P) | 2K | $22K |
| Mar 16, 2026 | CALDWELL PHYLLIS R | Director | Buy (P) | 3K | $27K |
| Sep 15, 2025 | CALDWELL PHYLLIS R | Director | Buy (P) | 975 | $13K |
| Sep 15, 2025 | CALDWELL PHYLLIS R | Director | Buy (P) | 25 | $330 |
| Sep 15, 2025 | CALDWELL PHYLLIS R | Director | Buy (P) | 2K | $26K |
| Jun 30, 2025 | Gero Deborah Ann | Director | Buy (P) | 3K | $34K |
| May 15, 2025 | Panossian Armen | See Remarks | Buy (P) | 8K | $113K |
| May 7, 2025 | CALDWELL PHYLLIS R | Director | Buy (P) | 2K | $27K |
| May 6, 2025 | Jacobson Craig A | Director | Buy (P) | 15K | $200K |
| Feb 25, 2025 | CALDWELL PHYLLIS R | Director | Buy (P) | 3K | $40K |
| Feb 24, 2025 | Khanna Raghav | Co-Chief Investment Officer | Buy (P) | 6K | $96K |
| Feb 24, 2025 | Pendo Mathew | President | Buy (P) | 6K | $100K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 52 funds | $15.7B |
| AMAZON.COM INCAMZN | 51 funds | $13.3B |
| BROADCOM INCAVGO | 51 funds | $8.8B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $8.2B |
| MICRON TECHNOLOGY INCMU | 51 funds | $4.1B |
| ELI LILLY & COLLY | 51 funds | $4.0B |
| COSTCO WHOLESALE CORPCOST | 51 funds | $3.6B |
| BANK OF AMERICA CORPBAC | 51 funds | $1.5B |
| HONEYWELL INTERNATIONAL INCHON | 51 funds | $1.2B |
| NVIDIA CORPNVDA | 50 funds | $24.1B |
| APPLE INCAAPL | 50 funds | $20.0B |
| ALPHABET INC-CL AGOOGL | 50 funds | $10.7B |
Ranked by how many of OCSL'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 OCSL. 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.