Among active 13F managers last quarter, 9 opened and 20 added, while 19 reduced; the largest holder to move was Needham Investment Management LLC (+1.3%). Over the last 180 days, 1 insider sold and none bought, a net -$102K in open-market trades.
The legs disagree, or only one of them leans.
137 tracked 13F filers disclose a position in ODC as of the latest SEC 13F filings, a combined $632.3M 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 | BlackRock, Inc. | 829K | $84.8M | ▲+14% Added · +104K sh | Q2 2026 | |
| 2 | Gamco Investors, Inc. Et Al | 782K | $50.9M | ▼−0.9% Reduced · −7K sh | Q1 2026 | |
| 3 | Needham Investment Management LLC | 686K | $70.1M | ▲+1.3% Added · +9K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 461K | $30.0M | ▼−11% Reduced · −57K sh | Q1 2026 | |
| 5 | American Century Companies Inc | 457K | $29.7M | ▲+9.0% Added · +38K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 440K | $45.0M | ▼−0.7% Reduced · −3K sh | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 422K | $27.5M | ▼−6.7% Reduced · −30K sh | Q1 2026 | |
| 8 | AltraVue Capital, LLC | 319K | $32.6M | ▼−4.3% Reduced · −14K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 256K | $26.2M | ▲+5.2% Added · +13K sh | Q2 2026 | |
| 10 | Vanguard Portfolio Management LLC | 239K | $24.5M | ▲+1.0% Added · +2K sh | Q2 2026 | |
| 11 | State Street Corp | 230K | $23.5M | ▲+1.3% Added · +3K sh | Q2 2026 | |
| 12 | Gabelli Funds LLC | 163K | $10.6M | ▼−0.3% Reduced · −500 sh | Q1 2026 | |
| 13 | Diamond Hill Capital Management, LLC (Investment Advisor) | 110K | $11.3M | ▼−16% Reduced · −20K sh | Q2 2026 | |
| 14 | Northern Trust Corp | 104K | $6.8M | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 15 | Two Sigma Investments, LP | 100K | $6.5M | ▲+9.6% Added · +9K sh | Q1 2026 | |
| 16 | Allspring Global Investments Holdings, LLC | 100K | $10.2M | ▲+17% Added · +14K sh | Q2 2026 | |
| 17 | Bard Associates Inc | 99K | $10.1M | ▼−1.6% Reduced · −2K sh | Q2 2026 | |
| 18 | Bank of New York Mellon Corp | 92K | $6.0M | ▼−6.3% Reduced · −6K sh | Q1 2026 | |
| 19 | Cardinal Capital Management | 87K | $8.9M | ▼−0.8% Reduced · −685 sh | Q2 2026 | |
| 20 | Charles Schwab Investment Management Inc | 84K | $5.5M | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 21 | Goldman Sachs Group Inc | 81K | $5.3M | ▲+7.1% Added · +5K sh | Q1 2026 | |
| 22 | Morgan Stanley | 80K | $5.2M | ▼−14% Reduced · −13K sh | Q1 2026 | |
| 23 | Legato Capital Management LLC | 73K | $7.5M | ▲+4.2% Added · +3K sh | Q2 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 72K | $7.4M | ▲+1.2% Added · +873 sh | Q2 2026 | |
| 25 | New York State Common Retirement Fund | 68K | $4.4M | ▲17× Added · +64K 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, 9 funds opened a new position in ODC and 20 added to an existing one, while 19 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 |
|---|---|---|
| Microsoft CorpMSFT | 72 funds | $147.9B |
| Alphabet Inc-CL AGOOGL | 70 funds | $99.7B |
| Apple IncAAPL | 69 funds | $168.9B |
| JPMorgan Chase & CoJPM | 69 funds | $38.0B |
| Amazon.com IncAMZN | 68 funds | $113.1B |
| Nvidia CorpNVDA | 66 funds | $240.1B |
| Meta Platforms Inc-Class AMETA | 66 funds | $65.7B |
| Eli Lilly & CoLLY | 65 funds | $51.8B |
| Visa Inc-Class A SharesV | 65 funds | $36.5B |
| Costco Wholesale CorpCOST | 65 funds | $21.2B |
| Chevron CorpCVX | 65 funds | $16.3B |
| Broadcom IncAVGO | 64 funds | $99.1B |
Ranked by how many of ODC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ODC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 22, 2026 | Chube Ellen-Blair | Director | Sell (S) | 1K | $102K |
| Mar 13, 2026 | Hindsley Paul | Director | Sell (S) | 6K | $383K |
| Oct 23, 2025 | Scheland Laura G | VP & GM of Consumer Products | Sell (S) | 850 | $52K |
| Oct 22, 2025 | Scheland Laura G | VP & GM of Consumer Products | Sell (S) | 850 | $51K |
| Oct 20, 2025 | Robey Walter Wade | VP, Ag ODC; President, Amlan | Sell (S) | 4K | $238K |
| Jul 23, 2025 | Ryan Amy | Director | Sell (S) | 1K | $61K |
| Jul 21, 2025 | Lamson Christopher B | Group VP of Retail & Wholesale | Sell (S) | 3K | $154K |
| Jun 20, 2025 | Chube Ellen-Blair | Director | Sell (S) | 3K | $140K |
| Apr 21, 2025 | Chube Ellen-Blair | Director | Sell (S) | 4K | $149K |
| Jan 23, 2025 | Lamson Christopher B | Group VP of Retail & Wholesale | Sell (S) | 843 | $36K |
| Jan 23, 2025 | Ryan Amy | Director | Sell (S) | 2K | $88K |
| Jan 22, 2025 | Lamson Christopher B | Group VP of Retail & Wholesale | Sell (S) | 3K | $135K |
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 | 43 | 33 | – |
Insiders Form 4 open-market | 0 | 1 | -$102K |
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 ODC
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/ODC/capital-change-brief"
Use Arkolith's capital_change_brief for ODC. 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 ODC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.