Among active 13F managers last quarter, 8 opened and 17 added, while 9 reduced; the largest holder to move was Baillie Gifford & Co (+9.7%). Over the last 180 days, 1 insider sold and none bought, a net -$3.0M in open-market trades.
The legs disagree, or only one of them leans.
131 tracked 13F filers disclose a position in ODD as of the latest SEC 13F filings, a combined $514.4M 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 | Baillie Gifford & Co | 7.8M | $104.6M | ▲+9.7% Added · +693K sh | Q1 2026 | |
| 2 | Morgan Stanley | 5.5M | $73.5M | ▲+28% Added · +1.2M sh | Q1 2026 | |
| 3 | Catterton Management Company, L.L.C. | 3.5M | $47.3M | —Held | Q1 2026 | |
| 4 | BlackRock, Inc. | 3.5M | $52.9M | ▲+185% Added · +2.3M sh | Q2 2026 | |
| 5 | Janus Henderson Group Ltd. | 2.1M | $27.9M | ▼−14% Reduced · −337K sh | Q1 2026 | |
| 6 | Frontier Capital Management Co LLC | 1.8M | $27.8M | ▲+131% Added · +1.0M sh | Q2 2026 | |
| 7 | FMR LLC | 1.2M | $18.1M | ▼−41% Reduced · −829K sh | Q2 2026 | |
| 8 | Susquehanna International Group, LLP | 972K | $13.0M | ▲10× Added · +875K sh | Q1 2026 | |
| 9 | State Street Corp | 836K | $12.7M | ▲+123% Added · +462K sh | Q2 2026 | |
| 10 | Citigroup Inc | 734K | $9.8M | ▲+231% Added · +512K sh | Q1 2026 | |
| 11 | Geode Capital Management, LLC | 609K | $9.2M | ▲+624% Added · +525K sh | Q2 2026 | |
| 12 | Altshuler Shaham Ltd | 492K | $7.4M | ▲~0% Added · +24 sh | Q2 2026 | |
| 13 | Ibex Investors LLC | 460K | $7.0M | —Held | Q2 2026 | |
| 14 | Amundi | 435K | $5.8M | ▲+18% Added · +66K sh | Q1 2026 | |
| 15 | Ashford Capital Management Inc | 412K | $6.2M | ▼−37% Reduced · −243K sh | Q2 2026 | |
| 16 | Millennium Management LLC | 383K | $5.1M | ▼−2.6% Reduced · −10K sh | Q1 2026 | |
| 17 | Marshall Wace, LLP | 348K | $4.7M | ▲+4.0% Added · +14K sh | Q1 2026 | |
| 18 | UBS Group AG | 346K | $4.6M | ▲+12% Added · +36K sh | Q1 2026 | |
| 19 | Jane Street Group, LLC | 319K | $4.3M | ▲Added Added · +319K sh | Q1 2026 | |
| 20 | Citadel Advisors LLC | 314K | $4.8M | ▲+52% Added · +107K sh | Q2 2026 | |
| 21 | Rice Hall James & Associates, LLC | 278K | $4.2M | ▲+5.2% Added · +14K sh | Q2 2026 | |
| 22 | Two Sigma Investments, LP | 276K | $3.7M | ▲+58% Added · +101K sh | Q1 2026 | |
| 23 | Vanguard Portfolio Management LLC | 272K | $4.1M | ▲New +272K sh | Q2 2026 | |
| 24 | Wells Fargo & Company | 252K | $3.4M | ▼−42% Reduced · −183K sh | Q1 2026 | |
| 25 | Bank Of America Corp | 244K | $3.3M | ▼−33% Reduced · −122K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 8 funds opened a new position in ODD and 17 added to an existing one, while 9 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 |
|---|---|---|
| Nvidia CorpNVDA | 62 funds | $247.2B |
| Microsoft CorpMSFT | 61 funds | $145.4B |
| Apple IncAAPL | 59 funds | $169.9B |
| Amazon.com IncAMZN | 59 funds | $118.6B |
| Alphabet Inc-CL AGOOGL | 59 funds | $95.7B |
| Alphabet Inc-CL CGOOG | 59 funds | $80.9B |
| Meta Platforms Inc-Class AMETA | 59 funds | $66.4B |
| Eli Lilly & CoLLY | 59 funds | $51.1B |
| Tesla IncTSLA | 58 funds | $46.9B |
| Cisco Systems IncCSCO | 58 funds | $17.2B |
| Broadcom IncAVGO | 57 funds | $96.7B |
| Advanced Micro DevicesAMD | 57 funds | $37.0B |
Ranked by how many of ODD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ODD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) | 809 | $12K |
| Sep 1, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) | 8K | $116K |
| Aug 31, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) | 12K | $175K |
| Aug 28, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) | 22K | $327K |
| Aug 27, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) | 6K | $83K |
| Aug 26, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) | 3K | $52K |
| Aug 5, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) | 11K | $173K |
| Jun 30, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) 2 lots, same day | 110K | $1.7M |
| Jun 1, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) | 10K | $129K |
| Apr 30, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) | 10K | $150K |
| Mar 31, 2026 | Drucker Mann Lindsay | Global Chief Financial Officer | Sell (S) | 10K | $123K |
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 | 40 | 27 | – |
Insiders Form 4 open-market | 0 | 1 | -$3.0M |
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 ODD
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/ODD/capital-change-brief"
Use Arkolith's capital_change_brief for ODD. 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 ODD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.