Among active 13F managers last quarter, 3 opened and 1 added, while 6 reduced; the largest holder to move was Callodine Capital Management, LP (new position). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
28 tracked 13F filers disclose a position in OFS as of the latest SEC 13F filings, a combined $2.9M 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 | Callodine Capital Management, LP | 107K | $380K | ▲New +107K sh | Q2 2026 | |
| 2 | International Assets Investment Management, LLC | 99K | $352K | ▼−10% Reduced · −11K sh | Q2 2026 | |
| 3 | Virtus Investment Advisers, LLC | 90K | $319K | ▼−2.7% Reduced · −2K sh | Q2 2026 | |
| 4 | Marshall Wace, LLP | 75K | $267K | ▼−5.1% Reduced · −4K sh | Q1 2026 | |
| 5 | Curi Capital, LLC | 65K | $230K | ▲New +65K sh | Q2 2026 | |
| 6 | Squarepoint Ops LLC | 50K | $179K | ▲+19% Added · +8K sh | Q1 2026 | |
| 7 | Two Sigma Investments, LP | 44K | $156K | ▼−39% Reduced · −28K sh | Q1 2026 | |
| 8 | Vident Advisory, LLC | 42K | $148K | ▼−15% Reduced · −7K sh | Q2 2026 | |
| 9 | Morgan Stanley | 40K | $140K | ▼−75% Reduced · −118K sh | Q1 2026 | |
| 10 | O'shaughnessy Asset Management, LLC | 35K | $123K | ▼−43% Reduced · −26K sh | Q2 2026 | |
| 11 | Arkadios Wealth Advisors | 27K | $95K | ▼−25% Reduced · −9K sh | Q2 2026 | |
| 12 | Susquehanna International Group, LLP | 23K | $83K | ▲New +23K sh | Q1 2026 | |
| 13 | UBS Group AG | 22K | $77K | ▲+550% Added · +18K sh | Q1 2026 | |
| 14 | SOA Wealth Advisors, LLC. | 20K | $70K | —Held | Q2 2026 | |
| 15 | XTX Topco Ltd | 17K | $59K | ▲New +17K sh | Q1 2026 | |
| 16 | &Partners | 14K | $48K | —Held | Q2 2026 | |
| 17 | Prota Financial, LLC | 13K | $46K | —Held | Q2 2026 | |
| 18 | Sanctuary Advisors, LLC | 12K | $43K | —Held | Q2 2026 | |
| 19 | Royal Bank Of Canada | 11K | $37K | ▼−8.7% Reduced · −1K sh | Q1 2026 | |
| 20 | Simplex Trading, LLC | 2K | $7K | ▲14× Added · +2K sh | Q1 2026 | |
| 21 | Osaic Holdings, Inc. | 1K | $4K | ▲+119% Added · +600 sh | Q1 2026 | |
| 22 | Lanark Financial, Inc. | 809 | $3K | —Held | Q2 2026 | |
| 23 | Triumph Capital Management | 500 | $2K | —Held | Q2 2026 | |
| 24 | CWM, LLC | 100 | $355 | —Held | Q1 2026 | |
| 25 | Allworth Financial LP | 7 | $25 | ▲New +7 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 OFS and 1 added to an existing one, while 6 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 | 13 funds | $6.6B |
| Apple IncAAPL | 13 funds | $6.1B |
| Amazon.com IncAMZN | 13 funds | $4.7B |
| Alphabet Inc-CL AGOOGL | 13 funds | $3.8B |
| Lockheed Martin CorpLMT | 13 funds | $1.2B |
| Applied Materials IncAMAT | 13 funds | $899.4M |
| Walmart IncWMT | 13 funds | $859.2M |
| Lam Research CorpLRCX | 13 funds | $774.0M |
| Ge Vernova IncGEV | 13 funds | $625.9M |
| Merck & Co. Inc.MRK | 13 funds | $595.1M |
| Kla CorpKLAC | 13 funds | $509.5M |
| Cisco Systems IncCSCO | 13 funds | $444.9M |
Ranked by how many of OFS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OFS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 17, 2020 | Porter Mukya | Chief Compliance Officer | Buy (P) | 210 | $1K |
| Nov 16, 2020 | Owen Jeffery S. | Chief Accounting Officer | Buy (P) | 12K | $69K |
| Nov 13, 2020 | Ressler Richard S | 10% Owner | Buy (P) | 9K | $47K |
| Nov 13, 2020 | Owen Jeffery S. | Chief Accounting Officer | Buy (P) | 3K | $13K |
| Nov 12, 2020 | Cerny Jeffrey A | Director and CFO, Director | Buy (P) | 10K | $51K |
| Nov 12, 2020 | Ressler Richard S | 10% Owner | Buy (P) | 3K | $17K |
| Nov 11, 2020 | Cerny Jeffrey A | Director and CFO, Director | Buy (P) | 20K | $101K |
| Nov 11, 2020 | Rashid Bilal | Director and CEO, Director | Buy (P) 5 lots, same day | 20K | $103K |
| May 28, 2020 | Healy Elaine | Director | Buy (P) | 10K | $51K |
| Aug 31, 2015 | Rubenfeld Eric P. | Chief Compliance Officer, 10% Owner | Sell (S) | 1K | $11K |
| Aug 27, 2014 | Pittson Glenn R. | Director | Buy (P) | 13K | $165K |
| Aug 26, 2014 | Pittson Glenn R. | Director | Buy (P) | 10K | $127K |
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 | 4 | 9 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 OFS
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/OFS/capital-change-brief"
Use Arkolith's capital_change_brief for OFS. 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 OFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.