Among active 13F managers last quarter, 8 opened and 34 added, while 16 reduced; the largest holder to move was D. E. Shaw & Co., Inc. (−18%). Over the last 180 days, 1 insider sold and none bought, a net -$494K in open-market trades.
The legs disagree, or only one of them leans.
189 tracked 13F filers disclose a position in OIS as of the latest SEC 13F filings, a combined $504.5M 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. | 6.8M | $54.6M | ▲+8.1% Added · +509K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 3.5M | $41.0M | ▲+2.6% Added · +89K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 2.4M | $19.4M | ▲~0% Added · +547 sh | Q2 2026 | |
| 4 | D. E. Shaw & Co., Inc. | 2.2M | $25.2M | ▼−18% Reduced · −482K sh | Q1 2026 | |
| 5 | First Eagle Investment Management, LLC | 2.0M | $16.1M | ▼−1.9% Reduced · −38K sh | Q2 2026 | |
| 6 | State Street Corp | 2.0M | $15.9M | ▲+14% Added · +247K sh | Q2 2026 | |
| 7 | American Century Companies Inc | 1.8M | $21.5M | ▲+14% Added · +233K sh | Q1 2026 | |
| 8 | AQR Capital Management LLC | 1.8M | $21.2M | ▲+2.5% Added · +44K sh | Q1 2026 | |
| 9 | Vanguard Portfolio Management LLC | 1.6M | $13.0M | ▼−0.7% Reduced · −12K sh | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 1.4M | $11.6M | ▲+6.5% Added · +88K sh | Q2 2026 | |
| 11 | Morgan Stanley | 1.4M | $15.7M | ▲+38% Added · +368K sh | Q1 2026 | |
| 12 | Charles Schwab Investment Management Inc | 1.1M | $13.2M | ▼−1.3% Reduced · −15K sh | Q1 2026 | |
| 13 | Hotchkis & Wiley Capital Management LLC | 1.1M | $8.8M | ▲+9.9% Added · +99K sh | Q2 2026 | |
| 14 | Kennedy Capital Management LLC | 1.1M | $12.6M | ▼−26% Reduced · −374K sh | Q1 2026 | |
| 15 | Two Sigma Investments, LP | 1.1M | $12.5M | ▲+80% Added · +476K sh | Q1 2026 | |
| 16 | Marshall Wace, LLP | 933K | $10.9M | ▲New +933K sh | Q1 2026 | |
| 17 | UBS Group AG | 853K | $9.9M | ▲+67% Added · +344K sh | Q1 2026 | |
| 18 | Bridgeway Capital Management, LLC | 840K | $6.7M | ▲+0.9% Added · +7K sh | Q2 2026 | |
| 19 | JPMorgan Chase & Co | 822K | $9.5M | ▼−24% Reduced · −266K sh | Q1 2026 | |
| 20 | Algert Global LLC | 814K | $6.5M | ▲57× Added · +800K sh | Q2 2026 | |
| 21 | Arrowstreet Capital, Limited Partnership | 721K | $8.4M | ▲+69% Added · +296K sh | Q1 2026 | |
| 22 | Millennium Management LLC | 704K | $8.2M | ▲57× Added · +692K sh | Q1 2026 | |
| 23 | Goldman Sachs Group Inc | 702K | $8.2M | ▲+44% Added · +216K sh | Q1 2026 | |
| 24 | Panagora Asset Management Inc | 650K | $5.2M | ▲+20% Added · +110K sh | Q2 2026 | |
| 25 | Trexquant Investment LP | 603K | $4.8M | ▲+9.4% Added · +52K sh | Q2 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, 8 funds opened a new position in OIS and 34 added to an existing one, while 16 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 | 105 funds | $188.1B |
| Alphabet Inc-CL AGOOGL | 103 funds | $136.7B |
| Wells Fargo & CoWFC | 103 funds | $14.3B |
| Meta Platforms Inc-Class AMETA | 102 funds | $76.9B |
| Visa Inc-Class A SharesV | 102 funds | $44.5B |
| Nvidia CorpNVDA | 101 funds | $289.4B |
| Amazon.com IncAMZN | 101 funds | $143.6B |
| JPMorgan Chase & CoJPM | 101 funds | $51.0B |
| Lam Research CorpLRCX | 101 funds | $32.0B |
| McKesson CorpMCK | 101 funds | $14.3B |
| Apple IncAAPL | 100 funds | $215.1B |
| Broadcom IncAVGO | 100 funds | $118.3B |
Ranked by how many of OIS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OIS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 31, 2026 | Hollek Darrell E | Director | Sell (S) | 43K | $494K |
| Dec 16, 2025 | Taylor Cindy B | President & CEO, Director | Sell (S) | 15K | $100K |
| Sep 23, 2022 | Moses Philip Scott | EVP, Chief Operating Officer | Buy (P) 4 lots, same day | 59K | $213K |
| Mar 4, 2021 | Cragg Christopher E | Insider | Sell (S) | 34K | $285K |
| Mar 17, 2020 | Seaver Christopher T | Director | Buy (P) 2 lots, same day | 50K | $98K |
| Mar 11, 2020 | Taylor Cindy B | President & CEO, Director | Buy (P) | 38K | $95K |
| Feb 27, 2020 | Taylor Brian E. | VP, Controller & CAO | Sell (S) | 12K | $92K |
| Feb 26, 2020 | Taylor Brian E. | VP, Controller & CAO | Sell (S) | 2K | $21K |
| Dec 13, 2019 | Steen Lias Jeff | Executive VP, HR & Legal | Sell (S) | 15K | $249K |
| Dec 9, 2019 | Van Kleef William T | Director | Sell (S) | 7K | $129K |
| Apr 29, 2019 | Cragg Christopher E | Executive VP, Operations | Sell (S) | 3K | $61K |
| Feb 19, 2019 | Moses Philip Scott | Executive VP,Offshore Products | Sell (S) | 7K | $122K |
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 | 58 | 31 | – |
Insiders Form 4 open-market | 0 | 1 | -$494K |
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 OIS
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/OIS/capital-change-brief"
Use Arkolith's capital_change_brief for OIS. 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 OIS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.