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/OLLI/capital-change-brief"
Use Arkolith's capital_change_brief for OLLI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $622.7M | 6.8M | ▼−8.1% Reduced · −596K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $516.1M | 5.6M | ▲+2.4% Added · +130K sh | Q1 2026 | |
| 3 | WASATCH ADVISORS LP | $335.4M | 4.4M | ▲+46% Added · +1.4M sh | Q2 2026 | |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $302.7M | 3.3M | ▼−10% Reduced · −385K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $253.5M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $233.6M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $223.4M | 2.4M | ▲+42% Added · +720K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $175.7M | 1.9M | ▲+1.1% Added · +20K sh | Q1 2026 | |
| 9 | UBS Group AG | $153.1M | 1.7M | ▲+132% Added · +947K sh | Q1 2026 | |
| 10 | Summit Trail Advisors, LLC | $147.5M | 1.6M | ▲63× Added · +1.6M sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $117.1M | 1.3M | ▲+6.1% Added · +73K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $112.2M | 1.2M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 13 | Stephens Investment Management Group LLC | $103.7M | 1.1M | ▲+33% Added · +278K sh | Q1 2026 | |
| 14 | Point72 Asset Management, L.P. | $96.0M | 1.0M | ▲Added Added · +1.0M sh | Q1 2026 | |
| 15 | AQR CAPITAL MANAGEMENT LLC | $94.8M | 1.0M | ▲+226% Added · +718K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $93.9M | 1.0M | ▲+1.6% Added · +16K sh | Q1 2026 | |
| 17 | GENEVA CAPITAL MANAGEMENT LLC | $88.8M | 964K | ▼−6.7% Reduced · −69K sh | Q1 2026 | |
| 18 | Hood River Capital Management LLC | $80.4M | 874K | ▼−3.3% Reduced · −30K sh | Q1 2026 | |
| 19 | CONGRESS ASSET MANAGEMENT CO | $79.9M | 868K | ▼−1.3% Reduced · −11K sh | Q1 2026 | |
| 20 | NORGES BANK | $85.8M | 783K | ▲+23% Added · +149K sh | Q4 2025 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67.4M | 732K | ▲+5.0% Added · +35K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $65.0M | 706K | ▲+1.3% Added · +9K sh | Q1 2026 | |
| 23 | Woodline Partners LP | $55.9M | 607K | ▲+18% Added · +92K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | $54.7M | 595K | ▲+159% Added · +365K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $49.9M | 552K | ▼−8.3% Reduced · −50K 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 |
|---|---|---|---|---|---|
| Jun 4, 2026 | HENDRICKSON THOMAS | Director | Gift (G) | 1K | $0 |
| Jun 4, 2026 | HENDRICKSON THOMAS | Director | Gift (G) | 1K | $0 |
| Apr 7, 2026 | SWYGERT JOHN W | Executive Chairman, Director | Sell (S) | 3K | $319K |
| Apr 1, 2026 | Ahlman Alissa M | Director | Option exercise (M) | 1K | $0 |
| Apr 1, 2026 | Ahlman Alissa M | Director | Option exercise (M) | 1K | $0 |
| Apr 1, 2026 | Ahlman Alissa M | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | BAGLIVO MARY | Director | Option exercise (M) | 1K | $0 |
| Apr 1, 2026 | BAGLIVO MARY | Director | Option exercise (M) | 1K | $0 |
| Apr 1, 2026 | BAGLIVO MARY | Director | Grant (A) | 2K | $0 |
| Apr 1, 2026 | Helm Robert F | EVP/CFO | Option exercise (M) | 1K | $0 |
| Apr 1, 2026 | Comitale James J | SVP, General Counsel | Option exercise (M) | 758 | $0 |
| Apr 1, 2026 | Comitale James J | SVP, General Counsel | Tax withholding (F) | 335 | $31K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 170 funds | $65.5B |
| NVIDIA CORPNVDA | 167 funds | $89.5B |
| BROADCOM INCAVGO | 167 funds | $35.0B |
| ELI LILLY & COLLY | 167 funds | $16.5B |
| VISA INC-CLASS A SHARESV | 167 funds | $14.6B |
| AMAZON.COM INCAMZN | 166 funds | $51.9B |
| META PLATFORMS INC-CLASS AMETA | 166 funds | $29.7B |
| COSTCO WHOLESALE CORPCOST | 166 funds | $10.2B |
| ALPHABET INC-CL AGOOGL | 165 funds | $43.9B |
| APPLE INCAAPL | 163 funds | $74.8B |
| MASTERCARD INC - AMA | 163 funds | $11.3B |
| NETFLIX INCNFLX | 163 funds | $9.2B |
Ranked by how many of OLLI'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 OLLI. 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.