Among active 13F managers last quarter, 7 opened and 17 added, while 10 reduced; the largest holder to move was BML Capital Management, LLC (+32%). Over the last 180 days, 4 insiders sold and none bought, a net -$162K in open-market trades.
The legs disagree, or only one of them leans.
91 tracked 13F filers disclose a position in OM as of the latest SEC 13F filings, a combined $56.0M 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 | FMR LLC | 2.7M | $11.8M | ▲~0% Added · +1K sh | Q2 2026 | |
| 2 | BML Capital Management, LLC | 2.5M | $10.9M | ▲+32% Added · +618K sh | Q2 2026 | |
| 3 | Bank Of America Corp | 949K | $3.6M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 4 | Perceptive Advisors LLC | 833K | $3.6M | —Held | Q2 2026 | |
| 5 | AQR Capital Management LLC | 808K | $3.1M | ▲+348% Added · +628K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 780K | $3.4M | ▲+2.1% Added · +16K sh | Q2 2026 | |
| 7 | PFM Health Sciences, LP | 582K | $2.5M | ▼−2.1% Reduced · −13K sh | Q2 2026 | |
| 8 | Ensign Peak Advisors, Inc | 434K | $1.9M | ▼−18% Reduced · −92K sh | Q2 2026 | |
| 9 | BlackRock, Inc. | 418K | $1.8M | ▼−67% Reduced · −845K sh | Q2 2026 | |
| 10 | Peapod Lane Capital LLC | 332K | $1.4M | ▲New +332K sh | Q2 2026 | |
| 11 | UBS Group AG | 252K | $970K | ▲+245% Added · +179K sh | Q1 2026 | |
| 12 | Renaissance Technologies LLC | 222K | $853K | ▲+391% Added · +177K sh | Q1 2026 | |
| 13 | Geode Capital Management, LLC | 205K | $885K | ▼−51% Reduced · −217K sh | Q2 2026 | |
| 14 | Stratos Wealth Partners, LTD. | 201K | $866K | —Held | Q2 2026 | |
| 15 | Morgan Stanley | 169K | $651K | ▲+21% Added · +30K sh | Q1 2026 | |
| 16 | XTX Topco Ltd | 142K | $547K | ▲+42% Added · +42K sh | Q1 2026 | |
| 17 | Northern Trust Corp | 125K | $482K | ▼−46% Reduced · −107K sh | Q1 2026 | |
| 18 | Catalio Capital Management, LP | 118K | $511K | —Held | Q2 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 115K | $496K | ▲+2.9% Added · +3K sh | Q2 2026 | |
| 20 | Dimensional Fund Advisors LP | 113K | $435K | ▼−28% Reduced · −45K sh | Q1 2026 | |
| 21 | JPMorgan Chase & Co | 101K | $365K | ▼−7.7% Reduced · −8K sh | Q1 2026 | |
| 22 | Goldman Sachs Group Inc | 93K | $359K | ▲+28% Added · +21K sh | Q1 2026 | |
| 23 | State Street Corp | 81K | $351K | ▼−76% Reduced · −254K sh | Q2 2026 | |
| 24 | Nuveen, LLC | 66K | $252K | ▲+0.4% Added · +281 sh | Q1 2026 | |
| 25 | Jane Street Group, LLC | 65K | $249K | ▲+147% Added · +39K 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, 7 funds opened a new position in OM and 17 added to an existing one, while 10 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 |
|---|---|---|
| Alphabet Inc-CL CGOOG | 32 funds | $53.1B |
| Eli Lilly & CoLLY | 32 funds | $33.2B |
| Nvidia CorpNVDA | 31 funds | $152.2B |
| Apple IncAAPL | 31 funds | $104.1B |
| Microsoft CorpMSFT | 31 funds | $85.9B |
| Amazon.com IncAMZN | 31 funds | $67.6B |
| Unitedhealth Group IncUNH | 31 funds | $15.5B |
| Walmart IncWMT | 31 funds | $10.2B |
| Chevron CorpCVX | 31 funds | $8.5B |
| Wells Fargo & CoWFC | 31 funds | $6.3B |
| Broadcom IncAVGO | 30 funds | $63.1B |
| Alphabet Inc-CL AGOOGL | 30 funds | $63.1B |
Ranked by how many of OM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Trigg Leslie | Chair and CEO, Director | Sell (S) | 3K | $15K |
| Aug 17, 2026 | Brottem John L. | General Counsel | Sell (S) | 3K | $12K |
| Aug 17, 2026 | Gaeta Renee | Chief Financial Officer | Sell (S) | 5K | $20K |
| Jun 3, 2026 | Gaeta Renee | Chief Financial Officer | Sell (S) | 18K | $87K |
| May 15, 2026 | Brottem John L. | General Counsel | Sell (S) | 3K | $10K |
| May 15, 2026 | Trigg Leslie | Chair and CEO, Director | Sell (S) | 3K | $13K |
| May 15, 2026 | Nash Marc | EVP Operations R&D & Service | Sell (S) | 2K | $6K |
| Feb 17, 2026 | Trigg Leslie | Chair and CEO, Director | Sell (S) | 3K | $11K |
| Feb 17, 2026 | Brottem John L. | General Counsel | Sell (S) | 3K | $10K |
| Feb 17, 2026 | Nash Marc | EVP Operations R&D & Service | Sell (S) | 2K | $6K |
| Jan 21, 2026 | Trigg Leslie | Chair and CEO, Director | Sell (S) | 2K | $11K |
| Jan 21, 2026 | Brottem John L. | General Counsel | Sell (S) | 1K | $6K |
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 | 39 | 25 | – |
Insiders Form 4 open-market | 0 | 4 | -$162K |
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 OM
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/OM/capital-change-brief"
Use Arkolith's capital_change_brief for OM. 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 OM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.