Among active 13F managers last quarter, 12 opened and 6 added, while 4 reduced; the largest holder to move was Polar Asset Management Partners Inc. (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
75 tracked 13F filers disclose a position in OPTT as of the latest SEC 13F filings, a combined $8.2M 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 | Vanguard Capital Management LLC | 8.9M | $2.3M | ▲+4.0% Added · +341K sh | Q2 2026 | |
| 2 | UBS Group AG | 4.0M | $1.4M | ▲+134% Added · +2.3M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 3.3M | $872K | ▼~0% Reduced · −1 sh | Q2 2026 | |
| 4 | Polar Asset Management Partners Inc. | 3.0M | $797K | ▲New +3.0M sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 2.2M | $576K | ▲+2.0% Added · +43K sh | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 1.4M | $363K | ▲+34% Added · +353K sh | Q2 2026 | |
| 7 | Spinnaker Investment Group, LLC | 1.0M | $273K | —Held | Q2 2026 | |
| 8 | State Street Corp | 983K | $257K | ▲+21% Added · +172K sh | Q2 2026 | |
| 9 | Royal Bank Of Canada | 706K | $247K | ▲14k× Added · +705K sh | Q1 2026 | |
| 10 | Hamilton Capital Partners, LLC | 500K | $131K | ▲Added Added · +500K sh | Q2 2026 | |
| 11 | Susquehanna International Group, LLP | 361K | $126K | ▼−30% Reduced · −157K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 349K | $122K | —Held | Q1 2026 | |
| 13 | Essex Investment Management Co LLC | 205K | $54K | ▼−0.2% Reduced · −329 sh | Q2 2026 | |
| 14 | D'Orazio & Associates, Inc. | 198K | $52K | ▼−51% Reduced · −207K sh | Q2 2026 | |
| 15 | OneDigital Investment Advisors LLC | 182K | $64K | ▲New +182K sh | Q1 2026 | |
| 16 | Moneta Group Investment Advisors LLC | 158K | $55K | ▲New +158K sh | Q1 2026 | |
| 17 | Simplex Trading, LLC | 152K | $53K | ▼−16% Reduced · −29K sh | Q1 2026 | |
| 18 | Pinnacle Financial Partners, Inc. | 131K | $34K | ▲+30% Added · +30K sh | Q2 2026 | |
| 19 | Diversify Wealth Management, LLC | 120K | $17K | ▲+101% Added · +60K sh | Q2 2026 | |
| 20 | Diversify Advisory Services, LLC | 120K | $17K | ▲New +120K sh | Q2 2026 | |
| 21 | Group One Trading LLC | 100K | $26K | ▼−29% Reduced · −41K sh | Q2 2026 | |
| 22 | Osaic Holdings, Inc. | 90K | $32K | ▲+29% Added · +20K sh | Q1 2026 | |
| 23 | Advisory Services Network, LLC | 65K | $23K | —Held | Q1 2026 | |
| 24 | Peak6 LLC | 63K | $17K | ▼−80% Reduced · −257K sh | Q2 2026 | |
| 25 | Morton Brown Family Wealth, LLC | 58K | $15K | —Held | 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, 12 funds opened a new position in OPTT and 6 added to an existing one, while 4 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 | 37 funds | $2.2B |
| Amazon.com IncAMZN | 36 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 36 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 36 funds | $1.0B |
| Nvidia CorpNVDA | 35 funds | $3.6B |
| Apple IncAAPL | 35 funds | $3.3B |
| Broadcom IncAVGO | 35 funds | $962.1M |
| Johnson & JohnsonJNJ | 35 funds | $581.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 34 funds | $1.8B |
| Micron Technology IncMU | 34 funds | $820.1M |
| Meta Platforms Inc-Class AMETA | 34 funds | $712.0M |
| Tesla IncTSLA | 34 funds | $601.1M |
Ranked by how many of OPTT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OPTT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 16, 2025 | Stratmann Philipp | President and CEO, Director | Buy (P) | 8K | $3K |
| Dec 15, 2025 | Powers Robert Patrick | CFO | Buy (P) | 15K | $5K |
| Dec 15, 2025 | Stratmann Philipp | President and CEO, Director | Buy (P) | 6K | $2K |
| Sep 17, 2025 | Stratmann Philipp | President and CEO, Director | Buy (P) | 4K | $2K |
| Nov 25, 2024 | Slaiby Peter E. | Director | Buy (P) | 35K | $7K |
| Nov 13, 2024 | Cryan Terence James | Director | Buy (P) | 100K | $15K |
| Sep 28, 2023 | Slaiby Peter E. | Director | Buy (P) | 25K | $10K |
| Sep 18, 2023 | Cryan Terence James | Director | Buy (P) | 15K | — |
| Sep 18, 2023 | Powers Robert Patrick | Senior VP and CFO | Buy (P) | 12K | $5K |
| Sep 15, 2023 | Stratmann Philipp | President and CEO, Director | Buy (P) | 12K | $5K |
| Sep 15, 2023 | Cryan Terence James | Director | Buy (P) | 30K | — |
| Dec 30, 2020 | Winters Robert K | Director | Sell (S) | 25K | $73K |
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 | 17 | 13 | – |
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 OPTT
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/OPTT/capital-change-brief"
Use Arkolith's capital_change_brief for OPTT. 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 OPTT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.