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/OPTU/capital-change-brief"
Use Arkolith's capital_change_brief for OPTU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Empyrean Capital Partners, LP | $32.0M | 24.6M | ▼−1.8% Reduced · −450K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $26.7M | 20.5M | ▲+0.4% Added · +77K sh | Q1 2026 | |
| 3 | DEUTSCHE BANK AG\ | $19.7M | 15.2M | ▼−7.8% Reduced · −1.3M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $15.2M | 11.7M | ▲New +11.7M sh | Q1 2026 | |
| 5 | Hudson Bay Capital Management LP | $13.7M | 10.5M | ▲+69% Added · +4.3M sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $13.7M | 10.4M | ▲+42% Added · +3.1M sh | Q1 2026 | |
| 7 | MILLENNIUM MANAGEMENT LLC | $12.4M | 9.5M | ▼−36% Reduced · −5.3M sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $12.3M | 9.4M | ▲New +9.4M sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $11.3M | 8.7M | ▲+14% Added · +1.1M sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | $11.1M | 8.6M | ▼−9.8% Reduced · −935K sh | Q1 2026 | |
| 11 | REDWOOD CAPITAL MANAGEMENT, LLC | $10.6M | 8.2M | —Held | Q1 2026 | |
| 12 | KING STREET CAPITAL MANAGEMENT, L.P. | $10.4M | 8.0M | —Held | Q1 2026 | |
| 13 | OAKTREE CAPITAL MANAGEMENT LP | $9.5M | 7.3M | ▼−2.3% Reduced · −170K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.7M | 6.7M | ▼−10% Reduced · −752K sh | Q1 2026 | |
| 15 | CARRONADE CAPITAL MANAGEMENT, LP | $8.5M | 6.6M | ▲+9.3% Added · +558K sh | Q1 2026 | |
| 16 | STATE STREET CORP | $8.3M | 6.4M | ▲+3.3% Added · +206K sh | Q1 2026 | |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | $8.0M | 6.2M | ▼−1.3% Reduced · −79K sh | Q1 2026 | |
| 18 | CastleKnight Management LP | $7.1M | 5.4M | ▲+6.5% Added · +332K sh | Q1 2026 | |
| 19 | Point72 Asset Management, L.P. | $6.8M | 5.3M | ▲+179% Added · +3.4M sh | Q1 2026 | |
| 20 | LOOMIS SAYLES & CO L P | $6.6M | 5.1M | —Held | Q1 2026 | |
| 21 | NORGES BANK | $7.6M | 4.6M | ▲New +4.6M sh | Q4 2025 | |
| 22 | MORGAN STANLEY | $5.2M | 4.0M | ▼−7.7% Reduced · −331K sh | Q1 2026 | |
| 23 | Cerberus Capital Management, L.P. | $5.1M | 3.9M | —Held | Q1 2026 | |
| 24 | RENAISSANCE TECHNOLOGIES LLC | $5.1M | 3.9M | ▼−0.7% Reduced · −28K sh | Q1 2026 | |
| 25 | ARES MANAGEMENT LLC | $4.6M | 3.5M | —Held | 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 |
|---|---|---|---|---|---|
| Jul 1, 2026 | Olsen Michael | General Counsel and CCRO | Sell (S) | 20K | $18K |
| Jun 29, 2026 | Olsen Michael | General Counsel and CCRO | Tax withholding (F) | 25K | $41K |
| Jun 1, 2026 | Olsen Michael | General Counsel and CCRO | Sell (S) | 20K | $22K |
| May 29, 2026 | SCHNABEL SUSAN C | Director | Disposed to issuer (D) | 58K | — |
| May 29, 2026 | Stewart Charles | Director | Disposed to issuer (D) | 10K | — |
| May 29, 2026 | Olsen Michael | General Counsel and CCRO | Disposed to issuer (D) | 246K | — |
| May 29, 2026 | Mullen Mark | Director | Disposed to issuer (D) | 58K | — |
| May 29, 2026 | Mathew Dennis | Chairman and CEO, Director | Disposed to issuer (D) | 551K | — |
| May 29, 2026 | Sirota Marc | Chief Financial Officer | Disposed to issuer (D) | 296K | — |
| May 29, 2026 | Parker Michael C. | President of Consumer Services | Disposed to issuer (D) | 219K | — |
| May 29, 2026 | Svider Raymond | Director | Disposed to issuer (D) | 83K | — |
| May 29, 2026 | Goei Dexter | Director | Disposed to issuer (D) | 2.6M | — |
| Company | Co-held by | Combined value |
|---|---|---|
| CAPITAL ONE FINANCIAL CORPCOF | 53 funds | $1.5B |
| NVIDIA CORPNVDA | 51 funds | $32.1B |
| MICROSOFT CORPMSFT | 51 funds | $20.4B |
| AMAZON.COM INCAMZN | 51 funds | $16.3B |
| ALPHABET INC-CL AGOOGL | 51 funds | $14.3B |
| BROADCOM INCAVGO | 51 funds | $11.2B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $10.0B |
| ELI LILLY & COLLY | 50 funds | $5.4B |
| MICRON TECHNOLOGY INCMU | 50 funds | $4.7B |
| ADVANCED MICRO DEVICESAMD | 50 funds | $2.8B |
| UNITEDHEALTH GROUP INCUNH | 50 funds | $2.3B |
| APPLE INCAAPL | 49 funds | $24.7B |
Ranked by how many of OPTU'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 OPTU. 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.