Among active 13F managers last quarter, 3 opened and 4 added, while 1 reduced; the largest holder to move was Howard Financial Services, LTD. (+1.0%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
29 tracked 13F filers disclose a position in OSTX as of the latest SEC 13F filings, a combined $6.1M 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 | 778K | $1.5M | ▲+66% Added · +308K sh | Q2 2026 | |
| 2 | Susquehanna International Group, LLP | 449K | $633K | ▲New +449K sh | Q1 2026 | |
| 3 | CM Management, LLC | 400K | $760K | —Held | Q2 2026 | |
| 4 | UBS Group AG | 349K | $492K | ▲19× Added · +331K sh | Q1 2026 | |
| 5 | Geode Capital Management, LLC | 302K | $573K | ▲+7.8% Added · +22K sh | Q2 2026 | |
| 6 | Howard Financial Services, LTD. | 248K | $471K | ▲+1.0% Added · +3K sh | Q2 2026 | |
| 7 | BlackRock, Inc. | 242K | $461K | ▲+274% Added · +178K sh | Q2 2026 | |
| 8 | Vanguard Fiduciary Trust Co | 174K | $331K | ▲+49% Added · +57K sh | Q2 2026 | |
| 9 | State Street Corp | 120K | $228K | ▲+32% Added · +29K sh | Q2 2026 | |
| 10 | Northern Trust Corp | 66K | $93K | ▼−7.4% Reduced · −5K sh | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | 63K | $119K | —Held | Q2 2026 | |
| 12 | Bridgeway Capital Management, LLC | 45K | $86K | ▲+80% Added · +20K sh | Q2 2026 | |
| 13 | Jane Street Group, LLC | 40K | $57K | ▲+45% Added · +13K sh | Q1 2026 | |
| 14 | XTX Topco Ltd | 32K | $45K | ▲New +32K sh | Q1 2026 | |
| 15 | Two Sigma Investments, LP | 26K | $37K | ▼−70% Reduced · −61K sh | Q1 2026 | |
| 16 | Axq Capital, LP | 25K | $47K | ▲New +25K sh | Q2 2026 | |
| 17 | Vanguard Global Advisers, LLC | 21K | $40K | —Held | Q2 2026 | |
| 18 | Stratos Wealth Advisors, LLC | 19K | $37K | ▲+40% Added · +5K sh | Q2 2026 | |
| 19 | Quadrature Capital Ltd | 16K | $30K | ▲New +16K sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | 15K | $21K | ▲New +15K sh | Q1 2026 | |
| 21 | Stifel Financial Corp | 15K | $21K | —Held | Q1 2026 | |
| 22 | Jones Financial Companies LLLP | 13K | $18K | ▲+19% Added · +2K sh | Q1 2026 | |
| 23 | Mercer Global Advisors Inc | 10K | $14K | —Held | Q1 2026 | |
| 24 | LPL Financial LLC | 10K | $14K | —Held | Q1 2026 | |
| 25 | Morgan Stanley | 9K | $13K | ▲+849% Added · +8K 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.
Last quarter, 3 funds opened a new position in OSTX and 4 added to an existing one, while 1 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 |
|---|---|---|
| Amazon.com IncAMZN | 10 funds | $1.7B |
| Nvidia CorpNVDA | 9 funds | $2.2B |
| JPMorgan Chase & CoJPM | 9 funds | $1.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $1.1B |
| Advanced Micro DevicesAMD | 9 funds | $828.3M |
| Dell Technologies -CDELL | 9 funds | $696.8M |
| Microsoft CorpMSFT | 9 funds | $675.9M |
| Newmont CorpNEM | 9 funds | $51.4M |
| Alphabet Inc-CL AGOOGL | 8 funds | $1.4B |
| Lockheed Martin CorpLMT | 8 funds | $841.2M |
| Bristol-Myers Squibb CoBMY | 8 funds | $706.9M |
| Abbott LaboratoriesABT | 8 funds | $694.6M |
Ranked by how many of OSTX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OSTX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 7, 2025 | Auerbach Shalom | 10% Owner | Sell (S) | 82K | $164K |
| Apr 10, 2025 | Auerbach Shalom | 10% Owner | Sell (S) | 10K | $14K |
| Apr 9, 2025 | Auerbach Shalom | 10% Owner | Sell (S) | 50K | $68K |
| Feb 14, 2025 | Einodmil LLC | 10% Owner | Sell (S) | 100K | $284K |
| Jan 15, 2025 | Auerbach Shalom | 10% Owner | Sell (S) | 17K | $113K |
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 | 14 | 2 | – |
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 OSTX
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/OSTX/capital-change-brief"
Use Arkolith's capital_change_brief for OSTX. 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 OSTX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.