| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ARIEL INVESTMENTS, LLC | $354.2M | 15.4M | ▲+10% Added · +1.4M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $228.1M | 9.9M | ▲+35% Added · +2.6M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $91.5M | 4.0M | ▲+395% Added · +3.2M sh | Q1 2026 | |
| 4 | REINHART PARTNERS, LLC. | $89.2M | 3.9M | ▲+78% Added · +1.7M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $87.6M | 3.8M | ▲+69% Added · +1.6M sh | Q1 2026 | |
| 6 | Channing Capital Management, LLC | $86.8M | 3.8M | ▲+18% Added · +572K sh | Q1 2026 | |
| 7 | VICTORY CAPITAL MANAGEMENT INC | $85.4M | 3.7M | ▲+5.5% Added · +195K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $57.8M | 2.5M | ▲+0.5% Added · +12K sh | Q1 2026 | |
| 9 | FMR LLC | $55.4M | 2.4M | ▼−44% Reduced · −1.9M sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $53.6M | 2.3M | ▲+1.2% Added · +27K sh | Q1 2026 | |
| 11 | FIRST TRUST ADVISORS LP | $53.1M | 2.3M | ▼−27% Reduced · −866K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $48.2M | 2.2M | ▼−3.6% Reduced · −82K sh | Q1 2026 | |
| 13 | LOOMIS SAYLES & CO L P | $44.4M | 1.9M | ▼−7.7% Reduced · −161K sh | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $44.3M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 15 | NEW SOUTH CAPITAL MANAGEMENT INC | $40.9M | 1.8M | ▼−3.5% Reduced · −65K sh | Q1 2026 | |
| 16 | AMERICAN CENTURY COMPANIES INC | $39.2M | 1.7M | ▼−22% Reduced · −496K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $33.0M | 1.5M | ▲+287% Added · +1.1M sh | Q1 2026 | |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | $32.8M | 1.4M | ▲+13% Added · +160K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $30.0M | 1.3M | ▲+14% Added · +164K sh | Q1 2026 | |
| 20 | PALISADE CAPITAL MANAGEMENT, LP | $29.9M | 1.3M | ▼−7.4% Reduced · −104K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $27.2M | 1.2M | ▲+18% Added · +181K sh | Q1 2026 | |
| 22 | VANGUARD CAPITAL MANAGEMENT LLC | $26.1M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 23 | PINNACLE ASSOCIATES LTD | $25.1M | 1.1M | ▼−5.7% Reduced · −66K sh | Q1 2026 | |
| 24 | RENAISSANCE TECHNOLOGIES LLC | $24.4M | 1.1M | ▼−10.0% Reduced · −118K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.1M | 921K | ▲+8.4% Added · +72K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 67 funds | $37.0B |
| MICROSOFT CORPMSFT | 67 funds | $30.9B |
| NVIDIA CORPNVDA | 66 funds | $42.7B |
| AMAZON.COM INCAMZN | 66 funds | $20.8B |
| ALPHABET INC-CL AGOOGL | 66 funds | $18.7B |
| BROADCOM INCAVGO | 66 funds | $15.7B |
| JPMORGAN CHASE & COJPM | 66 funds | $11.3B |
| VISA INC-CLASS A SHARESV | 66 funds | $6.2B |
| BANK OF AMERICA CORPBAC | 66 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 65 funds | $13.8B |
| ELI LILLY & COLLY | 65 funds | $8.0B |
| COSTCO WHOLESALE CORPCOST | 65 funds | $5.8B |
Ranked by how many of OSW's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | HEYER ANDREW R | Director | Sell (S) | 20K | $521K |
| Jun 11, 2026 | McLallen Walter Field | Director | Sell (S) | 11K | $259K |
| Jun 8, 2026 | FLUXMAN LEONARD I | See Remarks, Director, 10% Owner | Sell (S) | 59K | $1.4M |
| Jun 5, 2026 | FLUXMAN LEONARD I | See Remarks, Director, 10% Owner | Sell (S) | 57K | $1.4M |
| Jun 4, 2026 | FLUXMAN LEONARD I | See Remarks, Director, 10% Owner | Sell (S) | 31K | $755K |
| Jun 3, 2026 | FLUXMAN LEONARD I | See Remarks, Director, 10% Owner | Sell (S) | 2K | $36K |
| May 27, 2026 | FLUXMAN LEONARD I | See Remarks, Director, 10% Owner | Sell (S) | 43K | $1.1M |
| May 7, 2026 | FLUXMAN LEONARD I | See Remarks, Director, 10% Owner | Sell (S) | 8K | $214K |
| Mar 11, 2026 | McLallen Walter Field | Director | Sell (S) | 6K | $125K |
| Dec 11, 2025 | McLallen Walter Field | Director | Sell (S) | 5K | $92K |
| Dec 11, 2025 | McLallen Walter Field | Director | Sell (S) | 472 | $10K |
| Dec 3, 2025 | HEYER ANDREW R | Director | Sell (S) | 20K | $404K |
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/OSW/capital-change-brief"
Use Arkolith's capital_change_brief for OSW. 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 OSW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.