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/OTEX/capital-change-brief"
Use Arkolith's capital_change_brief for OTEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FIL Ltd | $382.9M | 17.2M | ▲+41% Added · +5.0M sh | Q1 2026 | |
| 2 | BRANDES INVESTMENT PARTNERS, LP | $269.9M | 12.1M | ▲+33% Added · +3.0M sh | Q1 2026 | |
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $227.1M | 10.2M | ▼−4.9% Reduced · −524K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $218.9M | 9.8M | ▲+11% Added · +965K sh | Q1 2026 | |
| 5 | FIRST TRUST ADVISORS LP | $164.1M | 7.4M | ▼−36% Reduced · −4.1M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $157.5M | 7.1M | ▲New +7.1M sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $92.1M | 4.1M | ▲+24% Added · +802K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $82.7M | 3.7M | ▲+29% Added · +834K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $87.3M | 3.6M | ▲+35% Added · +941K sh | Q1 2026 | |
| 10 | NORGES BANK | $106.7M | 3.3M | ▼−3.1% Reduced · −106K sh | Q4 2025 | |
| 11 | NATIONAL BANK OF CANADA /FI/ | $67.7M | 3.1M | ▲+9.4% Added · +263K sh | Q1 2026 | |
| 12 | BANK OF MONTREAL /CAN/ | $56.5M | 2.5M | ▼−20% Reduced · −633K sh | Q1 2026 | |
| 13 | TD ASSET MANAGEMENT INC | $53.3M | 2.4M | ▼−6.3% Reduced · −161K sh | Q1 2026 | |
| 14 | Clearbridge Investments, LLC | $52.5M | 2.4M | ▼−3.4% Reduced · −84K sh | Q1 2026 | |
| 15 | CIBC WORLD MARKET INC. | $51.7M | 2.3M | ▲+2.1% Added · +47K sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $49.6M | 2.2M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 17 | NEW SOUTH CAPITAL MANAGEMENT INC | $48.8M | 2.2M | ▼−5.6% Reduced · −130K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $48.1M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 19 | TD Waterhouse Canada Inc. | $49.5M | 1.9M | ▲+133% Added · +1.1M sh | Q1 2026 | |
| 20 | CANADA PENSION PLAN INVESTMENT BOARD | $40.9M | 1.8M | ▲+0.9% Added · +17K sh | Q1 2026 | |
| 21 | Vanguard Global Advisers, LLC | $38.4M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 22 | Grantham, Mayo, Van Otterloo & Co. LLC | $37.8M | 1.7M | ▲+21% Added · +291K sh | Q1 2026 | |
| 23 | BlackRock, Inc. | $37.7M | 1.7M | ▲+60% Added · +633K sh | Q1 2026 | |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34.0M | 1.5M | ▼−58% Reduced · −2.2M sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $30.0M | 1.3M | ▲+99% Added · +672K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 109 funds | $32.9B |
| NVIDIA CORPNVDA | 107 funds | $64.3B |
| MICROSOFT CORPMSFT | 107 funds | $46.0B |
| VISA INC-CLASS A SHARESV | 107 funds | $10.9B |
| APPLE INCAAPL | 106 funds | $52.6B |
| META PLATFORMS INC-CLASS AMETA | 106 funds | $20.9B |
| JPMORGAN CHASE & COJPM | 106 funds | $16.4B |
| AMAZON.COM INCAMZN | 105 funds | $33.6B |
| BROADCOM INCAVGO | 105 funds | $24.7B |
| ALPHABET INC-CL CGOOG | 105 funds | $17.9B |
| ELI LILLY & COLLY | 105 funds | $11.6B |
| MASTERCARD INC - AMA | 105 funds | $8.8B |
Ranked by how many of OTEX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OTEX. 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.