164 tracked 13F filers disclose a position in OTF as of the latest SEC 13F filings, a combined $1.9B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | $540.5M | 43.6M | —Held | Q1 2026 | |
| 2 | Mubadala Investment Co PJSC | $360.9M | 29.1M | —Held | Q1 2026 | |
| 3 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $250.6M | 20.2M | ▲New +20.2M sh | Q1 2026 | |
| 4 | Cresset Asset Management, LLC | $128.6M | 12.0M | ▲+46% Added · +3.8M sh | Q2 2026 | |
| 5 | Cliffwater LLC | $61.2M | 5.9M | —Held | Q2 2026 | |
| 6 | Capricorn Investment Group LLC | $58.3M | 5.6M | ▼~0% Reduced · −1 sh | Q2 2026 | |
| 7 | UBS Group AG | $52.9M | 4.3M | ▲29× Added · +4.1M sh | Q1 2026 | |
| 8 | VAN ECK ASSOCIATES CORP | Withheld | 3.3M | ▲New +3.3M sh | Q1 2026 | |
| 9 | Arax Advisory Partners | $25.3M | 2.4M | ▲+104% Added · +1.2M sh | Q2 2026 | |
| 10 | FRANKLIN RESOURCES INC | $29.9M | 2.4M | ▲+37% Added · +658K sh | Q1 2026 | |
| 11 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $27.0M | 2.2M | ▲+12% Added · +242K sh | Q1 2026 | |
| 12 | BlackRock, Inc. | $21.4M | 1.7M | ▲925× Added · +1.7M sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $20.2M | 1.6M | ▲+444% Added · +1.3M sh | Q1 2026 | |
| 14 | Pine Ridge Advisers LLC | $15.9M | 1.5M | ▲+50% Added · +511K sh | Q2 2026 | |
| 15 | GCM Grosvenor Holdings, LLC | $17.5M | 1.4M | ▲+228% Added · +981K sh | Q1 2026 | |
| 16 | STEPHENS INC /AR/ | $14.3M | 1.4M | ▲+55% Added · +488K sh | Q2 2026 | |
| 17 | ARES MANAGEMENT LLC | $16.7M | 1.3M | ▲+18% Added · +206K sh | Q1 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $15.8M | 1.3M | ▲+205% Added · +856K sh | Q1 2026 | |
| 19 | Laura & John Arnold Foundation | $12.4M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $13.6M | 1.1M | ▲+54% Added · +387K sh | Q1 2026 | |
| 21 | SOROS FUND MANAGEMENT LLC | $12.5M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $11.4M | 923K | ▲+48% Added · +299K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $10.2M | 826K | ▲+179% Added · +530K sh | Q1 2026 | |
| 24 | Bulldog Investors, LLP | $8.2M | 793K | ▲+17% Added · +117K sh | Q2 2026 | |
| 25 | PRICE T ROWE ASSOCIATES INC /MD/ | $9.2M | 739K | ▲+86% Added · +342K 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, 11 funds opened a new position in OTF and 31 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 73 funds | $69.7B |
| AMAZON.COM INCAMZN | 72 funds | $46.9B |
| APPLE INCAAPL | 70 funds | $78.5B |
| NVIDIA CORPNVDA | 69 funds | $99.8B |
| JPMORGAN CHASE & COJPM | 68 funds | $16.1B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $29.4B |
| BROADCOM INCAVGO | 66 funds | $41.4B |
| ALPHABET INC-CL AGOOGL | 65 funds | $41.1B |
| ALPHABET INC-CL CGOOG | 65 funds | $29.4B |
| CHEVRON CORPCVX | 65 funds | $8.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 65 funds | $6.9B |
| ELI LILLY & COLLY | 64 funds | $19.7B |
Ranked by how many of OTF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | Kaye Eric A. | Director | Buy (P) | 1K | $11K |
| May 22, 2026 | Temple Chris | Director | Buy (P) | 7K | $75K |
| May 13, 2026 | Weiler Melissa | Director | Buy (P) | 10K | $109K |
| May 11, 2026 | Kaye Eric A. | Director | Buy (P) | 1K | $11K |
| Feb 25, 2026 | Temple Chris | Director | Buy (P) | 5K | $57K |
| Feb 25, 2026 | Kaye Eric A. | Director | Buy (P) | 301 | $3K |
| Feb 25, 2026 | Kaye Eric A. | Director | Buy (P) | 699 | $8K |
| Nov 20, 2025 | Bissonnette Erik | President | Buy (P) | 13K | $166K |
| Sep 5, 2025 | Bissonnette Erik | President | Buy (P) | 5K | $74K |
| Sep 5, 2025 | Bissonnette Erik | President | Buy (P) | 5K | $74K |
Connected entities for OTF
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/OTF/capital-change-brief"
Use Arkolith's capital_change_brief for OTF. 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 OTF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.