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.
| # | 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 | $104.6M | 8.2M | ▲+89% Added · +3.9M sh | Q1 2026 | |
| 5 | Capricorn Investment Group LLC | $69.8M | 5.6M | ▲+3.8% Added · +208K sh | Q1 2026 | |
| 6 | UBS Group AG | $52.9M | 4.3M | ▲29× Added · +4.1M sh | Q1 2026 | |
| 7 | VAN ECK ASSOCIATES CORP | Withheld | 3.3M | ▲New +3.3M sh | Q1 2026 | |
| 8 | FRANKLIN RESOURCES INC | $29.9M | 2.4M | ▲+37% Added · +658K sh | Q1 2026 | |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $27.0M | 2.2M | ▲+12% Added · +242K sh | Q1 2026 | |
| 10 | BlackRock, Inc. | $21.4M | 1.7M | ▲925× Added · +1.7M sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $20.2M | 1.6M | ▲+444% Added · +1.3M sh | Q1 2026 | |
| 12 | GCM Grosvenor Holdings, LLC | $17.5M | 1.4M | ▲+228% Added · +981K sh | Q1 2026 | |
| 13 | ARES MANAGEMENT LLC | $16.7M | 1.3M | ▲+18% Added · +206K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $15.8M | 1.3M | ▲+205% Added · +856K sh | Q1 2026 | |
| 15 | Arax Advisory Partners | $14.8M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $13.6M | 1.1M | ▲+54% Added · +387K sh | Q1 2026 | |
| 17 | Pine Ridge Advisers LLC | $12.7M | 1.0M | ▲+100% Added · +511K sh | Q1 2026 | |
| 18 | SOROS FUND MANAGEMENT LLC | $12.5M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $11.4M | 923K | ▲+48% Added · +299K sh | Q1 2026 | |
| 20 | STEPHENS INC /AR/ | $11.0M | 891K | ▲+58% Added · +326K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $10.2M | 826K | ▲+179% Added · +530K sh | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $9.2M | 739K | ▲+86% Added · +342K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $8.9M | 719K | ▲+887% Added · +646K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $8.6M | 697K | ▲+77% Added · +302K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $5.6M | 454K | ▲+84% Added · +207K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 58 funds | $16.3B |
| APPLE INCAAPL | 57 funds | $21.1B |
| NVIDIA CORPNVDA | 57 funds | $20.7B |
| BROADCOM INCAVGO | 57 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 57 funds | $7.2B |
| ELI LILLY & COLLY | 57 funds | $4.4B |
| TESLA INCTSLA | 57 funds | $4.1B |
| WALMART INCWMT | 57 funds | $3.7B |
| MICRON TECHNOLOGY INCMU | 57 funds | $3.6B |
| MCDONALD'S CORPMCD | 57 funds | $1.7B |
| WALT DISNEY CO/THEDIS | 57 funds | $1.0B |
| AMAZON.COM INCAMZN | 56 funds | $13.1B |
Ranked by how many of OTF'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 OTF. 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.