Among active 13F managers last quarter, 2 opened and 24 added, while 16 reduced; the largest holder to move was Two Sigma Investments, LP (+144%). Over the last 180 days, 1 insider sold and none bought, a net -$394K in open-market trades.
The legs disagree, or only one of them leans.
325 tracked 13F filers disclose a position in OTTR as of the latest SEC 13F filings, a combined $2.5B 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 | BlackRock, Inc. | 6.6M | $590.1M | ▲+2.1% Added · +133K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 3.0M | $269.6M | ▲+1.7% Added · +49K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 1.9M | $170.2M | ▲+1.4% Added · +26K sh | Q2 2026 | |
| 4 | State Street Corp | 1.6M | $148.1M | ▲+4.9% Added · +76K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 1.1M | $100.2M | ▲+5.5% Added · +58K sh | Q2 2026 | |
| 6 | Dimensional Fund Advisors LP | 815K | $71.6M | ▼−4.2% Reduced · −35K sh | Q1 2026 | |
| 7 | Two Sigma Investments, LP | 663K | $58.2M | ▲+144% Added · +391K sh | Q1 2026 | |
| 8 | Morgan Stanley | 654K | $57.4M | ▲+16% Added · +92K sh | Q1 2026 | |
| 9 | First Trust Advisors LP | 607K | $53.2M | ▼−25% Reduced · −204K sh | Q1 2026 | |
| 10 | Caisse De Depot Et Placement Du Quebec | 570K | $50.0M | ▲+2.7% Added · +15K sh | Q1 2026 | |
| 11 | Charles Schwab Investment Management Inc | 524K | $46.0M | ▼−1.6% Reduced · −9K sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 485K | $42.6M | ▲+47% Added · +156K sh | Q1 2026 | |
| 13 | Gabelli Funds LLC | 467K | $41.0M | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 14 | Northern Trust Corp | 432K | $37.9M | ▲+4.2% Added · +17K sh | Q1 2026 | |
| 15 | D. E. Shaw & Co., Inc. | 399K | $35.1M | ▲+61% Added · +151K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | 351K | $30.8M | ▼−2.2% Reduced · −8K sh | Q1 2026 | |
| 17 | Adage Capital Partners GP, L.L.C. | 342K | $30.0M | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 18 | JPMorgan Chase & Co | 340K | $29.1M | ▼−19% Reduced · −79K sh | Q1 2026 | |
| 19 | Bank Of America Corp | 336K | $29.5M | ▲+3.5% Added · +11K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 279K | $25.1M | ▲+2.3% Added · +6K sh | Q2 2026 | |
| 21 | Qube Research & Technologies Ltd | 268K | $23.5M | ▲+33% Added · +67K sh | Q1 2026 | |
| 22 | Gamco Investors, Inc. Et Al | 265K | $23.2M | ▼−2.8% Reduced · −8K sh | Q1 2026 | |
| 23 | Price T Rowe Associates Inc | 260K | $23.4M | ▲+96% Added · +128K sh | Q2 2026 | |
| 24 | Victory Capital Management Inc | 252K | $22.2M | ▲+97% Added · +124K sh | Q1 2026 | |
| 25 | Principal Financial Group Inc | 232K | $20.4M | ▲+16% Added · +32K 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, 2 funds opened a new position in OTTR and 24 added to an existing one, while 16 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 |
|---|---|---|
| Microsoft CorpMSFT | 173 funds | $199.6B |
| Nvidia CorpNVDA | 171 funds | $320.0B |
| Amazon.com IncAMZN | 171 funds | $157.9B |
| Apple IncAAPL | 168 funds | $229.8B |
| Alphabet Inc-CL AGOOGL | 168 funds | $134.7B |
| Meta Platforms Inc-Class AMETA | 167 funds | $86.2B |
| Alphabet Inc-CL CGOOG | 165 funds | $102.8B |
| Broadcom IncAVGO | 163 funds | $129.2B |
| Eli Lilly & CoLLY | 163 funds | $68.3B |
| JPMorgan Chase & CoJPM | 163 funds | $49.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 162 funds | $31.1B |
| Costco Wholesale CorpCOST | 162 funds | $30.1B |
Ranked by how many of OTTR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OTTR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 11, 2026 | Knutson Paul L | VP, Human Resources | Sell (S) | 475 | $45K |
| Aug 10, 2026 | Knutson Paul L | VP, Human Resources | Sell (S) | 250 | $23K |
| Aug 7, 2026 | Knutson Paul L | VP, Human Resources | Sell (S) | 4K | $326K |
| Aug 13, 2024 | Smestad Jennifer O. | VP, General Council & Corp Sec | Sell (S) | 4K | $355K |
| May 24, 2024 | Knutson Paul L | VP, Human Resources | Sell (S) | 4K | $363K |
| Nov 20, 2023 | Erickson John D | Director | Sell (S) | 3K | $193K |
| Nov 21, 2022 | Erickson John D | Director | Sell (S) | 2K | $113K |
| Dec 7, 2021 | O'Keefe Timothy J | Director | Sell (S) | 2K | $102K |
| Nov 17, 2021 | Erickson John D | Director | Sell (S) | 10K | $632K |
| Mar 12, 2020 | Abbott John S | Pres Varistar, Sr VP, M/I Plat | Buy (P) | 5K | $206K |
| Nov 20, 2019 | Erickson John D | Director | Sell (S) | 2K | $103K |
| Feb 22, 2019 | Knutson Paul L | VP of Human Resources | Sell (S) | 3K | $149K |
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 | 56 | 39 | – |
Insiders Form 4 open-market | 0 | 1 | -$394K |
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 OTTR
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/OTTR/capital-change-brief"
Use Arkolith's capital_change_brief for OTTR. 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 OTTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.