286 tracked 13F filers disclose a position in OTTR as of the latest SEC 13F filings, a combined $2.4B 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 | BlackRock, Inc. | $563.9M | 6.4M | ▲+0.5% Added · +33K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $258.7M | 2.9M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $163.8M | 1.9M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $137.7M | 1.6M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $92.6M | 1.1M | ▲+3.5% Added · +36K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $71.6M | 815K | ▼−4.2% Reduced · −35K sh | Q1 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $58.2M | 663K | ▲+144% Added · +391K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $57.4M | 654K | ▲+16% Added · +92K sh | Q1 2026 | |
| 9 | FIRST TRUST ADVISORS LP | $53.2M | 607K | ▼−25% Reduced · −204K sh | Q1 2026 | |
| 10 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | $50.0M | 570K | ▲+2.7% Added · +15K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46.0M | 524K | ▼−1.6% Reduced · −9K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $42.6M | 485K | ▲+47% Added · +156K sh | Q1 2026 | |
| 13 | GABELLI FUNDS LLC | $41.0M | 467K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $37.9M | 432K | ▲+4.2% Added · +17K sh | Q1 2026 | |
| 15 | D. E. Shaw & Co., Inc. | $35.1M | 399K | ▲+61% Added · +151K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $30.8M | 351K | ▼−2.2% Reduced · −8K sh | Q1 2026 | |
| 17 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $30.0M | 342K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $29.1M | 340K | ▼−19% Reduced · −79K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $29.5M | 336K | ▲+3.5% Added · +11K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $23.9M | 272K | →First observed position No prior filed position | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | $23.5M | 268K | ▲+33% Added · +67K sh | Q1 2026 | |
| 22 | GAMCO INVESTORS, INC. ET AL | $23.2M | 265K | ▼−2.8% Reduced · −8K sh | Q1 2026 | |
| 23 | VICTORY CAPITAL MANAGEMENT INC | $22.2M | 252K | ▲+97% Added · +124K sh | Q1 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $20.4M | 232K | ▲+16% Added · +32K sh | Q1 2026 | |
| 25 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $17.4M | 199K | ▲+2.4% Added · +5K 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 23 added to an existing one, while 14 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 | 149 funds | $208.6B |
| AMAZON.COM INCAMZN | 147 funds | $154.1B |
| NVIDIA CORPNVDA | 146 funds | $308.1B |
| APPLE INCAAPL | 146 funds | $231.8B |
| META PLATFORMS INC-CLASS AMETA | 145 funds | $88.4B |
| BROADCOM INCAVGO | 144 funds | $122.4B |
| ALPHABET INC-CL AGOOGL | 144 funds | $119.4B |
| COSTCO WHOLESALE CORPCOST | 142 funds | $30.7B |
| ALPHABET INC-CL CGOOG | 141 funds | $99.7B |
| JPMORGAN CHASE & COJPM | 141 funds | $47.8B |
| ELI LILLY & COLLY | 140 funds | $62.8B |
| TESLA INCTSLA | 139 funds | $59.1B |
Ranked by how many of OTTR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
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.