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/OVLH/capital-change-brief"
Use Arkolith's capital_change_brief for OVLH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $46.0M | 1.1M | ▲+5.2% Added · +55K sh | Q2 2026 | |
| 2 | Holcombe Financial, Inc. | $14.8M | 355K | ▲+1.1% Added · +4K sh | Q2 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 176K | ▲+16% Added · +25K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.7M | 72K | ▲+29% Added · +16K sh | Q1 2026 | |
| 5 | Apollon Wealth Management, LLC | $2.1M | 56K | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $782K | 21K | —Held | Q1 2026 | |
| 7 | FIFTH THIRD BANCORP | $616K | 16K | ▲New +16K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $485K | 13K | ▲New +13K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $336K | 9K | —Held | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $281K | 7K | ▲New +7K sh | Q1 2026 | |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $263K | 7K | ▼−7.3% Reduced · −548 sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $228K | 6K | ▲New +6K sh | Q1 2026 | |
| 13 | IFP Advisors, Inc | $99K | 3K | ▼−49% Reduced · −3K sh | Q1 2026 | |
| 14 | CoreCap Advisors, LLC | $50K | 1K | ▼−56% Reduced · −2K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $43K | 1K | ▲+196% Added · +756 sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $31K | 829 | ▲New +829 sh | Q1 2026 | |
| 17 | UBS Group AG | $1K | 33 | ▼−81% Reduced · −138 sh | Q1 2026 | |
| 18 | AE Wealth Management LLC | $22 | 1 | —Held | 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 13 funds | $148.6B |
| APPLE INCAAPL | 13 funds | $146.4B |
| NVIDIA CORPNVDA | 13 funds | $132.1B |
| AMAZON.COM INCAMZN | 13 funds | $97.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $82.1B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $65.6B |
| BROADCOM INCAVGO | 13 funds | $53.7B |
| ALPHABET INC-CL AGOOGL | 13 funds | $46.7B |
| VANGUARD S&P 500 ETFVOO | 13 funds | $46.3B |
| ALPHABET INC-CL CGOOG | 13 funds | $42.8B |
| TESLA INCTSLA | 13 funds | $40.1B |
| JPMORGAN CHASE & COJPM | 13 funds | $32.4B |
Ranked by how many of OVLH'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 OVLH. 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.