77 tracked 13F filers disclose a position in OVLY as of the latest SEC 13F filings, a combined $90.9M 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. | $13.9M | 427K | ▼−10% Reduced · −48K sh | Q1 2026 | |
| 2 | Fourthstone LLC | $13.3M | 411K | ▲+35% Added · +106K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $10.3M | 319K | →First observed position No prior filed position | Q1 2026 | |
| 4 | Siena Capital Partners GP, LLC | $8.9M | 264K | ▼−18% Reduced · −59K sh | Q2 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $5.9M | 176K | ▲+13% Added · +20K sh | Q2 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $5.1M | 158K | ▲+11% Added · +16K sh | Q1 2026 | |
| 7 | Cresset Asset Management, LLC | $4.7M | 140K | —Held | Q2 2026 | |
| 8 | STATE STREET CORP | $4.4M | 131K | ▲+23% Added · +24K sh | Q2 2026 | |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.8M | 56K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $1.6M | 49K | ▲+9.9% Added · +4K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $1.5M | 48K | ▲+11% Added · +5K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $1.5M | 45K | ▲~0% Added · +11 sh | Q1 2026 | |
| 13 | VANGUARD FIDUCIARY TRUST CO | $1.4M | 43K | →First observed position No prior filed position | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 39K | →First observed position No prior filed position | Q1 2026 | |
| 15 | RENAISSANCE TECHNOLOGIES LLC | $1.1M | 35K | ▲+43% Added · +11K sh | Q1 2026 | |
| 16 | FMR LLC | $1.1M | 33K | ▲+0.1% Added · +17 sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $794K | 24K | ▼−20% Reduced · −6K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $794K | 24K | —Held | Q2 2026 | |
| 19 | AMERICAN CENTURY COMPANIES INC | $731K | 23K | ▲+7.0% Added · +1K sh | Q1 2026 | |
| 20 | HSBC HOLDINGS PLC | $701K | 22K | ▼−8.6% Reduced · −2K sh | Q1 2026 | |
| 21 | Empowered Funds, LLC | $669K | 21K | ▲New +21K sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $636K | 20K | ▲+2.9% Added · +559 sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $626K | 19K | ▲+1.2% Added · +223 sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $591K | 18K | ▼−8.2% Reduced · −2K sh | Q1 2026 | |
| 25 | BARCLAYS PLC | $580K | 18K | ▼−37% Reduced · −11K 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, 3 funds opened a new position in OVLY and 14 added to an existing one, while 6 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 | 30 funds | $66.5B |
| ALPHABET INC-CL AGOOGL | 30 funds | $38.8B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $10.8B |
| ADOBE INCADBE | 30 funds | $5.1B |
| APPLE INCAAPL | 29 funds | $72.8B |
| ALPHABET INC-CL CGOOG | 29 funds | $30.8B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $22.1B |
| TESLA INCTSLA | 29 funds | $18.7B |
| ELI LILLY & COLLY | 29 funds | $16.5B |
| JPMORGAN CHASE & COJPM | 29 funds | $14.3B |
| LAM RESEARCH CORPLRCX | 29 funds | $11.0B |
| WALMART INCWMT | 29 funds | $9.1B |
Ranked by how many of OVLY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Leonard Daniel J | Director | Buy (P) | 125 | $4K |
| Aug 17, 2026 | HOLDER H RANDOLPH JR | Director | Buy (P) | 115 | $4K |
| Jul 27, 2026 | Strong Gary | Director | Buy (P) | 2K | $65K |
| Jul 27, 2026 | Barton Don | Director | Sell (S) | 375 | $12K |
| Jun 26, 2026 | Barton Don | Director | Sell (S) | 375 | $12K |
| May 28, 2026 | LAFFERTY ALLISON | Director | Buy (P) | 87 | $3K |
| May 26, 2026 | Barton Don | Director | Sell (S) | 375 | $13K |
| May 12, 2026 | HOLDER H RANDOLPH JR | Director | Buy (P) | 200 | $7K |
| May 5, 2026 | LAFFERTY ALLISON | Director | Buy (P) | 180 | $6K |
| Apr 29, 2026 | Leonard Daniel J | Director | Buy (P) | 375 | $12K |
| Feb 27, 2026 | LAFFERTY ALLISON | Director | Buy (P) | 322 | $10K |
| Feb 27, 2026 | LAFFERTY ALLISON | Director | Buy (P) | 184 | $6K |
Connected entities for OVLY
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/OVLY/capital-change-brief"
Use Arkolith's capital_change_brief for OVLY. 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 OVLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.