Among active 13F managers last quarter, 8 opened and 6 added, while 2 reduced; the largest holder to move was Virtus Investment Advisers, LLC (+12%). Over the last 180 days, 2 insiders bought and none sold, a net +$333K in open-market trades.
Funds lean in and no leg opposes.
51 tracked 13F filers disclose a position in OXSQ as of the latest SEC 13F filings, a combined $4.3M 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 | Legal & General Group Plc | 587K | $1.0M | ▲+4.2% Added · +24K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 290K | $383K | ▼−2.5% Reduced · −7K sh | Q2 2026 | |
| 3 | Virtus Investment Advisers, LLC | 239K | $316K | ▲+12% Added · +26K sh | Q2 2026 | |
| 4 | Bank Of America Corp | 203K | $359K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 5 | XTX Topco Ltd | 162K | $287K | ▲New +162K sh | Q1 2026 | |
| 6 | Brian Low Financial Group, LLC | 126K | $166K | ▲New +126K sh | Q2 2026 | |
| 7 | Strategic Wealth Partners, Ltd. | 126K | $166K | ▲New +126K sh | Q2 2026 | |
| 8 | UBS Group AG | 113K | $200K | ▼−51% Reduced · −119K sh | Q1 2026 | |
| 9 | Silverberg Bernstein Capital Management LLC | 107K | $141K | —Held | Q2 2026 | |
| 10 | Founders Financial Alliance, LLC | 85K | $112K | —Held | Q2 2026 | |
| 11 | Two Sigma Investments, LP | 73K | $129K | ▼−87% Reduced · −484K sh | Q1 2026 | |
| 12 | LPL Financial LLC | 73K | $128K | ▲+35% Added · +19K sh | Q1 2026 | |
| 13 | McIlrath & Eck, LLC | 65K | $116K | ▲+167% Added · +41K sh | Q1 2026 | |
| 14 | Morgan Stanley | 65K | $115K | ▲+10% Added · +6K sh | Q1 2026 | |
| 15 | Citigroup Inc | 50K | $89K | ▲New +50K sh | Q1 2026 | |
| 16 | Ethos Financial Group, LLC | 39K | $51K | ▼−7.6% Reduced · −3K sh | Q2 2026 | |
| 17 | International Assets Investment Management, LLC | 37K | $49K | —Held | Q2 2026 | |
| 18 | Two Sigma Securities, LLC | 31K | $41K | ▲New +31K sh | Q2 2026 | |
| 19 | BostonPremier Wealth LLC | 26K | $34K | —Held | Q2 2026 | |
| 20 | Cetera Investment Advisers | 23K | $40K | ▼−5.4% Reduced · −1K sh | Q1 2026 | |
| 21 | Parkside Financial Bank & Trust | 22K | $29K | —Held | Q2 2026 | |
| 22 | Arkadios Wealth Advisors | 22K | $29K | ▲+3.9% Added · +819 sh | Q2 2026 | |
| 23 | Sigma Planning Corp | 22K | $29K | ▲+2.7% Added · +569 sh | Q2 2026 | |
| 24 | StoneX Group Inc. | 20K | $27K | ▲Added Added · +20K sh | Q2 2026 | |
| 25 | LeClair Wealth Partners LLC | 18K | $24K | ▲Added Added · +18K sh | Q2 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, 8 funds opened a new position in OXSQ and 6 added to an existing one, while 2 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 25 funds | $1.7B |
| Nvidia CorpNVDA | 24 funds | $3.1B |
| Apple IncAAPL | 24 funds | $2.9B |
| Microsoft CorpMSFT | 24 funds | $1.1B |
| Advanced Micro DevicesAMD | 24 funds | $504.0M |
| Ge Vernova IncGEV | 24 funds | $399.3M |
| Eli Lilly & CoLLY | 24 funds | $285.8M |
| Applied Materials IncAMAT | 24 funds | $258.4M |
| Johnson & JohnsonJNJ | 24 funds | $234.0M |
| General ElectricGE | 24 funds | $158.5M |
| Amazon.com IncAMZN | 23 funds | $1.9B |
| JPMorgan Chase & CoJPM | 23 funds | $1.3B |
Ranked by how many of OXSQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OXSQ.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 20, 2026 | Rosenthal Saul B | President and COO | Buy (P) | 145K | $167K |
| May 20, 2026 | Cohen Jonathan H | Chief Executive Officer, Director | Buy (P) | 145K | $167K |
| May 27, 2022 | Cohen Jonathan H | Chief Executive Officer, Director | Buy (P) | 2K | $7K |
| May 27, 2022 | Rosenthal Saul B | President and COO | Buy (P) | 2K | $7K |
| May 25, 2022 | Cohen Jonathan H | Chief Executive Officer, Director | Buy (P) | 832 | $3K |
| May 25, 2022 | Rosenthal Saul B | President and COO | Buy (P) | 832 | $3K |
| May 24, 2022 | Cohen Jonathan H | Chief Executive Officer, Director | Buy (P) | 4K | $17K |
| May 24, 2022 | Rosenthal Saul B | President and COO | Buy (P) | 4K | $17K |
| May 23, 2022 | Rosenthal Saul B | President and COO | Buy (P) | 749 | $3K |
| May 23, 2022 | Cohen Jonathan H | Chief Executive Officer, Director | Buy (P) | 749 | $3K |
| May 20, 2022 | Cohen Jonathan H | Chief Executive Officer, Director | Buy (P) | 4K | $17K |
| May 20, 2022 | Rosenthal Saul B | President and COO | Buy (P) | 4K | $17K |
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 | 14 | 10 | – |
Insiders Form 4 open-market | 2 | 0 | +$333K |
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 OXSQ
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/OXSQ/capital-change-brief"
Use Arkolith's capital_change_brief for OXSQ. 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 OXSQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.