The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query OXSQ owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OXSQ"
Use Arkolith to show who owns OXSQ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Legal & General Group Plc | $1.0M | 587K | ▲+4.2% Added · +24K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $526K | 297K | ▼−41% Reduced · −203K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $359K | 203K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 4 | XTX Topco Ltd | $287K | 162K | ▲New +162K sh | Q1 2026 | |
| 5 | UBS Group AG | $200K | 113K | ▼−51% Reduced · −119K sh | Q1 2026 | |
| 6 | TWO SIGMA INVESTMENTS, LP | $129K | 73K | ▼−87% Reduced · −484K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $128K | 73K | ▲+35% Added · +19K sh | Q1 2026 | |
| 8 | Kingsview Wealth Management, LLC | $116K | 65K | —Held | Q1 2026 | |
| 9 | McIlrath & Eck, LLC | $116K | 65K | ▲+167% Added · +41K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $115K | 65K | ▲+10% Added · +6K sh | Q1 2026 | |
| 11 | CITIGROUP INC | $89K | 50K | ▲New +50K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $40K | 23K | ▼−5.4% Reduced · −1K sh | Q1 2026 | |
| 13 | Sigma Planning Corp | $38K | 21K | ▲+1.4% Added · +299 sh | Q1 2026 | |
| 14 | Arkadios Wealth Advisors | $38K | 21K | ▲+3.0% Added · +624 sh | Q1 2026 | |
| 15 | SIH Partners, LLLP | $25K | 14K | ▲New +14K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $21K | 12K | ▼~0% Reduced · −2 sh | Q1 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18K | 10K | ▲New +10K sh | Q1 2026 | |
| 18 | ALERUS FINANCIAL NA | $18K | 10K | —Held | Q1 2026 | |
| 19 | FIFTH THIRD BANCORP | $4K | 2K | —Held | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $2K | 1K | —Held | Q1 2026 | |
| 21 | HARBOUR INVESTMENTS, INC. | $2K | 1K | ▲New +1K sh | Q1 2026 | |
| 22 | CoreCap Advisors, LLC | $2K | 1K | —Held | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $1K | 588 | ▲+5.8% Added · +32 sh | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $959 | 542 | ▼−53% Reduced · −611 sh | Q1 2026 | |
| 25 | SIMPLEX TRADING, LLC | $292 | 165 | ▼−80% Reduced · −667 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 14, 2023 | COHEN JONATHAN H | Chief Executive Officer, Director | Option exercise (X) | 568K | $1.5M |
| Jun 14, 2023 | COHEN JONATHAN H | Chief Executive Officer, Director | Option exercise (X) | 568K | $0 |
| Jun 14, 2023 | ROSENTHAL SAUL B | President and COO | Option exercise (X) | 514K | $1.4M |
| Jun 14, 2023 | ROSENTHAL SAUL B | President and COO | Option exercise (X) | 514K | $0 |
| Jun 14, 2023 | Rubin Bruce L. | CFO, CS and Treasurer | Option exercise (X) | 3K | $7K |
| Jun 14, 2023 | Rubin Bruce L. | CFO, CS and Treasurer | Option exercise (X) | 3K | $0 |
| Jun 14, 2023 | NOVAK STEVEN P | Director | Option exercise (X) | 3K | $7K |
| Jun 14, 2023 | NOVAK STEVEN P | Director | Option exercise (X) | 6K | $0 |
| Jun 14, 2023 | ROYCE CHARLES M | Director | Option exercise (X) | 497K | $1.3M |
| Jun 14, 2023 | ROYCE CHARLES M | Director | Option exercise (X) | 98K | $261K |
| Jun 14, 2023 | ROYCE CHARLES M | Director | Option exercise (X) | 497K | $0 |
| Jun 14, 2023 | ROYCE CHARLES M | Director | Option exercise (X) | 98K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 6 funds | $888.3M |
| NVIDIA CORPNVDA | 6 funds | $810.2M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $755.8M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $561.1M |
| MICROSOFT CORPMSFT | 6 funds | $521.6M |
| AMAZON.COM INCAMZN | 6 funds | $428.1M |
| ALPHABET INC-CL AGOOGL | 6 funds | $415.3M |
| BROADCOM INCAVGO | 6 funds | $360.5M |
| JPMORGAN CHASE & COJPM | 6 funds | $269.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $263.6M |
| ELI LILLY & COLLY | 6 funds | $251.2M |
| WALMART INCWMT | 6 funds | $245.4M |
Ranked by how many of OXSQ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.