Who owns OLLI (OLLI)
Which tracked institutional funds hold OLLI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OLLI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
83 tracked funds added or opened OLLI while 171 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OLLI’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OLLI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 474 tracked filers holding OLLI, 260 increased or opened the position and 225 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OLLI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- VANGUARD CAPITAL MANAGEMENT LLC$253M
- VANGUARD PORTFOLIO MANAGEMENT LLC$234M
- Capital International Investors$70M
- VANGUARD FIDUCIARY TRUST CO$35M
- VANGUARD ASSET MANAGEMENT, Ltd$5M
- HRT FINANCIAL LP$4M
Full exits 24
- VANGUARD GROUP INC$612M
- Freestone Grove Partners LP$44M
- Balyasny Asset Management L.P.$33M
- Hudson Bay Capital Management LP$14M
- Jain Global LLC$10M
- AXIOM INVESTORS LLC /DE$8M
Largest adds
- Summit Trail Advisors, LLC$145M
- Point72 Asset Management, L.P.$95M
- UBS Group AG$75M
- AQR CAPITAL MANAGEMENT LLC$59M
- Capital Research Global Investors$41M
- GOLDMAN SACHS GROUP INC$36M
Largest trims
- Invesco Ltd.$253M
- FMR LLC$184M
- BlackRock, Inc.$135M
- CITADEL ADVISORS LLC$120M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$100M
- WASATCH ADVISORS LP$72M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 6,762,435 | $622M | 9.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 5,057,096 | $465M | 6.8% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 3,288,297 | $303M | 4.4% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 2,990,323 | $275M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,754,095 | $253M | 3.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,537,784 | $234M | 3.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,426,968 | $223M | 3.3% | 2026-Q1 |
| STATE STREET CORP added | 1,908,994 | $176M | 2.6% | 2026-Q1 |
| UBS Group AG added | 1,662,995 | $153M | 2.2% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 1,602,150 | $147M | 2.2% | 2026-Q1 |
| Capital Research Global Investors added | 1,367,751 | $126M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,272,306 | $117M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,219,083 | $112M | 1.6% | 2026-Q1 |
| Stephens Investment Management Group LLC added | 1,126,255 | $104M | 1.5% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,042,883 | $96M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,020,296 | $94M | 1.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,027,423 | $94M | 1.4% | 2026-Q1 |
| NORGES BANK added | 797,227 | $93M | 1.4% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 964,329 | $89M | 1.3% | 2026-Q1 |
| Hood River Capital Management LLC trimmed | 873,922 | $80M | 1.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 868,190 | $80M | 1.2% | 2026-Q1 |
| Capital International Investors new | 762,850 | $70M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 732,076 | $67M | 1.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 723,807 | $67M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 706,001 | $65M | 0.9% | 2026-Q1 |
| Capital World Investors | 695,464 | $64M | 0.9% | 2026-Q1 |
| Woodline Partners LP added | 606,820 | $56M | 0.8% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 594,579 | $55M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 552,357 | $50M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 519,065 | $48M | 0.7% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 516,590 | $48M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 502,776 | $46M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 501,600 | $46M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 496,848 | $46M | 0.7% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 462,864 | $43M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 437,749 | $40M | 0.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 420,875 | $39M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 414,338 | $38M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 411,234 | $38M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 381,594 | $35M | 0.5% | 2026-Q1 |
| EMERALD ADVISERS, LLC added | 347,125 | $32M | 0.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 331,706 | $31M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 331,317 | $30M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 329,977 | $30M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 316,699 | $29M | 0.4% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 315,677 | $29M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 294,758 | $27M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 293,931 | $27M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 288,811 | $27M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 279,554 | $26M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 276,645 | $25M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 267,309 | $25M | 0.4% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 259,311 | $24M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 257,918 | $24M | 0.3% | 2026-Q1 |
| TimesSquare Capital Management, LLC added | 256,630 | $24M | 0.3% | 2026-Q1 |
| Life Cycle Investment Partners Ltd added | 252,734 | $23M | 0.3% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC trimmed | 244,761 | $23M | 0.3% | 2026-Q1 |
| Claret Asset Management Corp trimmed | 241,912 | $22M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 233,965 | $22M | 0.3% | 2026-Q1 |
| BRAUN STACEY ASSOCIATES INC trimmed | 229,108 | $21M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 216,726 | $20M | 0.3% | 2026-Q1 |
| Rheos Capital Works Inc. | 213,000 | $20M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 200,414 | $18M | 0.3% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 197,473 | $18M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 185,983 | $17M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 185,418 | $17M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 177,661 | $16M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 157,543 | $15M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 156,612 | $14M | 0.2% | 2026-Q1 |
| Man Group plc added | 151,036 | $14M | 0.2% | 2026-Q1 |
| MetLife Investment Management, LLC added | 149,708 | $14M | 0.2% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 147,913 | $14M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 147,352 | $14M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO added | 129,915 | $13M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 136,977 | $13M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 113,265 | $12M | 0.2% | 2026-Q1 |
| Tributary Capital Management, LLC added | 133,185 | $12M | 0.2% | 2026-Q1 |
| NEXT CENTURY GROWTH INVESTORS LLC added | 132,800 | $12M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 132,362 | $12M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 128,686 | $12M | 0.2% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 128,077 | $12M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC added | 127,220 | $12M | 0.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 123,058 | $11M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 121,300 | $11M | 0.2% | 2026-Q1 |
| Summit Creek Advisors LLC added | 118,795 | $11M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 116,894 | $11M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 113,186 | $10M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,584,379 | $612M | 8.9% | 2025-Q4 stale |
| Driehaus Capital Management LLC trimmed | 597,777 | $77M | 1.1% | 2025-Q3 stale |
| LORD, ABBETT & CO. LLC trimmed | 501,871 | $64M | 0.9% | 2025-Q3 stale |
| Champlain Investment Partners, LLC trimmed | 473,588 | $55M | 0.8% | 2025-Q1 stale |
| Freestone Grove Partners LP added | 402,955 | $44M | 0.6% | 2025-Q4 stale |
| MACQUARIE GROUP LTD added | 275,001 | $35M | 0.5% | 2025-Q3 stale |
| CW Advisors, LLC added | 255,887 | $34M | 0.5% | 2025-Q2 stale |
| Alyeska Investment Group, L.P. added | 288,888 | $34M | 0.5% | 2025-Q1 stale |
| Balyasny Asset Management L.P. trimmed | 301,085 | $33M | 0.5% | 2025-Q4 stale |
| SG Capital Management LLC added | 174,654 | $22M | 0.3% | 2025-Q3 stale |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 145,990 | $19M | 0.3% | 2025-Q2 stale |
| Hudson Bay Capital Management LP | 108,028 | $14M | 0.2% | 2025-Q4 stale |
| Interval Partners, LP trimmed | 101,455 | $13M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.