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Institutional Ownership · SEC Form 13F

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.

474
Institutional holders
68,165,672
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
FMR LLC trimmed6,762,435$622M9.1%2026-Q1
BlackRock, Inc. trimmed5,057,096$465M6.8%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed3,288,297$303M4.4%2026-Q1
WASATCH ADVISORS LP trimmed2,990,323$275M4.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,754,095$253M3.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,537,784$234M3.4%2026-Q1
GOLDMAN SACHS GROUP INC added2,426,968$223M3.3%2026-Q1
STATE STREET CORP added1,908,994$176M2.6%2026-Q1
UBS Group AG added1,662,995$153M2.2%2026-Q1
Summit Trail Advisors, LLC added1,602,150$147M2.2%2026-Q1
Capital Research Global Investors added1,367,751$126M1.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,272,306$117M1.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,219,083$112M1.6%2026-Q1
Stephens Investment Management Group LLC added1,126,255$104M1.5%2026-Q1
Point72 Asset Management, L.P. added1,042,883$96M1.4%2026-Q1
AMERIPRISE FINANCIAL INC added1,020,296$94M1.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added1,027,423$94M1.4%2026-Q1
NORGES BANK added797,227$93M1.4%2026-Q1
GENEVA CAPITAL MANAGEMENT LLC trimmed964,329$89M1.3%2026-Q1
Hood River Capital Management LLC trimmed873,922$80M1.2%2026-Q1
CONGRESS ASSET MANAGEMENT CO trimmed868,190$80M1.2%2026-Q1
Capital International Investors new762,850$70M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added732,076$67M1.0%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed723,807$67M1.0%2026-Q1
MILLENNIUM MANAGEMENT LLC added706,001$65M0.9%2026-Q1
Capital World Investors695,464$64M0.9%2026-Q1
Woodline Partners LP added606,820$56M0.8%2026-Q1
Qube Research & Technologies Ltd added594,579$55M0.8%2026-Q1
JPMORGAN CHASE & CO trimmed552,357$50M0.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed519,065$48M0.7%2026-Q1
PRIMECAP MANAGEMENT CO/CA/ added516,590$48M0.7%2026-Q1
MORGAN STANLEY trimmed502,776$46M0.7%2026-Q1
NORTHERN TRUST CORP added501,600$46M0.7%2026-Q1
CITADEL ADVISORS LLC trimmed496,848$46M0.7%2026-Q1
Artisan Partners Limited Partnership added462,864$43M0.6%2026-Q1
ROYAL BANK OF CANADA trimmed437,749$40M0.6%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added420,875$39M0.6%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added414,338$38M0.6%2026-Q1
Bank of New York Mellon Corp trimmed411,234$38M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new381,594$35M0.5%2026-Q1
EMERALD ADVISERS, LLC added347,125$32M0.5%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added331,706$31M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed331,317$30M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added329,977$30M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added316,699$29M0.4%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC added315,677$29M0.4%2026-Q1
Trexquant Investment LP added294,758$27M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed293,931$27M0.4%2026-Q1
FRANKLIN RESOURCES INC trimmed288,811$27M0.4%2026-Q1
SEI INVESTMENTS CO trimmed279,554$26M0.4%2026-Q1
Rockefeller Capital Management L.P. added276,645$25M0.4%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed267,309$25M0.4%2026-Q1
ROYAL LONDON ASSET MANAGEMENT LTD added259,311$24M0.3%2026-Q1
JANE STREET GROUP, LLC added257,918$24M0.3%2026-Q1
TimesSquare Capital Management, LLC added256,630$24M0.3%2026-Q1
Life Cycle Investment Partners Ltd added252,734$23M0.3%2026-Q1
FRED ALGER MANAGEMENT, LLC trimmed244,761$23M0.3%2026-Q1
Claret Asset Management Corp trimmed241,912$22M0.3%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed233,965$22M0.3%2026-Q1
BRAUN STACEY ASSOCIATES INC trimmed229,108$21M0.3%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added216,726$20M0.3%2026-Q1
Rheos Capital Works Inc.213,000$20M0.3%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added200,414$18M0.3%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST added197,473$18M0.3%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added185,983$17M0.2%2026-Q1
Nuveen, LLC trimmed185,418$17M0.2%2026-Q1
Tidal Investments LLC added177,661$16M0.2%2026-Q1
RHUMBLINE ADVISERS added157,543$15M0.2%2026-Q1
Retirement Systems of Alabama added156,612$14M0.2%2026-Q1
Man Group plc added151,036$14M0.2%2026-Q1
MetLife Investment Management, LLC added149,708$14M0.2%2026-Q1
WORLDQUANT MILLENNIUM ADVISORS LLC added147,913$14M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added147,352$14M0.2%2026-Q1
WHITTIER TRUST CO added129,915$13M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added136,977$13M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added113,265$12M0.2%2026-Q1
Tributary Capital Management, LLC added133,185$12M0.2%2026-Q1
NEXT CENTURY GROWTH INVESTORS LLC added132,800$12M0.2%2026-Q1
LOOMIS SAYLES & CO L P trimmed132,362$12M0.2%2026-Q1
Invesco Ltd. trimmed128,686$12M0.2%2026-Q1
GW&K Investment Management, LLC trimmed128,077$12M0.2%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC added127,220$12M0.2%2026-Q1
T. Rowe Price Investment Management, Inc. added123,058$11M0.2%2026-Q1
Swiss National Bank added121,300$11M0.2%2026-Q1
Summit Creek Advisors LLC added118,795$11M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed116,894$11M0.2%2026-Q1
FEDERATED HERMES, INC. trimmed113,186$10M0.2%2026-Q1
VANGUARD GROUP INC trimmed5,584,379$612M8.9%2025-Q4 stale
Driehaus Capital Management LLC trimmed597,777$77M1.1%2025-Q3 stale
LORD, ABBETT & CO. LLC trimmed501,871$64M0.9%2025-Q3 stale
Champlain Investment Partners, LLC trimmed473,588$55M0.8%2025-Q1 stale
Freestone Grove Partners LP added402,955$44M0.6%2025-Q4 stale
MACQUARIE GROUP LTD added275,001$35M0.5%2025-Q3 stale
CW Advisors, LLC added255,887$34M0.5%2025-Q2 stale
Alyeska Investment Group, L.P. added288,888$34M0.5%2025-Q1 stale
Balyasny Asset Management L.P. trimmed301,085$33M0.5%2025-Q4 stale
SG Capital Management LLC added174,654$22M0.3%2025-Q3 stale
WCM INVESTMENT MANAGEMENT, LLC trimmed145,990$19M0.3%2025-Q2 stale
Hudson Bay Capital Management LP108,028$14M0.2%2025-Q4 stale
Interval Partners, LP trimmed101,455$13M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership