28 tracked 13F filers disclose a position in OACP as of the latest SEC 13F filings, a combined $245.7M 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 | OneAscent Financial Services LLC | $127.8M | 5.6M | ▲+1.8% Added · +101K sh | Q2 2026 | |
| 2 | OneAscent Wealth Management LLC | $58.9M | 2.6M | ▲+1.2% Added · +31K sh | Q2 2026 | |
| 3 | Atria Investments, Inc | $15.3M | 673K | ▼−2.6% Reduced · −18K sh | Q2 2026 | |
| 4 | OneAscent Family Office, LLC | $9.9M | 435K | ▲+4.7% Added · +20K sh | Q2 2026 | |
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9.4M | 413K | ▲New +413K sh | Q2 2026 | |
| 6 | PATRON PARTNERS, LLC | $4.4M | 193K | ▲+9.6% Added · +17K sh | Q2 2026 | |
| 7 | First Heartland Consultants, Inc. | $3.1M | 137K | ▲+63% Added · +53K sh | Q2 2026 | |
| 8 | RFG Advisory, LLC | $2.9M | 128K | ▲+12% Added · +13K sh | Q2 2026 | |
| 9 | OneAscent Investment Solutions LLC | $2.9M | 128K | ▲+2.5% Added · +3K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 87K | ▲+90% Added · +41K sh | Q1 2026 | |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 66K | ▲+515% Added · +55K sh | Q2 2026 | |
| 12 | Dynamic Advisor Solutions LLC | $1.1M | 48K | ▼−23% Reduced · −14K sh | Q2 2026 | |
| 13 | Merit Financial Group, LLC | $915K | 40K | ▲+8.9% Added · +3K sh | Q2 2026 | |
| 14 | TrustWell Financial Advisors, LLC | $806K | 36K | ▲New +36K sh | Q2 2026 | |
| 15 | IFP Advisors, Inc | $764K | 34K | ▲+2.8% Added · +916 sh | Q2 2026 | |
| 16 | Security Financial Services, INC. | $748K | 33K | ▲+15% Added · +4K sh | Q2 2026 | |
| 17 | CITADEL ADVISORS LLC | $623K | 27K | ▼−1.9% Reduced · −535 sh | Q2 2026 | |
| 18 | JANE STREET GROUP, LLC | $558K | 25K | ▲+107% Added · +13K sh | Q1 2026 | |
| 19 | Strategic Blueprint, LLC | $481K | 21K | ▲+3.3% Added · +682 sh | Q2 2026 | |
| 20 | LPL Financial LLC | $418K | 18K | ▲+23% Added · +3K sh | Q1 2026 | |
| 21 | Plan A Wealth LLC | $409K | 18K | ▼−5.8% Reduced · −1K sh | Q2 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $373K | 16K | ▲New +16K sh | Q1 2026 | |
| 23 | EverSource Wealth Advisors, LLC | $238K | 10K | ▲+167% Added · +7K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $103K | 5K | ▼−40% Reduced · −3K sh | Q1 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $78K | 3K | ▲+287% Added · +3K 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, 1 fund opened a new position in OACP and 10 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $4.1B |
| AMAZON.COM INCAMZN | 14 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 14 funds | $1.7B |
| MICROSOFT CORPMSFT | 14 funds | $1.5B |
| BROADCOM INCAVGO | 14 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 14 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 14 funds | $998.5M |
| JPMORGAN CHASE & COJPM | 14 funds | $954.2M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $766.0M |
| HOME DEPOT INCHD | 14 funds | $589.7M |
| COCA-COLA CO/THEKO | 14 funds | $570.5M |
| MERCK & CO. INC.MRK | 14 funds | $535.3M |
Ranked by how many of OACP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| OAIMmc | 48 funds | $320.4M |
| MGMTmc | 47 funds | $132.5M |
| OACPthis pagemc | 28 funds | $245.7M |
| OAEMmc | 27 funds | $106.2M |
| OALCmc | 25 funds | $209.7M |
| ABEQETFs | 21 funds | $110.2M |
| OASCcs | 13 funds | $89.0M |
| 90470L584MF | 1 funds | $5.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OACP
This ETF 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/OACP/capital-change-brief"
Use Arkolith's capital_change_brief for OACP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OACP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.