27 tracked 13F filers disclose a position in OAEM as of the latest SEC 13F filings, a combined $106.2M 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 | $42.5M | 851K | ▼−3.3% Reduced · −30K sh | Q2 2026 | |
| 2 | OneAscent Wealth Management LLC | $21.2M | 425K | ▼−5.2% Reduced · −23K sh | Q2 2026 | |
| 3 | Proficio Capital Partners LLC | $15.2M | 305K | ▲New +305K sh | Q2 2026 | |
| 4 | Atria Investments, Inc | $5.2M | 104K | ▲+11% Added · +10K sh | Q2 2026 | |
| 5 | OneAscent Family Office, LLC | $3.8M | 77K | ▼−4.1% Reduced · −3K sh | Q2 2026 | |
| 6 | OLD MISSION CAPITAL LLC | $1.9M | 47K | ▲+700% Added · +41K sh | Q1 2026 | |
| 7 | First Heartland Consultants, Inc. | $2.1M | 42K | ▲+11% Added · +4K sh | Q2 2026 | |
| 8 | Inspire Advisors, LLC | $1.7M | 41K | ▲+214% Added · +28K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 40K | ▲+24% Added · +8K sh | Q1 2026 | |
| 10 | PATRON PARTNERS, LLC | $1.9M | 39K | ▲+7.9% Added · +3K sh | Q2 2026 | |
| 11 | Frontier Asset Management, LLC | $1.4M | 28K | ▼−4.4% Reduced · −1K sh | Q2 2026 | |
| 12 | RFG Advisory, LLC | $1.2M | 24K | ▼−4.3% Reduced · −1K sh | Q2 2026 | |
| 13 | Valmark Advisers, Inc. | $1.1M | 22K | ▲+0.7% Added · +154 sh | Q2 2026 | |
| 14 | OneAscent Investment Solutions LLC | $990K | 20K | ▼−26% Reduced · −7K sh | Q2 2026 | |
| 15 | Plan A Wealth LLC | $776K | 16K | ▲+1.9% Added · +294 sh | Q2 2026 | |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $584K | 12K | ▲+5.8% Added · +644 sh | Q2 2026 | |
| 17 | JANE STREET GROUP, LLC | $446K | 11K | ▼−31% Reduced · −5K sh | Q1 2026 | |
| 18 | IFP Advisors, Inc | $542K | 11K | ▼−3.4% Reduced · −383 sh | Q2 2026 | |
| 19 | SUMMIT WEALTH GROUP LLC / CO | $533K | 11K | ▲New +11K sh | Q2 2026 | |
| 20 | Global Strategic Investment Solutions, LLC | $519K | 10K | ▲+41% Added · +3K sh | Q2 2026 | |
| 21 | CITADEL ADVISORS LLC | $414K | 8K | ▲+9.8% Added · +741 sh | Q2 2026 | |
| 22 | Envestnet Portfolio Solutions, Inc. | $329K | 7K | ▲+0.3% Added · +23 sh | Q2 2026 | |
| 23 | EverSource Wealth Advisors, LLC | $143K | 4K | ▲+61% Added · +1K sh | Q1 2026 | |
| 24 | AdvisorNet Financial, Inc | $54K | 1K | ▼−5.5% Reduced · −64 sh | Q2 2026 | |
| 25 | UBS Group AG | $29K | 727 | ▲New +727 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 OAEM and 9 added to an existing one, while 7 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 | 18 funds | $4.2B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $3.3B |
| AMAZON.COM INCAMZN | 17 funds | $2.2B |
| MICROSOFT CORPMSFT | 17 funds | $1.5B |
| BROADCOM INCAVGO | 17 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 17 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 17 funds | $966.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 17 funds | $783.8M |
| COSTCO WHOLESALE CORPCOST | 17 funds | $648.2M |
| ABBVIE INCABBV | 17 funds | $222.5M |
| APPLE INCAAPL | 16 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 16 funds | $1.7B |
Ranked by how many of OAEM'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 |
| OACPmc | 28 funds | $245.7M |
| OAEMthis pagemc | 27 funds | $106.2M |
| OALCmc | 25 funds | $209.7M |
| ABEQETFs | 21 funds | $110.2M |
| OASCcs | 13 funds | $89.0M |
| BLNDXMF | 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 OAEM
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/OAEM/capital-change-brief"
Use Arkolith's capital_change_brief for OAEM. 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 OAEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.