| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $125.5M | 5.5M | ▲+13% Added · +633K sh | Q1 2026 | |
| 2 | Atria Investments, Inc | $15.7M | 691K | ▲+9.7% Added · +61K sh | Q1 2026 | |
| 3 | First Heartland Consultants, Inc. | $3.1M | 137K | ▲+63% Added · +53K sh | Q2 2026 | |
| 4 | RFG Advisory, LLC | $2.9M | 128K | ▲+12% Added · +13K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 87K | ▲+90% Added · +41K sh | Q1 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 66K | ▲+515% Added · +55K sh | Q2 2026 | |
| 7 | Dynamic Advisor Solutions LLC | $1.1M | 48K | ▼−23% Reduced · −14K sh | Q2 2026 | |
| 8 | Merit Financial Group, LLC | $915K | 40K | ▲+8.9% Added · +3K sh | Q2 2026 | |
| 9 | IFP Advisors, Inc | $764K | 34K | ▲+2.8% Added · +916 sh | Q2 2026 | |
| 10 | Security Financial Services, INC. | $748K | 33K | ▲+15% Added · +4K sh | Q2 2026 | |
| 11 | CITADEL ADVISORS LLC | $635K | 28K | ▲New +28K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $558K | 25K | ▲+107% Added · +13K sh | Q1 2026 | |
| 13 | Strategic Blueprint, LLC | $466K | 21K | ▲+4.7% Added · +918 sh | Q1 2026 | |
| 14 | LPL Financial LLC | $418K | 18K | ▲+23% Added · +3K sh | Q1 2026 | |
| 15 | Plan A Wealth LLC | $409K | 18K | ▼−5.8% Reduced · −1K sh | Q2 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $373K | 16K | ▲New +16K sh | Q1 2026 | |
| 17 | EverSource Wealth Advisors, LLC | $238K | 10K | ▲+167% Added · +7K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $103K | 5K | ▼−40% Reduced · −3K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $78K | 3K | ▲+287% Added · +3K sh | Q1 2026 | |
| 20 | Blue Trust, Inc. | $4K | 196 | ▲New +196 sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $45 | 2 | ▲New +2 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $6.6B |
| NVIDIA CORPNVDA | 11 funds | $4.5B |
| AMAZON.COM INCAMZN | 11 funds | $3.0B |
| APPLE INCAAPL | 11 funds | $2.9B |
| MICROSOFT CORPMSFT | 11 funds | $2.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 11 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 11 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 11 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 11 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 11 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $1.4B |
Ranked by how many of OACP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.