| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $125.5M | 5.52M | Added | Q1 2026 |
| 2 | Atria Investments, Inc | $15.7M | 690.7K | Added | Q1 2026 |
| 3 | RFG Advisory, LLC | $2.6M | 114.4K | Added | Q1 2026 |
| 4 | Dynamic Advisor Solutions LLC | $1.4M | 62.4K | Added | Q1 2026 |
| 5 | Merit Financial Group, LLC | $841K | 37.0K | Added | Q1 2026 |
| 6 | IFP Advisors, Inc | $743K | 32.7K | New | Q1 2026 |
| 7 | CITADEL ADVISORS LLC | $635K | 27.9K | New | Q1 2026 |
| 8 | Strategic Blueprint, LLC | $466K | 20.5K | Added | Q1 2026 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $245K | 10.7K | New | Q1 2026 |
| 10 | Blue Trust, Inc. | $4K | 196 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 11 funds | $6.6B |
| NVIDIA CORPORATION COMNVDA | 11 funds | $4.5B |
| AMAZON COM INC COMAMZN | 11 funds | $3.0B |
| APPLE INC COMAAPL | 11 funds | $2.9B |
| MICROSOFT CORP COMMSFT | 11 funds | $2.7B |
| ISHARES TRAGG | 11 funds | $1.9B |
| ALPHABET INC CAP STK CL AGOOGL | 11 funds | $1.9B |
| MICRON TECHNOLOGY INC COMMU | 11 funds | $1.7B |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA | 11 funds | $1.7B |
| TAIWAN SEMICONDUCTOR MFG LTDTSM | 11 funds | $1.6B |
| META PLATFORMS INC CL AMETA | 11 funds | $1.5B |
| BERKSHIRE HATHAWAY INC DEL CL B NEWBRK/B | 11 funds | $1.4B |
Ranked by how many of OACP's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.