| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $35.5M | 881.0K | Added | Q1 2026 |
| 2 | Atria Investments, Inc | $3.8M | 93.4K | Reduced | Q1 2026 |
| 3 | RFG Advisory, LLC | $1.0M | 24.8K | Added | Q1 2026 |
| 4 | Valmark Advisers, Inc. | $879K | 21.8K | Added | Q1 2026 |
| 5 | IFP Advisors, Inc | $454K | 11.3K | New | Q1 2026 |
| 6 | CREATIVE FINANCIAL DESIGNS INC /ADV | $386K | 10.5K | New | Q4 2025 |
| 7 | CITADEL ADVISORS LLC | $305K | 7.6K | Reduced | Q1 2026 |
| 8 | Envestnet Portfolio Solutions, Inc. | $265K | 6.6K | Reduced | Q1 2026 |
| 9 | AdvisorNet Financial, Inc | $47K | 1.2K | Reduced | Q1 2026 |
| 10 | Aptus Capital Advisors, LLC | $20K | 501 | Added | Q1 2026 |
| 11 | Blue Trust, Inc. | $2K | 51 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATION COMNVDA | 12 funds | $4.7B |
| ISHARES TRIVV | 12 funds | $4.4B |
| APPLE INC COMAAPL | 12 funds | $3.0B |
| AMAZON.COM INCAMZN | 12 funds | $2.5B |
| MICROSOFT CORP COMMSFT | 12 funds | $2.0B |
| MICRON TECHNOLOGY INC COMMU | 12 funds | $1.7B |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA | 12 funds | $1.6B |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSTSM | 12 funds | $1.5B |
| BROADCOM INC COMAVGO | 12 funds | $1.4B |
| META PLATFORMS INC CL AMETA | 12 funds | $1.4B |
| VANGUARD TAX-MANAGED FDSVEA | 12 funds | $1.3B |
| GOOGLE INCGOOGL | 12 funds | $1.3B |
Ranked by how many of OAEM'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 OAEM. 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.