| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $35.5M | 881K | ▲+2.3% Added · +20K sh | Q1 2026 | |
| 2 | Atria Investments, Inc | $3.8M | 93K | ▼−5.9% Reduced · −6K sh | Q1 2026 | |
| 3 | OLD MISSION CAPITAL LLC | $1.9M | 47K | ▲+700% Added · +41K sh | Q1 2026 | |
| 4 | First Heartland Consultants, Inc. | $2.1M | 42K | ▲+11% Added · +4K sh | Q2 2026 | |
| 5 | Inspire Advisors, LLC | $1.7M | 41K | ▲+214% Added · +28K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 40K | ▲+24% Added · +8K sh | Q1 2026 | |
| 7 | RFG Advisory, LLC | $1.2M | 24K | ▼−4.3% Reduced · −1K sh | Q2 2026 | |
| 8 | Valmark Advisers, Inc. | $879K | 22K | ▲+1.2% Added · +254 sh | Q1 2026 | |
| 9 | Plan A Wealth LLC | $776K | 16K | ▲+1.9% Added · +294 sh | Q2 2026 | |
| 10 | JANE STREET GROUP, LLC | $446K | 11K | ▼−31% Reduced · −5K sh | Q1 2026 | |
| 11 | CREATIVE FINANCIAL DESIGNS INC /ADV | $446K | 11K | ▲+4.9% Added · +517 sh | Q1 2026 | |
| 12 | IFP Advisors, Inc | $542K | 11K | ▼−3.4% Reduced · −383 sh | Q2 2026 | |
| 13 | CITADEL ADVISORS LLC | $305K | 8K | ▼−59% Reduced · −11K sh | Q1 2026 | |
| 14 | Envestnet Portfolio Solutions, Inc. | $329K | 7K | ▲+0.3% Added · +23 sh | Q2 2026 | |
| 15 | EverSource Wealth Advisors, LLC | $143K | 4K | ▲+61% Added · +1K sh | Q1 2026 | |
| 16 | AdvisorNet Financial, Inc | $47K | 1K | ▼−6.2% Reduced · −76 sh | Q1 2026 | |
| 17 | UBS Group AG | $29K | 727 | ▲New +727 sh | Q1 2026 | |
| 18 | Aptus Capital Advisors, LLC | $20K | 501 | ▲+0.6% Added · +3 sh | Q1 2026 | |
| 19 | FIFTH THIRD BANCORP | $14K | 340 | ▲New +340 sh | Q1 2026 | |
| 20 | Blue Trust, Inc. | $2K | 51 | ▲New +51 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 |
|---|---|---|
| NVIDIA CORPNVDA | 12 funds | $4.7B |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $4.4B |
| APPLE INCAAPL | 12 funds | $3.0B |
| AMAZON.COM INCAMZN | 12 funds | $2.5B |
| MICROSOFT CORPMSFT | 12 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 12 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 12 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 12 funds | $1.5B |
| BROADCOM INCAVGO | 12 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $1.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 12 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 12 funds | $1.3B |
Ranked by how many of OAEM'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/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.