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/OAIM/capital-change-brief"
Use Arkolith's capital_change_brief for OAIM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $109.8M | 2.6M | ▲+8.9% Added · +209K sh | Q1 2026 | |
| 2 | Plan A Wealth LLC | $31.3M | 655K | ▲+3.3% Added · +21K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $27.2M | 632K | ▲27× Added · +609K sh | Q1 2026 | |
| 4 | Atria Investments, Inc | $25.7M | 596K | ▼−1.1% Reduced · −7K sh | Q1 2026 | |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.9M | 274K | ▲+23% Added · +50K sh | Q2 2026 | |
| 6 | CreativeOne Wealth, LLC | $10.1M | 236K | ▲39× Added · +230K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 119K | ▲+28% Added · +26K sh | Q1 2026 | |
| 8 | Valmark Advisers, Inc. | $4.3M | 99K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 9 | Inspire Advisors, LLC | $3.4M | 79K | ▲+3.1% Added · +2K sh | Q1 2026 | |
| 10 | RFG Advisory, LLC | $3.0M | 62K | ▲+2.8% Added · +2K sh | Q2 2026 | |
| 11 | TrueWealth Advisors, LLC | $2.3M | 49K | ▲+36% Added · +13K sh | Q2 2026 | |
| 12 | First Heartland Consultants, Inc. | $1.9M | 40K | ▼−1.6% Reduced · −658 sh | Q2 2026 | |
| 13 | EverSource Wealth Advisors, LLC | $1.3M | 30K | ▲+101% Added · +15K sh | Q1 2026 | |
| 14 | Merit Financial Group, LLC | $1.1M | 26K | ▲+4.2% Added · +1K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $1.0M | 24K | ▲+2.6% Added · +608 sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $786K | 18K | ▲New +18K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $543K | 13K | ▼−43% Reduced · −9K sh | Q1 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $371K | 9K | ▲+40% Added · +2K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $364K | 8K | ▲~0% Added · +4 sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $279K | 6K | ▼−34% Reduced · −3K sh | Q1 2026 | |
| 21 | Strategic Blueprint, LLC | $232K | 5K | ▲+0.6% Added · +34 sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $230K | 5K | —Held | Q1 2026 | |
| 23 | IFP Advisors, Inc | $222K | 5K | ▲+1.8% Added · +92 sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $213K | 5K | ▼−0.4% Reduced · −21 sh | Q1 2026 | |
| 25 | Security Financial Services, INC. | $215K | 4K | ▲New +4K sh | Q2 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 | 19 funds | $7.9B |
| NVIDIA CORPNVDA | 19 funds | $5.7B |
| APPLE INCAAPL | 19 funds | $4.2B |
| AMAZON.COM INCAMZN | 19 funds | $3.6B |
| MICROSOFT CORPMSFT | 19 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 19 funds | $2.4B |
| ISHARES CORE U.S. AGGREGATEAGG | 19 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 19 funds | $1.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 19 funds | $1.8B |
| BROADCOM INCAVGO | 19 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 19 funds | $1.8B |
Ranked by how many of OAIM'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OAIM. 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.