48 tracked 13F filers disclose a position in OAIM as of the latest SEC 13F filings, a combined $320.7M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $127.3M | 2.7M | ▲+4.4% Added · +112K sh | Q2 2026 | |
| 2 | OneAscent Wealth Management LLC | $49.1M | 1.0M | ▲+7.6% Added · +72K sh | Q2 2026 | |
| 3 | Plan A Wealth LLC | $31.3M | 655K | ▲+3.3% Added · +21K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $27.2M | 632K | ▲27× Added · +609K sh | Q1 2026 | |
| 5 | Atria Investments, Inc | $14.4M | 301K | ▼−50% Reduced · −295K sh | Q2 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.9M | 274K | ▲+23% Added · +50K sh | Q2 2026 | |
| 7 | OneAscent Family Office, LLC | $12.1M | 253K | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 119K | ▲+28% Added · +26K sh | Q1 2026 | |
| 9 | Valmark Advisers, Inc. | $5.2M | 109K | ▲+9.9% Added · +10K sh | Q2 2026 | |
| 10 | Inspire Advisors, LLC | $3.4M | 79K | ▲+3.1% Added · +2K sh | Q1 2026 | |
| 11 | Investment Research Partners LLC | $3.5M | 73K | ▼−1.0% Reduced · −744 sh | Q2 2026 | |
| 12 | RFG Advisory, LLC | $3.0M | 62K | ▲+2.8% Added · +2K sh | Q2 2026 | |
| 13 | OneAscent Investment Solutions LLC | $3.0M | 62K | ▼−13% Reduced · −9K sh | Q2 2026 | |
| 14 | PATRON PARTNERS, LLC | $2.7M | 57K | ▲+9.1% Added · +5K sh | Q2 2026 | |
| 15 | TrueWealth Advisors, LLC | $2.3M | 49K | ▲+36% Added · +13K sh | Q2 2026 | |
| 16 | Cornerstone Financial Management LLC | $2.0M | 41K | —Held | Q3 2026 | |
| 17 | Frontier Asset Management, LLC | $1.9M | 41K | ▼−2.4% Reduced · −1K sh | Q2 2026 | |
| 18 | First Heartland Consultants, Inc. | $1.9M | 40K | ▼−1.6% Reduced · −658 sh | Q2 2026 | |
| 19 | Merit Financial Group, LLC | $1.5M | 31K | ▲+20% Added · +5K sh | Q2 2026 | |
| 20 | EverSource Wealth Advisors, LLC | $1.3M | 30K | ▲+101% Added · +15K sh | Q1 2026 | |
| 21 | Global Strategic Investment Solutions, LLC | $1.2M | 25K | ▲+77% Added · +11K sh | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | $1.1M | 23K | ▼−2.3% Reduced · −540 sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $786K | 18K | ▲New +18K sh | Q1 2026 | |
| 24 | Firestone Capital Management | $661K | 14K | ▲+7.2% Added · +925 sh | Q2 2026 | |
| 25 | CreativeOne Wealth, LLC | $660K | 14K | ▼−94% Reduced · −222K 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.
Last quarter, 5 funds opened a new position in OAIM and 13 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 29 funds | $4.7B |
| BROADCOM INCAVGO | 29 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $923.0M |
| AMAZON.COM INCAMZN | 28 funds | $2.5B |
| MICROSOFT CORPMSFT | 28 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 28 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 28 funds | $1.1B |
| CATERPILLAR INCCAT | 28 funds | $511.0M |
| ABBVIE INCABBV | 28 funds | $373.8M |
| CISCO SYSTEMS INCCSCO | 28 funds | $291.2M |
| GE VERNOVA INCGEV | 28 funds | $279.8M |
| ISHARES CORE S&P 500 ETFIVV | 27 funds | $3.9B |
Ranked by how many of OAIM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| OAIMthis pagemc | 48 funds | $320.7M |
| MGMTmc | 45 funds | $124.5M |
| OACPmc | 28 funds | $245.8M |
| OAEMmc | 27 funds | $106.1M |
| OALCmc | 25 funds | $209.7M |
| ABEQETFs | 22 funds | $110.5M |
| OASCcs | 13 funds | $89.0M |
| 90470L584MF | 1 funds | $5.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OAIM
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.
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.