| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $109.8M | 2.55M | Added | Q1 2026 |
| 2 | Atria Investments, Inc | $25.7M | 596.4K | Reduced | Q1 2026 |
| 3 | CreativeOne Wealth, LLC | $9.8M | 227.3K | Added | Q1 2026 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.7M | 223.2K | Reduced | Q1 2026 |
| 5 | Valmark Advisers, Inc. | $4.3M | 99.1K | Added | Q1 2026 |
| 6 | RFG Advisory, LLC | $2.6M | 60.6K | Added | Q1 2026 |
| 7 | Merit Financial Group, LLC | $1.1M | 26.2K | Added | Q1 2026 |
| 8 | Kestra Advisory Services, LLC | $1.0M | 23.6K | Added | Q1 2026 |
| 9 | CITADEL ADVISORS LLC | $543K | 12.6K | Reduced | Q1 2026 |
| 10 | Dynamic Advisor Solutions LLC | $363K | 8.4K | Reduced | Q1 2026 |
| 11 | Strategic Blueprint, LLC | $232K | 5.4K | Added | Q1 2026 |
| 12 | IFP Advisors, Inc | $222K | 5.2K | New | Q1 2026 |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $134K | 3.2K | New | Q4 2025 |
| 14 | Aptus Capital Advisors, LLC | $76K | 1.8K | Added | Q1 2026 |
| 15 | CWM, LLC | $24K | 546 | Held | Q1 2026 |
| 16 | AdvisorNet Financial, Inc | $11K | 258 | Reduced | Q1 2026 |
| 17 | Blue Trust, Inc. | $7K | 157 | New | Q1 2026 |
| 18 | VANGUARD ADVISERS INC | $43 | 1 | New | Q1 2026 |
| 19 | GeoWealth Management, LLC | $43 | 1 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 20 funds | $7.9B |
| NVIDIA CORPORATION COMNVDA | 20 funds | $5.7B |
| APPLE INC COMAAPL | 20 funds | $4.2B |
| AMAZON.COM INCAMZN | 20 funds | $3.6B |
| MICROSOFT CORP COMMSFT | 20 funds | $3.5B |
| ISHARES TRAGG | 20 funds | $2.0B |
| META PLATFORMS INC CL AMETA | 20 funds | $1.9B |
| MICRON TECHNOLOGY INC COMMU | 20 funds | $1.8B |
| VANGUARD TAX-MANAGED FDSVEA | 20 funds | $1.8B |
| BERKSHIRE HATHAWAY INC DEL CL B NEWBRK/B | 20 funds | $1.8B |
| BROADCOM INC COMAVGO | 20 funds | $1.8B |
| JPMORGAN CHASE & CO. COMJPM | 20 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 + Form 4 insider transactions + 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.