88 tracked 13F filers disclose a position in OAKM as of the latest SEC 13F filings, a combined $663.3M 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 | Choate Investment Advisors | $163.9M | 5.8M | ▼−4.5% Reduced · −275K sh | Q2 2026 | |
| 2 | Cerity Partners LLC | $86.0M | 3.1M | ▲+47% Added · +999K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $58.3M | 2.1M | ▲+62% Added · +812K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $32.6M | 1.2M | ▲+20% Added · +193K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $29.6M | 1.1M | ▲36× Added · +1.0M sh | Q1 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.3M | 936K | ▲+7.5% Added · +65K sh | Q2 2026 | |
| 7 | ABOUND FINANCIAL, LLC | $26.1M | 926K | ▼−0.6% Reduced · −5K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $20.0M | 725K | ▲+6.4% Added · +44K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $19.3M | 701K | ▲+16% Added · +94K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $18.5M | 671K | ▲+42% Added · +199K sh | Q1 2026 | |
| 11 | A&I FINANCIAL SERVICES, LLC | $16.9M | 599K | ▲+0.6% Added · +4K sh | Q2 2026 | |
| 12 | KWB Wealth | $13.7M | 486K | ▲+37% Added · +131K sh | Q2 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $11.4M | 403K | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 14 | BEAM WEALTH ADVISORS, INC. | $10.8M | 382K | ▼−5.5% Reduced · −22K sh | Q2 2026 | |
| 15 | Appalachian Capital Management Ltd | $8.6M | 305K | ▲+3.3% Added · +10K sh | Q2 2026 | |
| 16 | NavPoint Financial, Inc. | $8.1M | 289K | ▲+15% Added · +37K sh | Q2 2026 | |
| 17 | Stratos Wealth Partners, LTD. | $7.3M | 260K | ▲New +260K sh | Q2 2026 | |
| 18 | U.S. Capital Wealth Advisors, LLC | $7.1M | 259K | ▼−25% Reduced · −85K sh | Q1 2026 | |
| 19 | &PARTNERS | $6.4M | 228K | ▲+18% Added · +34K sh | Q2 2026 | |
| 20 | CASTLEKEEP INVESTMENT ADVISORS LLC | $6.4M | 226K | ▲+22% Added · +40K sh | Q2 2026 | |
| 21 | Three Magnolias Financial Advisors, LLC | $6.3M | 223K | ▲+10% Added · +21K sh | Q2 2026 | |
| 22 | Alliance Private Wealth, LLC | $5.8M | 207K | ▼−5.7% Reduced · −13K sh | Q2 2026 | |
| 23 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $5.5M | 196K | ▲+177% Added · +125K sh | Q2 2026 | |
| 24 | Cheviot Value Management, LLC | $5.4M | 193K | ▲+13% Added · +22K sh | Q2 2026 | |
| 25 | Western Pacific Wealth Management, LP | $4.6M | 164K | ▲+2.2% Added · +3K 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, 3 funds opened a new position in OAKM and 20 added to an existing one, while 10 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 35 funds | $2.1B |
| NVIDIA CORPNVDA | 34 funds | $4.9B |
| AMAZON.COM INCAMZN | 34 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 34 funds | $1.8B |
| APPLE INCAAPL | 33 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 33 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 31 funds | $1.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 31 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $1.5B |
| JOHNSON & JOHNSONJNJ | 29 funds | $812.7M |
| ELI LILLY & COLLY | 29 funds | $627.4M |
| CHEVRON CORPCVX | 29 funds | $502.8M |
Ranked by how many of OAKM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| OAKMthis pagemc | 88 funds | $663.3M |
| OAKGGLOBAL LARGE CAP | 7 funds | $27.3M |
| OAKIINTL LARGE CAP | 6 funds | $61.3M |
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 OAKM
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/OAKM/capital-change-brief"
Use Arkolith's capital_change_brief for OAKM. 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 OAKM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.