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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Choate Investment Advisors | $168.0M | 6.1M | ▼−32% Reduced · −2.9M sh | Q1 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 | RAYMOND JAMES FINANCIAL INC | $20.0M | 725K | ▲+6.4% Added · +44K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $19.3M | 701K | ▲+16% Added · +94K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $18.5M | 671K | ▲+42% Added · +199K sh | Q1 2026 | |
| 10 | A&I FINANCIAL SERVICES, LLC | $16.9M | 599K | ▲+0.6% Added · +4K sh | Q2 2026 | |
| 11 | KWB Wealth | $13.7M | 486K | ▲+37% Added · +131K sh | Q2 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $11.1M | 402K | ▲+13% Added · +47K sh | Q1 2026 | |
| 13 | U.S. Capital Wealth Advisors, LLC | $7.1M | 259K | ▼−25% Reduced · −85K sh | Q1 2026 | |
| 14 | Alliance Private Wealth, LLC | $5.8M | 207K | ▼−5.7% Reduced · −13K sh | Q2 2026 | |
| 15 | &PARTNERS | $5.3M | 194K | ▲+0.3% Added · +488 sh | Q1 2026 | |
| 16 | Gateway Wealth Partners, LLC | $4.8M | 173K | ▲+230% Added · +121K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $4.5M | 163K | ▲+759% Added · +144K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $3.3M | 121K | ▲+356% Added · +95K sh | Q1 2026 | |
| 19 | Valeo Financial Advisors, LLC | $2.3M | 82K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 20 | IFP Advisors, Inc | $2.2M | 80K | ▲+5.2% Added · +4K sh | Q1 2026 | |
| 21 | Sprinkle Financial Consultants LLC | $2.0M | 70K | ▲+2.8% Added · +2K sh | Q2 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $1.8M | 64K | ▲+50% Added · +21K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $1.7M | 63K | ▼−15% Reduced · −11K sh | Q1 2026 | |
| 24 | EVOKE WEALTH, LLC | $1.5M | 55K | —Held | Q1 2026 | |
| 25 | MORGAN STANLEY | $1.3M | 48K | ▲+574% Added · +41K 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 | 26 funds | $9.5B |
| MICROSOFT CORPMSFT | 26 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 26 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $4.5B |
| JPMORGAN CHASE & COJPM | 26 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $3.3B |
| BROADCOM INCAVGO | 26 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 26 funds | $2.9B |
| JOHNSON & JOHNSONJNJ | 26 funds | $2.5B |
| ISHARES CORE MSCI EMERGINGIEMG | 26 funds | $2.3B |
| EXXON MOBIL CORPXOM | 26 funds | $2.3B |
| WALMART INCWMT | 26 funds | $2.0B |
Ranked by how many of OAKM'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 OAKM. 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.