20 tracked 13F filers disclose a position in OALC as of the latest SEC 13F filings, a combined $134.1M 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 | $97.2M | 2.8M | ▲+11% Added · +290K sh | Q1 2026 | |
| 2 | Atria Investments, Inc | $12.5M | 304K | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 3 | TrueWealth Advisors, LLC | $5.4M | 132K | ▲+13% Added · +16K sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 110K | ▲+63% Added · +42K sh | Q1 2026 | |
| 5 | RFG Advisory, LLC | $3.5M | 85K | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $2.6M | 75K | ▲+28% Added · +17K sh | Q1 2026 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $2.4M | 72K | ▲+47% Added · +23K sh | Q1 2026 | |
| 8 | First Heartland Consultants, Inc. | $2.7M | 66K | ▼−1.1% Reduced · −745 sh | Q2 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $910K | 27K | ▲New +27K sh | Q1 2026 | |
| 10 | Security Financial Services, INC. | $569K | 14K | ▲+8.1% Added · +1K sh | Q2 2026 | |
| 11 | IFP Advisors, Inc | $542K | 13K | ▼−1.6% Reduced · −208 sh | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | $511K | 12K | ▼−4.0% Reduced · −517 sh | Q2 2026 | |
| 13 | JANE STREET GROUP, LLC | $301K | 9K | ▼−54% Reduced · −10K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | $292K | 8K | ▲+16% Added · +1K sh | Q1 2026 | |
| 15 | Plan A Wealth LLC | $336K | 8K | ▼−0.1% Reduced · −8 sh | Q2 2026 | |
| 16 | Rockefeller Capital Management L.P. | $246K | 7K | ▲+0.1% Added · +6 sh | Q1 2026 | |
| 17 | Values First Advisors, Inc. | $185K | 5K | ▼−38% Reduced · −3K sh | Q2 2026 | |
| 18 | Aptus Capital Advisors, LLC | $99K | 3K | ▲+1.7% Added · +49 sh | Q1 2026 | |
| 19 | EverSource Wealth Advisors, LLC | $2K | 70 | ▲New +70 sh | Q1 2026 | |
| 20 | VANGUARD ADVISERS INC | $34 | 1 | →First observed position No prior filed position | 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.
Last quarter, 0 funds opened a new position in OALC and 7 added to an existing one, while 3 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 | 10 funds | $976.9M |
| BROADCOM INCAVGO | 10 funds | $328.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $258.7M |
| SPDR GOLD SHARESGLD | 10 funds | $226.6M |
| ELI LILLY & COLLY | 10 funds | $188.0M |
| CATERPILLAR INCCAT | 10 funds | $143.0M |
| ADVANCED MICRO DEVICESAMD | 10 funds | $128.9M |
| CISCO SYSTEMS INCCSCO | 10 funds | $102.3M |
| HOME DEPOT INCHD | 10 funds | $94.0M |
| GE VERNOVA INCGEV | 10 funds | $75.4M |
| APPLE INCAAPL | 9 funds | $963.2M |
| STE STR SPDR PT S&P 500 ETFSPYM | 9 funds | $741.9M |
Ranked by how many of OALC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MGMTmc | 42 funds | $133.1M |
| OAIMmc | 39 funds | $239.7M |
| OACPmc | 23 funds | $167.4M |
| OALCthis pagemc | 20 funds | $134.1M |
| OAEMmc | 20 funds | $53.8M |
| ABEQETFs | 19 funds | $97.8M |
| OASCcs | 10 funds | $54.8M |
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 OALC
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/OALC/capital-change-brief"
Use Arkolith's capital_change_brief for OALC. 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 OALC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.