Among active 13F managers last quarter, 8 added and 5 reduced; the largest holder to move was OneAscent Financial Services LLC (+1.5%).
25 tracked 13F filers disclose a position in OALC as of the latest SEC 13F filings, a combined $209.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | 2.9M | $118.1M | ▲+1.5% Added · +43K sh | Q2 2026 | |
| 2 | OneAscent Wealth Management LLC | 1.1M | $43.9M | ▼−8.4% Reduced · −98K sh | Q2 2026 | |
| 3 | Atria Investments, Inc | 304K | $12.5M | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 4 | Patron Partners, LLC | 147K | $6.0M | ▲+14% Added · +18K sh | Q2 2026 | |
| 5 | TrueWealth Advisors, LLC | 132K | $5.4M | ▲+13% Added · +16K sh | Q2 2026 | |
| 6 | Envestnet Asset Management Inc | 110K | $3.8M | ▲+63% Added · +42K sh | Q1 2026 | |
| 7 | OneAscent Family Office, LLC | 85K | $3.5M | ▼−27% Reduced · −32K sh | Q2 2026 | |
| 8 | RFG Advisory, LLC | 85K | $3.5M | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 9 | LPL Financial LLC | 75K | $2.6M | ▲+28% Added · +17K sh | Q1 2026 | |
| 10 | Jones Financial Companies LLLP | 72K | $2.4M | ▲+47% Added · +23K sh | Q1 2026 | |
| 11 | First Heartland Consultants, Inc. | 66K | $2.7M | ▼−1.1% Reduced · −745 sh | Q2 2026 | |
| 12 | Goldman Sachs Group Inc | 27K | $910K | ▲New +27K sh | Q1 2026 | |
| 13 | OneAscent Investment Solutions LLC | 25K | $1.0M | ▲+2.5% Added · +627 sh | Q2 2026 | |
| 14 | Security Financial Services, INC. | 14K | $569K | ▲+8.1% Added · +1K sh | Q2 2026 | |
| 15 | IFP Advisors, Inc | 13K | $542K | ▼−1.6% Reduced · −208 sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | 12K | $511K | ▼−4.0% Reduced · −517 sh | Q2 2026 | |
| 17 | Jane Street Group, LLC | 9K | $301K | ▼−54% Reduced · −10K sh | Q1 2026 | |
| 18 | Plan A Wealth LLC | 8K | $336K | ▼−0.1% Reduced · −8 sh | Q2 2026 | |
| 19 | Equitable Holdings, Inc. | 8K | $327K | ▼−3.2% Reduced · −266 sh | Q2 2026 | |
| 20 | Rockefeller Capital Management L.P. | 7K | $246K | ▲+0.1% Added · +6 sh | Q1 2026 | |
| 21 | Values First Advisors, Inc. | 5K | $185K | ▼−38% Reduced · −3K sh | Q2 2026 | |
| 22 | SHP Wealth Management | 4K | $167K | ▼−8.4% Reduced · −376 sh | Q2 2026 | |
| 23 | Aptus Capital Advisors, LLC | 3K | $120K | ▲+0.9% Added · +27 sh | Q2 2026 | |
| 24 | EverSource Wealth Advisors, LLC | 70 | $2K | ▲New +70 sh | Q1 2026 | |
| 25 | Vanguard Advisers Inc | 1 | $41 | —Held | 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, 8 funds added to an existing position in OALC, while 5 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 13 funds | $1.1B |
| Broadcom IncAVGO | 13 funds | $387.6M |
| Berkshire Hathaway Inc-CL BBRK/B | 13 funds | $252.6M |
| Eli Lilly & CoLLY | 13 funds | $219.5M |
| Advanced Micro DevicesAMD | 13 funds | $206.3M |
| Caterpillar IncCAT | 13 funds | $170.1M |
| Cisco Systems IncCSCO | 13 funds | $118.4M |
| Home Depot IncHD | 13 funds | $102.6M |
| Ge Vernova IncGEV | 13 funds | $101.5M |
| Dell Technologies -CDELL | 13 funds | $38.3M |
| Microsoft CorpMSFT | 12 funds | $605.1M |
| Amazon.com IncAMZN | 12 funds | $595.1M |
Ranked by how many of OALC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OALC.
| Class | 13F holders | Value held |
|---|---|---|
| OAIMmc | 48 funds | $320.8M |
| MGMTmc | 48 funds | $133.1M |
| OACPmc | 28 funds | $245.7M |
| OAEMmc | 27 funds | $107.2M |
| OALCthis pagemc | 25 funds | $209.7M |
| ABEQETFs | 21 funds | $110.2M |
| OASCcs | 13 funds | $89.0M |
| BLNDXMF | 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 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.