9 tracked 13F filers disclose a position in OCIO as of the latest SEC 13F filings, a combined $15.5M 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 | Blueprint Investment Partners LLC | $5.7M | 151K | ▲+5.5% Added · +8K sh | Q2 2026 | |
| 2 | Blueprint Financial Advisors LLC | $5.7M | 150K | ▲+5.5% Added · +8K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $1.9M | 54K | ▲+14% Added · +7K sh | Q1 2026 | |
| 4 | LAUREL OAK WEALTH MANAGEMENT, LLC | $1.3M | 35K | ▲+114% Added · +19K sh | Q2 2026 | |
| 5 | JANE STREET GROUP, LLC | $799K | 23K | ▼−41% Reduced · −16K sh | Q1 2026 | |
| 6 | Colonial Trust Co / SC | $157K | 4K | —Held | Q2 2026 | |
| 7 | Integrated Wealth Concepts LLC | $13K | 346 | ▲New +346 sh | Q2 2026 | |
| 8 | UBS Group AG | $307 | 9 | ▲New +9 sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $78 | 2 | ▲+100% Added · +1 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.
Last quarter, 0 funds opened a new position in OCIO and 1 added to an existing one, while 0 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 |
|---|---|---|
| SCHNEIDER NATIONAL INC-CL BSNDR | 1 funds | $221.9M |
| BLUEPRINT CHSPK MA TREND ETFTFPN | 1 funds | $113.3M |
| SS SPDR P S&P 1500 COMP ETFSPTM | 1 funds | $79.8M |
| STE STR SPDR PT DW EU ETFSPDW | 1 funds | $45.1M |
| SWAN HEDGED EQUITY US LG CAPHEGD | 1 funds | $44.2M |
| ISHARES CORE US REIT ETFUSRT | 1 funds | $42.9M |
| NVIDIA CORPNVDA | 1 funds | $37.2M |
| CHESAP TREND FOLLO FI IN ETFTFFI | 1 funds | $35.2M |
| APPLE INCAAPL | 1 funds | $25.0M |
| ISHARES 3-7 YEAR TREASURY BOIEI | 1 funds | $23.9M |
| ISHARES CORE MSCI EMERGINGIEMG | 1 funds | $20.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 1 funds | $18.0M |
Ranked by how many of OCIO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QTUMmc | 492 funds | $1.3B |
| UFOXmc | 179 funds | $152.6M |
| JETSmc | 159 funds | $419.6M |
| DSTLmc | 134 funds | $1.3B |
| ACIOmc | 132 funds | $2.9B |
| DRSKmc | 85 funds | $1.9B |
| OSCVcommon | 74 funds | $903.3M |
| PFLDmc | 55 funds | $227.7M |
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 OCIO
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/OCIO/capital-change-brief"
Use Arkolith's capital_change_brief for OCIO. 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 OCIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.