Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (+44%).
19 tracked 13F filers disclose a position in OEFA as of the latest SEC 13F filings, a combined $20.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 284K | $8.9M | ▲+0.3% Added · +748 sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 140K | $4.4M | ▲+0.1% Added · +160 sh | Q1 2026 | |
| 3 | LPL Financial LLC | 50K | $1.6M | ▼−14% Reduced · −8K sh | Q1 2026 | |
| 4 | Citadel Advisors LLC | 44K | $1.5M | ▲+44% Added · +13K sh | Q2 2026 | |
| 5 | ALPS Advisors Inc | 34K | $1.2M | ▲New +34K sh | Q2 2026 | |
| 6 | Royal Bank Of Canada | 26K | $815K | ▲+674% Added · +23K sh | Q1 2026 | |
| 7 | Stifel Financial Corp | 19K | $584K | —Held | Q1 2026 | |
| 8 | HighTower Advisors, LLC | 9K | $277K | —Held | Q1 2026 | |
| 9 | USA Financial Formulas | 8K | $278K | ▲New +8K sh | Q2 2026 | |
| 10 | Jane Street Group, LLC | 8K | $250K | ▼−13% Reduced · −1K sh | Q1 2026 | |
| 11 | Kestra Private Wealth Services, LLC | 6K | $218K | ▼−7.1% Reduced · −484 sh | Q2 2026 | |
| 12 | Rockefeller Capital Management L.P. | 4K | $136K | ▲+3.7% Added · +155 sh | Q1 2026 | |
| 13 | Thurston, Springer, Miller, Herd & Titak, Inc. | 1K | $42K | ▲+36% Added · +351 sh | Q1 2026 | |
| 14 | Morgan Stanley | 500 | $16K | ▼−0.2% Reduced · −1 sh | Q1 2026 | |
| 15 | CWM, LLC | 490 | $15K | ▲New +490 sh | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 400 | $13K | —Held | Q1 2026 | |
| 17 | Institute for Wealth Management, LLC. | 280 | $10K | ▲New +280 sh | Q2 2026 | |
| 18 | UBS Group AG | 164 | $5K | ▲+4.5% Added · +7 sh | Q1 2026 | |
| 19 | DHJJ Financial Advisors, Ltd. | 18 | $621 | —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, 1 fund opened a new position in OEFA and 2 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 3 funds | $13.3B |
| Amazon.com IncAMZN | 3 funds | $2.6B |
| Nvidia CorpNVDA | 3 funds | $2.4B |
| Apple IncAAPL | 3 funds | $2.1B |
| Microsoft CorpMSFT | 3 funds | $1.4B |
| Broadcom IncAVGO | 3 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 3 funds | $1.1B |
| Advanced Micro DevicesAMD | 3 funds | $931.5M |
| Alphabet Inc-CL CGOOG | 3 funds | $902.7M |
| Abbvie IncABBV | 3 funds | $798.6M |
| Applied Materials IncAMAT | 3 funds | $784.5M |
| Kla CorpKLAC | 3 funds | $766.8M |
Ranked by how many of OEFA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OEFA.
| Class | 13F holders | Value held |
|---|---|---|
| AMLPmc | 747 funds | $5.5B |
| SDOGmc | 158 funds | $426.7M |
| OUSAcommon | 124 funds | $337.2M |
| ENFRmc | 118 funds | $230.6M |
| OUSMmc | 116 funds | $543.3M |
| IDOGSHS | 76 funds | $335.2M |
| SMTHSMITH CORE PLUS | 75 funds | $2.2B |
| SBIOMF Closed and MF Open | 68 funds | $50.9M |
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 OEFA
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/OEFA/capital-change-brief"
Use Arkolith's capital_change_brief for OEFA. 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 OEFA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.