Among active 13F managers last quarter, 4 opened and 4 added, while 4 reduced; the largest holder to move was Hennion & Walsh Asset Management, Inc. (−1.9%).
69 tracked 13F filers disclose a position in OIA as of the latest SEC 13F filings, a combined $48.7M 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 | Hennion & Walsh Asset Management, Inc. | 1.3M | $7.8M | ▼−1.9% Reduced · −25K sh | Q2 2026 | |
| 2 | Guggenheim Capital LLC | 956K | $5.9M | ▼−6.3% Reduced · −64K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 860K | $5.3M | ▼−13% Reduced · −126K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 744K | $4.6M | ▲+14% Added · +91K sh | Q1 2026 | |
| 5 | Ameriprise Financial Inc | 571K | $3.5M | ▲+1.5% Added · +8K sh | Q1 2026 | |
| 6 | Morgan Stanley | 422K | $2.6M | ▲+3.8% Added · +16K sh | Q1 2026 | |
| 7 | Wells Fargo & Company | 296K | $1.8M | ▲+6.4% Added · +18K sh | Q1 2026 | |
| 8 | Van Eck Associates Corp | 284K | $1.8M | ▲+3.7% Added · +10K sh | Q2 2026 | |
| 9 | UBS Group AG | 271K | $1.7M | ▲+30% Added · +63K sh | Q1 2026 | |
| 10 | Commonwealth Equity Services, LLC | 247K | $1.5M | ▲+0.4% Added · +923 sh | Q1 2026 | |
| 11 | PNC Financial Services Group, Inc. | 224K | $1.4M | ▲+11% Added · +22K sh | Q1 2026 | |
| 12 | LPL Financial LLC | 162K | $996K | ▲+7.4% Added · +11K sh | Q1 2026 | |
| 13 | Envestnet Asset Management Inc | 143K | $876K | ▲+4.3% Added · +6K sh | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 137K | $842K | ▼−23% Reduced · −42K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | 99K | $618K | ▲+85% Added · +46K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | 97K | $593K | ▲+8.4% Added · +8K sh | Q1 2026 | |
| 17 | Savvy Advisors, Inc. | 80K | $492K | —Held | Q1 2026 | |
| 18 | MML Investors Services, LLC | 76K | $473K | ▲+8.2% Added · +6K sh | Q2 2026 | |
| 19 | Melfa Wealth Management, Inc. | 75K | $464K | —Held | Q2 2026 | |
| 20 | Rivernorth Capital Management, LLC | 62K | $387K | ▲New +62K sh | Q2 2026 | |
| 21 | HighTower Advisors, LLC | 56K | $343K | ▲+1.4% Added · +780 sh | Q1 2026 | |
| 22 | Midwest Trust Co | 43K | $267K | —Held | Q2 2026 | |
| 23 | Rockefeller Capital Management L.P. | 42K | $258K | ▲+0.6% Added · +251 sh | Q1 2026 | |
| 24 | Everstar Asset Management, LLC | 40K | $245K | ▼−6.6% Reduced · −3K sh | Q2 2026 | |
| 25 | Insight Wealth Strategies, LLC | 39K | $245K | ▲+0.6% Added · +250 sh | 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, 4 funds opened a new position in OIA and 4 added to an existing one, while 4 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 |
|---|---|---|
| Apple IncAAPL | 31 funds | $36.5B |
| Microsoft CorpMSFT | 31 funds | $27.7B |
| Amazon.com IncAMZN | 31 funds | $20.3B |
| Tesla IncTSLA | 31 funds | $5.5B |
| Nvidia CorpNVDA | 30 funds | $56.9B |
| Broadcom IncAVGO | 30 funds | $22.1B |
| Chevron CorpCVX | 30 funds | $6.8B |
| Alphabet Inc-CL AGOOGL | 29 funds | $21.1B |
| JPMorgan Chase & CoJPM | 29 funds | $9.9B |
| Johnson & JohnsonJNJ | 29 funds | $5.8B |
| Meta Platforms Inc-Class AMETA | 28 funds | $10.7B |
| Abbvie IncABBV | 28 funds | $4.7B |
Ranked by how many of OIA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OIA.
Connected entities for OIA
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/OIA/capital-change-brief"
Use Arkolith's capital_change_brief for OIA. 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 OIA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.