| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Harvest Fund Management Co., Ltd | $31.1M | 574.5K | New | Q1 2026 |
| 2 | Trek Financial, LLC | $25.6M | 472.3K | New | Q1 2026 |
| 3 | CITADEL ADVISORS LLC | $6.8M | 125.9K | New | Q1 2026 |
| 4 | Merit Financial Group, LLC | $1.7M | 32.0K | New | Q1 2026 |
| 5 | Stratos Wealth Partners, LTD. | $1.3M | 24.4K | Added | Q1 2026 |
| 6 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $721K | 13.3K | New | Q1 2026 |
| 7 | GROUP ONE TRADING LLC | $429K | 7.9K | Added | Q1 2026 |
| 8 | Sanctuary Advisors, LLC | $333K | 6.2K | New | Q1 2026 |
| 9 | NewEdge Advisors, LLC | $287K | 5.3K | New | Q1 2026 |
| 10 | Beacon Pointe Advisors, LLC | $276K | 5.1K | Reduced | Q1 2026 |
| 11 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1K | 27 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorpMSFT | 10 funds | $2.3B |
| Alphabet IncGOOGL | 10 funds | $1.5B |
| Broadcom IncAVGO | 10 funds | $1.2B |
| JPMorgan Chase & CoJPM | 10 funds | $1.2B |
| Meta Platforms IncMETA | 10 funds | $1.0B |
| Eli Lilly & CoLLY | 10 funds | $765.0M |
| Tesla IncTSLA | 10 funds | $679.6M |
| Johnson & JohnsonJNJ | 10 funds | $666.4M |
| Chevron CorpCVX | 10 funds | $655.9M |
| Visa IncV | 10 funds | $645.1M |
| Costco Wholesale CorpCOST | 10 funds | $585.2M |
| Caterpillar IncCAT | 10 funds | $466.7M |
Ranked by how many of OILK's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OILK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.