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/OSCV/capital-change-brief"
Use Arkolith's capital_change_brief for OSCV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $219.4M | 5.6M | ▼−3.6% Reduced · −210K sh | Q1 2026 | |
| 2 | Integrated Wealth Concepts LLC | $91.2M | 2.3M | ▲+17% Added · +329K sh | Q1 2026 | |
| 3 | Diversified Enterprises, LLC | $73.7M | 1.9M | ▲+4.7% Added · +84K sh | Q1 2026 | |
| 4 | GUARDIAN WEALTH ADVISORS, LLC / NC | $60.7M | 1.5M | ▼−4.1% Reduced · −66K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $38.5M | 975K | ▲New +975K sh | Q1 2026 | |
| 6 | Corient Private Wealth LLC | $36.7M | 931K | ▼−16% Reduced · −181K sh | Q1 2026 | |
| 7 | Second Line Capital, LLC | $24.5M | 593K | ▲+2.0% Added · +12K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $21.8M | 553K | ▲+1.9% Added · +10K sh | Q1 2026 | |
| 9 | First Heartland Consultants, Inc. | $14.3M | 340K | ▼−38% Reduced · −212K sh | Q2 2026 | |
| 10 | Advisory Services Network, LLC | $6.4M | 163K | ▼−16% Reduced · −31K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $5.5M | 139K | ▼−13% Reduced · −20K sh | Q1 2026 | |
| 12 | Prime Capital Investment Advisors, LLC | $3.5M | 88K | ▲+19% Added · +14K sh | Q1 2026 | |
| 13 | Tailwinds Wealth, LLC | $3.3M | 79K | ▲New +79K sh | Q2 2026 | |
| 14 | MARIPAU WEALTH MANAGEMENT LLC | $2.8M | 71K | ▲+7.8% Added · +5K sh | Q1 2026 | |
| 15 | CENTRAL TRUST Co | $2.4M | 62K | ▼−13% Reduced · −10K sh | Q1 2026 | |
| 16 | Regal Investment Advisors LLC | $2.3M | 58K | ▲+4.2% Added · +2K sh | Q1 2026 | |
| 17 | Savvy Advisors, Inc. | $2.0M | 50K | ▼−69% Reduced · −111K sh | Q1 2026 | |
| 18 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.8M | 42K | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 19 | TrueWealth Advisors, LLC | $1.5M | 36K | ▲+0.6% Added · +208 sh | Q2 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $1.4M | 35K | ▲New +35K sh | Q1 2026 | |
| 21 | TWO SIGMA INVESTMENTS, LP | $1.4M | 35K | ▼−49% Reduced · −33K sh | Q1 2026 | |
| 22 | Atria Investments, Inc | $1.3M | 32K | ▼−6.4% Reduced · −2K sh | Q1 2026 | |
| 23 | Diversified Trust Co | $1.2M | 31K | —Held | Q1 2026 | |
| 24 | Talon Private Wealth, LLC | $1.1M | 27K | ▼−78% Reduced · −98K sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $963K | 24K | ▼−2.8% Reduced · −703 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 19 funds | $7.1B |
| NVIDIA CORPNVDA | 19 funds | $6.0B |
| MICROSOFT CORPMSFT | 19 funds | $5.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $4.5B |
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $4.3B |
| AMAZON.COM INCAMZN | 19 funds | $3.9B |
| VANGUARD S&P 500 ETFVOO | 19 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 19 funds | $3.1B |
| BROADCOM INCAVGO | 19 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 19 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 19 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $2.0B |
Ranked by how many of OSCV'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OSCV. 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.