74 tracked 13F filers disclose a position in OSCV as of the latest SEC 13F filings, a combined $903.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $275.5M | 6.5M | ▲+17% Added · +967K sh | Q2 2026 | |
| 2 | Integrated Wealth Concepts LLC | $153.5M | 3.6M | ▲+57% Added · +1.3M sh | Q2 2026 | |
| 3 | Diversified Enterprises, LLC | $82.0M | 1.9M | ▲+4.0% Added · +74K sh | Q2 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 | BROGAN FINANCIAL, INC. | $34.7M | 821K | ▲+0.5% Added · +4K sh | Q2 2026 | |
| 8 | Second Line Capital, LLC | $25.9M | 613K | ▲+3.4% Added · +20K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $21.8M | 553K | ▲+1.9% Added · +10K sh | Q1 2026 | |
| 10 | Waterloo Capital, L.P. | $19.3M | 457K | ▼−1.4% Reduced · −7K sh | Q2 2026 | |
| 11 | Signal Advisors Wealth, LLC | $15.6M | 369K | ▲+35% Added · +96K sh | Q2 2026 | |
| 12 | First Heartland Consultants, Inc. | $14.3M | 340K | ▼−38% Reduced · −212K sh | Q2 2026 | |
| 13 | United Advisor Group, LLC | $11.6M | 275K | ▲+5.1% Added · +13K sh | Q2 2026 | |
| 14 | Clarus Group, Inc. | $11.2M | 266K | ▼−1.0% Reduced · −3K sh | Q2 2026 | |
| 15 | 6th Street Advisors, LLC | $9.9M | 236K | ▲+0.3% Added · +775 sh | Q2 2026 | |
| 16 | SWS Partners | $9.8M | 232K | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 17 | Financial Guidance Group, Inc. | $7.0M | 167K | ▲+0.2% Added · +353 sh | Q2 2026 | |
| 18 | Advisory Services Network, LLC | $6.4M | 163K | ▼−16% Reduced · −31K sh | Q1 2026 | |
| 19 | MBE Wealth Management, LLC | $6.0M | 142K | ▲+1.0% Added · +1K sh | Q2 2026 | |
| 20 | LPL Financial LLC | $5.5M | 139K | ▼−13% Reduced · −20K sh | Q1 2026 | |
| 21 | SILVER OAK SECURITIES, INCORPORATED | $5.1M | 120K | ▲+9.7% Added · +11K sh | Q2 2026 | |
| 22 | Prime Capital Investment Advisors, LLC | $4.3M | 102K | ▲+16% Added · +14K sh | Q2 2026 | |
| 23 | Cushing Capital Partners, LLC | $3.6M | 86K | ▲+5.6% Added · +5K sh | Q2 2026 | |
| 24 | Renasant Bank | $3.6M | 85K | ▲+3.8% Added · +3K sh | Q2 2026 | |
| 25 | MARIPAU WEALTH MANAGEMENT LLC | $3.5M | 82K | ▲+15% Added · +11K 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, 5 funds opened a new position in OSCV and 22 added to an existing one, while 12 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 |
|---|---|---|
| APPLE INCAAPL | 40 funds | $5.5B |
| NVIDIA CORPNVDA | 40 funds | $5.4B |
| AMAZON.COM INCAMZN | 40 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 40 funds | $2.8B |
| MICROSOFT CORPMSFT | 40 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 39 funds | $1.9B |
| BROADCOM INCAVGO | 39 funds | $1.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 38 funds | $1.5B |
| WALMART INCWMT | 38 funds | $907.0M |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $1.2B |
| VISA INC-CLASS A SHARESV | 37 funds | $698.7M |
| TESLA INCTSLA | 36 funds | $1.8B |
Ranked by how many of OSCV'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 |
| OSCVthis pagecommon | 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 OSCV
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.
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.