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/OSEA/capital-change-brief"
Use Arkolith's capital_change_brief for OSEA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Diversified Enterprises, LLC | $83.1M | 2.9M | ▲+8.1% Added · +216K sh | Q1 2026 | |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | $24.8M | 857K | ▲+2.6% Added · +22K sh | Q1 2026 | |
| 3 | Venturi Wealth Management, LLC | $22.3M | 771K | ▼−0.9% Reduced · −7K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $18.5M | 638K | ▲+49% Added · +211K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $10.5M | 363K | ▲+10% Added · +34K sh | Q1 2026 | |
| 6 | Corient Private Wealth LLC | $9.6M | 332K | ▲+85% Added · +153K sh | Q1 2026 | |
| 7 | AMI INVESTMENT MANAGEMENT INC | $9.1M | 298K | ▼−32% Reduced · −139K sh | Q2 2026 | |
| 8 | JPMORGAN CHASE & CO | $7.2M | 255K | ▲+32% Added · +62K sh | Q1 2026 | |
| 9 | Gladstone Institutional Advisory LLC | $6.9M | 240K | ▲New +240K sh | Q1 2026 | |
| 10 | FMA Wealth Management, LLC | $4.5M | 146K | ▼−8.9% Reduced · −14K sh | Q2 2026 | |
| 11 | KWB Wealth | $4.2M | 137K | ▲+35% Added · +35K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $3.5M | 121K | ▼−51% Reduced · −129K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $3.2M | 111K | ▲+592% Added · +95K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $3.0M | 103K | ▼−41% Reduced · −72K sh | Q1 2026 | |
| 15 | Rockefeller Capital Management L.P. | $2.6M | 91K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $2.0M | 71K | ▲New +71K sh | Q1 2026 | |
| 17 | TRUIST FINANCIAL CORP | $1.7M | 59K | ▲+0.8% Added · +466 sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 55K | ▼−8.6% Reduced · −5K sh | Q1 2026 | |
| 19 | MOODY NATIONAL BANK TRUST DIVISION | $1.5M | 50K | ▲+0.1% Added · +47 sh | Q2 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 37K | ▲+2.1% Added · +780 sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $1.0M | 35K | ▲+0.4% Added · +150 sh | Q1 2026 | |
| 22 | Embree Financial Group | $1.0M | 34K | ▼−30% Reduced · −15K sh | Q2 2026 | |
| 23 | Mariner, LLC | $903K | 31K | ▼−4.8% Reduced · −2K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $729K | 25K | ▲+6.9% Added · +2K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $698K | 24K | ▲+3.9% Added · +904 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 |
|---|---|---|
| NVIDIA CORPNVDA | 21 funds | $8.9B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $7.8B |
| MICROSOFT CORPMSFT | 21 funds | $6.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 21 funds | $4.2B |
| BROADCOM INCAVGO | 21 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 21 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $2.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 21 funds | $2.1B |
| COSTCO WHOLESALE CORPCOST | 21 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 21 funds | $2.0B |
| ELI LILLY & COLLY | 21 funds | $1.9B |
Ranked by how many of OSEA'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 OSEA. 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.