63 tracked 13F filers disclose a position in OSEA as of the latest SEC 13F filings, a combined $357.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Diversified Enterprises, LLC | $92.2M | 3.0M | ▲+5.2% Added · +150K sh | Q2 2026 | |
| 2 | Arlington Financial Advisors, LLC | $52.5M | 1.7M | ▲+1.9% Added · +32K sh | Q2 2026 | |
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | $24.8M | 857K | ▲+2.6% Added · +22K sh | Q1 2026 | |
| 4 | Venturi Wealth Management, LLC | $23.6M | 772K | ▲+0.1% Added · +848 sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $18.5M | 638K | ▲+49% Added · +211K sh | Q1 2026 | |
| 6 | PACES FERRY WEALTH ADVISORS, LLC | $18.9M | 620K | ▲+6.7% Added · +39K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $10.5M | 363K | ▲+10% Added · +34K sh | Q1 2026 | |
| 8 | Corient Private Wealth LP | $9.6M | 332K | ▲+85% Added · +153K sh | Q1 2026 | |
| 9 | Grey Ledge Advisors, LLC | $10.0M | 327K | ▼−15% Reduced · −59K sh | Q2 2026 | |
| 10 | Nordwand Advisors, LLC | $9.6M | 315K | —Held | Q2 2026 | |
| 11 | AMI INVESTMENT MANAGEMENT INC | $9.1M | 298K | ▼−32% Reduced · −139K sh | Q2 2026 | |
| 12 | Proactive Wealth Strategies LLC | $8.2M | 268K | ▲+17% Added · +39K sh | Q2 2026 | |
| 13 | Gladstone Institutional Advisory LLC | $8.0M | 261K | ▲+8.9% Added · +21K sh | Q2 2026 | |
| 14 | JPMORGAN CHASE & CO | $7.2M | 255K | ▲+32% Added · +62K sh | Q1 2026 | |
| 15 | Fiduciary Group, LLC | $4.8M | 159K | ▲+4.1% Added · +6K sh | Q2 2026 | |
| 16 | FMA Wealth Management, LLC | $4.5M | 146K | ▼−8.9% Reduced · −14K sh | Q2 2026 | |
| 17 | KWB Wealth | $4.2M | 137K | ▲+35% Added · +35K sh | Q2 2026 | |
| 18 | LPL Financial LLC | $3.5M | 121K | ▼−51% Reduced · −129K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $3.2M | 111K | ▲+592% Added · +95K sh | Q1 2026 | |
| 20 | Focus Partners Wealth | $3.0M | 103K | ▼−41% Reduced · −72K sh | Q1 2026 | |
| 21 | CPC Advisors, LLC | $2.8M | 92K | ▼−12% Reduced · −12K sh | Q2 2026 | |
| 22 | Rockefeller Capital Management L.P. | $2.6M | 91K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $2.0M | 71K | ▲New +71K sh | Q1 2026 | |
| 24 | TRUIST FINANCIAL CORP | $1.7M | 59K | ▲+0.8% Added · +466 sh | Q1 2026 | |
| 25 | Ascension Capital Advisors, Inc. | $1.8M | 58K | ▲+6.4% Added · +3K 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, 3 funds opened a new position in OSEA and 7 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 | 28 funds | $6.0B |
| AMAZON.COM INCAMZN | 27 funds | $3.5B |
| MICROSOFT CORPMSFT | 27 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 27 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 27 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 27 funds | $1.7B |
| NEXTERA ENERGY INCNEE | 27 funds | $372.4M |
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $2.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $1.5B |
| JOHNSON & JOHNSONJNJ | 26 funds | $1.1B |
Ranked by how many of OSEA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HGERmc | 212 funds | $2.7B |
| WINNmc | 107 funds | $848.2M |
| OSEAthis pageINTERNATNAL COMP | 63 funds | $357.7M |
| SIHYmc | 43 funds | $79.1M |
| GDIVmc | 28 funds | $88.3M |
| HAPIHUMAN CAP LARGE | 17 funds | $28.5M |
| INFOPANAGORA DYNAMIC | 14 funds | $707.9M |
| MEDIHEALTH CARE ETF | 10 funds | $12.1M |
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 OSEA
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.
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.