12 tracked 13F filers disclose a position in USOI as of the latest SEC 13F filings, a combined $8.8M 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 | Cavalier Investments, LLC | $2.7M | 46K | ▲+8.9% Added · +4K sh | Q1 2026 | |
| 2 | JANE STREET GROUP, LLC | $2.5M | 44K | ▼−38% Reduced · −27K sh | Q1 2026 | |
| 3 | OLD MISSION CAPITAL LLC | $1.8M | 32K | ▲+251% Added · +23K sh | Q1 2026 | |
| 4 | Navis Wealth Advisors, LLC | $1.0M | 18K | ▲New +18K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $300K | 5K | ▲New +5K sh | Q1 2026 | |
| 6 | Mariner, LLC | $259K | 5K | ▲New +5K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $121K | 2K | ▼−3.9% Reduced · −85 sh | Q1 2026 | |
| 8 | Aspect Partners, LLC | $3K | 75 | ▲+88% Added · +35 sh | Q2 2026 | |
| 9 | NATIONAL BANK OF CANADA /FI/ | $862 | 15 | —Held | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $81 | 1 | ▼−50% Reduced · −1 sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $58 | 1 | —Held | Q1 2026 | |
| 12 | UBS Group AG | $58 | 1 | ▼−100% Reduced · −33K 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.
Last quarter, 1 fund opened a new position in USOI and 2 added to an existing one, while 0 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 17 funds | $71.6B |
| APPLE INCAAPL | 17 funds | $69.0B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $43.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $39.7B |
| AMAZON.COM INCAMZN | 17 funds | $30.6B |
| ALPHABET INC-CL AGOOGL | 17 funds | $21.6B |
| NVIDIA CORPNVDA | 17 funds | $20.5B |
| VISA INC-CLASS A SHARESV | 17 funds | $20.3B |
| UNITEDHEALTH GROUP INCUNH | 17 funds | $19.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 17 funds | $18.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 17 funds | $18.3B |
| ALPHABET INC-CL CGOOG | 17 funds | $15.9B |
Ranked by how many of USOI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/USOI/capital-change-brief"
Use Arkolith's capital_change_brief for USOI. 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 USOI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.