Who owns OILK
Which tracked institutional funds hold OILK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OILK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
10 tracked funds added or opened OILK while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OILK’s largest tracked holder by dollar value, Trek Financial, LLC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OILK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 37 tracked filers holding OILK, 21 increased or opened the position and 30 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OILK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Point Nemo Capital, LLC$6M
- Private Advisory Group LLC$5M
- Arlington Capital Management, Inc.$5M
- B. Riley Wealth Advisors, Inc.$1M
- MML INVESTORS SERVICES, LLC$986K
Full exits 9
- Harvest Fund Management Co., Ltd$31M
- NewSquare Capital LLC$8M
- Ethos Financial Group, LLC$3M
- Fortis Group Advisors, LLC$2M
- Encompass More Asset Management$2M
- FLAGSHIP HARBOR ADVISORS, LLC$2M
Largest adds
- Merit Financial Group, LLC$20M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$10M
- Trek Financial, LLC$10M
- LPL Financial LLC$1M
- OSAIC HOLDINGS, INC.$626K
Largest trims
- CITADEL ADVISORS LLC$6M
- JANE STREET GROUP, LLC$1M
- Stratos Wealth Partners, LTD.$965K
- Belvedere Trading LLC$584K
- SIMPLEX TRADING, LLC$295K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Trek Financial, LLC added | 739,443 | $35M | 22.7% | 2026-Q2 |
| Merit Financial Group, LLC added | 457,123 | $22M | 14.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 260,530 | $12M | 8.0% | 2026-Q2 |
| Point Nemo Capital, LLC new | 115,976 | $6M | 3.6% | 2026-Q2 |
| Private Advisory Group LLC trimmed | 112,476 | $5M | 3.5% | 2026-Q2 |
| Arlington Capital Management, Inc. new | 102,037 | $5M | 3.1% | 2026-Q2 |
| Green Ridge Wealth Planning LLC added | 65,570 | $3M | 2.0% | 2026-Q2 |
| LPL Financial LLC added | 42,990 | $2M | 1.3% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. new | 26,639 | $1M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 24,159 | $1M | 0.7% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 22,963 | $1M | 0.7% | 2026-Q2 |
| Belvedere Trading LLC trimmed | 22,195 | $1M | 0.7% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 22,171 | $1M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 20,765 | $986K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 13,506 | $641K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,715 | $556K | 0.4% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 9,699 | $461K | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 7,466 | $355K | 0.2% | 2026-Q2 |
| Verity Asset Management, Inc. added | 7,443 | $353K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 5,695 | $270K | 0.2% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 4,662 | $221K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 2,500 | $119K | 0.1% | 2026-Q2 |
| NVWM, LLC trimmed | 2,272 | $108K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,849 | $88K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,142 | $54K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 726 | $34K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 650 | $31K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 650 | $31K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 39 | $2K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 31 | $1K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 25 | $1K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 17 | $790 | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC trimmed | 16 | $760 | 0.0% | 2026-Q2 |
| Winch Advisory Services, LLC | 13 | $617 | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 5 | $237 | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 1 | $68 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $22 | 0.0% | 2026-Q2 |
| Harvest Fund Management Co., Ltd new | 574,511 | $31M | 20.1% | 2026-Q1 stale (1 quarter behind) |
| NewSquare Capital LLC added | 144,858 | $8M | 5.1% | 2026-Q1 stale (1 quarter behind) |
| Ethos Financial Group, LLC new | 48,473 | $3M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Fortis Group Advisors, LLC trimmed | 32,318 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Encompass More Asset Management new | 34,840 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 29,403 | $2M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 21,458 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC new | 13,332 | $721K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 10,840 | $586K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 6,910 | $374K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 6,181 | $334K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sanctuary Advisors, LLC new | 6,159 | $333K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Beacon Pointe Advisors, LLC trimmed | 5,104 | $276K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Signet Private Wealth LLC new | 4,372 | $237K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. trimmed | 370 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) new | 207 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 207 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRIVATE TRUST CO NA new | 83 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 27 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Enhancement Group LLC new | 51,511 | $2M | 1.3% | 2025-Q4 stale (2 quarters behind) |
| Requisite Capital Management, LLC | 10,100 | $377K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Smithfield Trust Co | 3,000 | $111K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC added | 290 | $11K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Brandywine Financial Group new | 133 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Ankerstar Wealth, LLC new | 17 | $634 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sugar Maple Asset Management, LLC new | 9,000 | $361K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Rockefeller Capital Management L.P. new | 1,002 | $40K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AllSquare Wealth Management LLC | 351 | $14K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRUDENTIAL PLC trimmed | 20,820 | $837K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Kiker Wealth Management, LLC | 637 | $26K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 172 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC | 3 | $121 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.