91 tracked 13F filers disclose a position in UOCT as of the latest SEC 13F filings, a combined $133.3M 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 | Talon Private Wealth, LLC | $36.1M | 943K | ▲74× Added · +931K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $14.7M | 384K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 3 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.5M | 159K | ▲+5.8% Added · +9K sh | Q2 2026 | |
| 4 | CWM, LLC | $4.8M | 125K | ▲+2.4% Added · +3K sh | Q1 2026 | |
| 5 | Advisory Services Network, LLC | $3.5M | 90K | ▼−0.4% Reduced · −399 sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $3.2M | 85K | ▲+19% Added · +14K sh | Q1 2026 | |
| 7 | Spire Wealth Management | $3.1M | 82K | ▼−5.4% Reduced · −5K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $3.3M | 81K | ▼−22% Reduced · −23K sh | Q2 2026 | |
| 9 | KFG WEALTH MANAGEMENT, LLC | $3.3M | 80K | ▼−36% Reduced · −45K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 76K | ▲+3.5% Added · +3K sh | Q1 2026 | |
| 11 | IMG Wealth Management, Inc. | $2.7M | 67K | ▲+1.1% Added · +722 sh | Q2 2026 | |
| 12 | Orion Porfolio Solutions, LLC | $2.3M | 60K | ▲+10% Added · +6K sh | Q1 2026 | |
| 13 | CENTRAL VALLEY ADVISORS, LLC | $2.4M | 58K | ▼−4.6% Reduced · −3K sh | Q2 2026 | |
| 14 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $2.1M | 56K | ▲+6.1% Added · +3K sh | Q1 2026 | |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 56K | ▼−48% Reduced · −52K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $2.1M | 54K | ▼−0.1% Reduced · −82 sh | Q1 2026 | |
| 17 | Creative Planning | $1.9M | 49K | ▲New +49K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.9M | 49K | ▼−2.8% Reduced · −1K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $1.8M | 47K | ▼−0.3% Reduced · −144 sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $1.7M | 44K | ▼−0.5% Reduced · −227 sh | Q1 2026 | |
| 21 | Triad Wealth Partners, LLC | $1.6M | 38K | ▲+65% Added · +15K sh | Q2 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $1.5M | 37K | ▲+116% Added · +20K sh | Q2 2026 | |
| 23 | Sonoma Allocations LLC | $1.5M | 37K | ▼−4.1% Reduced · −2K sh | Q2 2026 | |
| 24 | Bedel Financial Consulting, Inc. | $1.5M | 36K | —Held | Q2 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 35K | ▲+72% Added · +15K 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, 6 funds opened a new position in UOCT and 12 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 | 47 funds | $4.5B |
| MICROSOFT CORPMSFT | 47 funds | $2.8B |
| NVIDIA CORPNVDA | 46 funds | $6.1B |
| AMAZON.COM INCAMZN | 46 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 46 funds | $2.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 45 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 45 funds | $1.5B |
| TESLA INCTSLA | 45 funds | $1.4B |
| ISHARES CORE S&P 500 ETFIVV | 44 funds | $5.3B |
| VANGUARD S&P 500 ETFVOO | 44 funds | $2.5B |
Ranked by how many of UOCT's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for UOCT
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/UOCT/capital-change-brief"
Use Arkolith's capital_change_brief for UOCT. 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 UOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.