66 tracked 13F filers disclose a position in ZOCT as of the latest SEC 13F filings, a combined $61.8M 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 | COMMONWEALTH EQUITY SERVICES, LLC | $22.8M | 854K | ▼−7.4% Reduced · −68K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.8M | 178K | ▼−8.8% Reduced · −17K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $2.6M | 96K | ▼−2.7% Reduced · −3K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $2.0M | 75K | —Held | Q1 2026 | |
| 5 | KFG WEALTH MANAGEMENT, LLC | $1.9M | 71K | ▼−3.6% Reduced · −3K sh | Q2 2026 | |
| 6 | CENTAURUS FINANCIAL, INC. | $1.9M | 67K | ▼−4.6% Reduced · −3K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 53K | ▲+166% Added · +33K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $1.3M | 49K | ▲+22% Added · +9K sh | Q1 2026 | |
| 9 | Strategic Blueprint, LLC | $1.2M | 45K | ▼−2.6% Reduced · −1K sh | Q2 2026 | |
| 10 | HARBOUR INVESTMENTS, INC. | $1.1M | 42K | ▼−26% Reduced · −15K sh | Q1 2026 | |
| 11 | WealthPLAN Partners, LLC | $1.1M | 40K | —Held | Q2 2026 | |
| 12 | Cypress Wealth Services, LLC | $1.1M | 39K | ▼−8.6% Reduced · −4K sh | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | $1.1M | 39K | ▼−41% Reduced · −27K sh | Q2 2026 | |
| 14 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.0M | 38K | ▼−14% Reduced · −6K sh | Q2 2026 | |
| 15 | CANANDAIGUA NATIONAL BANK & TRUST CO | $914K | 33K | —Held | Q2 2026 | |
| 16 | Lineweaver Wealth Advisors, LLC | $899K | 33K | ▼−0.1% Reduced · −20 sh | Q2 2026 | |
| 17 | Advisory Services Network, LLC | $844K | 32K | —Held | Q1 2026 | |
| 18 | FC Advisory LLC | $722K | 26K | —Held | Q2 2026 | |
| 19 | CENTRAL VALLEY ADVISORS, LLC | $684K | 25K | ▼−2.6% Reduced · −676 sh | Q2 2026 | |
| 20 | Sovran Advisors, LLC | $644K | 23K | —Held | Q2 2026 | |
| 21 | LPL Financial LLC | $569K | 21K | —Held | Q1 2026 | |
| 22 | Chris Bulman Inc | $561K | 20K | ▼−1.3% Reduced · −264 sh | Q2 2026 | |
| 23 | Southland Equity Partners LLC | $548K | 20K | —Held | Q2 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $516K | 19K | ▲+7.4% Added · +1K sh | Q1 2026 | |
| 25 | INDEPENDENT FINANCIAL GROUP, LLC | $525K | 19K | ▲+7.9% Added · +1K 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, 1 fund opened a new position in ZOCT and 3 added to an existing one, while 11 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 | 36 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $952.8M |
| ELI LILLY & COLLY | 36 funds | $360.3M |
| JOHNSON & JOHNSONJNJ | 36 funds | $260.8M |
| VANGUARD S&P 500 ETFVOO | 35 funds | $2.2B |
| NVIDIA CORPNVDA | 35 funds | $1.8B |
| MICROSOFT CORPMSFT | 35 funds | $1.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 35 funds | $1.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 35 funds | $815.2M |
| ALPHABET INC-CL AGOOGL | 35 funds | $720.4M |
| ALPHABET INC-CL CGOOG | 35 funds | $508.4M |
| JPMORGAN CHASE & COJPM | 35 funds | $409.8M |
Ranked by how many of ZOCT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.7M |
| ZMARmc | 84 funds | $51.0M |
| ZDEKmc | 79 funds | $65.0M |
| ZSEPmc | 71 funds | $85.3M |
| ZJUNmc | 71 funds | $62.6M |
| ZNOVmc | 67 funds | $54.6M |
| ZOCTthis pagemc | 66 funds | $61.8M |
| KDECmc | 65 funds | $63.1M |
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 ZOCT
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/ZOCT/capital-change-brief"
Use Arkolith's capital_change_brief for ZOCT. 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 ZOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.