Among active 13F managers last quarter, 4 opened and 2 added, while 2 reduced; the largest holder to move was Old Mission Capital LLC (new position).
35 tracked 13F filers disclose a position in AOCT as of the latest SEC 13F filings, a combined $18.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 139K | $3.7M | ▼−24% Reduced · −45K sh | Q1 2026 | |
| 2 | Commonwealth Equity Services, LLC | 104K | $2.8M | ▼−0.6% Reduced · −601 sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | 65K | $1.7M | —Held | Q1 2026 | |
| 4 | Old Mission Capital LLC | 40K | $1.1M | ▲New +40K sh | Q1 2026 | |
| 5 | Tradition Wealth Management, LLC | 39K | $1.1M | —Held | Q2 2026 | |
| 6 | Continuum Wealth Advisors, LLC | 27K | $739K | —Held | Q2 2026 | |
| 7 | Allworth Financial LP | 26K | $685K | ▼−41% Reduced · −18K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | 26K | $680K | ▲+0.7% Added · +188 sh | Q1 2026 | |
| 9 | Capasso Planning Partners LLC | 24K | $669K | —Held | Q2 2026 | |
| 10 | KFG Wealth Management, LLC | 18K | $506K | ▼−1.6% Reduced · −306 sh | Q2 2026 | |
| 11 | JPMorgan Chase & Co | 18K | $484K | ▲+35% Added · +5K sh | Q1 2026 | |
| 12 | MTM Financial Group, LLC | 18K | $489K | ▲+0.5% Added · +88 sh | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 16K | $420K | ▲New +16K sh | Q1 2026 | |
| 14 | Concurrent Investment Advisors, LLC | 15K | $420K | ▲+23% Added · +3K sh | Q2 2026 | |
| 15 | Syntegra Private Wealth Group, LLC | 12K | $321K | —Held | Q2 2026 | |
| 16 | AE Wealth Management LLC | 12K | $308K | ▼−2.7% Reduced · −320 sh | Q1 2026 | |
| 17 | Comprehensive Financial Consultants Institutional, Inc. | 11K | $301K | ▼−3.3% Reduced · −375 sh | Q2 2026 | |
| 18 | Independent Financial Group, LLC | 10K | $274K | —Held | Q2 2026 | |
| 19 | LPL Financial LLC | 10K | $259K | ▲+26% Added · +2K sh | Q1 2026 | |
| 20 | Cypress Wealth Services, LLC | 9K | $248K | —Held | Q2 2026 | |
| 21 | Citadel Advisors LLC | 8K | $216K | ▲New +8K sh | Q2 2026 | |
| 22 | WealthShield Partners, LLC | 8K | $211K | —Held | Q2 2026 | |
| 23 | Barclays PLC | 7K | $193K | ▲New +7K sh | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | 7K | $188K | —Held | Q2 2026 | |
| 25 | Osaic Holdings, Inc. | 4K | $98K | ▲+640% Added · +3K 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, 4 funds opened a new position in AOCT and 2 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 13 funds | $13.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $1.3B |
| Invesco QQQ Trust Series 1QQQ | 13 funds | $757.1M |
| Nvidia CorpNVDA | 12 funds | $3.6B |
| Apple IncAAPL | 12 funds | $3.3B |
| Microsoft CorpMSFT | 12 funds | $2.1B |
| Eli Lilly & CoLLY | 12 funds | $1.3B |
| JPMorgan Chase & CoJPM | 12 funds | $1.0B |
| Micron Technology IncMU | 12 funds | $1.0B |
| Tesla IncTSLA | 12 funds | $755.2M |
| Amazon.com IncAMZN | 11 funds | $3.2B |
| Alphabet Inc-CL AGOOGL | 11 funds | $1.6B |
Ranked by how many of AOCT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AOCT.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 67 funds | $62.1M |
| KDECmc | 63 funds | $63.2M |
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 AOCT
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/AOCT/capital-change-brief"
Use Arkolith's capital_change_brief for AOCT. 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 AOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.