AOCT

In Equ D PR ETF - 2 Y O 2026
UnclassifiedUSCUSIP 45784N601◍ Confluence graph
Tracked 13F Holders
7
+5 QoQ
13F Value (tracked)
$964K
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)1 adding · 1 trimming
Insider net (180d)$0
Price history not yet available for AOCT.
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Use AOCT data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns AOCT

This stock page is the Follow view. The Build view lets your agent query AOCT owners, fund changes, insider filings, and source links through REST or MCP.

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  "https://arkolith.com/api/v1/stocks/AOCT"
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Use Arkolith to show who owns AOCT,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

7 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Concurrent Investment Advisors, LLC
$329K
12K
New
+12K sh
Q1 2026
2INDEPENDENT FINANCIAL GROUP, LLC
$265K
10K
Held
Q1 2026
3Steward Partners Investment Advisory, LLC
$182K
7K
−3.7%
Reduced · −262 sh
Q1 2026
4CWM, LLC
$82K
3K
Held
Q1 2026
5ST GERMAIN D J CO INC
$52K
2K
Held
Q1 2026
6Ashton Thomas Private Wealth, LLC
$39K
1K
New
+1K sh
Q1 2026
7IFP Advisors, Inc
$16K
600
−50%
Reduced · −600 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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
0
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

24 funds+13 since Q4 2024
01224Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $14.1M

Share classes

Class13F holdersValue held
ZFEBmc48 funds$55.0M
ZMARmc47 funds$31.9M
ZDEKmc43 funds$41.3M
ZSEPmc42 funds$61.7M
ZNOVmc41 funds$48.9M
KDECmc37 funds$37.5M
ZJANmc37 funds$34.3M
ZOCTmc35 funds$48.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own AOCT also own

CompanyCo-held byCombined value
APPLE INCAAPL7 funds$2.1B
NVIDIA CORPNVDA7 funds$2.0B
ISHARES CORE S&P 500 ETFIVV7 funds$1.6B
MICROSOFT CORPMSFT7 funds$1.3B
AMAZON.COM INCAMZN7 funds$1.1B
STE STR SPDR PT S&P 500 ETFSPYM7 funds$1.1B
ALPHABET INC-CL AGOOGL7 funds$1.1B
SS SPDR S&P 500 ETF TRUST-USSPY7 funds$967.3M
STE STR SPDR PT DW EU ETFSPDW7 funds$883.4M
ISHARES S&P 500 GROWTH ETFIVW7 funds$792.7M
INVESCO QQQ TRUST SERIES 1QQQ7 funds$746.6M
META PLATFORMS INC-CLASS AMETA7 funds$732.7M

Ranked by how many of AOCT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.