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/BOCT/capital-change-brief"
Use Arkolith's capital_change_brief for BOCT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | INTEGRAL INVESTMENT ADVISORS, INC. | $15.7M | 297K | ▲+2.1% Added · +6K sh | Q2 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 266K | ▼−2.5% Reduced · −7K sh | Q1 2026 | |
| 3 | Cerity Partners LLC | $8.7M | 182K | ▼−9.4% Reduced · −19K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $7.8M | 162K | ▼−2.9% Reduced · −5K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $7.5M | 157K | ▲+3.8% Added · +6K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 121K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $5.7M | 119K | ▼−24% Reduced · −37K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $3.4M | 71K | ▼−7.6% Reduced · −6K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $3.3M | 68K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 10 | Fragasso Financial Advisors Inc | $3.4M | 64K | ▼−2.9% Reduced · −2K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $2.4M | 51K | ▼−4.8% Reduced · −3K sh | Q1 2026 | |
| 12 | Wealthquest Corp | $2.1M | 44K | ▼−1.5% Reduced · −676 sh | Q1 2026 | |
| 13 | Beacon Pointe Advisors, LLC | $2.1M | 43K | ▲+4.5% Added · +2K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 41K | ▲+111% Added · +21K sh | Q1 2026 | |
| 15 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.9M | 37K | ▲New +37K sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $1.7M | 36K | ▼−0.4% Reduced · −162 sh | Q1 2026 | |
| 17 | Orion Porfolio Solutions, LLC | $1.5M | 32K | ▲New +32K sh | Q1 2026 | |
| 18 | OLD MISSION CAPITAL LLC | $1.4M | 30K | ▲+32% Added · +7K sh | Q1 2026 | |
| 19 | Arkadios Wealth Advisors | $1.3M | 28K | ▲+19% Added · +5K sh | Q1 2026 | |
| 20 | Weaver Consulting Group | $1.3M | 27K | ▼−5.4% Reduced · −2K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $1.3M | 27K | ▲+448% Added · +22K sh | Q1 2026 | |
| 22 | Lantz Financial LLC | $1.2M | 23K | ▼−0.2% Reduced · −47 sh | Q2 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $1.1M | 23K | ▼−70% Reduced · −53K sh | Q1 2026 | |
| 24 | Atria Investments, Inc | $1.1M | 22K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $947K | 20K | ▲New +20K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 39 funds | $8.3B |
| MICROSOFT CORPMSFT | 39 funds | $7.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $6.5B |
| AMAZON.COM INCAMZN | 39 funds | $6.1B |
| VANGUARD S&P 500 ETFVOO | 39 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 39 funds | $5.0B |
| JPMORGAN CHASE & COJPM | 39 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 39 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $3.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 39 funds | $3.2B |
| VANGUARD GROWTH ETFVUG | 39 funds | $3.0B |
| BROADCOM INCAVGO | 39 funds | $2.9B |
Ranked by how many of BOCT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BOCT. 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.