89 tracked 13F filers disclose a position in IOCT as of the latest SEC 13F filings, a combined $126.0M 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 | $15.1M | 432K | ▼−2.9% Reduced · −13K sh | Q1 2026 | |
| 2 | Broussard Financial Group LLC | $14.1M | 382K | ▼−2.9% Reduced · −11K sh | Q2 2026 | |
| 3 | Creative Planning | $8.0M | 227K | ▲New +227K sh | Q1 2026 | |
| 4 | Global Strategic Investment Solutions, LLC | $8.4M | 227K | ▼−3.6% Reduced · −8K sh | Q2 2026 | |
| 5 | IFP Advisors, Inc | $8.0M | 216K | ▼−0.5% Reduced · −1K sh | Q2 2026 | |
| 6 | US BANCORP \DE\ | $5.7M | 163K | ▲+22% Added · +29K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $3.6M | 103K | ▼−26% Reduced · −36K sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $3.6M | 103K | ▼−8.6% Reduced · −10K sh | Q1 2026 | |
| 9 | PFG Advisors | $3.4M | 92K | ▲+0.1% Added · +48 sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $2.6M | 74K | ▼−15% Reduced · −13K sh | Q1 2026 | |
| 11 | PRINCIPAL SECURITIES, INC. | $2.6M | 69K | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $2.2M | 63K | —Held | Q1 2026 | |
| 13 | WPWealth LLP | $2.0M | 54K | ▼−19% Reduced · −12K sh | Q2 2026 | |
| 14 | Talon Private Wealth, LLC | $1.9M | 54K | ▲New +54K sh | Q1 2026 | |
| 15 | Signal Advisors Wealth, LLC | $2.0M | 53K | ▼−1.7% Reduced · −923 sh | Q2 2026 | |
| 16 | BFI Wealth Solutions, LLC | $1.9M | 53K | ▲+0.8% Added · +424 sh | Q2 2026 | |
| 17 | CORRADO ADVISORS, LLC | $1.9M | 52K | ▼−1.4% Reduced · −746 sh | Q2 2026 | |
| 18 | Berger Financial Group, Inc | $1.9M | 52K | ▼−1.6% Reduced · −824 sh | Q2 2026 | |
| 19 | RED CRANE WEALTH MANAGEMENT, LLC | $1.8M | 50K | ▼−25% Reduced · −17K sh | Q2 2026 | |
| 20 | CWM, LLC | $1.8M | 50K | ▲+2.5% Added · +1K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $1.7M | 46K | ▼−11% Reduced · −6K sh | Q2 2026 | |
| 22 | Triad Wealth Partners, LLC | $1.6M | 43K | ▼−8.4% Reduced · −4K sh | Q2 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $1.5M | 43K | ▼−3.6% Reduced · −2K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 42K | ▼−2.9% Reduced · −1K sh | Q1 2026 | |
| 25 | SageView Advisory Group, LLC | $1.2M | 42K | ▲New +42K sh | Q4 2024 |
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, 2 funds opened a new position in IOCT and 6 added to an existing one, while 18 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 | 40 funds | $3.2B |
| NVIDIA CORPNVDA | 40 funds | $2.3B |
| MICROSOFT CORPMSFT | 40 funds | $1.5B |
| VANGUARD S&P 500 ETFVOO | 40 funds | $1.4B |
| AMAZON.COM INCAMZN | 40 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 40 funds | $1.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 40 funds | $778.3M |
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 38 funds | $803.1M |
| JPMORGAN CHASE & COJPM | 38 funds | $645.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 38 funds | $625.1M |
Ranked by how many of IOCT'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 IOCT
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/IOCT/capital-change-brief"
Use Arkolith's capital_change_brief for IOCT. 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 IOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.