Among active 13F managers last quarter, 4 opened and 5 added, while 17 reduced; the largest holder to move was Compass Financial Group, Inc. (−0.4%).
86 tracked 13F filers disclose a position in KOCT as of the latest SEC 13F filings, a combined $101.1M 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 | HighTower Advisors, LLC | 288K | $9.8M | ▲+577% Added · +245K sh | Q1 2026 | |
| 2 | Compass Financial Group, Inc. | 239K | $8.9M | ▼−0.4% Reduced · −1K sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | 177K | $6.0M | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 4 | Creative Planning | 172K | $5.8M | ▲New +172K sh | Q1 2026 | |
| 5 | Osaic Holdings, Inc. | 167K | $5.7M | ▼−9.8% Reduced · −18K sh | Q1 2026 | |
| 6 | Principal Securities, Inc. | 167K | $6.2M | ▼−0.1% Reduced · −127 sh | Q2 2026 | |
| 7 | SageView Advisory Group, LLC | 164K | $6.1M | ▼−4.7% Reduced · −8K sh | Q2 2026 | |
| 8 | Commonwealth Equity Services, LLC | 129K | $4.4M | ▼−10% Reduced · −15K sh | Q1 2026 | |
| 9 | BFI Wealth Solutions, LLC | 99K | $3.7M | ▲+11% Added · +10K sh | Q2 2026 | |
| 10 | LPL Financial LLC | 56K | $1.9M | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 11 | Truist Financial Corp | 54K | $1.8M | ▲+1.7% Added · +917 sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 52K | $1.8M | ▲+1.9% Added · +983 sh | Q1 2026 | |
| 13 | Global Strategic Investment Solutions, LLC | 52K | $1.9M | ▼−6.0% Reduced · −3K sh | Q2 2026 | |
| 14 | DHJJ Financial Advisors, Ltd. | 50K | $1.9M | ▼−0.1% Reduced · −45 sh | Q2 2026 | |
| 15 | Blue Bell Private Wealth Management, LLC | 44K | $1.7M | ▼−0.1% Reduced · −41 sh | Q2 2026 | |
| 16 | Valtinson Bruner Financial Planning LLC | 42K | $1.6M | ▼−0.7% Reduced · −295 sh | Q2 2026 | |
| 17 | Old Mission Capital LLC | 39K | $1.3M | ▲New +39K sh | Q1 2026 | |
| 18 | Focus Partners Wealth | 39K | $1.3M | —Held | Q1 2026 | |
| 19 | OneDigital Investment Advisors LLC | 36K | $1.2M | —Held | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | 36K | $1.3M | ▼−15% Reduced · −6K sh | Q2 2026 | |
| 21 | Capital Investment Advisory Services, LLC | 35K | $1.3M | —Held | Q2 2026 | |
| 22 | Stratos Wealth Advisors, LLC | 32K | $1.2M | ▼−2.9% Reduced · −956 sh | Q2 2026 | |
| 23 | Arax Advisory Partners | 29K | $1.1M | ▲New +29K sh | Q2 2026 | |
| 24 | U.S. Capital Wealth Advisors, LLC | 28K | $962K | ▼−7.2% Reduced · −2K sh | Q1 2026 | |
| 25 | Independent Financial Group, LLC | 27K | $1.0M | ▲+2.2% Added · +600 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in KOCT and 5 added to an existing one, while 17 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 |
|---|---|---|
| Apple IncAAPL | 41 funds | $9.6B |
| Nvidia CorpNVDA | 41 funds | $9.6B |
| Amazon.com IncAMZN | 41 funds | $5.6B |
| Microsoft CorpMSFT | 41 funds | $5.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 41 funds | $2.9B |
| Invesco QQQ Trust Series 1QQQ | 41 funds | $2.0B |
| Tesla IncTSLA | 41 funds | $1.7B |
| Ishares Core S&P 500 ETFIVV | 40 funds | $16.9B |
| Alphabet Inc-CL AGOOGL | 40 funds | $3.7B |
| Alphabet Inc-CL CGOOG | 40 funds | $3.0B |
| Vanguard S&P 500 ETFVOO | 40 funds | $2.5B |
| Meta Platforms Inc-Class AMETA | 40 funds | $2.3B |
Ranked by how many of KOCT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in KOCT.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 269 funds | $1.0B |
| PJULmc | 245 funds | $686.2M |
| POCTmc | 232 funds | $682.5M |
| PFEBmc | 214 funds | $586.1M |
| PAPRmc | 214 funds | $579.7M |
| PDECmc | 206 funds | $640.3M |
| PSEPmc | 203 funds | $571.0M |
| PMARmc | 199 funds | $470.3M |
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 KOCT
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/KOCT/capital-change-brief"
Use Arkolith's capital_change_brief for KOCT. 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 KOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.