68 tracked 13F filers disclose a position in KOCT as of the latest SEC 13F filings, a combined $73.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $9.8M | 288K | ▲+577% Added · +245K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $6.0M | 177K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 3 | Creative Planning | $5.8M | 172K | ▲New +172K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $5.7M | 167K | ▼−9.8% Reduced · −18K sh | Q1 2026 | |
| 5 | PRINCIPAL SECURITIES, INC. | $5.7M | 167K | ▼−0.3% Reduced · −461 sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 129K | ▼−10% Reduced · −15K sh | Q1 2026 | |
| 7 | BFI Wealth Solutions, LLC | $3.0M | 89K | ▲+23% Added · +17K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $1.9M | 56K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 9 | TRUIST FINANCIAL CORP | $1.8M | 54K | ▲+1.7% Added · +917 sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 52K | ▲+1.9% Added · +983 sh | Q1 2026 | |
| 11 | DHJJ Financial Advisors, Ltd. | $1.9M | 50K | ▼−0.1% Reduced · −45 sh | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | $1.4M | 42K | ▲+35% Added · +11K sh | Q1 2026 | |
| 13 | OLD MISSION CAPITAL LLC | $1.3M | 39K | ▲New +39K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $1.3M | 39K | —Held | Q1 2026 | |
| 15 | OneDigital Investment Advisors LLC | $1.2M | 36K | —Held | Q1 2026 | |
| 16 | Capital Investment Advisory Services, LLC | $1.3M | 35K | —Held | Q2 2026 | |
| 17 | Stratos Wealth Advisors, LLC | $1.1M | 33K | —Held | Q1 2026 | |
| 18 | U.S. Capital Wealth Advisors, LLC | $962K | 28K | ▼−7.2% Reduced · −2K sh | Q1 2026 | |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $1.0M | 27K | ▲+2.2% Added · +600 sh | Q2 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $902K | 27K | ▼−31% Reduced · −12K sh | Q1 2026 | |
| 21 | IFP Advisors, Inc | $957K | 26K | ▼−6.2% Reduced · −2K sh | Q2 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $848K | 25K | ▲New +25K sh | Q1 2026 | |
| 23 | Concurrent Investment Advisors, LLC | $805K | 24K | ▼−5.8% Reduced · −1K sh | Q1 2026 | |
| 24 | CWM, LLC | $707K | 21K | ▼−26% Reduced · −7K sh | Q1 2026 | |
| 25 | Fragasso Financial Advisors Inc | $760K | 20K | —Held | 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.
Last quarter, 4 funds opened a new position in KOCT and 3 added to an existing one, while 9 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $13.2B |
| NVIDIA CORPNVDA | 28 funds | $11.5B |
| APPLE INCAAPL | 28 funds | $10.8B |
| MICROSOFT CORPMSFT | 28 funds | $8.3B |
| AMAZON.COM INCAMZN | 28 funds | $7.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 28 funds | $5.9B |
| BROADCOM INCAVGO | 28 funds | $4.4B |
| JPMORGAN CHASE & COJPM | 28 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $3.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 28 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 28 funds | $3.6B |
Ranked by how many of KOCT's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.