11 tracked 13F filers disclose a position in LOCT as of the latest SEC 13F filings, a combined $4.0M 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 | MTM FINANCIAL GROUP, LLC | $1.5M | 64K | ▼−48% Reduced · −58K sh | Q2 2026 | |
| 2 | OLD MISSION CAPITAL LLC | $715K | 30K | ▲+107% Added · +16K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $612K | 26K | ▼−22% Reduced · −7K sh | Q1 2026 | |
| 4 | Summit Financial, LLC | $474K | 20K | ▲New +20K sh | Q2 2026 | |
| 5 | KFG WEALTH MANAGEMENT, LLC | $325K | 14K | ▲+6.5% Added · +831 sh | Q2 2026 | |
| 6 | Steward Partners Investment Advisory, LLC | $164K | 7K | —Held | Q2 2026 | |
| 7 | Farther Finance Advisors, LLC | $94K | 4K | ▼−7.3% Reduced · −310 sh | Q1 2026 | |
| 8 | RED REEF ADVISORS LLC | $50K | 2K | —Held | Q2 2026 | |
| 9 | CoreCap Advisors, LLC | $10K | 418 | —Held | Q1 2026 | |
| 10 | IFP Advisors, Inc | $7K | 290 | —Held | Q2 2026 | |
| 11 | UBS Group AG | $4K | 155 | ▲New +155 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.
Last quarter, 1 fund opened a new position in LOCT and 1 added to an existing one, while 2 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 | 7 funds | $863.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $411.0M |
| INNOVATOR U.S. EQUITY POWERPJUN | 7 funds | $17.0M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 6 funds | $888.4M |
| ISHARES CORE MSCI EMERGINGIEMG | 6 funds | $790.7M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $650.0M |
| APPLE INCAAPL | 6 funds | $644.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $607.8M |
| NVIDIA CORPNVDA | 6 funds | $571.1M |
| MICROSOFT CORPMSFT | 6 funds | $285.2M |
| VANGUARD VALUE ETFVTV | 6 funds | $265.3M |
| TESLA INCTSLA | 6 funds | $159.0M |
Ranked by how many of LOCT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 287 funds | $1.6B |
| SFLRmc | 203 funds | $1.3B |
| BUFFmc | 150 funds | $559.8M |
| QFLRmc | 105 funds | $335.0M |
| ZALTmc | 104 funds | $662.5M |
| BUFBmc | 89 funds | $175.6M |
| JAJLmc | 81 funds | $133.9M |
| ZJULmc | 80 funds | $61.5M |
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 LOCT
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/LOCT/capital-change-brief"
Use Arkolith's capital_change_brief for LOCT. 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 LOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.