Among active 13F managers last quarter, 7 opened and 2 added, while 3 reduced; the largest holder to move was Virtus Investment Advisers, LLC (−15%).
34 tracked 13F filers disclose a position in OCCI as of the latest SEC 13F filings, a combined $3.9M 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 | Virtus Investment Advisers, LLC | 392K | $1.0M | ▼−15% Reduced · −70K sh | Q2 2026 | |
| 2 | Morgan Stanley | 383K | $1.1M | ▼−18% Reduced · −83K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | 113K | $289K | ▲+22% Added · +20K sh | Q2 2026 | |
| 4 | Meridian Wealth Management, LLC | 109K | $314K | ▲New +109K sh | Q1 2026 | |
| 5 | Jane Street Group, LLC | 93K | $268K | ▲New +93K sh | Q1 2026 | |
| 6 | UBS Group AG | 60K | $175K | ▲11× Added · +55K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 46K | $132K | ▼−25% Reduced · −15K sh | Q1 2026 | |
| 8 | XTX Topco Ltd | 42K | $121K | ▲New +42K sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 42K | $107K | ▲New +42K sh | Q2 2026 | |
| 10 | Advisory Solutions Group, LLC | 19K | $49K | ▲New +19K sh | Q2 2026 | |
| 11 | Two Sigma Securities, LLC | 16K | $40K | ▲New +16K sh | Q2 2026 | |
| 12 | Boothbay Fund Management, LLC | 15K | $37K | ▲New +15K sh | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 13K | $38K | ▲New +13K sh | Q1 2026 | |
| 14 | Commonwealth Equity Services, LLC | 13K | $37K | ▲+0.2% Added · +31 sh | Q1 2026 | |
| 15 | Prospera Financial Services Inc | 13K | $33K | ▲+0.9% Added · +109 sh | Q2 2026 | |
| 16 | Private Advisor Group, LLC | 12K | $32K | ▲New +12K sh | Q2 2026 | |
| 17 | One Capital Management, LLC | 11K | $32K | —Held | Q2 2026 | |
| 18 | Cresset Asset Management, LLC | 11K | $28K | ▲+5.4% Added · +551 sh | Q2 2026 | |
| 19 | NFSG Corp | 6K | $15K | ▲+120% Added · +3K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | 6K | $15K | —Held | Q2 2026 | |
| 21 | Northwestern Mutual Wealth Management Co | 5K | $13K | ▲New +5K sh | Q1 2026 | |
| 22 | Compass Financial Management LLC | 3K | $7K | ▲New +3K sh | Q2 2026 | |
| 23 | Global Retirement Partners, LLC | 3K | $7K | ▼−5.9% Reduced · −166 sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 3K | $8K | ▼−48% Reduced · −2K sh | Q1 2026 | |
| 25 | BNP Paribas Financial Markets | 2K | $6K | —Held | 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, 7 funds opened a new position in OCCI and 2 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 13 funds | $3.0B |
| Microsoft CorpMSFT | 13 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 13 funds | $1.3B |
| Broadcom IncAVGO | 13 funds | $1.3B |
| Eli Lilly & CoLLY | 13 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 13 funds | $794.3M |
| Oracle CorpORCL | 13 funds | $756.4M |
| Cisco Systems IncCSCO | 13 funds | $426.7M |
| Northrop Grumman CorpNOC | 13 funds | $307.6M |
| Palantir Technologies Inc-APLTR | 13 funds | $295.1M |
| Alphabet Inc-CL CGOOG | 12 funds | $1.1B |
| Advanced Micro DevicesAMD | 12 funds | $1.1B |
Ranked by how many of OCCI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OCCI.
Connected entities for OCCI
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/OCCI/capital-change-brief"
Use Arkolith's capital_change_brief for OCCI. 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 OCCI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.