The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query OCCI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OCCI"
Use Arkolith to show who owns OCCI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $1.1M | 383K | ▼−18% Reduced · −83K sh | Q1 2026 | |
| 2 | Meridian Wealth Management, LLC | $314K | 109K | ▲New +109K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $268K | 93K | ▲+12% Added · +10K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $268K | 93K | ▲New +93K sh | Q1 2026 | |
| 5 | UBS Group AG | $175K | 60K | ▲11× Added · +55K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $132K | 46K | ▼−25% Reduced · −15K sh | Q1 2026 | |
| 7 | XTX Topco Ltd | $121K | 42K | ▲New +42K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38K | 13K | ▲New +13K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $37K | 13K | ▲+0.2% Added · +31 sh | Q1 2026 | |
| 10 | Prospera Financial Services Inc | $36K | 13K | ▲+18% Added · +2K sh | Q1 2026 | |
| 11 | One Capital Management, LLC | $32K | 11K | ▲+2.6% Added · +280 sh | Q1 2026 | |
| 12 | Cresset Asset Management, LLC | $30K | 10K | ▲New +10K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $17K | 6K | —Held | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13K | 5K | ▲New +5K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $8K | 3K | ▼−48% Reduced · −2K sh | Q1 2026 | |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $6K | 2K | —Held | Q1 2026 | |
| 17 | Allworth Financial LP | $874 | 302 | —Held | Q1 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $741 | 256 | ▲New +256 sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $122 | 43 | ▲New +43 sh | Q1 2026 | |
| 20 | FIFTH THIRD BANCORP | $118 | 41 | ▲New +41 sh | Q1 2026 | |
| 21 | NATIONAL BANK OF CANADA /FI/ | $29 | 10 | —Held | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $3 | 1 | ▼−50% Reduced · −1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 24, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 500 | $12K |
| Sep 24, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 100 | $2K |
| Sep 23, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 109 | $3K |
| Sep 19, 2024 | Eagle Point Credit Management LLC | 10% Owner | Sell (S) | 1K | $32K |
| Sep 13, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 462 | $11K |
| Sep 11, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 189 | $5K |
| Aug 30, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 190 | $5K |
| Aug 29, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 551 | $13K |
| Aug 27, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 422 | $10K |
| Aug 26, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 300 | $7K |
| Aug 23, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 123 | $3K |
| Aug 21, 2024 | Eagle Point DIF GP I LLC | 10% Owner | Sell (S) | 68 | $2K |
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $6.4B |
| NVIDIA CORPNVDA | 9 funds | $5.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $3.9B |
| MICROSOFT CORPMSFT | 9 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $2.0B |
| BROADCOM INCAVGO | 9 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 9 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 9 funds | $1.8B |
| SS SPDR DOW JONES INDUS AVGDIA | 9 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 9 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 9 funds | $1.6B |
Ranked by how many of OCCI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.