Among active 13F managers last quarter, 2 added and 2 reduced; the largest holder to move was Aptus Capital Advisors, LLC (+29%).
12 tracked 13F filers disclose a position in OCTB as of the latest SEC 13F filings, a combined $41.7M 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 | KFG Wealth Management, LLC | 627K | $17.1M | ▲+2.0% Added · +12K sh | Q2 2026 | |
| 2 | Uniting Wealth Partners, LLC | 511K | $13.9M | ▲+1.2% Added · +6K sh | Q2 2026 | |
| 3 | Blue Bell Private Wealth Management, LLC | 214K | $5.8M | ▼−0.3% Reduced · −714 sh | Q2 2026 | |
| 4 | Aptus Capital Advisors, LLC | 70K | $1.9M | ▲+29% Added · +16K sh | Q2 2026 | |
| 5 | Guardian Wealth Advisors, LLC / NC | 44K | $1.2M | —Held | Q2 2026 | |
| 6 | Kovack Advisors, Inc. | 16K | $431K | ▼−54% Reduced · −19K sh | Q2 2026 | |
| 7 | Prime Capital Investment Advisors, LLC | 14K | $388K | ▲+70% Added · +6K sh | Q2 2026 | |
| 8 | Susquehanna International Group, LLP | 12K | $290K | ▼−52% Reduced · −12K sh | Q1 2026 | |
| 9 | Cyndeo Wealth Partners, LLC | 10K | $272K | —Held | Q2 2026 | |
| 10 | Old Mission Capital LLC | 9K | $238K | ▼−57% Reduced · −13K sh | Q1 2026 | |
| 11 | Cornerstone Wealth Group, LLC | 8K | $214K | —Held | Q2 2026 | |
| 12 | UBS Group AG | 142 | $4K | ▲New +142 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, 2 funds added to an existing position in OCTB, while 2 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $818.1M |
| Ishares Core Msci EmergingIEMG | 4 funds | $712.5M |
| Nvidia CorpNVDA | 4 funds | $669.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $581.1M |
| Vanguard Total Intl StockVXUS | 4 funds | $516.1M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $430.2M |
| Vanguard S&P 500 ETFVOO | 4 funds | $400.3M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $308.2M |
| Vanguard Ftse Developed ETFVEA | 4 funds | $253.4M |
| Tesla IncTSLA | 4 funds | $175.0M |
| Vanguard Total Bond MarketBND | 4 funds | $137.8M |
| Invesco S&P 500 Equal WeightRSP | 4 funds | $134.2M |
Ranked by how many of OCTB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OCTB.
| Class | 13F holders | Value held |
|---|---|---|
| JANBETF | 19 funds | $89.2M |
| OCTBthis pageETF | 12 funds | $41.7M |
| JULBAPTUS JULY BUFR | 9 funds | $44.1M |
| APRBETF | 7 funds | $22.2M |
| BGDVFUND | 6 funds | $41.0M |
| ABUFAPTUS LADDERED | 6 funds | $2.8M |
| AKAFTHE FRONTIER ECO | 4 funds | $4.8M |
| TIIVIETF | 3 funds | $23.8M |
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 OCTB
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/OCTB/capital-change-brief"
Use Arkolith's capital_change_brief for OCTB. 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 OCTB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.