10 tracked 13F filers disclose a position in OCTB as of the latest SEC 13F filings, a combined $21.4M 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 | KFG WEALTH MANAGEMENT, LLC | $17.1M | 627K | ▲+2.0% Added · +12K sh | Q2 2026 | |
| 2 | Aptus Capital Advisors, LLC | $1.4M | 54K | ▲+17% Added · +8K sh | Q1 2026 | |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | $1.1M | 44K | —Held | Q1 2026 | |
| 4 | Kovack Advisors, Inc. | $431K | 16K | ▼−54% Reduced · −19K sh | Q2 2026 | |
| 5 | Prime Capital Investment Advisors, LLC | $388K | 14K | ▲+70% Added · +6K sh | Q2 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $290K | 12K | ▼−52% Reduced · −12K sh | Q1 2026 | |
| 7 | Cyndeo Wealth Partners, LLC | $272K | 10K | —Held | Q2 2026 | |
| 8 | OLD MISSION CAPITAL LLC | $238K | 9K | ▼−57% Reduced · −13K sh | Q1 2026 | |
| 9 | Cornerstone Wealth Group, LLC | $214K | 8K | —Held | Q2 2026 | |
| 10 | UBS Group AG | $4K | 142 | ▲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, 0 funds opened a new position in OCTB and 2 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 | 4 funds | $808.6M |
| ISHARES CORE MSCI EMERGINGIEMG | 4 funds | $710.4M |
| NVIDIA CORPNVDA | 4 funds | $622.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $563.1M |
| VANGUARD TOTAL INTL STOCKVXUS | 4 funds | $455.7M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 4 funds | $427.3M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $381.6M |
| INVESCO QQQ TRUST SERIES 1QQQ | 4 funds | $297.4M |
| VANGUARD FTSE DEVELOPED ETFVEA | 4 funds | $230.7M |
| TESLA INCTSLA | 4 funds | $165.8M |
| VANGUARD TOTAL BOND MARKETBND | 4 funds | $138.3M |
| AVANTIS EMERGING MARKETS EQAVEM | 4 funds | $120.2M |
Ranked by how many of OCTB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JANBMF Closed and MF Open | 16 funds | $63.2M |
| OCTBthis pageETF | 10 funds | $21.4M |
| JULBAPTUS JULY BUFR | 8 funds | $26.7M |
| BGDVFUND | 7 funds | $41.0M |
| APRBAPTUS APRIL BUF | 6 funds | $21.4M |
| AKAFTHE FRONTIER ECO | 4 funds | $4.7M |
| 268961620APTUS LADDERED | 4 funds | $821K |
| 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.