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 OCTH 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/OCTH"
Use Arkolith to show who owns OCTH, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Trek Financial, LLC | $906K | 39K | ▼−3.1% Reduced · −1K sh | Q1 2026 | |
| 2 | Wealthspire Retirement, LLC | $363K | 15K | ▼−22% Reduced · −4K sh | Q1 2026 | |
| 3 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $260K | 11K | ▲+2.3% Added · +251 sh | Q1 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | $101K | 4K | ▲+2.6% Added · +110 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 116 funds | $920.7M |
| SFLRmc | 92 funds | $903.5M |
| BUFFmc | 78 funds | $357.1M |
| QFLRmc | 61 funds | $194.4M |
| ZALTmc | 59 funds | $504.3M |
| ZJULmc | 49 funds | $44.2M |
| JAJLmc | 47 funds | $109.5M |
| BUFBmc | 45 funds | $90.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $941.4M |
| NVIDIA CORPNVDA | 5 funds | $839.1M |
| ALPHABET INC-CL AGOOGL | 5 funds | $540.7M |
| AMAZON.COM INCAMZN | 5 funds | $518.0M |
| MICROSOFT CORPMSFT | 5 funds | $509.3M |
| ISHARES CORE MSCI EMERGINGIEMG | 5 funds | $487.2M |
| ISHARES CORE U.S. AGGREGATEAGG | 5 funds | $442.5M |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $433.5M |
| VANGUARD S&P 500 ETFVOO | 5 funds | $365.7M |
| SPDR GOLD SHARESGLD | 5 funds | $365.0M |
| JPMORGAN CHASE & COJPM | 5 funds | $359.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $322.0M |
Ranked by how many of OCTH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OCTH. 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.