Among active 13F managers last quarter, 1 opened and 4 added, while 1 reduced; the largest holder to move was Harbour Investments, Inc. (+6.1%).
20 tracked 13F filers disclose a position in OCTH as of the latest SEC 13F filings, a combined $10.2M 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 | Harbour Investments, Inc. | 143K | $3.4M | ▲+6.1% Added · +8K sh | Q1 2026 | |
| 2 | Outlook Wealth Advisors, LLC | 43K | $1.0M | ▼−3.9% Reduced · −2K sh | Q2 2026 | |
| 3 | Trek Financial, LLC | 39K | $926K | —Held | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 35K | $816K | ▲+173% Added · +22K sh | Q1 2026 | |
| 5 | Whipplewood Advisors, LLC | 33K | $781K | ▲+1.6% Added · +505 sh | Q2 2026 | |
| 6 | Old Mission Capital LLC | 30K | $708K | ▲+110% Added · +16K sh | Q1 2026 | |
| 7 | MTM Financial Group, LLC | 22K | $520K | —Held | Q2 2026 | |
| 8 | Valtinson Bruner Financial Planning LLC | 17K | $408K | ▲+1.4% Added · +241 sh | Q2 2026 | |
| 9 | Wealthspire Retirement, LLC | 16K | $375K | ▲+1.3% Added · +207 sh | Q2 2026 | |
| 10 | Foundations Investment Advisors, LLC | 11K | $265K | ▼−0.1% Reduced · −14 sh | Q2 2026 | |
| 11 | Allworth Financial LP | 11K | $258K | ▲+1.1% Added · +126 sh | Q1 2026 | |
| 12 | Commonwealth Equity Services, LLC | 11K | $257K | ▲+1.4% Added · +150 sh | Q1 2026 | |
| 13 | Soltis Investment Advisors LLC | 10K | $250K | ▲New +10K sh | Q2 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | 4K | $104K | —Held | Q2 2026 | |
| 15 | Harbor Investment Advisory, LLC | 4K | $101K | —Held | Q2 2026 | |
| 16 | Creative Financial Designs Inc | 800 | $19K | —Held | Q2 2026 | |
| 17 | CoreCap Advisors, LLC | 518 | $12K | —Held | Q1 2026 | |
| 18 | Pinnacle Wealth Planning Services, Inc. | 514 | $12K | —Held | Q2 2026 | |
| 19 | UBS Group AG | 270 | $6K | ▲+671% Added · +235 sh | Q1 2026 | |
| 20 | Osaic Holdings, Inc. | 122 | $3K | —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, 1 fund opened a new position in OCTH and 4 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for OCTH
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/OCTH/capital-change-brief"
Use Arkolith's capital_change_brief for OCTH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for OCTH. Filings are public domain, sourced to SEC EDGAR.