Among active 13F managers last quarter, 1 opened and 3 added, while 3 reduced; the largest holder to move was Harbour Investments, Inc. (+7.0%).
17 tracked 13F filers disclose a position in OCTJ as of the latest SEC 13F filings, a combined $8.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Harbour Investments, Inc. | 137K | $3.2M | ▲+7.0% Added · +9K sh | Q1 2026 | |
| 2 | Outlook Wealth Advisors, LLC | 54K | $1.3M | ▼−8.6% Reduced · −5K sh | Q2 2026 | |
| 3 | Susquehanna International Group, LLP | 42K | $984K | ▲+71% Added · +17K sh | Q1 2026 | |
| 4 | Vima LLC | 34K | $807K | ▲New +34K sh | Q2 2026 | |
| 5 | MTM Financial Group, LLC | 22K | $520K | ▼−3.8% Reduced · −867 sh | Q2 2026 | |
| 6 | CoreCap Advisors, LLC | 18K | $425K | ▲+1.3% Added · +229 sh | Q1 2026 | |
| 7 | Trek Financial, LLC | 16K | $382K | —Held | Q2 2026 | |
| 8 | Commonwealth Equity Services, LLC | 13K | $302K | ▲+1.0% Added · +131 sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | 12K | $297K | ▼−13% Reduced · −2K sh | Q2 2026 | |
| 10 | Farther Finance Advisors, LLC | 6K | $134K | ▲27× Added · +5K sh | Q1 2026 | |
| 11 | Creative Financial Designs Inc | 800 | $19K | —Held | Q2 2026 | |
| 12 | Archer Investment Corp | 771 | $18K | ▼−56% Reduced · −1K sh | Q2 2026 | |
| 13 | Pinnacle Wealth Planning Services, Inc. | 720 | $17K | —Held | Q2 2026 | |
| 14 | Bullseye Investment Management, LLC | 122 | $3K | ▼−100% Reduced · −199K sh | Q2 2026 | |
| 15 | DHJJ Financial Advisors, Ltd. | 82 | $2K | —Held | Q2 2026 | |
| 16 | IFP Advisors, Inc | 35 | $837 | —Held | Q2 2026 | |
| 17 | UBS Group AG | 32 | $757 | ▼−97% Reduced · −1K 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, 1 fund opened a new position in OCTJ and 3 added to an existing one, while 3 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 | 9 funds | $769.7M |
| Apple IncAAPL | 9 funds | $639.4M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $470.3M |
| Microsoft CorpMSFT | 9 funds | $272.4M |
| Vanguard Value ETFVTV | 9 funds | $260.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $244.9M |
| Vanguard Dividend Apprec ETFVIG | 9 funds | $157.7M |
| Eli Lilly & CoLLY | 9 funds | $143.3M |
| Schwab US DVD Equity ETFSCHD | 9 funds | $139.4M |
| Ishares Core Msci Eafe ETFIEFA | 9 funds | $113.0M |
| JPMorgan Chase & CoJPM | 9 funds | $102.9M |
| Procter & Gamble CoPG | 9 funds | $99.1M |
Ranked by how many of OCTJ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OCTJ.
No filings captured for this ticker in the live stream yet.
Connected entities for OCTJ
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/OCTJ/capital-change-brief"
Use Arkolith's capital_change_brief for OCTJ. 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 OCTJ. Filings are public domain, sourced to SEC EDGAR.