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 OCTJ 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/OCTJ"
Use Arkolith to show who owns OCTJ, 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 | $378K | 16K | —Held | Q1 2026 | |
| 2 | Steward Partners Investment Advisory, LLC | $337K | 14K | ▼−1.2% Reduced · −180 sh | Q1 2026 | |
| 3 | WealthPlan Investment Management, LLC | $309K | 13K | ▲New +13K sh | Q1 2026 | |
| 4 | Ashton Thomas Private Wealth, LLC | $4K | 150 | ▲New +150 sh | Q1 2026 | |
| 5 | IFP Advisors, Inc | $828 | 35 | ▲+40% Added · +10 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 |
|---|---|---|
| NVIDIA CORPNVDA | 6 funds | $912.9M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $671.3M |
| AMAZON.COM INCAMZN | 6 funds | $578.8M |
| ALPHABET INC-CL AGOOGL | 6 funds | $574.7M |
| MICROSOFT CORPMSFT | 6 funds | $573.7M |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $461.2M |
| ISHARES CORE U.S. AGGREGATEAGG | 6 funds | $440.0M |
| ISHARES CORE MSCI EMERGINGIEMG | 6 funds | $438.5M |
| ISHARES CORE MSCI EAFE ETFIEFA | 6 funds | $356.0M |
| JPMORGAN CHASE & COJPM | 6 funds | $355.4M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $348.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $345.4M |
Ranked by how many of OCTJ'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 OCTJ. 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.