Among active 13F managers last quarter, 3 opened and 2 added, while 5 reduced; the largest holder to move was Harbour Investments, Inc. (+231%).
34 tracked 13F filers disclose a position in OCTM as of the latest SEC 13F filings, a combined $15.8M 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 | Kestra Advisory Services, LLC | 55K | $1.8M | ▼−23% Reduced · −16K sh | Q2 2026 | |
| 2 | Harbour Investments, Inc. | 40K | $1.3M | ▲+231% Added · +28K sh | Q1 2026 | |
| 3 | Apollon Wealth Management, LLC | 33K | $1.1M | ▼−2.5% Reduced · −847 sh | Q1 2026 | |
| 4 | LVZ, Inc. | 30K | $998K | ▲+12% Added · +3K sh | Q2 2026 | |
| 5 | Commonwealth Equity Services, LLC | 24K | $783K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 6 | Capasso Planning Partners LLC | 23K | $783K | —Held | Q2 2026 | |
| 7 | FWG Investments, LLC. | 21K | $691K | —Held | Q2 2026 | |
| 8 | Madrona Financial Services, LLC | 19K | $623K | —Held | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 19K | $602K | ▲+55% Added · +7K sh | Q1 2026 | |
| 10 | Maia Wealth LLC | 18K | $612K | ▼−2.9% Reduced · −547 sh | Q2 2026 | |
| 11 | Buck Wealth Strategies, LLC | 18K | $609K | —Held | Q2 2026 | |
| 12 | Americana Partners, LLC | 16K | $530K | ▼−3.9% Reduced · −647 sh | Q2 2026 | |
| 13 | Mgo One Seven LLC | 15K | $518K | —Held | Q2 2026 | |
| 14 | Cetera Investment Advisers | 14K | $461K | ▲+2.6% Added · +361 sh | Q1 2026 | |
| 15 | Beacon Financial Advisory LLC | 14K | $456K | —Held | Q2 2026 | |
| 16 | BostonPremier Wealth LLC | 13K | $420K | —Held | Q2 2026 | |
| 17 | Mariner, LLC | 12K | $389K | ▼−3.7% Reduced · −462 sh | Q1 2026 | |
| 18 | Atria Investments, Inc | 12K | $388K | ▼−3.4% Reduced · −410 sh | Q2 2026 | |
| 19 | Ameritas Advisory Services, LLC | 11K | $375K | ▲New +11K sh | Q2 2026 | |
| 20 | Geneos Wealth Management Inc. | 11K | $356K | ▲+23% Added · +2K sh | Q2 2026 | |
| 21 | Wealthgarden F.S. LLC | 9K | $318K | ▼−0.1% Reduced · −9 sh | Q2 2026 | |
| 22 | Precedent Wealth Partners, LLC | 8K | $254K | ▲New +8K sh | Q2 2026 | |
| 23 | Gallagher Fiduciary Advisors, LLC | 7K | $233K | —Held | Q2 2026 | |
| 24 | CWM, LLC | 7K | $222K | ▼−0.3% Reduced · −23 sh | Q1 2026 | |
| 25 | Milestone Asset Management, LLC | 6K | $206K | ▼−9.1% Reduced · −614 sh | Q2 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, 3 funds opened a new position in OCTM and 2 added to an existing one, while 5 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 | 18 funds | $1.4B |
| Apple IncAAPL | 18 funds | $1.3B |
| Nvidia CorpNVDA | 18 funds | $1.2B |
| Microsoft CorpMSFT | 18 funds | $793.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 18 funds | $680.0M |
| Amazon.com IncAMZN | 18 funds | $605.8M |
| Alphabet Inc-CL AGOOGL | 18 funds | $484.4M |
| JPMorgan Chase & CoJPM | 18 funds | $371.6M |
| Alphabet Inc-CL CGOOG | 18 funds | $341.2M |
| Tesla IncTSLA | 18 funds | $220.5M |
| Vanguard S&P 500 ETFVOO | 17 funds | $1.1B |
| Vanguard Total Stock MKT ETFVTI | 17 funds | $556.6M |
Ranked by how many of OCTM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OCTM.
| Class | 13F holders | Value held |
|---|---|---|
| BUFRmc | 502 funds | $7.5B |
| FIXDmc | 294 funds | $2.6B |
| UCONmc | 256 funds | $2.7B |
| FFEBmc | 167 funds | $358.2M |
| FAUGmc | 165 funds | $241.3M |
| FJANmc | 148 funds | $372.8M |
| EIPImc | 144 funds | $354.3M |
| FMAYmc | 144 funds | $294.8M |
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 OCTM
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/OCTM/capital-change-brief"
Use Arkolith's capital_change_brief for OCTM. 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 OCTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.