28 tracked 13F filers disclose a position in OCTM as of the latest SEC 13F filings, a combined $13.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | $1.8M | 55K | ▼−23% Reduced · −16K sh | Q2 2026 | |
| 2 | HARBOUR INVESTMENTS, INC. | $1.3M | 40K | ▲+231% Added · +28K sh | Q1 2026 | |
| 3 | Apollon Wealth Management, LLC | $1.1M | 33K | ▼−2.5% Reduced · −847 sh | Q1 2026 | |
| 4 | LVZ, Inc. | $998K | 30K | ▲+12% Added · +3K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $783K | 24K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 6 | Capasso Planning Partners LLC | $759K | 23K | ▲+5.7% Added · +1K sh | Q1 2026 | |
| 7 | FWG Investments, LLC. | $691K | 21K | —Held | Q2 2026 | |
| 8 | Madrona Financial Services, LLC | $623K | 19K | —Held | Q2 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $602K | 19K | ▲+55% Added · +7K sh | Q1 2026 | |
| 10 | Maia Wealth LLC | $612K | 18K | ▼−2.9% Reduced · −547 sh | Q2 2026 | |
| 11 | Americana Partners, LLC | $534K | 16K | ▼−0.8% Reduced · −126 sh | Q1 2026 | |
| 12 | MGO ONE SEVEN LLC | $502K | 15K | —Held | Q1 2026 | |
| 13 | Cetera Investment Advisers | $461K | 14K | ▲+2.6% Added · +361 sh | Q1 2026 | |
| 14 | BostonPremier Wealth LLC | $420K | 13K | —Held | Q2 2026 | |
| 15 | Mariner, LLC | $389K | 12K | ▼−3.7% Reduced · −462 sh | Q1 2026 | |
| 16 | Atria Investments, Inc | $388K | 12K | ▼−3.4% Reduced · −410 sh | Q2 2026 | |
| 17 | Geneos Wealth Management Inc. | $280K | 9K | —Held | Q1 2026 | |
| 18 | PRECEDENT WEALTH PARTNERS, LLC | $254K | 8K | ▲New +8K sh | Q2 2026 | |
| 19 | Gallagher Fiduciary Advisors, LLC | $226K | 7K | —Held | Q1 2026 | |
| 20 | CWM, LLC | $222K | 7K | ▼−0.3% Reduced · −23 sh | Q1 2026 | |
| 21 | MILESTONE ASSET MANAGEMENT, LLC | $206K | 6K | ▼−9.1% Reduced · −614 sh | Q2 2026 | |
| 22 | BARCLAYS PLC | $141K | 4K | ▼−11% Reduced · −554 sh | Q1 2026 | |
| 23 | EVOLUTION WEALTH MANAGEMENT INC. | $119K | 4K | ▼−0.1% Reduced · −3 sh | Q2 2026 | |
| 24 | Farther Finance Advisors, LLC | $80K | 2K | —Held | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $72K | 2K | —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 OCTM and 3 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 8 funds | $2.0B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $1.8B |
| NVIDIA CORPNVDA | 8 funds | $1.6B |
| MCDONALD'S CORPMCD | 8 funds | $1.5B |
| MICROSOFT CORPMSFT | 8 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $1.1B |
| STE STR SPDR PT S&P 500 ETFSPYM | 8 funds | $1.1B |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 8 funds | $985.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $983.5M |
| AMAZON.COM INCAMZN | 8 funds | $953.3M |
| VANGUARD S&P 500 ETFVOO | 8 funds | $852.9M |
| VANGUARD GROWTH ETFVUG | 8 funds | $817.8M |
Ranked by how many of OCTM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.