Among active 13F managers last quarter, 1 opened and 2 reduced; the largest holder to move was Castellan Group (−6.7%).
16 tracked 13F filers disclose a position in OCTP as of the latest SEC 13F filings, a combined $20.9M 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 | Prudential Financial Inc | 380K | $11.3M | ▲+38% Added · +105K sh | Q1 2026 | |
| 2 | Commonwealth Equity Services, LLC | 129K | $3.8M | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 3 | Castellan Group | 78K | $2.5M | ▼−6.7% Reduced · −6K sh | Q2 2026 | |
| 4 | NewEdge Advisors, LLC | 25K | $809K | ▲+3.1% Added · +750 sh | Q2 2026 | |
| 5 | Blue Water Asset Management | 24K | $790K | ▼−1.8% Reduced · −457 sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 12K | $348K | —Held | Q1 2026 | |
| 7 | Kintra Wealth, LLC | 9K | $307K | —Held | Q2 2026 | |
| 8 | Spire Wealth Management | 8K | $238K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | 7K | $217K | ▼−43% Reduced · −5K sh | Q2 2026 | |
| 10 | PNC Financial Services Group, Inc. | 5K | $159K | ▲+13% Added · +622 sh | Q1 2026 | |
| 11 | Royal Bank Of Canada | 5K | $141K | ▲+69% Added · +2K sh | Q1 2026 | |
| 12 | DHJJ Financial Advisors, Ltd. | 3K | $109K | —Held | Q2 2026 | |
| 13 | Parallel Advisors, LLC | 2K | $56K | —Held | Q1 2026 | |
| 14 | Ameritas Advisory Services, LLC | 1K | $41K | ▲New +1K sh | Q2 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | 671 | $22K | —Held | Q2 2026 | |
| 16 | Harbour Investments, Inc. | 500 | $15K | —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 OCTP, while 2 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 |
|---|---|---|
| Microsoft CorpMSFT | 5 funds | $199.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $171.0M |
| Amazon.com IncAMZN | 5 funds | $159.9M |
| Chevron CorpCVX | 5 funds | $46.1M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $870.2M |
| Apple IncAAPL | 4 funds | $497.5M |
| Nvidia CorpNVDA | 4 funds | $315.6M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $147.1M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 4 funds | $92.1M |
| Pgim Ultra Short Bond ETFPULS | 4 funds | $80.7M |
| JPMorgan Chase & CoJPM | 4 funds | $75.6M |
| Vanguard Mid-Cap ETFVO | 4 funds | $70.6M |
Ranked by how many of OCTP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OCTP.
| Class | 13F holders | Value held |
|---|---|---|
| BUFPcs | 37 funds | $132.8M |
| PBFRPGIM LADDERED S&P 500 BUFFER 20 ETF | 37 funds | $121.7M |
| PBJASP 500 BUFFER | 24 funds | $48.2M |
| PBDEUS LARGE CAP BUF | 20 funds | $28.5M |
| PBJNSP 500 BUFFER | 20 funds | $23.5M |
| PBJLSP 500 BUFFER | 18 funds | $42.2M |
| PBFBUS LARGE CAP BUF | 18 funds | $23.6M |
| PBOCUS LARGE CAP BUF | 17 funds | $34.6M |
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 OCTP
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/OCTP/capital-change-brief"
Use Arkolith's capital_change_brief for OCTP. 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 OCTP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.