15 tracked 13F filers disclose a position in OCTP as of the latest SEC 13F filings, a combined $20.7M 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 | PRUDENTIAL FINANCIAL INC | $11.3M | 380K | ▲+38% Added · +105K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 129K | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 3 | Castellan Group | $2.5M | 78K | ▼−6.7% Reduced · −6K sh | Q2 2026 | |
| 4 | Blue Water Asset Management | $790K | 24K | ▼−1.8% Reduced · −457 sh | Q2 2026 | |
| 5 | NewEdge Advisors, LLC | $719K | 24K | ▲+30% Added · +6K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $348K | 12K | —Held | Q1 2026 | |
| 7 | KINTRA WEALTH, LLC | $275K | 9K | ▲New +9K sh | Q1 2026 | |
| 8 | Spire Wealth Management | $238K | 8K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $217K | 7K | ▼−43% Reduced · −5K sh | Q2 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $159K | 5K | ▲+13% Added · +622 sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $141K | 5K | ▲+69% Added · +2K sh | Q1 2026 | |
| 12 | DHJJ Financial Advisors, Ltd. | $109K | 3K | —Held | Q2 2026 | |
| 13 | Parallel Advisors, LLC | $56K | 2K | —Held | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $20K | 671 | —Held | Q1 2026 | |
| 15 | HARBOUR INVESTMENTS, INC. | $15K | 500 | —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, 0 funds opened a new position in OCTP, while 2 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 | 3 funds | $2.3B |
| NVIDIA CORPNVDA | 3 funds | $1.8B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $1.5B |
| MICROSOFT CORPMSFT | 3 funds | $1.4B |
| AMAZON.COM INCAMZN | 3 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 3 funds | $1.0B |
| VANGUARD S&P 500 ETFVOO | 3 funds | $933.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $916.7M |
| JPMORGAN CHASE & COJPM | 3 funds | $883.5M |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $739.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $711.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $670.2M |
Ranked by how many of OCTP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PBFRPGIM LADDERED S&P 500 BUFFER 20 ETF | 32 funds | $106.0M |
| BUFPcs | 31 funds | $114.0M |
| PBJASP 500 BUFFER | 22 funds | $32.7M |
| PBDEUS LARGE CAP BUF | 19 funds | $27.7M |
| PBFBUS LARGE CAP BUF | 18 funds | $23.3M |
| JANPS&P 500 BUFFER | 17 funds | $36.2M |
| PBOCUS LARGE CAP BUF | 16 funds | $34.2M |
| PBJLSP 500 BUFFER | 15 funds | $38.7M |
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.