31 tracked 13F filers disclose a position in OCTU as of the latest SEC 13F filings, a combined $56.7M 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 | ALLIANZ SE | $13.4M | 486K | ▲+499% Added · +405K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $12.3M | 447K | ▼−9.9% Reduced · −49K sh | Q1 2026 | |
| 3 | RFG Advisory, LLC | $6.4M | 210K | ▲+3.4% Added · +7K sh | Q2 2026 | |
| 4 | STEPHENS INC /AR/ | $6.3M | 206K | ▼−1.2% Reduced · −3K sh | Q2 2026 | |
| 5 | AE Wealth Management LLC | $4.1M | 148K | ▲+0.4% Added · +661 sh | Q1 2026 | |
| 6 | USA FINANCIAL FORMULAS | $2.4M | 78K | ▲New +78K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $2.1M | 75K | ▲+18% Added · +11K sh | Q1 2026 | |
| 8 | OneDigital Investment Advisors LLC | $1.8M | 64K | ▼−0.5% Reduced · −300 sh | Q1 2026 | |
| 9 | Savant Capital, LLC | $1.3M | 43K | —Held | Q2 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $845K | 31K | ▼−28% Reduced · −12K sh | Q1 2026 | |
| 11 | Arax Advisory Partners | $797K | 26K | ▲+70% Added · +11K sh | Q2 2026 | |
| 12 | Cypress Wealth Services, LLC | $776K | 25K | —Held | Q2 2026 | |
| 13 | Cetera Investment Advisers | $655K | 24K | ▼−4.1% Reduced · −1K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $479K | 17K | ▲New +17K sh | Q1 2026 | |
| 15 | OLD MISSION CAPITAL LLC | $398K | 14K | ▲New +14K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $410K | 13K | ▼−17% Reduced · −3K sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $386K | 13K | ▲+6.3% Added · +746 sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $272K | 10K | —Held | Q1 2026 | |
| 19 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $271K | 10K | ▼−7.3% Reduced · −780 sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $232K | 9K | ▲+258% Added · +6K sh | Q1 2026 | |
| 21 | IFP Advisors, Inc | $249K | 8K | ▲+26% Added · +2K sh | Q2 2026 | |
| 22 | Patriot Financial Group Insurance Agency, LLC | $241K | 8K | ▼−50% Reduced · −8K sh | Q2 2026 | |
| 23 | BCGM Wealth Management, LLC | $240K | 8K | ▼−14% Reduced · −1K sh | Q2 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $176K | 6K | —Held | Q1 2026 | |
| 25 | CENTAURUS FINANCIAL, INC. | $190K | 6K | —Held | 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, 2 funds opened a new position in OCTU and 4 added to an existing one, while 5 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $2.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $1.2B |
| NVIDIA CORPNVDA | 13 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $1.2B |
| ISHARES CORE MSCI EMERGINGIEMG | 13 funds | $880.1M |
| VANGUARD S&P 500 ETFVOO | 13 funds | $842.7M |
| PROLOGIS INCPLD | 13 funds | $30.7M |
| JANUS HENDERSON AAA CLO ETFJAAA | 12 funds | $2.2B |
| APPLE INCAAPL | 12 funds | $1.5B |
| MICROSOFT CORPMSFT | 12 funds | $806.5M |
| AMAZON.COM INCAMZN | 12 funds | $758.1M |
| ALPHABET INC-CL AGOOGL | 12 funds | $647.7M |
Ranked by how many of OCTU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWmc | 81 funds | $350.7M |
| JANWmc | 79 funds | $246.1M |
| DECWmc | 74 funds | $136.8M |
| JUNWmc | 70 funds | $136.9M |
| JULWmc | 65 funds | $204.5M |
| MAYWUS LAGCP B20 MAY | 65 funds | $136.6M |
| APRWmc | 58 funds | $141.8M |
| FEBWmc | 58 funds | $90.5M |
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 OCTU
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/OCTU/capital-change-brief"
Use Arkolith's capital_change_brief for OCTU. 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 OCTU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.