65 tracked 13F filers disclose a position in OCTW as of the latest SEC 13F filings, a combined $320.7M 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 | LPL Financial LLC | $87.3M | 2.3M | ▼−3.1% Reduced · −72K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | $85.6M | 2.2M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $44.4M | 1.2M | ▼−1.0% Reduced · −12K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $18.0M | 467K | ▲+6.5% Added · +29K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $9.4M | 230K | ▼−5.7% Reduced · −14K sh | Q2 2026 | |
| 6 | CENTAURUS FINANCIAL, INC. | $8.4M | 218K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $7.6M | 197K | ▼−15% Reduced · −34K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $7.6M | 197K | ▲+0.2% Added · +336 sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 195K | ▲+2.1% Added · +4K sh | Q1 2026 | |
| 10 | ALLIANZ SE | $5.3M | 136K | ▲27× Added · +131K sh | Q1 2026 | |
| 11 | Forty-three Eighteen Advisors, LLC | $4.8M | 117K | ▼−0.3% Reduced · −415 sh | Q2 2026 | |
| 12 | Spire Wealth Management | $3.0M | 79K | ▼−5.7% Reduced · −5K sh | Q1 2026 | |
| 13 | Elevation Wealth Management LLC | $2.8M | 69K | ▼−1.1% Reduced · −730 sh | Q2 2026 | |
| 14 | Elevated Capital Advisors, LLC | $2.5M | 61K | ▼−49% Reduced · −60K sh | Q2 2026 | |
| 15 | PFG Advisors | $2.1M | 52K | ▼−2.3% Reduced · −1K sh | Q2 2026 | |
| 16 | Csenge Advisory Group | $2.0M | 51K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $1.8M | 46K | ▼−4.0% Reduced · −2K sh | Q1 2026 | |
| 18 | Ausdal Financial Partners, Inc. | $1.8M | 46K | ▲New +46K sh | Q1 2026 | |
| 19 | Modern Wealth Management, LLC | $1.3M | 33K | ▼−5.9% Reduced · −2K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $1.1M | 29K | ▲+161% Added · +18K sh | Q1 2026 | |
| 21 | SECURED RETIREMENT ADVISORS, LLC | $1.2M | 28K | ▲+3.2% Added · +877 sh | Q2 2026 | |
| 22 | BIP Wealth, LLC | $913K | 22K | ▼−4.4% Reduced · −1K sh | Q2 2026 | |
| 23 | Midwest Financial Network, LLC | $888K | 22K | ▼−13% Reduced · −3K sh | Q2 2026 | |
| 24 | Strategic Blueprint, LLC | $858K | 21K | —Held | Q2 2026 | |
| 25 | Castle Rock Wealth Management, LLC | $809K | 20K | —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, 4 funds opened a new position in OCTW and 6 added to an existing one, while 18 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 |
|---|---|---|
| NVIDIA CORPNVDA | 35 funds | $2.2B |
| APPLE INCAAPL | 34 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $1.4B |
| VANGUARD S&P 500 ETFVOO | 34 funds | $1.4B |
| MICROSOFT CORPMSFT | 34 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 34 funds | $848.2M |
| AMAZON.COM INCAMZN | 33 funds | $1.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 33 funds | $756.9M |
| ELI LILLY & COLLY | 33 funds | $413.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $1.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 32 funds | $659.0M |
| JPMORGAN CHASE & COJPM | 32 funds | $530.2M |
Ranked by how many of OCTW's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWthis pagemc | 65 funds | $320.7M |
| JANWmc | 63 funds | $212.0M |
| DECWmc | 59 funds | $129.3M |
| JULWmc | 54 funds | $171.5M |
| MAYWUS LAGCP B20 MAY | 53 funds | $90.9M |
| JUNWmc | 51 funds | $81.4M |
| FEBWmc | 48 funds | $84.3M |
| APRWmc | 46 funds | $118.5M |
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 OCTW
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/OCTW/capital-change-brief"
Use Arkolith's capital_change_brief for OCTW. 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 OCTW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.