The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query OCTW owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OCTW"
Use Arkolith to show who owns OCTW, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | $9.4M | 244K | ▲+5.8% Added · +13K sh | Q1 2026 | |
| 2 | CENTAURUS FINANCIAL, INC. | $8.4M | 218K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 3 | PFG Advisors | $2.0M | 53K | ▼−2.4% Reduced · −1K sh | Q1 2026 | |
| 4 | Csenge Advisory Group | $2.0M | 51K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 5 | Ausdal Financial Partners, Inc. | $1.8M | 46K | ▲New +46K sh | Q1 2026 | |
| 6 | BIP Wealth, LLC | $898K | 23K | ▼−1.7% Reduced · −415 sh | Q1 2026 | |
| 7 | Strategic Blueprint, LLC | $807K | 21K | —Held | Q1 2026 | |
| 8 | DIVERSIFY WEALTH MANAGEMENT, LLC | $717K | 18K | ▲New +18K sh | Q1 2026 | |
| 9 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $624K | 16K | ▼−2.9% Reduced · −487 sh | Q1 2026 | |
| 10 | Patriot Financial Group Insurance Agency, LLC | $564K | 15K | ▲+100% Added · +7K sh | Q1 2026 | |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $528K | 14K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $508K | 13K | ▼−85% Reduced · −75K sh | Q1 2026 | |
| 13 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $407K | 11K | ▲+21% Added · +2K sh | Q1 2026 | |
| 14 | IFP Advisors, Inc | $385K | 10K | ▲+2.3% Added · +225 sh | Q1 2026 | |
| 15 | HB Wealth Management, LLC | $381K | 10K | —Held | Q1 2026 | |
| 16 | Merit Financial Group, LLC | $311K | 8K | ▼−6.0% Reduced · −515 sh | Q1 2026 | |
| 17 | CreativeOne Wealth, LLC | $260K | 7K | ▼−0.2% Reduced · −13 sh | Q1 2026 | |
| 18 | Avidian Wealth Enterprises, LLC | $255K | 7K | —Held | Q1 2026 | |
| 19 | Private Advisor Group, LLC | $254K | 7K | ▼−12% Reduced · −935 sh | Q1 2026 | |
| 20 | Moors & Cabot, Inc. | $215K | 6K | ▼−9.0% Reduced · −550 sh | Q1 2026 | |
| 21 | RFG Advisory, LLC | $214K | 6K | ▼−36% Reduced · −3K sh | Q1 2026 | |
| 22 | AdvisorNet Financial, Inc | $118K | 3K | —Held | Q1 2026 | |
| 23 | MAI Capital Management | $36K | 939 | —Held | Q1 2026 | |
| 24 | ASSETMARK, INC | $3K | 67 | —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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWthis pagemc | 50 funds | $305.6M |
| JANWmc | 43 funds | $149.6M |
| DECWmc | 39 funds | $105.5M |
| JULWmc | 37 funds | $156.1M |
| SIXOmc | 33 funds | $226.5M |
| SIXJmc | 33 funds | $91.6M |
| AUGWmc | 33 funds | $84.7M |
| APRWmc | 32 funds | $112.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 28 funds | $6.0B |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $5.5B |
| NVIDIA CORPNVDA | 28 funds | $5.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 28 funds | $4.6B |
| VANGUARD S&P 500 ETFVOO | 28 funds | $4.3B |
| MICROSOFT CORPMSFT | 28 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $3.6B |
| AMAZON.COM INCAMZN | 28 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 28 funds | $2.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $2.6B |
| VANGUARD GROWTH ETFVUG | 28 funds | $2.2B |
| VANGUARD DIVIDEND APPREC ETFVIG | 28 funds | $2.1B |
Ranked by how many of OCTW's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.