Among active 13F managers last quarter, 4 opened and 10 added, while 22 reduced; the largest holder to move was Centaurus Financial, Inc. (−0.7%).
80 tracked 13F filers disclose a position in OCTW as of the latest SEC 13F filings, a combined $351.3M 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 | LPL Financial LLC | 2.3M | $87.3M | ▼−3.1% Reduced · −72K sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | 2.2M | $85.6M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 1.2M | $44.4M | ▼−1.0% Reduced · −12K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 467K | $18.0M | ▲+6.5% Added · +29K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | 230K | $9.4M | ▼−5.7% Reduced · −14K sh | Q2 2026 | |
| 6 | Centaurus Financial, Inc. | 217K | $8.9M | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 7 | Advyzon Investment Management, LLC | 207K | $8.5M | ▲+58% Added · +76K sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 197K | $7.6M | ▼−15% Reduced · −34K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 197K | $7.6M | ▲+0.2% Added · +336 sh | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 195K | $7.5M | ▲+2.1% Added · +4K sh | Q1 2026 | |
| 11 | Guardian Capital, LLC | 137K | $5.6M | ▲+37% Added · +37K sh | Q2 2026 | |
| 12 | Allianz SE | 136K | $5.3M | ▲27× Added · +131K sh | Q1 2026 | |
| 13 | Forty-three Eighteen Advisors, LLC | 117K | $4.8M | ▼−0.3% Reduced · −415 sh | Q2 2026 | |
| 14 | MML Investors Services, LLC | 88K | $3.6M | ▲+566% Added · +75K sh | Q2 2026 | |
| 15 | Ausdal Financial Partners, Inc. | 86K | $3.5M | ▲+85% Added · +39K sh | Q2 2026 | |
| 16 | Blue Bell Private Wealth Management, LLC | 85K | $3.5M | ▼−8.1% Reduced · −7K sh | Q2 2026 | |
| 17 | Spire Wealth Management | 79K | $3.0M | ▼−5.7% Reduced · −5K sh | Q1 2026 | |
| 18 | Elevation Wealth Management LLC | 69K | $2.8M | ▼−1.1% Reduced · −730 sh | Q2 2026 | |
| 19 | Compass Advisory Group LLC | 66K | $2.7M | ▼−2.2% Reduced · −1K sh | Q2 2026 | |
| 20 | Elevated Capital Advisors, LLC | 61K | $2.5M | ▼−49% Reduced · −60K sh | Q2 2026 | |
| 21 | Long Island Wealth Management, Inc. | 61K | $2.5M | —Held | Q2 2026 | |
| 22 | PFG Advisors | 52K | $2.1M | ▼−2.3% Reduced · −1K sh | Q2 2026 | |
| 23 | Advus Financial Partners, LLC | 51K | $2.1M | ▼−2.3% Reduced · −1K sh | Q2 2026 | |
| 24 | Harbour Investments, Inc. | 46K | $1.8M | ▼−4.0% Reduced · −2K sh | Q1 2026 | |
| 25 | Jane Street Group, LLC | 29K | $1.1M | ▲+161% Added · +18K sh | 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, 4 funds opened a new position in OCTW and 10 added to an existing one, while 22 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 |
|---|---|---|
| Nvidia CorpNVDA | 48 funds | $5.1B |
| Apple IncAAPL | 47 funds | $4.8B |
| Microsoft CorpMSFT | 47 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 47 funds | $2.1B |
| Amazon.com IncAMZN | 46 funds | $3.9B |
| Alphabet Inc-CL AGOOGL | 46 funds | $2.0B |
| Invesco QQQ Trust Series 1QQQ | 46 funds | $2.0B |
| Vanguard S&P 500 ETFVOO | 46 funds | $1.7B |
| Tesla IncTSLA | 45 funds | $1.1B |
| Vanguard Total Stock MKT ETFVTI | 44 funds | $1.5B |
| Micron Technology IncMU | 44 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 44 funds | $1.2B |
Ranked by how many of OCTW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OCTW.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWthis pagemc | 80 funds | $351.3M |
| JANWmc | 79 funds | $246.4M |
| DECWmc | 75 funds | $137.6M |
| JUNWmc | 73 funds | $138.8M |
| MAYWUS LAGCP B20 MAY | 67 funds | $140.5M |
| JULWmc | 66 funds | $205.0M |
| APRWmc | 60 funds | $144.8M |
| FEBWmc | 59 funds | $88.4M |
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.