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 OCTZ 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/OCTZ"
Use Arkolith to show who owns OCTZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $226K | 6K | —Held | Q1 2026 | |
| 2 | Retirement Planning Group, LLC | $206K | 5K | ▼−8.9% Reduced · −487 sh | Q1 2026 | |
| 3 | Csenge Advisory Group | $204K | 5K | ▲New +5K sh | Q1 2026 | |
| 4 | Arax Advisory Partners | $25K | 600 | —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 |
|---|---|---|
| SOVFSOVEREIGNS CAPIT | 19 funds | $47.0M |
| CEFZRIVERNORTH ACTIV | 14 funds | $12.4M |
| DIVZPOLEN DIVIDEND I | 12 funds | $2.0M |
| LRNZTRUESHS TECH AI | 12 funds | $1.6M |
| QBERTRUESHARES QUART | 10 funds | $24.5M |
| AUGZTRUESHARES STRUC | 10 funds | $22.4M |
| OCTZthis pageTRUESHARES OCT | 9 funds | $18.8M |
| SEPZTRUESHARES STRUC | 8 funds | $42.8M |
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 |
|---|---|---|
| VANGUARD MEGA CAP GROWTH ETFMGK | 6 funds | $3.1B |
| VANGUARD S&P 500 ETFVOO | 6 funds | $2.9B |
| APPLE INCAAPL | 6 funds | $2.0B |
| NVIDIA CORPNVDA | 6 funds | $1.9B |
| MICROSOFT CORPMSFT | 6 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 6 funds | $1.0B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $978.9M |
| VANGUARD SMALL-CAP VALUE ETFVBR | 6 funds | $950.5M |
| AMAZON.COM INCAMZN | 6 funds | $927.3M |
| ISHARES CORE MSCI EAFE ETFIEFA | 6 funds | $888.2M |
| VANGUARD MID-CAP VALUE ETFVOE | 6 funds | $846.4M |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $762.1M |
Ranked by how many of OCTZ'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 OCTZ. 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.