18 tracked 13F filers disclose a position in OCTZ as of the latest SEC 13F filings, a combined $44.9M 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 | TrueMark Investments, LLC | $23.4M | 513K | ▲+87% Added · +239K sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | $17.5M | 426K | ▲+306% Added · +321K sh | Q1 2026 | |
| 3 | Authentikos Wealth Advisory, LLC | $2.1M | 46K | ▼−7.9% Reduced · −4K sh | Q2 2026 | |
| 4 | OLD MISSION CAPITAL LLC | $434K | 11K | ▼−24% Reduced · −3K sh | Q1 2026 | |
| 5 | Elevated Capital Advisors, LLC | $299K | 7K | ▼−49% Reduced · −6K sh | Q2 2026 | |
| 6 | Aptus Capital Advisors, LLC | $251K | 6K | —Held | Q2 2026 | |
| 7 | Retirement Planning Group, LLC | $229K | 5K | —Held | Q2 2026 | |
| 8 | Weaver Consulting Group | $212K | 5K | ▲New +5K sh | Q2 2026 | |
| 9 | Capital Investment Advisory Services, LLC | $161K | 4K | —Held | Q2 2026 | |
| 10 | JPMORGAN CHASE & CO | $116K | 3K | ▲New +3K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $54K | 1K | ▲+1.1% Added · +15 sh | Q1 2026 | |
| 12 | Integrated Wealth Concepts LLC | $41K | 890 | ▲New +890 sh | Q2 2026 | |
| 13 | Arax Advisory Partners | $27K | 600 | —Held | Q2 2026 | |
| 14 | COMPASS FINANCIAL MANAGEMENT LLC | $14K | 305 | ▲New +305 sh | Q2 2026 | |
| 15 | Mosley Wealth Management | $6K | 140 | ▲New +140 sh | Q2 2026 | |
| 16 | UBS Group AG | $4K | 89 | ▲New +89 sh | Q1 2026 | |
| 17 | TOUNJIAN ADVISORY PARTNERS, LLC | $3K | 73 | ▲New +73 sh | Q2 2026 | |
| 18 | Lloyd Advisory Services, LLC. | $2K | 47 | ▼−98% Reduced · −2K sh | 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, 3 funds opened a new position in OCTZ and 1 added to an existing one, while 3 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 | 11 funds | $777.0M |
| JANUS HENDERSON AAA CLO ETFJAAA | 11 funds | $127.3M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 11 funds | $120.4M |
| RTX CORPRTX | 11 funds | $88.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $945.3M |
| VANGUARD S&P 500 ETFVOO | 10 funds | $694.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $455.8M |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $394.1M |
| ALPHABET INC-CL CGOOG | 10 funds | $363.2M |
| BROADCOM INCAVGO | 10 funds | $249.9M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 10 funds | $231.3M |
| PIMCO MULTISECTOR BOND ACTVPYLD | 10 funds | $213.3M |
Ranked by how many of OCTZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QBERTRUESHARES QUART | 34 funds | $62.8M |
| ONEZTRUESHARES SEASO | 32 funds | $140.8M |
| SEPZTRUESHARES STRUC | 31 funds | $93.3M |
| PAYMSP AU DE IN ETF | 27 funds | $89.9M |
| CEFZRIVERNORTH ACTIV | 27 funds | $13.5M |
| LRNZTRUESHS TECH AI | 26 funds | $6.0M |
| SOVFSOVEREIGNS CAPIT | 23 funds | $71.1M |
| DIVZPOLEN DIVIDEND I | 20 funds | $84.2M |
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 OCTZ
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/OCTZ/capital-change-brief"
Use Arkolith's capital_change_brief for OCTZ. 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 OCTZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.