Among active 13F managers last quarter, 1 opened and 3 added, while none reduced or exited; the largest holder to move was Harbour Investments, Inc. (+38%).
17 tracked 13F filers disclose a position in TOCT as of the latest SEC 13F filings, a combined $8.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 58K | $1.5M | ▲+20% Added · +10K sh | Q1 2026 | |
| 2 | Harbour Investments, Inc. | 50K | $1.3M | ▲+38% Added · +14K sh | Q1 2026 | |
| 3 | MML Investors Services, LLC | 41K | $1.1M | ▲+58% Added · +15K sh | Q2 2026 | |
| 4 | Envestnet Asset Management Inc | 32K | $854K | ▲+33% Added · +8K sh | Q1 2026 | |
| 5 | Orion Porfolio Solutions, LLC | 29K | $775K | ▲+60% Added · +11K sh | Q2 2026 | |
| 6 | HighTower Advisors, LLC | 24K | $621K | —Held | Q1 2026 | |
| 7 | Encompass More Asset Management | 19K | $522K | ▲+44% Added · +6K sh | Q2 2026 | |
| 8 | Tradition Wealth Management, LLC | 16K | $434K | —Held | Q2 2026 | |
| 9 | Ashton Thomas Private Wealth, LLC | 12K | $331K | ▲+5.6% Added · +649 sh | Q2 2026 | |
| 10 | Susquehanna International Group, LLP | 12K | $312K | ▼−49% Reduced · −11K sh | Q1 2026 | |
| 11 | Fragasso Financial Advisors Inc | 11K | $298K | —Held | Q2 2026 | |
| 12 | Plan Group Financial, LLC | 9K | $255K | —Held | Q2 2026 | |
| 13 | Atria Investments, Inc | 8K | $205K | ▲New +8K sh | Q2 2026 | |
| 14 | Harbor Investment Advisory, LLC | 2K | $62K | —Held | Q2 2026 | |
| 15 | AE Wealth Management LLC | 1K | $39K | ▲New +1K sh | Q1 2026 | |
| 16 | Global Retirement Partners, LLC | 305 | $8K | —Held | Q2 2026 | |
| 17 | Allworth Financial LP | 14 | $369 | —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.
Last quarter, 1 fund opened a new position in TOCT and 3 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 7 funds | $856.7M |
| Apple IncAAPL | 7 funds | $737.5M |
| Nvidia CorpNVDA | 7 funds | $654.1M |
| Vanguard S&P 500 ETFVOO | 7 funds | $567.7M |
| Microsoft CorpMSFT | 7 funds | $457.4M |
| Vanguard Total Stock MKT ETFVTI | 7 funds | $410.1M |
| Amazon.com IncAMZN | 7 funds | $378.6M |
| Vanguard Growth ETFVUG | 7 funds | $370.1M |
| Alphabet Inc-CL AGOOGL | 7 funds | $369.8M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 7 funds | $360.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $316.9M |
| Broadcom IncAVGO | 7 funds | $262.9M |
Ranked by how many of TOCT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TOCT.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 66 funds | $61.8M |
| KDECmc | 63 funds | $63.2M |
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 TOCT
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/TOCT/capital-change-brief"
Use Arkolith's capital_change_brief for TOCT. 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 TOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.