27 tracked 13F filers disclose a position in XOCT as of the latest SEC 13F filings, a combined $20.4M 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 | Aptus Capital Advisors, LLC | $3.2M | 86K | ▼−13% Reduced · −13K sh | Q1 2026 | |
| 2 | Financial Guidance Group, Inc. | $3.4M | 85K | ▼−0.7% Reduced · −582 sh | Q2 2026 | |
| 3 | Kestra Advisory Services, LLC | $2.7M | 72K | ▲+4.3% Added · +3K sh | Q1 2026 | |
| 4 | OLD MISSION CAPITAL LLC | $1.6M | 44K | ▲+200% Added · +29K sh | Q1 2026 | |
| 5 | SECURED RETIREMENT ADVISORS, LLC | $1.3M | 33K | ▲+2.0% Added · +661 sh | Q2 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 32K | ▲+167% Added · +20K sh | Q1 2026 | |
| 7 | HARBOUR INVESTMENTS, INC. | $936K | 25K | ▲+219% Added · +17K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $916K | 25K | ▼−6.0% Reduced · −2K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $803K | 22K | ▼−5.3% Reduced · −1K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $675K | 18K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 11 | Ashton Thomas Private Wealth, LLC | $513K | 14K | —Held | Q1 2026 | |
| 12 | Van Diest Capital, LLC | $461K | 12K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 13 | PFS Partners, LLC | $466K | 12K | —Held | Q2 2026 | |
| 14 | LPL Financial LLC | $362K | 10K | ▼−3.5% Reduced · −358 sh | Q1 2026 | |
| 15 | LVZ, Inc. | $356K | 9K | —Held | Q2 2026 | |
| 16 | HBK Sorce Advisory LLC | $343K | 9K | —Held | Q1 2026 | |
| 17 | AE Wealth Management LLC | $287K | 8K | ▲+5.0% Added · +369 sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $285K | 8K | ▼−13% Reduced · −1K sh | Q1 2026 | |
| 19 | Envestnet Portfolio Solutions, Inc. | $266K | 7K | ▲New +7K sh | Q2 2026 | |
| 20 | IMG Wealth Management, Inc. | $106K | 3K | —Held | Q1 2026 | |
| 21 | CWM, LLC | $80K | 2K | —Held | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $59K | 2K | —Held | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | $45K | 1K | —Held | Q1 2026 | |
| 24 | UBS Group AG | $35K | 939 | ▲+143% Added · +553 sh | Q1 2026 | |
| 25 | Advisory Services Network, LLC | $26K | 709 | ▲New +709 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, 1 fund opened a new position in XOCT and 3 added to an existing one, while 4 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 | 8 funds | $5.6B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $4.7B |
| APPLE INCAAPL | 8 funds | $4.1B |
| AMAZON.COM INCAMZN | 8 funds | $3.1B |
| MICROSOFT CORPMSFT | 8 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $1.8B |
| BROADCOM INCAVGO | 8 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 8 funds | $1.8B |
| SS SPDR DOW JONES INDUS AVGDIA | 8 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 8 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 8 funds | $1.5B |
Ranked by how many of XOCT's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/XOCT/capital-change-brief"
Use Arkolith's capital_change_brief for XOCT. 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 XOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.