ZOCT

Inr Eqty Def P ETF - 1 Y OcETF$27.71 0.01%
UnclassifiedUSCUSIP 45784N700· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
45
-2 QoQ
13F Value (tracked)
$54.1M
13F Moves · latest Q
3 added
6 trimmed
Recent Filings
0

Price & smart-money activity

$27.71 0.01%2Y +10.4%
$24.55$25.40$26.25$27.10$27.95Oct 2024Feb 2025JunOctMar 2026Jul1034354593722
Hover for who · click for detailEnd-of-day closing prices52w $26.07 – $27.71

Who owns ZOCT?

45 tracked 13F filers

45 tracked 13F filers disclose a position in ZOCT as of the latest SEC 13F filings, a combined $54.1M 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.

#FundPosition valueSharesLast moveAs ofHistory
1COMMONWEALTH EQUITY SERVICES, LLC
$22.8M
854K
−7.4%
Reduced · −68K sh
Q1 2026
2RAYMOND JAMES FINANCIAL INC
$4.8M
178K
−8.8%
Reduced · −17K sh
Q1 2026
3Cetera Investment Advisers
$2.6M
96K
−2.7%
Reduced · −3K sh
Q1 2026
4HighTower Advisors, LLC
$2.0M
75K
Held
Q1 2026
5CENTAURUS FINANCIAL, INC.
$1.9M
71K
−1.1%
Reduced · −823 sh
Q1 2026
6Kestra Advisory Services, LLC
$1.8M
66K
−11%
Reduced · −8K sh
Q1 2026
7ENVESTNET ASSET MANAGEMENT INC
$1.4M
53K
+166%
Added · +33K sh
Q1 2026
8OSAIC HOLDINGS, INC.
$1.3M
49K
+22%
Added · +9K sh
Q1 2026
9Strategic Blueprint, LLC
$1.2M
46K
−9.2%
Reduced · −5K sh
Q1 2026
10HARBOUR INVESTMENTS, INC.
$1.1M
42K
−26%
Reduced · −15K sh
Q1 2026
11Cypress Wealth Services, LLC
$1.1M
39K
−8.6%
Reduced · −4K sh
Q2 2026
12C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad
$1.0M
38K
−14%
Reduced · −6K sh
Q2 2026
13CANANDAIGUA NATIONAL BANK & TRUST CO
$914K
33K
Held
Q2 2026
14Lineweaver Wealth Advisors, LLC
$899K
33K
−0.1%
Reduced · −20 sh
Q2 2026
15Advisory Services Network, LLC
$844K
32K
Held
Q1 2026
16FC Advisory LLC
$722K
26K
Held
Q2 2026
17LPL Financial LLC
$569K
21K
Held
Q1 2026
18Southland Equity Partners LLC
$548K
20K
Held
Q2 2026
19SUSQUEHANNA INTERNATIONAL GROUP, LLP
$516K
19K
+7.4%
Added · +1K sh
Q1 2026
20INDEPENDENT FINANCIAL GROUP, LLC
$525K
19K
+7.9%
Added · +1K sh
Q2 2026
21CreativeOne Wealth, LLC
$473K
18K
−7.0%
Reduced · −1K sh
Q1 2026
22Ashton Thomas Private Wealth, LLC
$442K
17K
−7.2%
Reduced · −1K sh
Q1 2026
23IMG Wealth Management, Inc.
$414K
15K
−2.1%
Reduced · −334 sh
Q1 2026
24MML INVESTORS SERVICES, LLC
$382K
14K
−29%
Reduced · −6K sh
Q1 2026
25NewEdge Advisors, LLC
$368K
14K
−92%
Reduced · −149K 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.

Is ZOCT being bought or sold by institutions?

Last quarter, 0 funds opened a new position in ZOCT and 3 added to an existing one, while 6 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).

Opened (NEW)
0
funds
Added
3
funds
Reduced
6
funds
Exited
0
funds

Funds that own ZOCT also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV15 funds$4.3B
NVIDIA CORPNVDA15 funds$4.1B
MICROSOFT CORPMSFT15 funds$3.1B
VANGUARD S&P 500 ETFVOO15 funds$2.7B
AMAZON.COM INCAMZN15 funds$2.6B
SS SPDR S&P 500 ETF TRUST-USSPY15 funds$2.4B
ALPHABET INC-CL AGOOGL15 funds$2.1B
INVESCO QQQ TRUST SERIES 1QQQ15 funds$1.9B
STE STR SPDR PT S&P 500 ETFSPYM15 funds$1.7B
ISHARES S&P 500 GROWTH ETFIVW15 funds$1.6B
JPMORGAN CHASE & COJPM15 funds$1.5B
ISHR CR UNVRSE USD BD ETF-UIIUSB15 funds$1.5B

Ranked by how many of ZOCT's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

45 funds+15 since Q4 2024
02447Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $53.2M

Share classes

Class13F holdersValue held
ZFEBmc61 funds$63.2M
ZMARmc59 funds$40.4M
ZSEPmc54 funds$67.4M
ZDEKmc54 funds$48.4M
ZJANmc49 funds$39.0M
ZNOVmc48 funds$55.0M
ZOCTthis pagemc45 funds$54.1M
KDECmc44 funds$39.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in ZOCT

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ZOCT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ZOCT.
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 ZOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.