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AOCT — IN EQU D PR ETF - 2 Y O 2026

Reported value held$920.95K
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)4
Institutional value$871.72K · 31.94K sh
New / Add / Cut / Exit3 / 0 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +1467.8% (+29.90K sh)
Institutional value change Up +1517.6%

As of Q2 2026, 4 SEC-registered investment managers reported holding AOCT (IN EQU D PR ETF - 2 Y O 2026) in their latest 13F filings, with a combined reported value of $871.72K across 31.94K shares. That is +1467.8% by share count (+29.90K shares) versus the previous quarter, while reported value moved +1517.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
JPMorgan Chase & Co history Q2 2026 22.58K $615.79K 0.00% New
Citadel Advisors history Q2 2026 7.88K $215.61K 0.00% New
UBS Group AG history Q1 2026 1.86K $49.23K 0.00% Reduce
Wells Fargo & Co history Q2 2026 1.30K $35.51K 0.00% New
Morgan Stanley history Q2 2026 176 $4.81K 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 5 funds)

FundQ3 2025Q4 2025Q1 2026Q2 2026
JPMorgan Chase & Co 1.47K 13.67K — 22.58K
Citadel Advisors — — — 7.88K
Wells Fargo & Co — — — 1.30K
Morgan Stanley 176 176 176 176
UBS Group AG — 3.63K 1.86K —

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