Who owns OCTJ (OCTJ)
Which tracked institutional funds hold OCTJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OCTJ company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
1 tracked fund added or opened OCTJ while 1 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OCTJ’s largest tracked holder by dollar value, Bullseye Investment Management, LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OCTJ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 19 tracked filers holding OCTJ, 8 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OCTJ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- OLD MISSION CAPITAL LLC$514K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$402K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. added | 136,753 | $3M | 20.6% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 59,462 | $1M | 9.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 41,576 | $984K | 6.3% | 2026-Q1 |
| Brookstone Capital Management trimmed | 39,575 | $937K | 6.0% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 32,391 | $767K | 4.9% | 2026-Q1 |
| CoreCap Advisors, LLC added | 17,968 | $425K | 2.7% | 2026-Q1 |
| Trek Financial, LLC | 15,965 | $378K | 2.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 14,252 | $337K | 2.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 13,069 | $309K | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,759 | $302K | 1.9% | 2026-Q1 |
| World Investment Advisors | 10,420 | $247K | 1.6% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 5,634 | $134K | 0.9% | 2026-Q1 |
| Archer Investment Corp | 1,771 | $42K | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 800 | $19K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 720 | $17K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 150 | $4K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 82 | $2K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 35 | $828 | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 32 | $757 | 0.0% | 2026-Q1 |
| Bullseye Investment Management, LLC | 198,665 | $5M | 30.1% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC trimmed | 21,459 | $514K | 3.3% | 2025-Q4 stale |
| Merit Financial Group, LLC trimmed | 13,444 | $319K | 2.0% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC trimmed | 9,158 | $222K | 1.4% | 2025-Q3 stale |
| WINNOW WEALTH LLC new | 7,143 | $171K | 1.1% | 2025-Q4 stale |
| Atlantic Private Wealth, LLC | 4,166 | $99K | 0.6% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. | 3,373 | $81K | 0.5% | 2025-Q3 stale |
| AE Wealth Management LLC new | 157 | $4K | 0.0% | 2025-Q4 stale |
| OSAIC HOLDINGS, INC. new | 25 | $594 | 0.0% | 2025-Q1 stale |
| Wealth Watch Advisors, INC new | 18 | $431 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.