Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
3 tracked funds added or opened OCTJ while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 18 tracked filers holding OCTJ, 4 increased or opened the position and 12 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 2026-Q1 and 2026-Q2 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.
New buyers 2
- OLD MISSION CAPITAL LLC$1M
- VIMA LLC$807K
Full exits 2
- Brookstone Capital Management$937K
- Sunbelt Securities, Inc.$767K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$746K
Largest trims
- HARBOUR INVESTMENTS, INC.$1M
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. trimmed | 88,102 | $2M | 12.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 72,359 | $2M | 10.5% | 2026-Q2 |
| Outlook Wealth Advisors, LLC trimmed | 54,329 | $1M | 7.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 43,102 | $1M | 6.3% | 2026-Q2 |
| VIMA LLC new | 33,738 | $807K | 4.9% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC trimmed | 21,735 | $520K | 3.2% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 17,083 | $408K | 2.5% | 2026-Q2 |
| Trek Financial, LLC | 15,965 | $382K | 2.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 12,402 | $297K | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 11,681 | $279K | 1.7% | 2026-Q2 |
| World Investment Advisors | 10,420 | $247K | 1.5% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 3,700 | $88K | 0.5% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 800 | $19K | 0.1% | 2026-Q2 |
| Archer Investment Corp trimmed | 771 | $18K | 0.1% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 720 | $17K | 0.1% | 2026-Q2 |
| UBS Group AG added | 96 | $2K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 82 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 35 | $837 | 0.0% | 2026-Q2 |
| Brookstone Capital Management trimmed | 39,575 | $937K | 5.7% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 32,391 | $767K | 4.7% | 2026-Q1 stale (1 quarter behind) |
| WealthPlan Investment Management, LLC new | 13,069 | $309K | 1.9% | 2026-Q1 stale (1 quarter behind) |
| Ashton Thomas Private Wealth, LLC new | 150 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WINNOW WEALTH LLC new | 7,143 | $171K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| AE Wealth Management LLC new | 157 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wealth Watch Advisors, INC new | 18 | $431 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Bullseye Investment Management, LLC | 198,665 | $5M | 28.7% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC trimmed | 9,158 | $222K | 1.3% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 3,373 | $81K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.