Who owns OCTU
Which tracked institutional funds hold OCTU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OCTU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
8 tracked funds added or opened OCTU while 6 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
OCTU’s largest tracked holder by dollar value, Allianz SE, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OCTU 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 34 tracked filers holding OCTU, 15 increased or opened the position and 30 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 OCTU 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 3
- USA FINANCIAL FORMULAS$2M
- Regatta Research & Money Management$665K
- JANE STREET GROUP, LLC$538K
Full exits 2
- USA FINANCIAL FORMULAS$2M
- Sterling Manor Financial, LLC$709K
Largest adds
- Allianz SE$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- RFG Advisory, LLC$782K
- STEPHENS INC /AR/$510K
- Arax Advisory Partners$371K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$7M
- AE Wealth Management LLC$3M
- OSAIC HOLDINGS, INC.$769K
- OneDigital Investment Advisors LLC$423K
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 |
|---|---|---|---|---|
| Allianz SE added | 512,093 | $16M | 20.9% | 2026-Q2 |
| RFG Advisory, LLC added | 209,942 | $6M | 8.6% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 206,007 | $6M | 8.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 171,860 | $5M | 7.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 82,117 | $2M | 3.3% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 77,505 | $2M | 3.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 47,990 | $1M | 2.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 44,028 | $1M | 1.8% | 2026-Q2 |
| Savant Capital, LLC | 43,259 | $1M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 42,824 | $1M | 1.7% | 2026-Q2 |
| Arax Advisory Partners added | 26,214 | $797K | 1.1% | 2026-Q2 |
| Cypress Wealth Services, LLC | 25,494 | $776K | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 23,316 | $709K | 1.0% | 2026-Q2 |
| Regatta Research & Money Management new | 21,856 | $665K | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 17,679 | $538K | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 16,940 | $515K | 0.7% | 2026-Q2 |
| NBZ Investment Advisors LLC trimmed | 13,922 | $424K | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 13,527 | $411K | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 13,483 | $410K | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,678 | $386K | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 11,804 | $359K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,636 | $324K | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 8,728 | $266K | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 8,190 | $249K | 0.3% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 7,923 | $241K | 0.3% | 2026-Q2 |
| BCGM Wealth Management, LLC trimmed | 7,901 | $240K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 5,223 | $159K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,651 | $110K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 1,695 | $52K | 0.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 217 | $7K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 187 | $6K | 0.0% | 2026-Q2 |
| COUNTRY TRUST BANK new | 134 | $4K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 90 | $3K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 6 | $183 | 0.0% | 2026-Q2 |
| USA FINANCIAL FORMULAS trimmed | 68,733 | $2M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| Sterling Manor Financial, LLC added | 25,681 | $709K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Wellment Financial trimmed | 10,493 | $290K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SMART Wealth LLC trimmed | 10,293 | $284K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| FWG Investments, LLC. added | 10,260 | $283K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 10,230 | $282K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC trimmed | 9,831 | $271K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 6,241 | $172K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Quest 10 Wealth Builders, Inc. added | 2,906 | $80K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kingdom Financial Group LLC. trimmed | 220 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Networth Advisors, LLC | 207 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Key Capital Management, INC added | 116 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Decker Retirement Planning Inc. added | 62 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| US BANCORP \DE\ new | 9 | $248 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 223,514 | $6M | 8.5% | 2025-Q4 stale (2 quarters behind) |
| Stonebridge Financial Group, LLC / MO new | 13,136 | $374K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Grantvest Financial Group LLC | 7,803 | $222K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Allianz Investment Management U.S. LLC trimmed | 86,146 | $2M | 3.2% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 9,386 | $263K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| BARCLAYS PLC trimmed | 134 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Authentikos Wealth Advisory, LLC new | 280,129 | $7M | 9.9% | 2025-Q2 stale (4 quarters behind) |
| B.O.S.S. Retirement Advisors, LLC new | 33,598 | $883K | 1.2% | 2025-Q2 stale (4 quarters behind) |
| HOWARD BAILEY SECURITIES, LLC new | 18,188 | $478K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Great Lakes Retirement, Inc. new | 11,028 | $290K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| LifeWealth Investments, LLC new | 10,736 | $282K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC new | 651 | $17K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC new | 412 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Richard W. Paul & Associates, LLC new | 32 | $841 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Pineridge Advisors LLC new | 11 | $289 | 0.0% | 2025-Q2 stale (4 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.