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Institutional Ownership · SEC Form 13F

Who owns OCTW (OCTW)


Which tracked institutional funds hold OCTW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OCTW 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.

98
Institutional holders
10,726,369
Shares held (tracked funds)

How the tape is positioned

11 tracked funds added or opened OCTW while 16 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

OCTW’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes OCTW more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in OCTW 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 98 tracked filers holding OCTW, 33 increased or opened the position and 52 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 OCTW 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.

New buyers 4

  • POM Investment Strategies, LLC$7M
  • Elevated Capital Advisors, LLC$5M
  • Ausdal Financial Partners, Inc.$2M
  • DIVERSIFY WEALTH MANAGEMENT, LLC$717K

Full exits 2

  • Allianz Investment Management LLC$4M
  • Diversify Advisory Services, LLC$704K

Largest adds

  • Allianz SE$5M
  • Advyzon Investment Management, LLC$3M
  • Guardian Capital, LLC$2M
  • RAYMOND JAMES FINANCIAL INC$870K
  • JANE STREET GROUP, LLC$694K
  • Kestra Advisory Services, LLC$393K

Largest trims

  • Lloyd Advisory Services, LLC.$19M
  • Outlook Wealth Advisors, LLC$4M
  • LPL Financial LLC$4M
  • MML INVESTORS SERVICES, LLC$3M
  • OSAIC HOLDINGS, INC.$1M
  • AE Wealth Management LLC$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).

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed2,268,557$87M20.1%2026-Q1
AE Wealth Management LLC trimmed2,223,975$86M19.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,153,580$44M10.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added467,490$18M4.1%2026-Q1
ACCESS FINANCIAL SERVICES, INC. trimmed349,811$13M3.1%2026-Q1
Kestra Advisory Services, LLC added244,155$9M2.2%2026-Q1
Mid-American Wealth Advisory Group, Inc.216,453$8M1.9%2026-Q1
CENTAURUS FINANCIAL, INC. trimmed218,252$8M1.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed197,233$8M1.7%2026-Q1
Cetera Investment Advisers added197,002$8M1.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added194,938$7M1.7%2026-Q1
POM Investment Strategies, LLC new189,826$7M1.7%2026-Q1
Wellment Financial trimmed144,301$6M1.3%2026-Q1
Allianz SE added136,494$5M1.2%2026-Q1
Advyzon Investment Management, LLC added131,095$5M1.2%2026-Q1
Elevated Capital Advisors, LLC new120,829$5M1.1%2026-Q1
HOWARD BAILEY SECURITIES, LLC trimmed120,245$5M1.1%2026-Q1
Forty-three Eighteen Advisors, LLC trimmed117,528$5M1.0%2026-Q1
Outlook Wealth Advisors, LLC trimmed107,029$4M0.9%2026-Q1
B.O.S.S. Retirement Advisors, LLC trimmed106,592$4M0.9%2026-Q1
Guardian Capital, LLC added99,498$4M0.9%2026-Q1
Integrated Wealth Management added98,059$4M0.9%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed92,260$4M0.8%2026-Q1
World Investment Advisors trimmed80,575$3M0.7%2026-Q1
Spire Wealth Management trimmed79,066$3M0.7%2026-Q1
Elevation Wealth Management LLC trimmed69,475$3M0.6%2026-Q1
Compass Advisory Group LLC trimmed67,588$3M0.6%2026-Q1
Networth Advisors, LLC trimmed62,413$2M0.6%2026-Q1
Long Island Wealth Management, Inc.60,525$2M0.5%2026-Q1
Great Lakes Retirement, Inc. trimmed60,208$2M0.5%2026-Q1
PFG Advisors trimmed52,914$2M0.5%2026-Q1
Csenge Advisory Group trimmed51,051$2M0.5%2026-Q1
LifeWealth Investments, LLC trimmed49,021$2M0.4%2026-Q1
SMART Wealth LLC added47,946$2M0.4%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed46,464$2M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed46,378$2M0.4%2026-Q1
FSA Advisors, Inc. added46,294$2M0.4%2026-Q1
Ausdal Financial Partners, Inc. new46,246$2M0.4%2026-Q1
Centennial Advisors, LLC trimmed44,270$2M0.4%2026-Q1
Modern Wealth Management, LLC trimmed32,758$1M0.3%2026-Q1
JANE STREET GROUP, LLC added29,466$1M0.3%2026-Q1
SECURED RETIREMENT ADVISORS, LLC added27,443$1M0.2%2026-Q1
Lloyd Advisory Services, LLC. trimmed23,377$899K0.2%2026-Q1
Kingdom Financial Group LLC. trimmed23,377$899K0.2%2026-Q1
BIP Wealth, LLC trimmed23,348$898K0.2%2026-Q1
Blackston Financial Advisory Group, LLC added21,537$829K0.2%2026-Q1
Authentikos Wealth Advisory, LLC added21,249$817K0.2%2026-Q1
Strategic Blueprint, LLC20,977$807K0.2%2026-Q1
Castle Rock Wealth Management, LLC19,771$764K0.2%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new17,912$717K0.2%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed16,217$624K0.1%2026-Q1
Patriot Financial Group Insurance Agency, LLC added14,650$564K0.1%2026-Q1
Westshore Wealth, LLC14,508$558K0.1%2026-Q1
Focus Financial Network, Inc. trimmed14,416$555K0.1%2026-Q1
Certified Advisory Corp14,253$548K0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed13,724$528K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed13,203$508K0.1%2026-Q1
OLD MISSION CAPITAL LLC added13,154$506K0.1%2026-Q1
GTS FINANCIAL, LLC new12,486$439K0.1%2026-Q1
Quest 10 Wealth Builders, Inc. trimmed10,612$408K0.1%2026-Q1
Foundations Investment Advisors, LLC added10,590$407K0.1%2026-Q1
Stirlingshire Investments, Inc. added10,579$407K0.1%2026-Q1
Taylor Securities Services, Inc. added10,553$406K0.1%2026-Q1
IFP Advisors, Inc added9,998$385K0.1%2026-Q1
FreeGulliver LLC new9,938$382K0.1%2026-Q1
HB Wealth Management, LLC9,908$381K0.1%2026-Q1
BCGM Wealth Management, LLC9,715$374K0.1%2026-Q1
DHJJ Financial Advisors, Ltd. trimmed9,593$369K0.1%2026-Q1
First Heartland Consultants, Inc.9,470$364K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed8,976$345K0.1%2026-Q1
JIM SAULNIER & ASSOCIATES, LLC8,140$313K0.1%2026-Q1
Merit Financial Group, LLC trimmed8,096$311K0.1%2026-Q1
PANORAMIC INVESTMENT ADVISORS, LLC7,500$289K0.1%2026-Q1
Key Capital Management, INC added7,310$281K0.1%2026-Q1
Grantvest Financial Group LLC trimmed6,959$268K0.1%2026-Q1
Clear Point Advisors Inc.6,746$260K0.1%2026-Q1
CreativeOne Wealth, LLC trimmed6,746$260K0.1%2026-Q1
Avidian Wealth Enterprises, LLC6,635$255K0.1%2026-Q1
BridgePort Financial Solutions, LLC6,605$254K0.1%2026-Q1
Private Advisor Group, LLC trimmed6,600$254K0.1%2026-Q1
Allianz Investment Management LLC trimmed94,238$4M0.8%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed80,080$3M0.7%2025-Q2 stale
TOUNJIAN ADVISORY PARTNERS, LLC trimmed66,384$2M0.5%2025-Q2 stale
GeoWealth Management, LLC added59,270$2M0.5%2025-Q2 stale
Brown Financial Advisors trimmed58,052$2M0.5%2025-Q2 stale
Gradient Investments LLC trimmed38,106$1M0.3%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added32,400$1M0.3%2025-Q2 stale
Mattson Financial Services, LLC trimmed30,499$1M0.3%2025-Q2 stale
Paladin Wealth, LLC trimmed26,708$988K0.2%2025-Q2 stale
WealthPlan Investment Management, LLC added23,098$855K0.2%2025-Q2 stale
Diversify Advisory Services, LLC17,911$704K0.2%2025-Q4 stale
RED CRANE WEALTH MANAGEMENT, LLC trimmed17,825$626K0.1%2025-Q1 stale
Lord & Richards Wealth Management, LLC trimmed15,353$539K0.1%2025-Q1 stale
Envestnet Portfolio Solutions, Inc. trimmed14,285$529K0.1%2025-Q2 stale
CITADEL ADVISORS LLC trimmed11,344$398K0.1%2025-Q1 stale
HRT FINANCIAL LP new9,024$345K0.1%2025-Q3 stale
Park Square Financial Group, LLC added8,523$315K0.1%2025-Q2 stale
WealthPLAN Partners, LLC trimmed8,291$307K0.1%2025-Q2 stale
Copley Financial Group, Inc. trimmed8,172$287K0.1%2025-Q1 stale
Signal Advisors Wealth, LLC trimmed6,820$266K0.1%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership