Who owns 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-Q2 13F filings (latest filed 2026-08-25). 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
15 tracked funds added or opened OCTW while 26 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
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 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 80 tracked filers holding OCTW, 25 increased or opened the position and 64 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 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
- Summit Financial, LLC$1M
- IFG Advisory, LLC$850K
- Diversify Advisory Services, LLC$735K
Full exits 20
- ACCESS FINANCIAL SERVICES, INC.$13M
- Mid-American Wealth Advisory Group, Inc.$8M
- CENTAURUS FINANCIAL, INC.$8M
- Wellment Financial$6M
- HOWARD BAILEY SECURITIES, LLC$5M
- Outlook Wealth Advisors, LLC$4M
Largest adds
- Advyzon Investment Management, LLC$3M
- LPL Financial LLC$3M
- MML INVESTORS SERVICES, LLC$3M
- RAYMOND JAMES FINANCIAL INC$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
Largest trims
- AE Wealth Management LLC$85M
- POM Investment Strategies, LLC$7M
- Networth Advisors, LLC$2M
- Elevated Capital Advisors, LLC$2M
- Csenge Advisory Group$2M
- Lloyd Advisory Services, LLC.$841K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 2,212,139 | $90M | 25.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,140,163 | $47M | 13.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 508,418 | $21M | 5.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 249,190 | $10M | 2.9% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 230,127 | $9M | 2.7% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 207,260 | $8M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 189,674 | $8M | 2.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 184,697 | $8M | 2.1% | 2026-Q2 |
| Allianz SE added | 167,279 | $7M | 1.9% | 2026-Q2 |
| Guardian Capital, LLC added | 136,626 | $6M | 1.6% | 2026-Q2 |
| Forty-three Eighteen Advisors, LLC trimmed | 117,113 | $5M | 1.4% | 2026-Q2 |
| World Investment Advisors added | 88,691 | $4M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 87,868 | $4M | 1.0% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 85,533 | $3M | 1.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 84,833 | $3M | 1.0% | 2026-Q2 |
| Spire Wealth Management trimmed | 75,586 | $3M | 0.9% | 2026-Q2 |
| Elevation Wealth Management LLC trimmed | 68,745 | $3M | 0.8% | 2026-Q2 |
| Compass Advisory Group LLC trimmed | 66,115 | $3M | 0.8% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 61,179 | $3M | 0.7% | 2026-Q2 |
| Long Island Wealth Management, Inc. | 60,525 | $2M | 0.7% | 2026-Q2 |
| PFG Advisors trimmed | 51,697 | $2M | 0.6% | 2026-Q2 |
| Advus Financial Partners, LLC trimmed | 51,223 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 39,556 | $2M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 37,749 | $2M | 0.4% | 2026-Q2 |
| SECURED RETIREMENT ADVISORS, LLC added | 28,320 | $1M | 0.3% | 2026-Q2 |
| Summit Financial, LLC new | 25,940 | $1M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 25,537 | $1M | 0.3% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 22,310 | $913K | 0.3% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 21,705 | $888K | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC | 20,977 | $858K | 0.2% | 2026-Q2 |
| IFG Advisory, LLC new | 20,776 | $850K | 0.2% | 2026-Q2 |
| Castle Rock Wealth Management, LLC | 19,771 | $809K | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 17,912 | $735K | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 17,912 | $735K | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 17,090 | $699K | 0.2% | 2026-Q2 |
| Westshore Wealth, LLC | 14,508 | $594K | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 14,462 | $592K | 0.2% | 2026-Q2 |
| Certified Advisory Corp trimmed | 14,003 | $573K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 13,424 | $549K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 13,222 | $541K | 0.2% | 2026-Q2 |
| GTS FINANCIAL, LLC | 12,486 | $462K | 0.1% | 2026-Q2 |
| Stirlingshire Investments, Inc. trimmed | 10,198 | $417K | 0.1% | 2026-Q2 |
| Taylor Securities Services, Inc. trimmed | 10,150 | $415K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 9,948 | $407K | 0.1% | 2026-Q2 |
| FreeGulliver LLC | 9,938 | $407K | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC | 9,908 | $405K | 0.1% | 2026-Q2 |
| BCGM Wealth Management, LLC | 9,715 | $397K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 9,560 | $391K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. | 9,470 | $387K | 0.1% | 2026-Q2 |
| Csenge Advisory Group trimmed | 8,631 | $353K | 0.1% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC | 8,140 | $333K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 7,883 | $322K | 0.1% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 7,500 | $307K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 6,773 | $277K | 0.1% | 2026-Q2 |
| Grantvest Financial Group LLC trimmed | 6,667 | $273K | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 6,635 | $271K | 0.1% | 2026-Q2 |
| BridgePort Financial Solutions, LLC | 6,605 | $270K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC | 6,600 | $270K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC | 6,490 | $266K | 0.1% | 2026-Q2 |
| RIA Advisory Group LLC | 5,500 | $225K | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC | 5,497 | $225K | 0.1% | 2026-Q2 |
| Gaddis Premier Wealth Advisors LLC trimmed | 5,472 | $224K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 5,330 | $218K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 5,262 | $215K | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 4,993 | $204K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,892 | $200K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 3,367 | $138K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 3,119 | $128K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 3,070 | $126K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 2,515 | $104K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 2,144 | $88K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 1,430 | $59K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC trimmed | 1,207 | $49K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 1,007 | $41K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 157 | $6K | 0.0% | 2026-Q2 |
| Archer Investment Corp new | 140 | $6K | 0.0% | 2026-Q2 |
| Networth Advisors, LLC trimmed | 134 | $5K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 99 | $4K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 67 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 0 | $10 | 0.0% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 349,811 | $13M | 3.8% | 2026-Q1 stale (1 quarter behind) |
| Mid-American Wealth Advisory Group, Inc. | 216,453 | $8M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 218,252 | $8M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Wellment Financial trimmed | 144,301 | $6M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| HOWARD BAILEY SECURITIES, LLC trimmed | 120,245 | $5M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Outlook Wealth Advisors, LLC trimmed | 107,029 | $4M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| B.O.S.S. Retirement Advisors, LLC trimmed | 106,592 | $4M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Management added | 98,059 | $4M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Great Lakes Retirement, Inc. trimmed | 60,208 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| LifeWealth Investments, LLC trimmed | 49,021 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| SMART Wealth LLC added | 47,946 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 46,378 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| FSA Advisors, Inc. added | 46,294 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Centennial Advisors, LLC trimmed | 44,270 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Modern Wealth Management, LLC trimmed | 32,758 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 94,238 | $4M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Gradient Investments LLC trimmed | 38,106 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 80,080 | $3M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| GeoWealth Management, LLC added | 59,270 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Brown Financial Advisors trimmed | 58,052 | $2M | 0.6% | 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.