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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 2,268,557 | $87M | 20.1% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 2,223,975 | $86M | 19.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,153,580 | $44M | 10.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 467,490 | $18M | 4.1% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 349,811 | $13M | 3.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 244,155 | $9M | 2.2% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 216,453 | $8M | 1.9% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 218,252 | $8M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 197,233 | $8M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers added | 197,002 | $8M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 194,938 | $7M | 1.7% | 2026-Q1 |
| POM Investment Strategies, LLC new | 189,826 | $7M | 1.7% | 2026-Q1 |
| Wellment Financial trimmed | 144,301 | $6M | 1.3% | 2026-Q1 |
| Allianz SE added | 136,494 | $5M | 1.2% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 131,095 | $5M | 1.2% | 2026-Q1 |
| Elevated Capital Advisors, LLC new | 120,829 | $5M | 1.1% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 120,245 | $5M | 1.1% | 2026-Q1 |
| Forty-three Eighteen Advisors, LLC trimmed | 117,528 | $5M | 1.0% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 107,029 | $4M | 0.9% | 2026-Q1 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 106,592 | $4M | 0.9% | 2026-Q1 |
| Guardian Capital, LLC added | 99,498 | $4M | 0.9% | 2026-Q1 |
| Integrated Wealth Management added | 98,059 | $4M | 0.9% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 92,260 | $4M | 0.8% | 2026-Q1 |
| World Investment Advisors trimmed | 80,575 | $3M | 0.7% | 2026-Q1 |
| Spire Wealth Management trimmed | 79,066 | $3M | 0.7% | 2026-Q1 |
| Elevation Wealth Management LLC trimmed | 69,475 | $3M | 0.6% | 2026-Q1 |
| Compass Advisory Group LLC trimmed | 67,588 | $3M | 0.6% | 2026-Q1 |
| Networth Advisors, LLC trimmed | 62,413 | $2M | 0.6% | 2026-Q1 |
| Long Island Wealth Management, Inc. | 60,525 | $2M | 0.5% | 2026-Q1 |
| Great Lakes Retirement, Inc. trimmed | 60,208 | $2M | 0.5% | 2026-Q1 |
| PFG Advisors trimmed | 52,914 | $2M | 0.5% | 2026-Q1 |
| Csenge Advisory Group trimmed | 51,051 | $2M | 0.5% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 49,021 | $2M | 0.4% | 2026-Q1 |
| SMART Wealth LLC added | 47,946 | $2M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 46,464 | $2M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 46,378 | $2M | 0.4% | 2026-Q1 |
| FSA Advisors, Inc. added | 46,294 | $2M | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. new | 46,246 | $2M | 0.4% | 2026-Q1 |
| Centennial Advisors, LLC trimmed | 44,270 | $2M | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 32,758 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 29,466 | $1M | 0.3% | 2026-Q1 |
| SECURED RETIREMENT ADVISORS, LLC added | 27,443 | $1M | 0.2% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 23,377 | $899K | 0.2% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 23,377 | $899K | 0.2% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 23,348 | $898K | 0.2% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 21,537 | $829K | 0.2% | 2026-Q1 |
| Authentikos Wealth Advisory, LLC added | 21,249 | $817K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC | 20,977 | $807K | 0.2% | 2026-Q1 |
| Castle Rock Wealth Management, LLC | 19,771 | $764K | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 17,912 | $717K | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 16,217 | $624K | 0.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 14,650 | $564K | 0.1% | 2026-Q1 |
| Westshore Wealth, LLC | 14,508 | $558K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 14,416 | $555K | 0.1% | 2026-Q1 |
| Certified Advisory Corp | 14,253 | $548K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 13,724 | $528K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 13,203 | $508K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 13,154 | $506K | 0.1% | 2026-Q1 |
| GTS FINANCIAL, LLC new | 12,486 | $439K | 0.1% | 2026-Q1 |
| Quest 10 Wealth Builders, Inc. trimmed | 10,612 | $408K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 10,590 | $407K | 0.1% | 2026-Q1 |
| Stirlingshire Investments, Inc. added | 10,579 | $407K | 0.1% | 2026-Q1 |
| Taylor Securities Services, Inc. added | 10,553 | $406K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 9,998 | $385K | 0.1% | 2026-Q1 |
| FreeGulliver LLC new | 9,938 | $382K | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC | 9,908 | $381K | 0.1% | 2026-Q1 |
| BCGM Wealth Management, LLC | 9,715 | $374K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 9,593 | $369K | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. | 9,470 | $364K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,976 | $345K | 0.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC | 8,140 | $313K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 8,096 | $311K | 0.1% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 7,500 | $289K | 0.1% | 2026-Q1 |
| Key Capital Management, INC added | 7,310 | $281K | 0.1% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 6,959 | $268K | 0.1% | 2026-Q1 |
| Clear Point Advisors Inc. | 6,746 | $260K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 6,746 | $260K | 0.1% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC | 6,635 | $255K | 0.1% | 2026-Q1 |
| BridgePort Financial Solutions, LLC | 6,605 | $254K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 6,600 | $254K | 0.1% | 2026-Q1 |
| Allianz Investment Management LLC trimmed | 94,238 | $4M | 0.8% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 80,080 | $3M | 0.7% | 2025-Q2 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 66,384 | $2M | 0.5% | 2025-Q2 stale |
| GeoWealth Management, LLC added | 59,270 | $2M | 0.5% | 2025-Q2 stale |
| Brown Financial Advisors trimmed | 58,052 | $2M | 0.5% | 2025-Q2 stale |
| Gradient Investments LLC trimmed | 38,106 | $1M | 0.3% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 32,400 | $1M | 0.3% | 2025-Q2 stale |
| Mattson Financial Services, LLC trimmed | 30,499 | $1M | 0.3% | 2025-Q2 stale |
| Paladin Wealth, LLC trimmed | 26,708 | $988K | 0.2% | 2025-Q2 stale |
| WealthPlan Investment Management, LLC added | 23,098 | $855K | 0.2% | 2025-Q2 stale |
| Diversify Advisory Services, LLC | 17,911 | $704K | 0.2% | 2025-Q4 stale |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 17,825 | $626K | 0.1% | 2025-Q1 stale |
| Lord & Richards Wealth Management, LLC trimmed | 15,353 | $539K | 0.1% | 2025-Q1 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 14,285 | $529K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 11,344 | $398K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP new | 9,024 | $345K | 0.1% | 2025-Q3 stale |
| Park Square Financial Group, LLC added | 8,523 | $315K | 0.1% | 2025-Q2 stale |
| WealthPLAN Partners, LLC trimmed | 8,291 | $307K | 0.1% | 2025-Q2 stale |
| Copley Financial Group, Inc. trimmed | 8,172 | $287K | 0.1% | 2025-Q1 stale |
| Signal Advisors Wealth, LLC trimmed | 6,820 | $266K | 0.1% | 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.
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.