OCTT
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | 0 | 487.23K | $22.71M | — | — |
| Q1 2026 | 9 | -1 | 486.09K | $20.57M | — | −1 |
| Q4 2025 | 10 | -2 | 497.03K | $21.63M | — | −2 |
| Q3 2025 | 2 | 0 | 31.27K | $1.33M | — | — |
| Q2 2025 | 1 | 0 | 11.47K | $460,486 | — | — |
| Q1 2025 | 1 | 0 | 11.11K | $413,548 | — | — |
| Q4 2024 | 1 | 0 | 12.76K | $487,719 | — | — |
| Q3 2024 | 1 | +1 | 7.99K | $299,856 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 105.01K | -2.5% | $4.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 89.89K | -6.3% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 80.73K | -3.1% | $3.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 67.68K | -19.1% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 65.24K | -9.7% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 54.60K | +265.4% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 18.36K | -9.8% | $855,661 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 5.68K | +11.7% | $264,778 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Barclays Plc | 43 | -98.4% | $2,004 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 945.07K shares, $36.09M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.