OCTT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -2.2% ·
net new positions -11.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | 0 | 487.23K | $22.71M | n/a | n/a |
| Q1 2026 | 9 | -1 | 486.09K | $20.57M | n/a | −1 |
| Q4 2025 | 10 | -2 | 497.03K | $21.63M | n/a | −2 |
| Q3 2025 | 2 | 0 | 31.27K | $1.33M | n/a | n/a |
| Q2 2025 | 1 | 0 | 11.47K | $460,486 | n/a | n/a |
| Q1 2025 | 1 | 0 | 11.11K | $413,548 | n/a | n/a |
| Q4 2024 | 1 | 0 | 12.76K | $487,719 | n/a | n/a |
| Q3 2024 | 1 | +1 | 7.99K | $299,856 | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 107.72K | -14.5% | $4.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 95.96K | -0.9% | $4.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 83.68K | +4.8% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 83.33K | +0.1% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 72.28K | -0.5% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 20.36K | -4.1% | $861,586 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 14.94K | +38.0% | $632,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 5.09K | -20.0% | $215,370 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Barclays Plc | 2.72K | +5815.2% | $115,155 | 0.0% | ▲ Add | 2 | 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
| UBS Group AG | $4,961 | was 0.0% |
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.