OCTU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow -3.1% ·
net new positions -12.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 496.79K | n/a | $14.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 63.76K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 42.54K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 24.75K | n/a | $704,402 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 11.93K | n/a | $339,593 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 9.84K | n/a | $279,968 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 2.39K | -83.1% | $68,021 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 78 | n/a | $2,220 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $262,679 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 40 holders, 2.05M shares, $56.42M 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.