OCTU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow -4.2% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 447.34K | -9.9% | $12.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 75.04K | +17.7% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 30.62K | -28.0% | $845,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 23.73K | -4.1% | $655,191 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 17.37K | New | $479,481 | 0.0% | New | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 11.93K | 0.0% | $329,390 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 9.84K | 0.0% | $271,556 | 0.0% | Held | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 8.55K | +257.9% | $232,354 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 339 | +334.6% | $9,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Us Bancorp \De\ | 9 | New | $248 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Ameriprise Financial Inc | $479,481 | 0.0% |
| Us Bancorp \De\ | $248 | 0.0% |
Exited
| No tracked exits this quarter. |
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.