OCTW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow 0.0% ·
net new positions -8.3%
· 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 | LPL Financial LLC | 2.34M | n/a | $91.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.17M | n/a | $45.47M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 438.82K | n/a | $17.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 231.35K | n/a | $9.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 196.67K | n/a | $7.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 190.86K | n/a | $7.44M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 88.06K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 30.93K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 11.28K | n/a | $439,920 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 99 | -50.0% | $3,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Assetmark, Inc | 67 | n/a | $2,613 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Barclays Plc | 5 | n/a | $195 | 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
| Morgan Stanley | $1,533 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 96 holders, 10.72M shares, $402.28M 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.