OCTW
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow -3.5% ·
net new positions +7.7%
· 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 | LPL Financial LLC | 2.27M | -3.1% | $87.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.15M | -1.1% | $44.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 467.49K | +6.5% | $17.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Osaic Holdings, Inc. | 197.23K | -14.8% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 197.00K | +0.2% | $7.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 194.94K | +2.1% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 29.47K | +161.2% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 13.20K | -85.0% | $507,900 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 8.98K | -71.0% | $345,307 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 99 | 0.0% | $3,757 | 0.0% | Held | 3 | SEC ↗ |
| 11 | UBS Group AG | 85 | New | $3,270 | 0.0% | New | 1 | SEC ↗ |
| 12 | Assetmark, Inc | 67 | 0.0% | $2,577 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 22 | New | $846 | 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
| UBS Group AG | $3,270 | 0.0% |
| Morgan Stanley | $846 | 0.0% |
Exited
| Barclays Plc | $195 | 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.