Who owns OCTP?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OCTP from SEC Form 13F filings across 17 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 17 institutions disclosed 765,302 shares of OCTP worth $24.7M; the largest disclosed holder is PRUDENTIAL FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$24.7M
value, 2026 filers
765,302
shares disclosed
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OCTP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 545,220 | $17.6M | 0.0% | — | +43.3% |
| 2 | Castellan Group | 78,480 | $2.5M | 0.3% | — | -6.7% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 37,970 | $1.2M | 0.0% | — | -70.6% |
| 4 | NewEdge Advisors, LLC | 25,020 | $808,709 | 0.0% | — | +3.1% |
| 5 | Blue Water Asset Management | 24,433 | $789,736 | 0.3% | — | -1.8% |
| 6 | KINTRA WEALTH, LLC | 9,297 | $307,405 | 0.0% | — | 0.0% |
| 7 | ROYAL BANK OF CANADA | 8,324 | $269,000 | 0.0% | — | +75.2% |
| 8 | Spire Wealth Management | 8,026 | $259,388 | 0.0% | — | 0.0% |
| 9 | RAYMOND JAMES FINANCIAL INC | 7,547 | $243,938 | 0.0% | — | -35.8% |
| 10 | Kestra Advisory Services, LLC | 6,720 | $217,207 | 0.0% | — | -42.7% |
| 11 | PNC Financial Services Group, Inc. | 5,379 | $173,863 | 0.0% | — | +0.3% |
| 12 | DHJJ Financial Advisors, Ltd. | 3,376 | $109,121 | 0.0% | — | 0.0% |
| 13 | Parallel Advisors, LLC | 1,904 | $61,543 | 0.0% | — | 0.0% |
| 14 | Ameritas Advisory Services, LLCNEW | 1,278 | $41,308 | 0.0% | — | new |
| 15 | UBS Group AGNEW | 1,157 | $37,397 | 0.0% | — | new |
| 16 | Steward Partners Investment Advisory, LLC | 671 | $21,688 | 0.0% | — | 0.0% |
| 17 | HARBOUR INVESTMENTS, INC. | 500 | $16,161 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.