Who owns OCTU?
Institutional ownership of OCTU from SEC Form 13F filings across 30 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.
30
13F holders
$32.9M
value, 2026 filers
1.1M
shares disclosed
5
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 OCTU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RFG Advisory, LLC | 209,942 | $6.4M | 0.1% | — | +3.4% |
| 2 | STEPHENS INC /AR/ | 206,007 | $6.3M | 0.1% | — | -1.2% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 171,860 | $5.2M | 0.0% | — | -61.6% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 82,117 | $2.5M | 0.0% | — | +168.1% |
| 5 | AE Wealth Management LLC | 47,990 | $1.5M | 0.0% | — | -67.6% |
| 6 | OneDigital Investment Advisors LLC | 44,028 | $1.3M | 0.0% | — | -31.0% |
| 7 | Savant Capital, LLC | 43,259 | $1.3M | 0.0% | — | 0.0% |
| 8 | OSAIC HOLDINGS, INC. | 42,824 | $1.3M | 0.0% | — | -42.9% |
| 9 | Arax Advisory Partners | 26,214 | $797,430 | 0.0% | — | +69.6% |
| 10 | Cypress Wealth Services, LLC | 25,494 | $775,527 | 0.1% | — | 0.0% |
| 11 | Cetera Investment Advisers | 23,316 | $709,273 | 0.0% | — | -1.8% |
| 12 | Regatta Research & Money ManagementNEW | 21,856 | $664,874 | 0.6% | — | new |
| 13 | JANE STREET GROUP, LLCNEW | 17,679 | $537,795 | 0.0% | — | new |
| 14 | OLD MISSION CAPITAL LLC | 16,940 | $515,314 | 0.0% | — | +17.5% |
| 15 | NBZ Investment Advisors LLC | 13,922 | $423,507 | 0.2% | — | -2.8% |
| 16 | RAYMOND JAMES FINANCIAL INCNEW | 13,527 | $411,491 | 0.0% | — | new |
| 17 | Kestra Advisory Services, LLC | 13,483 | $410,153 | 0.0% | — | -16.7% |
| 18 | MML INVESTORS SERVICES, LLC | 12,678 | $385,665 | 0.0% | — | +6.3% |
| 19 | AMERIPRISE FINANCIAL INC | 11,804 | $359,078 | 0.0% | — | -32.0% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 10,636 | $323,547 | 0.0% | — | +8.1% |
| 21 | HRT FINANCIAL LPNEW | 8,455 | $257 | 0.0% | — | new |
| 22 | IFP Advisors, Inc | 8,190 | $249,140 | 0.0% | — | +26.0% |
| 23 | Patriot Financial Group Insurance Agency, LLC | 7,923 | $241,018 | 0.0% | — | -50.0% |
| 24 | HARBOUR INVESTMENTS, INC. | 5,223 | $158,884 | 0.0% | — | -18.3% |
| 25 | JPMORGAN CHASE & CO | 3,651 | $110,152 | 0.0% | — | -57.3% |
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.