On this page, we present all of the funds holding OCTW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding OCTW, with a link to that fund's top holdings. The next columns indicate the amount of OCTW stock held by each of the funds holding OCTW, followed by the OCTW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 40 funds holding OCTW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC (or by any of the other funds holding OCTW), click the fund name in the "Holder" column of the funds-holding-OCTW table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Commonwealth Equity Services LLC | 1,231,000 | $40,278 | 12/31/2023 |
OCTW | 1,231,000 | $40,278 | 12/31/2023 |
Advisor Group Holdings Inc. | 246,004 | $8,049 | 12/31/2023 |
OCTW | 246,004 | $8,049 | 12/31/2023 |
Kestra Advisory Services LLC | 221,574 | $7,250 | 12/31/2023 |
OCTW | 221,574 | $7,250 | 12/31/2023 |
Raymond James & Associates | 200,543 | $6,790 | 03/31/2024 |
OCTW | 200,543 | $6,790 | 03/31/2024 |
Blue Bell Private Wealth Management LLC | 139,423 | $4,721 | 03/31/2024 |
OCTW | 139,423 | $4,721 | 03/31/2024 |
Centaurus Financial Inc. | 90,641 | $2,966 | 12/31/2023 |
OCTW | 90,641 | $2,966 | 12/31/2023 |
Atria Wealth Solutions Inc. | 84,744 | $2,773 | 12/31/2023 |
OCTW | 84,744 | $2,773 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 81,724 | $2,767 | 03/31/2024 |
OCTW | 81,724 | $2,767 | 03/31/2024 |
Envestnet Asset Management Inc. | 83,813 | $2,742 | 12/31/2023 |
OCTW | 83,813 | $2,742 | 12/31/2023 |
Compass Advisory Group LLC | 81,550 | $2,668 | 12/31/2023 |
OCTW | 81,550 | $2,668 | 12/31/2023 |
Strategic Blueprint LLC | 76,647 | $2,595 | 03/31/2024 |
OCTW | 76,647 | $2,595 | 03/31/2024 |
PFG Advisors | 64,654 | $2,115 | 12/31/2023 |
OCTW | 64,654 | $2,115 | 12/31/2023 |
Susquehanna International Group LLP | 49,486 | $1,619 | 12/31/2023 |
OCTW | 49,486 | $1,619 | 12/31/2023 |
Long Island Wealth Management Inc. | 45,541 | $1,490 | 12/31/2023 |
OCTW | 45,541 | $1,490 | 12/31/2023 |
Cetera Advisor Networks LLC | 32,860 | $1,075 | 12/31/2023 |
OCTW | 32,860 | $1,075 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 31,234 | $1,058 | 03/31/2024 |
OCTW | 31,234 | $1,058 | 03/31/2024 |
Wealthsource Partners LLC | 31,657 | $1,036 | 12/31/2023 |
OCTW | 31,657 | $1,036 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 30,326 | $992 | 12/31/2023 |
OCTW | 30,326 | $992 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 27,643 | $936 | 03/31/2024 |
OCTW | 27,643 | $936 | 03/31/2024 |
Cetera Investment Advisers | 27,647 | $905 | 12/31/2023 |
OCTW | 27,647 | $905 | 12/31/2023 |
LPL Financial LLC | 27,081 | $886 | 12/31/2023 |
OCTW | 27,081 | $886 | 12/31/2023 |
Cetera Advisors LLC | 23,566 | $771 | 12/31/2023 |
OCTW | 23,566 | $771 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 20,133 | $682 | 03/31/2024 |
OCTW | 20,133 | $682 | 03/31/2024 |
Lincoln National Corp | 17,851 | $584 | 12/31/2023 |
OCTW | 17,851 | $584 | 12/31/2023 |
Certified Advisory Corp | 13,724 | $449 | 12/31/2023 |
OCTW | 13,724 | $449 | 12/31/2023 |
Spire Wealth Management | 13,209 | $447 | 03/31/2024 |
OCTW | 13,209 | $447 | 03/31/2024 |
Diligent Investors LLC | 11,410 | $373 | 12/31/2023 |
OCTW | 11,410 | $373 | 12/31/2023 |
Citadel Advisors LLC | 10,144 | $332 | 12/31/2023 |
OCTW | 10,144 | $332 | 12/31/2023 |
HB Wealth Management LLC | 9,908 | $324 | 12/31/2023 |
OCTW | 9,908 | $324 | 12/31/2023 |
First Heartland Consultants Inc. | 8,935 | $292 | 12/31/2023 |
OCTW | 8,935 | $292 | 12/31/2023 |
Panoramic Investment Advisors LLC | 7,500 | $254 | 03/31/2024 |
OCTW | 7,500 | $254 | 03/31/2024 |
Private Advisor Group LLC | 6,600 | $216 | 12/31/2023 |
OCTW | 6,600 | $216 | 12/31/2023 |
Change Path LLC | 6,414 | $210 | 12/31/2023 |
OCTW | 6,414 | $210 | 12/31/2023 |
Harbour Investments Inc. | 5,774 | $189 | 12/31/2023 |
OCTW | 5,774 | $189 | 12/31/2023 |
Allianz Investment Management U.S. LLC | 5,000 | $164 | 12/31/2023 |
OCTW | 5,000 | $164 | 12/31/2023 |
IFP Advisors Inc | 4,941 | $162 | 12/31/2023 |
OCTW | 4,941 | $162 | 12/31/2023 |
AdvisorNet Financial Inc | 3,070 | $104 | 03/31/2024 |
OCTW | 3,070 | $104 | 03/31/2024 |
UBS Group AG | 2,517 | $82 | 12/31/2023 |
OCTW | 2,517 | $82 | 12/31/2023 |
Farther Finance Advisors LLC | 20 | $1 | 12/31/2023 |
OCTW | 20 | $1 | 12/31/2023 |
FMR LLC | 1 | $0 | 12/31/2023 |
OCTW | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
OCTW | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of OCTW
See Details: Top 10 Hedge Funds Holding OCTW
Also See: OCTW Holdings Changes
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