ALIANZIM US EQ BFR20 OCT-USD OCTW
$40.93
+0.0% 52w: $36.38 – $40.93
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data36.3838.6640.93
Jun 20, 2025 Jul 2, 2026
Institutional holders
99
+3 QoQ
13F value
$413.7M
-3.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OCTW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 2.3M | $87.3M | 0.0% | -3.1% |
| AE Wealth Management LLC | Wealth advisor | 2.2M | $85.6M | 0.5% | -0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.2M | $44.4M | 0.1% | -1.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 467.5K | $18.0M | 0.0% | +6.5% |
| ACCESS FINANCIAL SERVICES, INC. | Wealth advisor | 349.8K | $13.5M | 4.8% | -4.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 244.2K | $9.4M | 0.0% | +5.8% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 216.5K | $8.4M | 3.6% | Held |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 218.3K | $8.4M | 0.4% | -0.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 197.2K | $7.6M | 0.0% | -14.7% |
| Cetera Investment Advisers | Wealth advisor | 197.0K | $7.6M | 0.0% | +0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 194.9K | $7.5M | 0.0% | +2.1% |
| POM Investment Strategies, LLC | Wealth advisor | 189.8K | $7.3M | 9.1% | New |
| Wellment Financial | Wealth advisor | 144.3K | $5.6M | 6.9% | -0.3% |
| Allianz SE | Wealth advisor | 136.5K | $5.3M | 0.1% | +2629.9% |
| Advyzon Investment Management, LLC | Wealth advisor | 131.1K | $5.0M | 0.5% | +106.5% |
| Elevated Capital Advisors, LLC | Wealth advisor | 120.8K | $4.6M | 1.2% | New |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 120.2K | $4.6M | 1.9% | -3.6% |
| Forty-three Eighteen Advisors, LLC | Other | 117.5K | $4.5M | 3.4% | -0.3% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 107.0K | $4.1M | 1.0% | -50.2% |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 106.6K | $4.1M | 1.2% | -7.7% |
| Guardian Capital, LLC | Wealth advisor | 99.5K | $3.8M | 3.7% | +84.3% |
| Integrated Wealth Management | Wealth advisor | 98.1K | $3.8M | 4.3% | +5.5% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 92.3K | $3.5M | 0.5% | -2.1% |
| World Investment Advisors | Wealth advisor | 80.6K | $3.1M | 0.0% | New |
| Spire Wealth Management | Wealth advisor | 79.1K | $3.0M | 0.1% | -5.7% |
| Elevation Wealth Management LLC | Wealth advisor | 69.5K | $2.7M | 2.5% | -8.1% |
| Compass Advisory Group LLC | Wealth advisor | 67.6K | $2.6M | 0.7% | -0.2% |
| Networth Advisors, LLC | Wealth advisor | 62.4K | $2.4M | 1.7% | -2.1% |
| Long Island Wealth Management, Inc. | Wealth advisor | 60.5K | $2.3M | 1.1% | Held |
| Great Lakes Retirement, Inc. | Other | 60.2K | $2.3M | 0.2% | -9.8% |
| PFG Advisors | Wealth advisor | 52.9K | $2.0M | 0.1% | -2.4% |
| Csenge Advisory Group | Wealth advisor | 51.1K | $2.0M | 0.1% | -3.4% |
| LifeWealth Investments, LLC | Wealth advisor | 49.0K | $1.9M | 0.6% | -18.6% |
| SMART Wealth LLC | Wealth advisor | 47.9K | $1.8M | 0.5% | +13.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 46.5K | $1.8M | 0.0% | -4.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 46.4K | $1.8M | 0.0% | -5.3% |
| FSA Advisors, Inc. | Wealth advisor | 46.3K | $1.8M | 1.2% | +15.8% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 46.2K | $1.8M | 0.1% | New |
| Centennial Advisors, LLC | Wealth advisor | 44.3K | $1.7M | 2.2% | -7.1% |
| Modern Wealth Management, LLC | Wealth advisor | 32.8K | $1.3M | 0.0% | -5.9% |
| JANE STREET GROUP, LLC | Market maker | 29.5K | $1.1M | 0.0% | +161.2% |
| SECURED RETIREMENT ADVISORS, LLC | Other | 27.4K | $1.1M | 0.6% | +1.4% |
| Midwest Financial Network, LLC | Wealth advisor | 25.1K | $964K | 0.8% | -16.9% |
| Lloyd Advisory Services, LLC. | Wealth advisor | 23.4K | $899K | 0.3% | -95.4% |
| Kingdom Financial Group LLC. | Wealth advisor | 23.4K | $899K | 0.3% | -5.0% |
| BIP Wealth, LLC | Wealth advisor | 23.3K | $898K | 0.0% | -1.7% |
| Blackston Financial Advisory Group, LLC | Wealth advisor | 21.5K | $829K | 0.5% | +2.3% |
| Authentikos Wealth Advisory, LLC | Wealth advisor | 21.2K | $817K | 0.6% | +2.0% |
| Strategic Blueprint, LLC | Wealth advisor | 21.0K | $807K | 0.0% | Held |
| Castle Rock Wealth Management, LLC | Other | 19.8K | $764K | 0.2% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.