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Funds Holding OCTW

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 41 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.

HolderAmountPosition Size
($ in 1000's)
 As of
Commonwealth Equity Services LLC1,193,712$40,419 03/31/2024
     OCTW1,193,712$40,419 03/31/2024
Advisor Group Holdings Inc.246,004$8,049 12/31/2023
     OCTW246,004$8,049 12/31/2023
Kestra Advisory Services LLC221,574$7,250 12/31/2023
     OCTW221,574$7,250 12/31/2023
Raymond James & Associates200,543$6,790 03/31/2024
     OCTW200,543$6,790 03/31/2024
Blue Bell Private Wealth Management LLC139,423$4,721 03/31/2024
     OCTW139,423$4,721 03/31/2024
Centaurus Financial Inc.90,641$2,966 12/31/2023
     OCTW90,641$2,966 12/31/2023
Atria Wealth Solutions Inc.84,744$2,773 12/31/2023
     OCTW84,744$2,773 12/31/2023
Raymond James Financial Services Advisors Inc.81,724$2,767 03/31/2024
     OCTW81,724$2,767 03/31/2024
Compass Advisory Group LLC81,498$2,760 03/31/2024
     OCTW81,498$2,760 03/31/2024
Envestnet Asset Management Inc.83,813$2,742 12/31/2023
     OCTW83,813$2,742 12/31/2023
Strategic Blueprint LLC76,647$2,595 03/31/2024
     OCTW76,647$2,595 03/31/2024
PFG Advisors64,654$2,189 03/31/2024
     OCTW64,654$2,189 03/31/2024
Long Island Wealth Management Inc.45,541$1,490 12/31/2023
     OCTW45,541$1,490 12/31/2023
Cetera Advisor Networks LLC32,860$1,075 12/31/2023
     OCTW32,860$1,075 12/31/2023
Cambridge Investment Research Advisors Inc.31,234$1,058 03/31/2024
     OCTW31,234$1,058 03/31/2024
Envestnet Portfolio Solutions Inc.31,154$1,055 03/31/2024
     OCTW31,154$1,055 03/31/2024
Wealthsource Partners LLC31,657$1,036 12/31/2023
     OCTW31,657$1,036 12/31/2023
Nations Financial Group Inc. IA ADV27,643$936 03/31/2024
     OCTW27,643$936 03/31/2024
Cetera Investment Advisers27,647$905 12/31/2023
     OCTW27,647$905 12/31/2023
LPL Financial LLC27,081$886 12/31/2023
     OCTW27,081$886 12/31/2023
Cetera Advisors LLC23,566$771 12/31/2023
     OCTW23,566$771 12/31/2023
DHJJ Financial Advisors Ltd.20,133$682 03/31/2024
     OCTW20,133$682 03/31/2024
Lincoln National Corp17,616$596 03/31/2024
     OCTW17,616$596 03/31/2024
Susquehanna International Group LLP16,831$570 03/31/2024
     OCTW16,831$570 03/31/2024
Certified Advisory Corp13,724$449 12/31/2023
     OCTW13,724$449 12/31/2023
Spire Wealth Management13,209$447 03/31/2024
     OCTW13,209$447 03/31/2024
Diligent Investors LLC11,410$386 03/31/2024
     OCTW11,410$386 03/31/2024
HB Wealth Management LLC9,908$335 03/31/2024
     OCTW9,908$335 03/31/2024
Citadel Advisors LLC10,144$332 12/31/2023
     OCTW10,144$332 12/31/2023
Panoramic Investment Advisors LLC7,500$254 03/31/2024
     OCTW7,500$254 03/31/2024
Private Advisor Group LLC6,600$223 03/31/2024
     OCTW6,600$223 03/31/2024
Belpointe Asset Management LLC6,490$220 03/31/2024
     OCTW6,490$220 03/31/2024
Change Path LLC6,414$210 12/31/2023
     OCTW6,414$210 12/31/2023
First Heartland Consultants Inc.5,923$201 03/31/2024
     OCTW5,923$201 03/31/2024
Harbour Investments Inc.5,774$189 12/31/2023
     OCTW5,774$189 12/31/2023
Allianz Investment Management U.S. LLC5,000$164 12/31/2023
     OCTW5,000$164 12/31/2023
IFP Advisors Inc4,941$162 12/31/2023
     OCTW4,941$162 12/31/2023
AdvisorNet Financial Inc3,070$104 03/31/2024
     OCTW3,070$104 03/31/2024
UBS Group AG2,517$82 12/31/2023
     OCTW2,517$82 12/31/2023
Farther Finance Advisors LLC20$1 12/31/2023
     OCTW20$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     OCTW0$0 03/31/2024
FMR LLC1$0 12/31/2023
     OCTW1$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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