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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Commonwealth Equity Services LLC | 1,193,712 | $40,419 | 03/31/2024 | OCTW | 1,193,712 | $40,419 | 03/31/2024 | 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 | Compass Advisory Group LLC | 81,498 | $2,760 | 03/31/2024 | OCTW | 81,498 | $2,760 | 03/31/2024 | Envestnet Asset Management Inc. | 83,813 | $2,742 | 12/31/2023 | OCTW | 83,813 | $2,742 | 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 | $2,189 | 03/31/2024 | OCTW | 64,654 | $2,189 | 03/31/2024 | 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 | Envestnet Portfolio Solutions Inc. | 31,154 | $1,055 | 03/31/2024 | OCTW | 31,154 | $1,055 | 03/31/2024 | Wealthsource Partners LLC | 31,657 | $1,036 | 12/31/2023 | OCTW | 31,657 | $1,036 | 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 | 17,616 | $596 | 03/31/2024 | OCTW | 17,616 | $596 | 03/31/2024 | Susquehanna International Group LLP | 16,831 | $570 | 03/31/2024 | OCTW | 16,831 | $570 | 03/31/2024 | 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 | $386 | 03/31/2024 | OCTW | 11,410 | $386 | 03/31/2024 | HB Wealth Management LLC | 9,908 | $335 | 03/31/2024 | OCTW | 9,908 | $335 | 03/31/2024 | Citadel Advisors LLC | 10,144 | $332 | 12/31/2023 | OCTW | 10,144 | $332 | 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 | $223 | 03/31/2024 | OCTW | 6,600 | $223 | 03/31/2024 | Belpointe Asset Management LLC | 6,490 | $220 | 03/31/2024 | OCTW | 6,490 | $220 | 03/31/2024 | Change Path LLC | 6,414 | $210 | 12/31/2023 | OCTW | 6,414 | $210 | 12/31/2023 | First Heartland Consultants Inc. | 5,923 | $201 | 03/31/2024 | OCTW | 5,923 | $201 | 03/31/2024 | 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 | Proequities Inc. | 0 | $0 | 03/31/2024 | OCTW | 0 | $0 | 03/31/2024 | FMR LLC | 1 | $0 | 12/31/2023 | OCTW | 1 | $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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