Signals

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☆OCTW

128 in-universe funds with a nonzero position in OCTW within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#20463
Score / z0.000 / -0.02
Consensus21.31 over 40 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 90.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.9 0.3% 6 -0.1 pp -0.0 pp -0.0 pp -0.5 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 8.5 0.6% 4 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 6.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Capital, LLC CIK 0002083963 0.172 79 5.6 4.6% 2 +0.9 pp +4.6 pp +4.6 pp +4.6 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 4.8 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 3.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.1 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 2.8 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 2.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.5 0.7% 2 -0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 2.5 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 2.1 0.5% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 1.2 0.6% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 5 -0.5 pp -0.5 pp +0.0 pp -0.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.9 0.6% 6 -0.2 pp -0.3 pp -0.7 pp -0.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.8 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GTS FINANCIAL, LLC CIK 0002112647 0.211 41 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Taylor Securities Services, Inc. CIK 0002115182 0.765 63 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 3 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 2 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 -1.9 pp -1.9 pp +0.0 pp -1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.0 0.0% 0 -4.8 pp -5.2 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp -0.6 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -1.2 pp -1.1 pp +0.0 pp -0.8 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -3.6 pp -3.6 pp +0.0 pp -2.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 -1.0 pp -1.9 pp +0.0 pp -1.1 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp -0.3 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 -6.9 pp -6.6 pp +0.0 pp -6.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.7 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -1.2 pp -1.4 pp +0.0 pp -1.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp -0.3 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -7.7 pp +0.0 pp -5.1 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp -0.6 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp -0.3 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp -0.2 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just OCTW). Qtrs Held counts distinct quarters this fund has actually held OCTW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OCTW position size. Δ columns are the percentage-point change in OCTW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status