OCTW

Alianzim US Eq Bfr20 Oct-usd

-$14.0M

Net Activity

Institutions Holding

98

Popularity Rank

#4488

Avg Weight

0.61%

Total Value

$412.8M

Ownership Trend

98 institutions currently hold OCTW, with 33 net buyers and 48 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

48

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$87.3M
AW
AE Wealth Management LLC
$85.6M
CE
Commonwealth Equity Services, LLC
$44.4M
RJ
Raymond James Financial INC
$18.0M
AF
Access Financial Services, INC.
$13.5M

Top 5 by Conviction

PI
POM Investment Strategies, LLC
9.07%
WF
Wellment Financial
6.87%
AF
Access Financial Services, INC.
4.77%
IW
Integrated Wealth Management
4.33%
GC
Guardian Capital, LLC
3.66%
View all 98 holding institutions

Quarterly Activity

Recent Activity

+$89.3M

Total Buy Value

$347.4M

Total Sell Value

New buy11
Trim42
Add22
Sold out6

33

Net Buyers

48

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ALIANZIM US EQ BFR20 OCT-USD (OCTW)?
Major stakeholders currently include LPL Financial LLC ($87.3M), AE Wealth Management LLC ($85.6M), Commonwealth Equity Services, LLC ($44.4M). Based on the latest 13F filings, there are a total of 98 tracked investment funds and institutions maintaining positions in OCTW.
What is the overall institutional sentiment toward OCTW recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $14.0M, driven by 33 managers accumulating shares while 48 reduced their exposure.
Which institutions have been selling or reducing their OCTW positions?
In the latest period, 42 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $347.4M.
Are there any notable investors adding OCTW to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 22 existing holders added to their shares. The total reported buy value for the quarter amounted to $89.3M.

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