Inst. Holders
19 funds
OC
OCTW
AIM ETF PRODUCTS TRUST
$42.15 ▲ +0.26%
Prev close $42.043 New Institutional Positions
Snapshot
The big-picture read on OCTW right now — valuation, ownership and activity at a glance.
Inst. Value
$200.4M
Inst. Activity
3 buys / 1 sells
Price chart 30d +0.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jul 10, 2026 ftd
FTD: OCTW — 19,076 shares ($0.8M) failed to deliver
Settlement: 20260710, Price: $41.08, FTD Value: $783,642.08, AIM ETF PRODS TR ALLIANZIM U.S
Jun 30, 2026 Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
249,190 shares ($10.2M)
Jun 30, 2026 Inst.
MML INVESTORS SERVICES, LLC — DOUBLED
87,868 shares ($3.6M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jul 10, 2026
ftd
FTD: OCTW — 19,076 shares ($0.8M) failed to deliver
Settlement: 20260710, Price: $41.08, FTD Value: $783,642.08, AIM ETF PRODS TR ALLIANZIM U.S
Jun 4, 2026
ftd
FTD: OCTW — 981,451 shares ($40.1M) failed to deliver
Settlement: 20260604, Price: $40.81, FTD Value: $40,053,015.31, AIM ETF PRODS TR ALLIANZIM U.S
Institutional ownership
Which big funds own OCTW (from quarterly 13F filings) and who is adding or trimming.
19 institutional holders with $200.4M total value (4,899,119 shares) as of 2026-Q2. Top holders: LPL, COMMONWEALTH, RAYMOND. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 2,212,139 | $90.5M | 45.2% | ADD +28.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,140,163 | $46.6M | 23.3% | — |
| RAYMOND JAMES FINANCIAL INC | 508,418 | $20.8M | 10.4% | — |
| ENVESTNET ASSET MANAGEMENT INC | 249,190 | $10.2M | 5.1% | ADD +27.8% |
| Kestra Advisory Services, LLC | 230,127 | $9.4M | 4.7% | ADD +26.4% |
| OSAIC HOLDINGS, INC. | 189,674 | $7.8M | 3.9% | ADD +55.5% |
| Cetera Investment Advisers | 184,697 | $7.6M | 3.8% | — |
| MML INVESTORS SERVICES, LLC | 87,868 | $3.6M | 1.8% | DOUBLED +565.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,556 | $1.6M | 0.8% | DOUBLED +340.7% |
| AE Wealth Management LLC | 25,537 | $1.0M | 0.5% | NEAR_EXIT -98.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | ADD | 194,938 | 249,190 | +27.8% | $10.2M |
| MML INVESTORS SERVICES, LLC | DOUBLED | 13,203 | 87,868 | +565.5% | $3.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 8,976 | 39,556 | +340.7% | $1.6M |
| AE Wealth Management LLC | NEAR_EXIT | 2,223,975 | 25,537 | -98.9% | $1.0M |
| ALLIANZ SE | DOUBLED | 5,000 | 136,494 | +2629.9% | $5.3M |
| JANE STREET GROUP, LLC | DOUBLED | 11,280 | 29,466 | +161.2% | $1.1M |
| MML INVESTORS SERVICES, LLC | NEAR_EXIT | 88,056 | 13,203 | -85.0% | $507.9K |
| Farther Finance Advisors, LLC | NEAR_EXIT | 21,006 | 2,144 | -89.8% | $82.8K |
| LPL Financial LLC | ADD | 1,816,347 | 2,340,821 | +28.9% | $91.3M |
| AE Wealth Management LLC | DOUBLED | 7,984 | 2,225,638 | +27776.2% | $86.8M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OCTW.
Shares short
2,205
Settlement Sep 15, 2026
Change vs prior
-4.5%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume