§ EQUITY
USDOCTW
ALIANZIM US EQ BFR20 OCT-USD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
25 increased/new, 34 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 2.3M | 0.0% | −3% |
| AE Wealth Management LLC | 2.2M | 0.5% | −0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.2M | 0.1% | −1% |
| RAYMOND JAMES FINANCIAL INC | 467K | 0.0% | +7% |
| ACCESS FINANCIAL SERVICES, INC. | 350K | 4.8% | −4% |
| Kestra Advisory Services, LLC | 244K | 0.0% | +6% |
◇ AC INTELLIGENCE
Top institutional owners for OCTW as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.1% · 90 holders
INCOME / DEFENSIVE1.9% · 5 holders
DEALER / BANK0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OCTW in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention OCTW yet.