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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
3 top institutions tracked
Last 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
9 filers reported a long position in OCIO for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Blueprint Investment Partners LLC | $5.7M | 150.6K | +5.5% |
| Blueprint Financial Advisors LLC | $5.7M | 150.3K | +5.5% |
| LPL Financial LLC | $2.3M | 60.4K | +11.1% |
| JANE STREET GROUP, LLC | $1.6M | 41K | +75% |
| Janney Montgomery Scott LLC | $1.5M | 38.9K | +20.1% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $1.3M | 35.1K | +113.7% |
| Colonial Trust Co / SC | $157.1K | 4.2K | Unchanged |
| Integrated Wealth Concepts LLC | $13.1K | 346 | New |
| UBS Group AG | $4K | 105 | +1,066.7% |
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