Ticker: OCTP CUSIP: 69420N742 Class: S&P 500 BUFFER
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| PRUDENTIAL FINANCIAL INC | 275,692 | $8,367 |
| COMMONWEALTH EQUITY SERVICES, LLC | 131,902 | $4,003 |
| Castellan Group | 84,120 | $2,553 |
| Blue Water Asset Management | 33,980 | $1,031 |
| NewEdge Advisors, LLC | 18,626 | $565 |
| RAYMOND JAMES FINANCIAL INC | 11,754 | $357 |
| Kestra Advisory Services, LLC | 11,720 | $356 |
| Spire Wealth Management | 8,025 | $244 |
| PNC Financial Services Group, Inc. | 4,739 | $144 |
| DHJJ Financial Advisors, Ltd. | 3,376 | $102 |
| Parallel Advisors, LLC | 1,904 | $58 |
| Steward Partners Investment Advisory, LLC | 671 | $20 |
| HARBOUR INVESTMENTS, INC. | 500 | $15 |
| Total (13 institutions) | 587,009 | $17,816 |