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Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.
About 19.2% of OTF shares are held by financial institutions. GENERALI INVESTMENTS CEE, INVESTICNI SPOLECNOST, A.S. is the top corporate investor, holding 21.92K shares valued at $302.88K. A 0.01% stake in Blue Owl Technology Finance Corp. is owned by the company. BANK OF NEW YORK MELLON CORP owns 119.91K shares valued at $1.66M, which translates its holding of 0.05% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Sep 30, 2025 | GENERALI INVESTMENTS CEE, INVESTICNI SPOLECNOST, A.S. | 0.01% | 21.92K | 302.88K | 21.92K | +100.00% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.05% | 119.91K | 1.66M | 119.91K | +100.00% |
| Sep 30, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.04% | 90.69K | 1.25M | 59.83K | +193.89% |
| Sep 30, 2025 | NEWEDGE WEALTH, LLC | 0.03% | 67.71K | 973.63K | 44.35K | +189.92% |
| Sep 30, 2025 | UBS GROUP AG | 0.03% | 65.25K | 901.78K | 62.67K | +2,430.13% |
| Sep 30, 2025 | GRIES FINANCIAL LLC | 0.03% | 65.17K | 910.36K | 46.45K | +248.19% |
| Sep 30, 2025 | RONALD BLUE TRUST, INC. | 0.02% | 52.53K | 725.91K | 36.18K | +221.38% |
| Sep 30, 2025 | SCS CAPITAL MANAGEMENT LLC | 0.02% | 47.84K | 661.12K | 47.84K | +100.00% |
| Sep 30, 2025 | CWM, LLC | 0.01% | 33.27K | 460K | 27.53K | +479.37% |
| Sep 30, 2025 | PATHSTONE HOLDINGS, LLC | 0.01% | 33.25K | 461.63K | 22.18K | +200.32% |
| Sep 30, 2025 | MACQUARIE GROUP LTD | 0.01% | 29.44K | 406.9K | 29.44K | +100.00% |
| Sep 30, 2025 | HRT FINANCIAL LP | 0.01% | 29.15K | 402K | 14.51K | +99.17% |
| Sep 30, 2025 | CLIFFWATER LLC | 2.52% | 5.92M | 81.87M | -754.19K | -11.29% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 14.06K | 194K | 14.06K | +100.00% |
| Sep 30, 2025 | ACTIVEST WEALTH MANAGEMENT | 0.01% | 12.1K | 167.26K | 7.58K | +167.77% |
| Sep 30, 2025 | PALLAS CAPITAL ADVISORS LLC | 0% | 11.51K | 159.12K | 11.51K | +100.00% |
| Sep 30, 2025 | BLAIR WILLIAM & CO/IL | 0% | 10.47K | 144.74K | 10.47K | +100.00% |
| Sep 30, 2025 | ELM PARTNERS MANAGEMENT LLC | 0% | 10.42K | 143.94K | 10.42K | +100.00% |
| Sep 30, 2025 | BFSG, LLC | 0% | 5.74K | 79.26K | 3.82K | +199.95% |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 0% | 4.43K | 61.24K | 3.54K | +394.53% |
| Sep 30, 2025 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 0% | 3.85K | 54.75K | 2.57K | +200.08% |
| Sep 30, 2025 | AVION WEALTH | 0% | 2.06K | 28K | 2.06K | +100.00% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 1.68K | 23.23K | 911 | +118.31% |
| Sep 30, 2025 | WHITTIER TRUST CO | 0% | 1.47K | 21.06K | 866 | +142.67% |
| Sep 30, 2025 | FRANKLIN RESOURCES INC | 0% | 1.13K | 65.09K | 1.13K | +100.00% |
| Sep 30, 2025 | BLACKROCK, INC. | 0% | 590 | 8.15K | 590 | +100.00% |
| Sep 30, 2025 | MMA ASSET MANAGEMENT LLC | 0% | 433 | 5.98K | 433 | +100.00% |
| Sep 30, 2025 | BARCLAYS PLC | 0% | 0 | - | -543 | -100.00% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.02% | 54.49K | 753.07K | 36.33K | +200.04% |
| Sep 30, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.01% | 20.2K | 279.16K | 20.2K | +100.00% |
| Sep 30, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.01% | 19.49K | 269.31K | 19.49K | +100.00% |
| Sep 30, 2025 | STATE OF NEW JERSEY COMMON PENSION FUND E | 2.66% | 6.27M | 86.65M | 0 | 0 |
| Sep 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.9% | 4.47M | 61.71M | 2.99M | +202.25% |
| Sep 30, 2025 | SANCTUARY ADVISORS, LLC | 0.02% | 50.57K | 698.81K | 50.57K | +100.00% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.43% | 1.02M | 14.11M | 1.02M | +100.00% |
| Sep 30, 2025 | CAZ INVESTMENTS LP | 0.29% | 673.17K | 9.3M | 673.17K | +100.00% |
| Sep 30, 2025 | BLUE POOL MANAGEMENT LTD. | 0.27% | 627.01K | 8.67M | 0 | 0 |
| Sep 30, 2025 | ARES MANAGEMENT LLC | 0.23% | 539.06K | 7.45M | 539.06K | +100.00% |
| Sep 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.17% | 408.03K | 5.64M | 408.03K | +100.00% |
| Sep 30, 2025 | BULLDOG INVESTORS, LLP | 0.17% | 389.66K | 5.39M | 343.28K | +740.26% |
| Sep 30, 2025 | NORTH GROUND CAPITAL | 0.16% | 375K | 5.18M | 375K | +100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.16% | 368.28K | 5.09M | 357.25K | +3,238.88% |
| Sep 30, 2025 | REQUISITE CAPITAL MANAGEMENT, LLC | 0.12% | 279.73K | 3.98M | 183.61K | +191.02% |
| Sep 30, 2025 | FIDUCIARY TRUST CO | 0.02% | 53.18K | 734.99K | 35.46K | +199.99% |
| Sep 30, 2025 | DIVERSIFY ADVISORY SERVICES, LLC | 0.02% | 41.93K | 594.91K | 26.56K | +172.77% |
| Sep 30, 2025 | ALPINE GLOBAL MANAGEMENT, LLC | 0.01% | 25K | 345.5K | 25K | +100.00% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.07% | 169.11K | 2.34M | 104.51K | +161.80% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 31.1K | 435.46K | 31.1K | +100.00% |
| Sep 30, 2025 | RITHOLTZ WEALTH MANAGEMENT | 0.01% | 27.16K | 375.34K | 27.16K | +100.00% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 24.55K | 339.23K | 8.52K | +53.16% |
| Sep 30, 2025 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.01% | 22.89K | 316.34K | 22.89K | +100.00% |
| Sep 30, 2025 | IEQ CAPITAL, LLC | 0.04% | 94.95K | 1.31M | 57.97K | +156.72% |
| Sep 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 19.41K | 268.3K | 19.41K | +100.00% |
| Sep 30, 2025 | OMERS ADMINISTRATION CORP | 0.01% | 16.13K | 222.96K | 439 | +2.80% |
| Sep 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.01% | 14.99K | 207.13K | 14.99K | +100.00% |
| Sep 30, 2025 | NORTHROCK PARTNERS, LLC | 0.01% | 14.63K | 202.16K | 14.63K | +100.00% |
| Sep 30, 2025 | PINE RIDGE ADVISERS LLC | 0.07% | 161.48K | 2.23M | 161.48K | +100.00% |
| Sep 30, 2025 | CRESSET ASSET MANAGEMENT, LLC | 0.06% | 149.3K | 2.12M | -450.07K | -75.09% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.02% | 39.35K | 543.8K | 24.82K | +170.76% |
| Sep 30, 2025 | MORGAN STANLEY | 0.04% | 93.08K | 1.29M | 83.29K | +850.72% |
| Sep 30, 2025 | PETTINGA FINANCIAL ADVISORS, LLC | 0.07% | 155.17K | 2.14M | 155.17K | +100.00% |
| Sep 30, 2025 | ADAPT WEALTH ADVISORS, LLC | 0.01% | 35.11K | 485.26K | 21.02K | +149.22% |
| Sep 30, 2025 | CHOREO, LLC | 0.01% | 22.18K | 307.69K | 22.18K | +100.00% |
| Sep 30, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.07% | 162.19K | 2.24M | 162.19K | +100.00% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.02% | 54.74K | 756.47K | 52.35K | +2,188.34% |
| Sep 30, 2025 | MUBADALA INVESTMENT CO PJSC | 12.38% | 29.13M | 402.58M | 0 | 0 |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.3% | 709.31K | 9.8M | 709.31K | +100.00% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.2% | 464.98K | 7.89M | 21.71K | +4.90% |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.1% | 225.48K | 3.12M | 225.48K | +100.00% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.06% | 136.89K | 1.89M | 87.35K | +176.31% |
| Jun 30, 2025 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 0% | 1.28K | 20.02K | 1.28K | +100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 11.03K | 168.21K | 11.03K | +100.00% |
| Jun 30, 2025 | MORGAN STANLEY | 0% | 9.79K | 149.3K | 9.79K | +100.00% |
| Jun 30, 2025 | CWM, LLC | 0% | 5.74K | 88K | 5.74K | +100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0% | 2.58K | 39.33K | 2.58K | +100.00% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 2.39K | 36.48K | 2.39K | +100.00% |
| Jun 30, 2025 | BFSG, LLC | 0% | 1.91K | 29.16K | 1.91K | +100.00% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 770 | 11.74K | 770 | +100.00% |
| Jun 30, 2025 | WHITTIER TRUST CO | 0% | 607 | 9.26K | 607 | +100.00% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.03% | 64.59K | 985K | 64.59K | +100.00% |
| Jun 30, 2025 | BULLDOG INVESTORS, LLP | 0.02% | 46.37K | 707.19K | 46.37K | +100.00% |
| Jun 30, 2025 | IEQ CAPITAL, LLC | 0.02% | 36.99K | 564.05K | 36.99K | +100.00% |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0% | 896 | 13.66K | 896 | +100.00% |
| Jun 30, 2025 | BARCLAYS PLC | 0% | 543 | 8K | 543 | +100.00% |
| Jun 30, 2025 | STATE OF NEW JERSEY COMMON PENSION FUND E | 2.66% | 6.27M | 95.62M | 6.27M | +100.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 813 | 12.4K | 813 | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.02% | 49.54K | 755.53K | 49.54K | +100.00% |
| Jun 30, 2025 | IFP ADVISORS, INC | 0% | 314 | 4.79K | 314 | +100.00% |
| Jun 30, 2025 | DIVERSIFY ADVISORY SERVICES, LLC | 0.01% | 15.37K | 221.64K | 15.37K | +100.00% |
| Jun 30, 2025 | HRT FINANCIAL LP | 0.01% | 14.63K | 223K | 14.63K | +100.00% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.01% | 14.53K | 221.63K | 14.53K | +100.00% |
| Jun 30, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.01% | 13.37K | 203.89K | 13.37K | +100.00% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.01% | 12.73K | 194.18K | 12.73K | +100.00% |
| Jun 30, 2025 | PATHSTONE HOLDINGS, LLC | 0% | 11.07K | 169.38K | 11.07K | +100.00% |
| Jun 30, 2025 | ADAPT WEALTH ADVISORS, LLC | 0.01% | 14.09K | 214.86K | 14.09K | +100.00% |
| Jun 30, 2025 | MUBADALA INVESTMENT CO PJSC | 12.38% | 29.13M | 444.24M | 29.13M | +100.00% |
| Jun 30, 2025 | BLUE POOL MANAGEMENT LTD. | 0.27% | 627.01K | 9.56M | 627.01K | +100.00% |
| Jun 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.19% | 443.28K | 6.76M | 443.28K | +100.00% |
| Jun 30, 2025 | REQUISITE CAPITAL MANAGEMENT, LLC | 0.04% | 96.12K | 1.5M | 96.12K | +100.00% |
| Jun 30, 2025 | CLIFFWATER LLC | 2.84% | 6.68M | 101.84M | 6.68M | +100.00% |
| Jun 30, 2025 | ACTIVEST WEALTH MANAGEMENT | 0% | 4.52K | 68.93K | 4.52K | +100.00% |
| Jun 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.06% | 132.55K | 2.02M | 132.55K | +100.00% |
| Jun 30, 2025 | J. GOLDMAN & CO LP | 0.04% | 98.63K | 1.5M | 98.63K | +100.00% |
| Jun 30, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.01% | 30.86K | 470.59K | 30.86K | +100.00% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.01% | 27.64K | 421.5K | 27.64K | +100.00% |
| Jun 30, 2025 | NEWEDGE WEALTH, LLC | 0.01% | 23.35K | 347.04K | 23.35K | +100.00% |
| Jun 30, 2025 | GRIES FINANCIAL LLC | 0.01% | 18.72K | 285.42K | 18.72K | +100.00% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.01% | 18.16K | 276.97K | 18.16K | +100.00% |
| Jun 30, 2025 | RONALD BLUE TRUST, INC. | 0.01% | 16.34K | 249.25K | 16.34K | +100.00% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.01% | 16.03K | 244.4K | 16.03K | +100.00% |
| Jun 30, 2025 | OMERS ADMINISTRATION CORP | 0.01% | 15.69K | 239.33K | 15.69K | +100.00% |
| Jun 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.63% | 1.48M | 22.53M | 1.48M | +100.00% |
| Jun 30, 2025 | CRESSET ASSET MANAGEMENT, LLC | 0.26% | 603.68K | 9.41M | 603.68K | +100.00% |
| Jun 30, 2025 | FIDUCIARY TRUST CO | 0.01% | 17.73K | 270.35K | 17.73K | +100.00% |
Among the OTF insiders holding of 0.04% of the stake in company, BISSONNETTE ERIK, President, holds the largest shares of 156.53K. , , is the second largest OTF insider with ownership of - shares. , , stands third with possession of - shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| BISSONNETTE ERIK | President | 156.53K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Nov 20, 2025 | BISSONNETTE ERIK | PURCHASE | 13.27 | 12.5K | 165.82K | 156.53K |
| Sep 05, 2025 | BISSONNETTE ERIK | PURCHASE | 14.70 | 5K | 73.5K | 161.53K |