OCTAVE SPECIALTY GROUP INC (OSG) — Institutional Holders, Q2 2026 (page 2)
148 institutional investment managers reported a OSG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $187.6M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 148. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OSG 13F holders ranked 101–148 of 148
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | FRANKLIN RESOURCES#101 · 10,628 sh | 10,628 | $66.3K | 0.00% | 0.0% |
| 102 | NEW YORK STATE COMMON RETIREMENT FUND#102 · 10,073 sh | 10,073 | $62.9K | <0.01% | 0.0% |
| 103 | MIRABELLA FINANCIAL SERVICES LLP#103 · 10,069 sh | 10,069 | $62.8K | <0.01% | New |
| 104 | Gaddis Premier Wealth Advisors#104 · 10,000 sh | 10,000 | $62.4K | 0.04% | New |
| 105 | Chicago Partners Investment Group#105 · 10,395 sh | 10,395 | $57.6K | — | New |
| 106 | Versant Capital Management#106 · 8,360 sh | 8,360 | $52.2K | — | New |
| 107 | FMR#107 · 8,156 sh | 8,156 | $50.9K | 0.00% | +720.5% |
| 108 | CULLEN/FROST BANKERS#108 · 7,140 sh | 7,140 | $44.6K | <0.01% | New |
| 109 | FIRST HORIZON NATIONAL#109 · 4,776 sh | 4,776 | $29.8K | — | New |
| 110 | Persistent Asset Partners Ltd#110 · 4,036 sh | 4,036 | $25.2K | <0.01% | New |
| 111 | Legal & General Group Plc#111 · 3,839 sh | 3,839 | $24.0K | 0.00% | 0.0% |
| 112 | Ameritas Investment Partners#112 · 3,648 sh | 3,648 | $22.8K | <0.01% | 0.0% |
| 113 | SRS Capital Advisors#113 · 3,259 sh | 3,259 | $20.3K | <0.01% | New |
| 114 | Tower Research Capital (TRC)#114 · 2,650 sh | 2,650 | $16.5K | <0.01% | -36.1% |
| 115 | OSAIC#115 · 2,186 sh | 2,186 | $13.6K | 0.00% | +12.4% |
| 116 | ROYAL BANK OF CANADA#116 · 1,911 sh | 1,911 | $12.0K | 0.00% | New |
| 117 | PNC FINANCIAL SERVICES GROUP#117 · 1,438 sh | 1,438 | $9.0K | 0.00% | +308.5% |
| 118 | Integrated Wealth Concepts#118 · 1,066 sh | 1,066 | $6.7K | 0.00% | New |
| 119 | Allworth Financial#119 · 1,019 sh | 1,019 | $6.4K | 0.00% | +2897.1% |
| 120 | NISA INVESTMENT ADVISORS#120 · 970 sh | 970 | $6.1K | — | 0.0% |
| 121 | Sterling Capital Management#121 · 834 sh | 834 | $5.2K | — | -35.4% |
| 122 | HARBOR CAPITAL ADVISORS#122 · 751 sh | 751 | $5.0K | — | -38.4% |
| 123 | Farther Finance Advisors#123 · 752 sh | 752 | $4.7K | — | -80.5% |
| 124 | Continuum Advisory#124 · 556 sh | 556 | $3.5K | <0.01% | New |
| 125 | Wiser Advisor Group#125 · 500 sh | 500 | $3.1K | <0.01% | 0.0% |
| 126 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#126 · 451 sh | 451 | $2.8K | <0.01% | New |
| 127 | EverSource Wealth Advisors#127 · 360 sh | 360 | $2.2K | <0.01% | -48.0% |
| 128 | Capital Analysts#128 · 325 sh | 325 | $2.0K | 0.00% | 0.0% |
| 129 | Essential Partners#129 · 263 sh | 263 | $1.6K | — | +139.1% |
| 130 | FIFTH THIRD BANCORP#130 · 243 sh | 243 | $1.5K | 0.00% | +523.1% |
| 131 | Optiver Holding B.V.#131 · 196 sh | 196 | $1.2K | 0.00% | -41.0% |
| 132 | DiNuzzo Private Wealth#132 · 177 sh | 177 | $1.1K | — | 0.0% |
| 133 | Transamerica Financial Advisors#133 · 150 sh | 150 | $936.00 | <0.01% | +1263.6% |
| 134 | ROTHSCHILD INVESTMENT#134 · 124 sh | 124 | $774.00 | 0.00% | +287.5% |
| 135 | Quarry#135 · 123 sh | 123 | $768.00 | <0.01% | New |
| 136 | Steward Partners Investment Advisory#136 · 116 sh | 116 | $724.00 | 0.00% | New |
| 137 | True Wealth Design#137 · 108 sh | 108 | $674.00 | — | New |
| 138 | Advisors Asset Management#138 · 98 sh | 98 | $612.00 | 0.00% | 0.0% |
| 139 | Physician Wealth Advisors#139 · 86 sh | 86 | $537.00 | — | New |
| 140 | Bogart Wealth#140 · 77 sh | 77 | $480.00 | 0.00% | New |
| 141 | IFP Advisors#141 · 36 sh | 36 | $225.00 | — | +5.9% |
| 142 | Basecamp Wealth Advisors#142 · 32 sh | 32 | $200.00 | 0.00% | -61.0% |
| 143 | SJS Investment Consulting#143 · 19 sh | 19 | $119.00 | — | New |
| 144 | SBI Securities , Ltd.#144 · 10 sh | 10 | $62.00 | — | 0.0% |
| 145 | JPL Wealth Management#145 · 9 sh | 9 | $57.00 | 0.00% | New |
| 146 | Fortitude Family Office#146 · 8 sh | 8 | $50.00 | — | New |
| 147 | Allied Private Wealth#147 · 8 sh | 8 | $48.00 | 0.00% | — |
| 148 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#148 · 546 sh | 546 | — | — | -75.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.