INN PREM INCOME 30 BARR OCT (OCTJ) Top Institutional Shareholders
INN PREM INCOME 30 BARR OCT (OCTJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $9.55M in OCTJ holdings during the latest filing period.
Harbour Investments, Inc. is currently the largest disclosed institutional shareholder of OCTJ tracked by InsiderSet, reporting ownership valued at approximately $3.24M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.31M, representing an estimated gain of +2.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed OCTJ value among the investors covered in this analysis. Major shareholders include Harbour Investments, Inc., Outlook Wealth Advisors, Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in INN PREM INCOME 30 BARR OCT (OCTJ).
This page ranks the largest institutional OCTJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
19
Total Reported Value
$9.55M
Largest Holder
Harbour Investments, Inc.
Largest Position
$3.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Harbour Investments, Inc. | 0.05% | 136,753 | $3,236,889 | $3,312,158 | +$75,269 | +2.33% | |
| Outlook Wealth Advisors, Llc | 0.34% | 59,462 | $1,407,442 | $1,440,170 | +$32,728 | +2.33% | |
| Susquehanna International Group, Llp | 0.00% | 41,576 | $984,087 | $1,006,971 | +$22,884 | +2.33% | |
| Brookstone Capital Management | 0.01% | 39,575 | $936,733 | $958,507 | +$21,774 | +2.32% | |
| Sunbelt Securities, Inc. | 0.05% | 32,391 | $766,682 | $784,510 | +$17,828 | +2.33% | |
| Corecap Advisors, Llc | 0.01% | 17,968 | $425,295 | $435,185 | +$9,890 | +2.33% | |
| Trek Financial, Llc | 0.02% | 15,965 | $377,885 | $386,672 | +$8,787 | +2.33% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 14,252 | $337,339 | $345,183 | +$7,844 | +2.33% | |
| Wealthplan Investment Management, Llc | 0.02% | 13,069 | $309,338 | $316,531 | +$7,193 | +2.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,759 | $302,000 | $309,023 | +$7,023 | +2.33% | |
| World Investment Advisors | 0.00% | 10,420 | $246,638 | $252,372 | +$5,734 | +2.33% | |
| Farther Finance Advisors, Llc | 0.00% | 5,634 | $133,669 | $136,455 | +$2,786 | +2.08% | |
| Archer Investment Corp | 0.01% | 1,771 | $41,919 | $42,894 | +$975 | +2.33% | |
| Creative Financial Designs Inc | 0.00% | 800 | $18,936 | $19,376 | +$440 | +2.32% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 720 | $17,042 | $17,438 | +$396 | +2.33% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 150 | $3,550 | $3,633 | +$83 | +2.34% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 82 | $1,941 | $1,986 | +$45 | +2.32% | |
| Ifp Advisors, Inc | 0.00% | 35 | $828 | $848 | +$20 | +2.38% | |
| Ubs Group Ag | 0.00% | 32 | $757 | $775 | +$18 | +2.38% |
Frequently asked questions about OCTJ
Who owns the most OCTJ stock?
The largest holders of OCTJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INN PREM INCOME 30 BARR OCT (OCTJ).
Is OCTJ widely held by superinvestors?
Many widely followed stocks like OCTJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OCTJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.