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Blue Owl Technology Finance Corp. (OTF)
USD10.33
+0.18 (+1.72%)
US NYSE Financial Services Asset Management
Address
399 Park Avenue 10022
New York, NY, US
New York, NY, US
CEO
Craig William Packer
Website
blueowltechnologyfinance.com
IPO
2025-06-12
CIK 1747777 ISIN US0959241060
Description
Blue Owl Technology Finance Corp. (BOTF) functions as a Business Development Company (BDC), concentrating its efforts on providing financial backing to established, growth-oriented businesses within the upper middle-market segment. The firm primarily targets innovative technology and software companies, deploying capital predominantly across the United States. BOTF's investment strategies involve a diverse range of debt and equity instruments. On the debt side, this includes senior secured and unsecured loans, as well as more junior forms like subordinated and mezzanine financing. For equity, the company may take ownership stakes through common stock, warrants, preferred stock, or other senior equity structures. Established in 2018, BOTF maintains its headquarters in New York, New York.
News Sentiment (7d)
Based on only 2 articles — low confidence
- 5 Income Stocks Yielding 10%+ with Dividends in Danger 24/7 Wall Street
- The Only 2 External BDCs I Own - And Plan To Hold For Decades Seeking Alpha
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD10.33
+0.18 (+1.72%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
-0.68
Float Shares
386.14M
Free Float %
83.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.37% | -2.55% | -7.67% | -15.32% | -19.52% | -26.27% | -35.27% | -35.27% | -35.27% | -35.27% | -35.27% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (4 ratings, all time)
Buy
Price Targets & DCF
Current price
10.33
Low
15.00
+45.3%
Consensus
16.00
+55.0%
Median
16.00
+55.0%
High
17.00
+64.6%
DCF (Unlevered)
243.22
+2,255.7%
DCF (Levered)
1.74
-83.1%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
56% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
16.00
+55.0%
|
| Last Year | 4 |
15.75
+52.5%
|
| All Time | 4 |
15.75
+52.5%
|
Quality scores
Altman Z-Score
0.67
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+99.8% ★ Q1'26: +207.7% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+15.8% Q1'26: -242.4% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+31.8% Q1'26: -14.4% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+67.9% ★ Q1'26: -26.9% (vs Q1'25)
-
ROIC Asset Management: +6.5%+5.0% Q1'26: -3.2% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+95.2% Q1'26: +97.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×8.63× Q1'26: -15.03× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 6 EPS Ana. |
Dec 2027 4 Rev. Ana. 4 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|
| Revenue |
1.07B
est: 1.15B (-6.8%)
|
1.43B
1.41B – 1.46B
+24.5% YoY
|
1.57B
1.54B – 1.61B
+9.8% YoY
|
1.55B
1.55B – 1.55B
-1.6% YoY
|
| EBITDA |
728.56M
est: 1.02B (-28.5%)
|
1.27B
1.25B – 1.30B
+24.5% YoY
|
1.39B
1.36B – 1.42B
+9.8% YoY
|
1.37B
1.37B – 1.37B
-1.6% YoY
|
| EBIT |
728.56M
est: 1.02B (-28.5%)
|
1.27B
1.25B – 1.30B
+24.5% YoY
|
1.39B
1.36B – 1.42B
+9.8% YoY
|
1.37B
1.37B – 1.37B
-1.6% YoY
|
| Net Income |
720.37M
est: 549.33M (+31.1%)
|
518.74M
494.61M – 542.87M
-5.6% YoY
|
562.31M
552.88M – 571.74M
+8.4% YoY
|
529.28M
514.15M – 544.41M
-5.9% YoY
|
| SGA |
23.72M
est: 38.70M (-38.7%)
|
48.20M
47.51M – 49.22M
+24.5% YoY
|
52.92M
51.69M – 54.01M
+9.8% YoY
|
52.10M
52.07M – 52.12M
-1.6% YoY
|
| EPS |
1.76
est: 1.34 (+30.9%)
|
1.29
1.21 – 1.33
-4.3% YoY
|
1.36
1.35 – 1.40
+5.7% YoY
|
1.30
1.26 – 1.33
-4.8% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-22 | Citizens | Market Outperform | Market Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B+ | 3/5 | 3/5 | 2/5 | 5/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-11 | B+ | 3/5 | 3/5 | 2/5 | 5/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 3/5 | 3/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-15 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
Owner's Earnings history not available.
Owner alignment
Owner's Earnings TTM
—
OE per share TTM
—
Owner's Yield
—
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
—
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
50
Total invested
128.95M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
50
-87 vs prev Q
New positions
17
Closed positions
104
Increased
44
Reduced
3
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 8.01M +8.0M (+100.0%) | 116.50B +116.5B (+100.0%) | 3.40% +3.404 pp | 60.68% +60.677 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 2 | MUBADALA INVESTMENT CO PJSC | 29.13M +— (+0.0%) | 423.56M +21.0M (+5.2%) | 12.38% +0.000 pp | 2.42% +0.176 pp | USD15.25 -4.7% | 3 qtrs — |
| 3 | EP WEALTH ADVISORS, LLC | 19.5K +19.5K (+100.0%) | 283.92M +283.9M (+100.0%) | 0.01% +0.008 pp | 0.00% +0.002 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 4 | STATE OF NEW JERSEY COMMON PENSION FUND E | 6.27M +— (+0.0%) | 91.17M +4.5M (+5.2%) | 2.66% +0.000 pp | 100.00% +0.000 pp | USD15.25 -4.7% | 3 qtrs — |
| 5 | CLIFFWATER LLC | 5.91M -15.0K (-0.3%) | 85.92M +4.0M (+4.9%) | 2.51% -0.006 pp | 18.03% +0.788 pp | USD15.25 -4.7% | 3 qtrs — |
| 6 | CAPRICORN INVESTMENT GROUP LLC | 5.44M +5.4M (+100.0%) | 78.91M +78.9M (+100.0%) | 2.31% +2.312 pp | 9.55% +9.554 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 7 | CRESSET ASSET MANAGEMENT, LLC | 4.32M +4.2M (+2,792.0%) | 64.51M +62.4M (+2,938.5%) | 1.83% +1.771 pp | 0.27% +0.263 pp | USD14.56 -0.1% | 3 qtrs — |
| 8 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.93M +1.5M (+374.2%) | 28.13M +22.5M (+398.9%) | 0.82% +0.649 pp | 1.33% +1.008 pp | USD14.39 +1.0% | 2 qtrs — |
| 9 | FRANKLIN RESOURCES INC | 1.75M +1.8M (+155,006.8%) | 25.51M +25.4M (+39,087.7%) | 0.75% +0.745 pp | 0.01% +0.006 pp | USD14.54 +0.0% | 2 qtrs — |
| 10 | CAZ INVESTMENTS LP | 1.16M +486.2K (+72.2%) | 16.86M +7.6M (+81.2%) | 0.49% +0.207 pp | 29.18% +11.871 pp | USD14.12 +3.0% | 2 qtrs — |
| 11 | ARES MANAGEMENT LLC | 1.14M +601.1K (+111.5%) | 16.58M +9.1M (+122.5%) | 0.48% +0.255 pp | 0.95% +0.609 pp | USD14.20 +2.4% | 2 qtrs — |
| 12 | BANK OF AMERICA CORP /DE/ | 710.9K +342.7K (+93.0%) | 10.34M +5.2M (+103.1%) | 0.30% +0.146 pp | 0.00% +0.000 pp | USD14.19 +2.5% | 3 qtrs — |
| 13 | REQUISITE CAPITAL MANAGEMENT, LLC | 674.6K +394.9K (+141.2%) | 10.08M +6.1M (+153.4%) | 0.29% +0.168 pp | 1.91% +1.244 pp | USD14.45 +0.6% | 3 qtrs — |
| 14 | BLUE POOL MANAGEMENT LTD. | 627.0K +— (+0.0%) | 9.12M +451.4K (+5.2%) | 0.27% +0.000 pp | 100.00% +0.000 pp | USD15.25 -4.7% | 3 qtrs — |
| 15 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 624.0K +159.1K (+34.2%) | 9.07M +1.2M (+15.0%) | 0.27% +0.068 pp | 0.02% +0.001 pp | USD15.02 -3.2% | 3 qtrs — |
| 16 | BULLDOG INVESTORS, LLP | 615.8K +226.2K (+58.0%) | 8.95M +3.6M (+66.3%) | 0.26% +0.096 pp | 1.99% +0.748 pp | USD14.19 +2.5% | 3 qtrs — |
| 17 | STEPHENS INC /AR/ | 565.4K +565.4K (+100.0%) | 8.22M +8.2M (+100.0%) | 0.24% +0.240 pp | 0.10% +0.102 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 18 | PINE RIDGE ADVISERS LLC | 511.4K +349.9K (+216.7%) | 7.44M +5.2M (+233.2%) | 0.22% +0.149 pp | 0.44% +0.311 pp | USD14.31 +1.6% | 2 qtrs — |
| 19 | MILLENNIUM MANAGEMENT LLC | 511.2K -509.4K (-49.9%) | 7.43M -6.7M (-47.3%) | 0.22% -0.216 pp | 0.00% -0.003 pp | USD13.82 +5.2% | 2 qtrs — |
| 20 | GCM GROSVENOR HOLDINGS, LLC | 430.0K +430.0K (+100.0%) | 6.25M +6.3M (+100.0%) | 0.18% +0.183 pp | 0.89% +0.887 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 21 | TWO SIGMA INVESTMENTS, LP | 418.4K +418.4K (+100.0%) | 6.08M +6.1M (+100.0%) | 0.18% +0.178 pp | 0.01% +0.009 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | 396.5K +234.3K (+144.4%) | 5.77M +3.5M (+157.1%) | 0.17% +0.100 pp | 0.00% +0.000 pp | USD14.25 +2.0% | 2 qtrs — |
| 23 | RAYMOND JAMES FINANCIAL INC | 394.5K +257.7K (+188.2%) | 5.74M +3.8M (+203.2%) | 0.17% +0.110 pp | 0.00% +0.001 pp | USD14.47 +0.5% | 3 qtrs — |
| 24 | OMERS ADMINISTRATION CORP | 376.2K +360.1K (+2,231.8%) | 5.47M +5.2M (+2,353.3%) | 0.16% +0.153 pp | 0.04% +0.037 pp | USD14.57 -0.2% | 3 qtrs — |
| 25 | JUMP FINANCIAL, LLC | 329.2K +329.2K (+100.0%) | 4.79M +4.8M (+100.0%) | 0.14% +0.140 pp | 0.06% +0.059 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 26 | JPMORGAN CHASE & CO | 296.2K +241.5K (+441.1%) | 4.31M +3.6M (+469.3%) | 0.13% +0.103 pp | 0.00% +0.000 pp | USD14.42 +0.8% | 3 qtrs — |
| 27 | ROYAL BANK OF CANADA | 296.1K +127.0K (+75.1%) | 4.31M +2.0M (+84.2%) | 0.13% +0.054 pp | 0.00% +0.000 pp | USD14.44 +0.7% | 3 qtrs — |
| 28 | NORTH GROUND CAPITAL | 271.6K -103.4K (-27.6%) | 3.95M -1.2M (-23.8%) | 0.12% -0.044 pp | 1.96% -1.218 pp | USD13.82 +5.2% | 2 qtrs — |
| 29 | PETTINGA FINANCIAL ADVISORS, LLC | 261.4K +106.2K (+68.5%) | 3.80M +1.7M (+77.2%) | 0.11% +0.045 pp | 0.72% +0.303 pp | USD14.11 +3.0% | 2 qtrs — |
| 30 | MORGAN STANLEY | 246.7K +153.6K (+165.1%) | 3.59M +2.3M (+178.9%) | 0.10% +0.065 pp | 0.00% +0.000 pp | USD14.33 +1.5% | 3 qtrs — |
| 31 | IEQ CAPITAL, LLC | 238.9K +143.9K (+151.6%) | 3.47M +2.2M (+164.7%) | 0.10% +0.061 pp | 0.01% +0.006 pp | USD14.48 +0.4% | 3 qtrs — |
| 32 | CERITY PARTNERS LLC | 223.0K -2.5K (-1.1%) | 3.24M +125.9K (+4.0%) | 0.09% -0.001 pp | 0.00% 0.000 pp | USD13.82 +5.2% | 2 qtrs — |
| 33 | BESSEMER GROUP INC | 216.1K +216.1K (+100.0%) | 3.14M +3.1M (+100.0%) | 0.09% +0.092 pp | 0.00% +0.005 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 34 | INVESCO LTD. | 210.3K +210.3K (+100.0%) | 3.06M +3.1M (+100.0%) | 0.09% +0.089 pp | 0.00% +0.001 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 35 | JANE STREET GROUP, LLC | 209.5K -499.8K (-70.5%) | 3.05M -6.8M (-68.9%) | 0.09% -0.212 pp | 0.00% -0.001 pp | USD13.82 +5.2% | 2 qtrs — |
| 36 | BALYASNY ASSET MANAGEMENT L.P. | 168.5K +168.5K (+100.0%) | 2.45M +2.4M (+100.0%) | 0.07% +0.072 pp | 0.00% +0.003 pp | USD14.54 +0.0% | 3 qtrs — |
| 37 | BAYSHORE CAPITAL ADVISORS, LLC | 152.7K +152.7K (+100.0%) | 2.22M +2.2M (+100.0%) | 0.06% +0.065 pp | 1.11% +1.108 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 38 | SANCTUARY ADVISORS, LLC | 149.4K +98.8K (+195.4%) | 2.17M +1.5M (+210.8%) | 0.06% +0.042 pp | 0.01% +0.008 pp | USD14.30 +1.7% | 2 qtrs — |
| 39 | GOLDMAN SACHS GROUP INC | 149.0K +149.0K (+100.0%) | 2.17M +2.2M (+100.0%) | 0.06% +0.063 pp | 0.00% +0.000 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 40 | UBS GROUP AG | 147.4K +82.1K (+125.9%) | 2.14M +1.2M (+137.6%) | 0.06% +0.035 pp | 0.00% +0.000 pp | USD14.25 +2.0% | 3 qtrs — |
| 41 | PENSIONMARK FINANCIAL GROUP, LLC | 137.3K +46.7K (+51.4%) | 2.00M +743.7K (+59.3%) | 0.06% +0.020 pp | 0.03% +0.006 pp | USD14.39 +1.0% | 3 qtrs — |
| 42 | HIGHTOWER ADVISORS, LLC | 136.8K +82.3K (+151.1%) | 1.99M +1.2M (+164.2%) | 0.06% +0.035 pp | 0.00% +0.001 pp | USD14.44 +0.7% | 3 qtrs — |
| 43 | ALPINE GLOBAL MANAGEMENT, LLC | 130.3K +105.3K (+421.1%) | 1.89M +1.5M (+448.2%) | 0.06% +0.045 pp | 0.34% +0.280 pp | USD14.40 +1.0% | 2 qtrs — |
| 44 | FIDUCIARY TRUST CO | 130.0K +76.8K (+144.4%) | 1.89M +1.2M (+157.2%) | 0.06% +0.033 pp | 0.02% +0.013 pp | USD14.44 +0.7% | 3 qtrs — |
| 45 | RONALD BLUE TRUST, INC. | 126.9K +74.4K (+141.6%) | 1.85M +1.1M (+154.2%) | 0.05% +0.032 pp | 0.02% +0.013 pp | USD14.43 +0.8% | 3 qtrs — |
| 46 | BANK OF NEW YORK MELLON CORP | 124.4K +4.5K (+3.8%) | 1.81M +152.0K (+9.2%) | 0.05% +0.002 pp | 0.00% +0.000 pp | USD13.85 +5.0% | 2 qtrs — |
| 47 | RENAISSANCE TECHNOLOGIES LLC | 110.4K +110.4K (+100.0%) | 1.60M +1.6M (+100.0%) | 0.05% +0.047 pp | 0.00% +0.003 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 48 | NORTHROCK PARTNERS, LLC | 108.8K +94.2K (+644.0%) | 1.58M +1.4M (+682.7%) | 0.05% +0.040 pp | 0.03% +0.023 pp | USD14.44 +0.7% | 2 qtrs — |
| 49 | DENALI ADVISORS LLC | 108.4K +108.4K (+100.0%) | 1.58M +1.6M (+100.0%) | 0.05% +0.046 pp | 0.17% +0.175 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 50 | XTX TOPCO LTD | 104.5K +92.9K (+796.5%) | 1.52M +1.4M (+843.2%) | 0.04% +0.040 pp | 0.04% +0.032 pp | USD14.46 +0.6% | 2 qtrs — |
| 51 | SCS CAPITAL MANAGEMENT LLC | 98.8K +50.9K (+106.5%) | 1.44M +775.1K (+117.2%) | 0.04% +0.022 pp | 0.02% +0.008 pp | USD14.19 +2.5% | 2 qtrs — |
| 52 | NORTHERN TRUST CORP | 93.6K +54.2K (+137.8%) | 1.36M +816.5K (+150.1%) | 0.04% +0.023 pp | 0.00% +0.000 pp | USD14.46 +0.6% | 3 qtrs — |
| 53 | CWM, LLC | 92.2K +58.9K (+177.1%) | 1.34M +881.0K (+191.5%) | 0.04% +0.025 pp | 0.00% +0.002 pp | USD14.37 +1.2% | 3 qtrs — |
| 54 | LPL FINANCIAL LLC | 89.9K +89.9K (+100.0%) | 1.31M +1.3M (+100.0%) | 0.04% +0.038 pp | 0.00% +0.000 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 55 | PALLAS CAPITAL ADVISORS LLC | 85.5K +74.0K (+642.4%) | 1.24M +1.1M (+681.1%) | 0.04% +0.031 pp | 0.04% +0.035 pp | USD14.44 +0.7% | 2 qtrs — |
| 56 | AMERIPRISE FINANCIAL INC | 73.5K +73.5K (+100.0%) | 1.07M +1.1M (+100.0%) | 0.03% +0.031 pp | 0.00% +0.000 pp | USD14.54 +0.0% | 3 qtrs — |
| 57 | DIVERSIFY ADVISORY SERVICES, LLC | 75.2K +33.3K (+79.3%) | 1.06M +469.0K (+78.8%) | 0.03% +0.014 pp | 0.03% +0.014 pp | USD14.43 +0.8% | 3 qtrs — |
| 58 | WELLS FARGO & COMPANY/MN | 72.8K +71.1K (+4,230.6%) | 1.06M +1.0M (+4,456.3%) | 0.03% +0.030 pp | 0.00% +0.000 pp | USD14.54 +0.0% | 3 qtrs — |
| 59 | APOLLON WEALTH MANAGEMENT, LLC | 72.8K +52.6K (+260.2%) | 1.06M +778.6K (+278.9%) | 0.03% +0.022 pp | 0.02% +0.013 pp | USD14.34 +1.4% | 2 qtrs — |
| 60 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 74.0K +42.9K (+137.9%) | 1.04M +608.6K (+139.8%) | 0.03% +0.018 pp | 0.00% +0.001 pp | USD14.24 +2.1% | 2 qtrs — |
| 61 | NEWEDGE WEALTH, LLC | 69.9K +2.2K (+3.3%) | 1.02M +43.1K (+4.4%) | 0.03% +0.001 pp | 0.01% -0.003 pp | USD14.32 +1.5% | 3 qtrs — |
| 62 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 63.2K +38.7K (+157.6%) | 919.2K +580.0K (+171.0%) | 0.03% +0.016 pp | 0.01% +0.003 pp | USD14.62 -0.5% | 3 qtrs — |
| 63 | MARINER, LLC | 56.6K +56.6K (+100.0%) | 823.3K +823.3K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.001 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 64 | PERENNIAL INVESTMENT ADVISORS, LLC | 56.3K +33.4K (+145.9%) | 818.4K +502.1K (+158.7%) | 0.02% +0.014 pp | 0.06% +0.039 pp | USD14.25 +2.0% | 2 qtrs — |
| 65 | PATHSTONE HOLDINGS, LLC | 54.8K +21.6K (+64.9%) | 801.7K +340.1K (+73.7%) | 0.02% +0.009 pp | 0.00% +0.001 pp | USD14.39 +1.0% | 3 qtrs — |
| 66 | CHOREO, LLC | 53.7K +31.5K (+142.1%) | 787.2K +479.5K (+155.8%) | 0.02% +0.013 pp | 0.01% +0.006 pp | USD14.24 +2.1% | 2 qtrs — |
| 67 | STIFEL FINANCIAL CORP | 48.9K +48.9K (+100.0%) | 711.1K +711.1K (+100.0%) | 0.02% +0.021 pp | 0.00% +0.001 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 68 | GENERALI INVESTMENTS CEE, INVESTICNI SPOLECNOST, A.S. | 48.4K +26.5K (+121.0%) | 704.1K +401.2K (+132.5%) | 0.02% +0.011 pp | 0.05% +0.027 pp | USD14.21 +2.3% | 2 qtrs — |
| 69 | GLOBAL RETIREMENT PARTNERS, LLC | 45.1K +30.1K (+201.0%) | 655.9K +448.8K (+216.7%) | 0.02% +0.013 pp | 0.01% +0.007 pp | USD14.30 +1.7% | 2 qtrs — |
| 70 | TRUEMARK INVESTMENTS, LLC | 45.0K +45.0K (+100.0%) | 654.3K +654.3K (+100.0%) | 0.02% +0.019 pp | 0.13% +0.125 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 71 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 42.2K +42.2K (+100.0%) | 613.3K +613.3K (+100.0%) | 0.02% +0.018 pp | 0.00% +0.005 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 72 | CITADEL ADVISORS LLC | 37.3K +37.3K (+100.0%) | 542.0K +542.0K (+100.0%) | 0.02% +0.016 pp | 0.00% +0.000 pp | USD14.54 +0.0% | 3 qtrs — |
| 73 | CETERA INVESTMENT ADVISERS | 35.9K +35.9K (+100.0%) | 522.2K +522.2K (+100.0%) | 0.02% +0.015 pp | 0.00% +0.001 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 74 | CAPROCK GROUP, LLC | 34.5K +34.5K (+100.0%) | 518.9K +518.9K (+100.0%) | 0.01% +0.015 pp | 0.01% +0.011 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 75 | VESTGEN ADVISORS, LLC | 32.7K +32.7K (+100.0%) | 474.7K +474.7K (+100.0%) | 0.01% +0.014 pp | 0.02% +0.020 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 76 | TUDOR INVESTMENT CORP ET AL | 32.3K +32.3K (+100.0%) | 469.6K +469.6K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.001 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 77 | MOUNT YALE INVESTMENT ADVISORS, LLC | 28.3K +28.3K (+100.0%) | 423.4K +423.4K (+100.0%) | 0.01% +0.012 pp | 0.02% +0.020 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 78 | VESTMARK ADVISORY SOLUTIONS, INC. | 28.3K +28.3K (+100.0%) | 412.0K +412.0K (+100.0%) | 0.01% +0.012 pp | 0.01% +0.006 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 79 | ENVESTNET ASSET MANAGEMENT INC | 28.3K +28.3K (+100.0%) | 411.0K +411.0K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 80 | COMMONWEALTH EQUITY SERVICES, LLC | 28.1K +14.0K (+99.9%) | 408.7K +214.7K (+110.6%) | 0.01% +0.006 pp | 0.00% +0.000 pp | USD14.18 +2.5% | 2 qtrs — |
| 81 | ACTIVEST WEALTH MANAGEMENT | 27.3K +15.2K (+125.8%) | 397.3K +230.1K (+137.6%) | 0.01% +0.007 pp | 0.07% +0.040 pp | USD14.46 +0.6% | 3 qtrs — |
| 82 | FOUNDERS FINANCIAL ALLIANCE, LLC | 27.0K +27.0K (+100.0%) | 392.1K +392.1K (+100.0%) | 0.01% +0.012 pp | 0.07% +0.074 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 83 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 26.8K +26.8K (+100.0%) | 389.1K +389.1K (+100.0%) | 0.01% +0.011 pp | 0.09% +0.095 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 84 | DESTINY WEALTH PARTNERS, LLC | 28.6K +28.6K (+100.0%) | 387.3K +387.3K (+100.0%) | 0.01% +0.012 pp | 0.04% +0.044 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 85 | JANNEY MONTGOMERY SCOTT LLC | 25.3K +25.3K (+100.0%) | 368.0K +368.0K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.001 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 86 | CATALYTIC WEALTH RIA, LLC | 24.5K +24.5K (+100.0%) | 356.7K +356.7K (+100.0%) | 0.01% +0.010 pp | 0.01% +0.013 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 87 | HRT FINANCIAL LP | 24.0K -5.2K (-17.8%) | 348.0K -54.0K (-13.4%) | 0.01% -0.002 pp | 0.00% 0.000 pp | USD14.54 +0.0% | 3 qtrs — |
| 88 | SQUAREPOINT OPS LLC | 23.5K +23.5K (+100.0%) | 342.4K +342.4K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 89 | FORT POINT CAPITAL PARTNERS LLC | 22.7K +9.0K (+65.7%) | 329.5K +134.4K (+68.9%) | 0.01% +0.004 pp | 0.04% +0.014 pp | USD14.11 +3.0% | 2 qtrs — |
| 90 | MERCER GLOBAL ADVISORS INC /ADV | 22.1K +22.1K (+100.0%) | 321.8K +321.8K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.001 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 91 | ELM PARTNERS MANAGEMENT LLC | 22.0K +11.6K (+111.1%) | 319.7K +175.7K (+122.1%) | 0.01% +0.005 pp | 0.01% +0.007 pp | USD14.20 +2.4% | 2 qtrs — |
| 92 | INTELLECTUS PARTNERS, LLC | 19.7K +19.7K (+100.0%) | 294.7K +294.7K (+100.0%) | 0.01% +0.008 pp | 0.06% +0.057 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 93 | STRATOS WEALTH PARTNERS, LTD. | 20.1K +648.0 (+3.3%) | 292.8K +23.5K (+8.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD13.84 +5.1% | 2 qtrs — |
| 94 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.6K +19.6K (+100.0%) | 284.7K +284.7K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 95 | ADAPT WEALTH ADVISORS, LLC | 18.9K -16.2K (-46.2%) | 274.6K -210.6K (-43.4%) | 0.01% -0.007 pp | 0.09% -0.085 pp | USD14.39 +1.0% | 3 qtrs — |
| 96 | CENTIVA CAPITAL, LP | 18.3K +18.3K (+100.0%) | 266.5K +266.5K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.002 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 97 | TREXQUANT INVESTMENT LP | 17.9K +17.9K (+100.0%) | 260.3K +260.3K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.002 pp | USD14.54 +0.0% | 1 qtrs NEW |
| 98 | FORTRESS WEALTH GROUP, LLC | 18.7K +18.7K (+100.0%) | 248.8K +248.8K (+100.0%) | 0.01% +0.008 pp | 0.09% +0.093 pp | USD14.54 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
5.0K
Shares disposed
—
Cash buys
1.00
Cash sales
—
Net activity
+5,000
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-25 | Temple Chris | Director | P-Purchase | A | Common Stock | 5,000 | 11.49 | 57.5K | 5,000 | D | ↗ |
| 2026-02-25 | Kaye Eric A. | Director | P-Purchase | A | Common Stock | 301 | 11.42 | 3.4K | 301 | D | ↗ |
| 2025-11-20 | Bissonnette Erik | Officer | P-Purchase | A | Common Stock | 12,500 | 13.27 | 165.8K | 156,525 | D | ↗ |
| 2025-09-05 | Bissonnette Erik | Officer | P-Purchase | A | Common Stock | 5,000 | 14.70 | 73.5K | 161,525 | D | ↗ |
Executive team
Top executives
Shares Outstanding
465.33M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Craig William Packer | Chief Executive Officer & Director | — | male |
| Erik J. Bissonnette | President | — | male |
| Jonathan Lamm | Chief Financial Officer & Chief Operating Officer | — | male |
| Karen Hager | Chief Compliance Officer | — | female |
| Matthew Swatt | Co-Chief Accounting Officer, Co-Treasurer & Co-Controller | — | male |
| Neena Ann Reddy | Vice President & Secretary | — | female |
| Shari Withem | Co-Chief Accounting Officer, Co-Treasurer & Co-Controller | — | female |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for OTF
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
