FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

Position in OTIS — Otis Worldwide Corp

CIK 1342396 TOWSON, MD

Position in OTIS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,865,145

+$1,791,884 QoQ

Shares Held

40,016

+187.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#341

of 1,211 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

FOUNDERS FINANCIAL SECURITIES LLC holds $7,046,152 across 4 Specialty Industrial Machinery names. OTIS ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp This page	40,016	$2,865,145
2	ETN	Eaton Corp plc	5,536	$2,359,000
3	GEV	GE Vernova Inc.	1,113	$1,307,619
4	ROK	Rockwell Automation, Inc	1,039	$514,388

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,865,145	40,016	+187.4%	Shares	Defined	2026-07-31
2026-03-31	$1,073,261	13,924	+344.9%	Shares	Defined	2026-04-17
2025-12-31	$273,405	3,130	+5.0%	Shares	Sole	2026-02-10
2025-09-30	$272,644	2,982	-4.0%	Shares	Sole	2025-10-15
2025-06-30	$307,655	3,107	+0.5%	Shares	Sole	2025-08-06
2025-03-31	$319,094	3,092	+4.2%	Shares	Sole	2025-05-12
2024-12-31	$274,773	2,967	+8.4%	Shares	Sole	2025-02-10
2024-09-30	$284,379	2,736	-4.5%	Shares	Sole	2024-11-12
2024-06-30	$275,881	2,866	-0.4%	Shares	Sole	2024-08-02
2024-03-31	$285,699	2,878	0.0%	Shares	Sole	2024-04-17
2023-12-31	$257,494	2,878	+7.5%	Shares	Sole	2024-02-06
2023-09-30	$214,989	2,677	-33.5%	Shares	Sole	2023-10-17
2022-09-30	$256,795	4,025	+6.1%	Shares	Sole	2022-10-27
2022-06-30	$267,980	3,792	+8.5%	Shares	Sole	2022-07-27
2022-03-31	$269,017	3,496	+7.1%	Shares	Sole	2022-05-13
2021-12-31	$284,283	3,265	+5.9%	Shares	Sole	2022-02-14
2021-09-30	$253,751	3,084	+2.3%	Shares	Sole	2021-11-15
2021-06-30	$246,454	3,014	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.