OCTB ETF SER SOLUTIONS
FollowAPTUS OCT BUFF E (fund)
7 managers (7 13F filers) reported a position in OCTB shares at 2025-12-31, 819,070 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 7
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 819,070
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 505,592 | $12.9M | 1.73% | new | 13F-HRTimeline |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 171,999 | $4.39M | 0.64% | new | 13F-HRTimeline |
| Aptus Capital Advisors, LLC | 46,547 | $1.19M | 0.01% | new | 13F-HRTimeline |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 44,141 | $1.13M | 0.07% | new | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 23,843 | $609K | <0.01% | new | 13F-HRTimelineGroup |
| Kovack Advisors, Inc. | 19,073 | $487K | 0.02% | new | 13F-HR/ATimeline |
| Cornerstone Wealth Group, LLC | 7,875 | $201K | 0.01% | new | 13F-HRTimeline |