OCTB ETF SER SOLUTIONS
FollowAPTUS OCT BUFF E (fund)
12 managers (12 13F filers) reported a position in OCTB shares at 2026-03-31, 1,514,688 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 5
- Added
- 4
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 1,514,688
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 614,380 | $15.4M | 1.99% | +108,788 | 13F-HRTimeline |
| Uniting Wealth Partners, LLC | 505,249 | $12.7M | 2.7% | new | 13F-HRTimeline |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 214,449 | $5.37M | 0.77% | +42,450 | 13F-HRTimeline |
| Aptus Capital Advisors, LLC | 54,314 | $1.36M | 0.01% | +7,767 | 13F-HRTimeline |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 44,141 | $1.11M | 0.07% | 0 | 13F-HRTimeline |
| Kovack Advisors, Inc. | 34,722 | $870K | 0.05% | +15,649 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 11,561 | $290K | <0.01% | -12,282 | 13F-HRTimelineGroup |
| Cyndeo Wealth Partners, LLC | 10,000 | $251K | 0.01% | new | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 9,494 | $238K | 0.01% | new | 13F-HRTimeline |
| Prime Capital Investment Advisors, LLC | 8,361 | $210K | <0.01% | new | 13F-HRTimeline |
| Cornerstone Wealth Group, LLC | 7,875 | $206K | 0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 142 | $3.56K | <0.01% | new | 13F-HRTimelineGroup |