ETF Holders

Who owns OCTB?

Buffer or defined outcome

Aptus October Buffer ETF · Aptus

9 institutions reported holding OCTB, worth $41.2M, in Form 13F filings for June 30, 2026.

13F holders
9
Institutional value
$41.2M
Change from prior quarter
+8.5%
+$3.2M, with price moves
New and sold-out firms
0 / 3
4 added, 2 trimmed

Top 9 institutional holders of OCTB

FirmLocationValueSharesChange
KFG Wealth Management, LLCGranger, IN$17.1M626,631+12,251 shares
Uniting Wealth Partners, LLCDenver, CO$13.9M511,229+5,980 shares
Blue Bell Private Wealth Management, LLCBlue Bell, PA$5.8M213,735−714 shares
Aptus Capital Advisors, LLCFairhope, AL$1.9M70,212+15,898 shares
Guardian Wealth Advisors, LLCRaleigh, NC$1.2M44,141No change
Kovack Advisors, Inc.Ft. Lauderdale, FL$431K15,856−18,866 shares
Prime Capital Investment Advisors, LLCOverland Park, KS$388K14,244+5,883 shares
Cyndeo Wealth Partners, LLCSt. Petersburg, FL$272K10,000No change
Cornerstone Wealth Group, LLCHuntersville, NC$214K7,875No change

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: OCTB vs PBOC, OCTB vs JUNM, OCTB vs QCOC, OCTB vs PSFM.

Frequently asked questions

Who owns OCTB?

9 institutional managers reported holding OCTB in Form 13F filings for June 30, 2026, worth $41.2M in total. The largest reported position was held by KFG Wealth Management, LLC, at $17.1M.

Did institutions buy or sell OCTB last quarter?

Reported 13F value rose 8.5% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is OCTB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.