Who owns OCTM?
FT Vest U.S. Equity Max Buffer ETF - October · First Trust
38 institutions reported holding OCTM, worth $18.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OCTM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | Austin, TX | $1.8M | 54,694 | −16,246 shares |
| Harbour Investments, Inc. | Madison, WI | $1.4M | 42,783 | +2,774 shares |
| Apollon Wealth Management, LLC | Mount Pleasant, SC | $1.1M | 32,362 | −500 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.0M | 31,095 | +12,594 shares |
| LVZ, Inc. | Holland, MI | $998K | 29,688 | +3,074 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $790K | 23,499 | No change |
| Capasso Planning Partners LLC | Charleston, SC | $783K | 23,318 | No change |
| Old Mission Capital LLC | Chicago, IL | $778K | 23,142 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $741K | 22,057 | −2,440 shares |
| FWG Investments, LLC. | Lexington, KY | $691K | 20,569 | No 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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Frequently asked questions
Who owns OCTM?
38 institutional managers reported holding OCTM in Form 13F filings for June 30, 2026, worth $18.6M in total. The largest reported position was held by Kestra Advisory Services, LLC, at $1.8M.
Did institutions buy or sell OCTM last quarter?
Reported 13F value rose 10.5% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 1 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 OCTM 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.