OCTB Institutional Ownership & Shareholders
APTUS OCTOBER BUFFER ETF (OCTB) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $42.95M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Kfg Wealth Management, Llc is currently the largest disclosed institutional shareholder of OCTB tracked by InsiderSet, reporting ownership valued at approximately $18.01M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.94M, representing an estimated loss of -0.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed OCTB value among the investors covered in this analysis. Major shareholders include Kfg Wealth Management, Llc, Uniting Wealth Partners, Llc, Blue Bell Private Wealth Management, Llc, and several other long-term asset managers with concentrated positions in APTUS OCTOBER BUFFER ETF (OCTB).
This page ranks the largest institutional OCTB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
10
Total Reported Value
$42.95M
Largest Holder
Kfg Wealth Management, Llc
Largest Position
$18.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kfg Wealth Management, Llc | 1.95% | 638,818 | $18,014,656 | $17,940,756 | -$73,900 | -0.41% | |
| Uniting Wealth Partners, Llc | 2.82% | 511,229 | $13,910,541 | $14,357,509 | +$446,968 | +3.21% | |
| Blue Bell Private Wealth Management, Llc | 0.70% | 209,548 | $5,909,254 | $5,885,009 | -$24,245 | -0.41% | |
| Aptus Capital Advisors, Llc | 0.01% | 70,212 | $1,910,468 | $1,971,855 | +$61,387 | +3.21% | |
| Guardian Wealth Advisors, Llc / Nc | 0.07% | 44,141 | $1,201,077 | $1,239,669 | +$38,592 | +3.21% | |
| 6Th Street Advisors, Llc | 0.35% | 21,236 | $598,855 | $596,398 | -$2,457 | -0.41% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 17,017 | $479,879 | $477,911 | -$1,968 | -0.41% | |
| Kovack Advisors, Inc. | 0.02% | 15,856 | $431,474 | $445,305 | +$13,831 | +3.21% | |
| Cyndeo Wealth Partners, Llc | 0.01% | 10,000 | $282,000 | $280,843 | -$1,157 | -0.41% | |
| Cornerstone Wealth Group, Llc | 0.01% | 7,875 | $214,279 | $221,164 | +$6,885 | +3.21% |
Frequently asked questions about OCTB
Who are the largest institutional holders of OCTB?
The largest institutional holders of OCTB reported in the latest SEC Form 13F filings include Kfg Wealth Management, Llc, Uniting Wealth Partners, Llc, Blue Bell Private Wealth Management, Llc, Aptus Capital Advisors, Llc, and Guardian Wealth Advisors, Llc / Nc. InsiderSet ranks institutional holders by their latest reported OCTB position.
What is OCTB institutional ownership?
This page tracks OCTB positions reported by institutional investment managers through SEC Form 13F. APTUS OCTOBER BUFFER ETF (OCTB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OCTB?
InsiderSet currently tracks 10 institutional managers reporting OCTB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OCTB shareholders.
How much OCTB stock do institutions own?
Institutional investment managers disclosed approximately $42.95M in OCTB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OCTB institutional ownership last updated?
The latest OCTB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OCTB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OCTB position after the reporting date.
Are institutions buying or selling OCTB?
Institutional buying and selling can be analyzed by comparing OCTB positions across consecutive 13F reporting periods. InsiderSet's OCTB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OCTB ownership changes.
How has OCTB institutional ownership changed over time?
InsiderSet tracks OCTB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.