INNVTR PR INC20 BAR ETF-OCT (OCTH) Institutional Shareholders
INNVTR PR INC20 BAR ETF-OCT (OCTH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $9.58M in OCTH holdings during the latest filing period.
Harbour Investments, Inc. is currently the largest disclosed institutional shareholder of OCTH tracked by InsiderSet, reporting ownership valued at approximately $3.35M in its March 31, 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 $3.44M, representing an estimated gain of +2.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed OCTH value among the investors covered in this analysis. Major shareholders include Harbour Investments, Inc., Outlook Wealth Advisors, Llc, Trek Financial, Llc, and several other long-term asset managers with concentrated positions in INNVTR PR INC20 BAR ETF-OCT (OCTH).
This page ranks the largest institutional OCTH 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
19
Total Reported Value
$9.58M
Largest Holder
Harbour Investments, Inc.
Largest Position
$3.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Harbour Investments, Inc. | 0.05% | 142,794 | $3,352,846 | $3,443,477 | +$90,631 | +2.70% | |
| Outlook Wealth Advisors, Llc | 0.25% | 44,787 | $1,051,614 | $1,080,039 | +$28,425 | +2.70% | |
| Trek Financial, Llc | 0.05% | 38,574 | $905,729 | $930,212 | +$24,483 | +2.70% | |
| Susquehanna International Group, Llp | 0.00% | 34,771 | $816,434 | $838,503 | +$22,069 | +2.70% | |
| Whipplewood Advisors, Llc | 0.39% | 32,034 | $752,168 | $772,500 | +$20,332 | +2.70% | |
| Old Mission Capital Llc | 0.02% | 30,148 | $707,884 | $727,019 | +$19,135 | +2.70% | |
| Valtinson Bruner Financial Planning Llc | 0.11% | 16,767 | $393,698 | $404,336 | +$10,638 | +2.70% | |
| Wealthspire Retirement, Llc | 0.02% | 15,440 | $362,546 | $372,336 | +$9,790 | +2.70% | |
| Foundations Investment Advisors, Llc | 0.00% | 11,054 | $259,551 | $266,567 | +$7,016 | +2.70% | |
| Allworth Financial Lp | 0.00% | 10,992 | $258,085 | $265,072 | +$6,987 | +2.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,948 | $257,060 | $264,011 | +$6,951 | +2.70% | |
| Sunbelt Securities, Inc. | 0.01% | 9,145 | $214,735 | $220,532 | +$5,797 | +2.70% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,320 | $101,435 | $104,177 | +$2,742 | +2.70% | |
| Harbor Investment Advisory, Llc | 0.01% | 4,210 | $101,019 | $101,524 | +$505 | +0.50% | |
| Creative Financial Designs Inc | 0.00% | 800 | $18,784 | $19,292 | +$508 | +2.70% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 514 | $12,069 | $12,395 | +$326 | +2.70% | |
| Corecap Advisors, Llc | 0.00% | 401 | $9,622 | $9,670 | +$48 | +0.50% | |
| Ubs Group Ag | 0.00% | 270 | $6,340 | $6,511 | +$171 | +2.70% | |
| Osaic Holdings, Inc. | 0.00% | 122 | $2,864 | $2,942 | +$78 | +2.72% |
Frequently asked questions about OCTH
Who owns the most OCTH stock?
The largest holders of OCTH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNVTR PR INC20 BAR ETF-OCT (OCTH).
Is OCTH widely held by superinvestors?
Many widely followed stocks like OCTH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OCTH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.