TRUESHARES STRUC OUTCOME OCT (OCTZ) Institutional Shareholders
TRUESHARES STRUC OUTCOME OCT (OCTZ) 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 $28.76M in OCTZ holdings during the latest filing period.
Truemark Investments, Llc is currently the largest disclosed institutional shareholder of OCTZ tracked by InsiderSet, reporting ownership valued at approximately $23.43M in its June 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 $23.70M, representing an estimated gain of +1.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed OCTZ value among the investors covered in this analysis. Major shareholders include Truemark Investments, Llc, Authentikos Wealth Advisory, Llc, Old Mission Capital Llc, and several other long-term asset managers with concentrated positions in TRUESHARES STRUC OUTCOME OCT (OCTZ).
This page ranks the largest institutional OCTZ 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
16
Total Reported Value
$28.76M
Largest Holder
Truemark Investments, Llc
Largest Position
$23.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Truemark Investments, Llc | 2.94% | 512,745 | $23,430,498 | $23,703,381 | +$272,883 | +1.16% | |
| Authentikos Wealth Advisory, Llc | 1.33% | 45,519 | $2,080,034 | $2,104,271 | +$24,237 | +1.17% | |
| Old Mission Capital Llc | 0.04% | 37,588 | $1,717,628 | $1,737,633 | +$20,005 | +1.16% | |
| Elevated Capital Advisors, Llc | 0.08% | 6,538 | $298,762 | $302,241 | +$3,479 | +1.16% | |
| Aptus Capital Advisors, Llc | 0.00% | 5,500 | $251,329 | $254,256 | +$2,927 | +1.16% | |
| Retirement Planning Group, Llc | 0.01% | 5,001 | $228,517 | $231,188 | +$2,671 | +1.17% | |
| Weaver Consulting Group | 0.04% | 4,633 | $211,711 | $214,176 | +$2,465 | +1.16% | |
| Susquehanna International Group, Llp | 0.00% | 4,492 | $205,267 | $207,658 | +$2,391 | +1.16% | |
| Capital Investment Advisory Services, Llc | 0.01% | 3,520 | $160,872 | $162,724 | +$1,852 | +1.15% | |
| Ifg Advisory, Llc | 0.00% | 1,658 | $75,763 | $76,647 | +$884 | +1.17% | |
| Osaic Holdings, Inc. | 0.00% | 1,315 | $60,095 | $60,790 | +$695 | +1.16% | |
| Arax Advisory Partners | 0.00% | 600 | $27,418 | $27,737 | +$319 | +1.16% | |
| Mosley Wealth Management | 0.00% | 140 | $6,397 | $6,472 | +$75 | +1.17% | |
| Pom Investment Strategies, Llc | 0.00% | 75 | $3,427 | $3,467 | +$40 | +1.17% | |
| Tounjian Advisory Partners, Llc | 0.00% | 73 | $3,357 | $3,375 | +$18 | +0.53% | |
| Lloyd Advisory Services, Llc. | 0.00% | 47 | $2,161 | $2,173 | +$12 | +0.54% |
Frequently asked questions about OCTZ
Who owns the most OCTZ stock?
The largest holders of OCTZ 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 TRUESHARES STRUC OUTCOME OCT (OCTZ).
Is OCTZ widely held by superinvestors?
Many widely followed stocks like OCTZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OCTZ 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.