OCTZ Institutional Ownership & Shareholders
TRUESHARES STRUC OUTCOME OCT (OCTZ) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $23.51M, representing an estimated gain of +0.33% 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
17
Total Reported Value
$28.68M
Largest Holder
Truemark Investments, Llc
Largest Position
$23.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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 | $23,508,333 | +$77,835 | +0.33% | |
| Authentikos Wealth Advisory, Llc | 1.33% | 45,519 | $2,080,034 | $2,086,955 | +$6,921 | +0.33% | |
| Old Mission Capital Llc | 0.04% | 37,588 | $1,717,628 | $1,723,335 | +$5,707 | +0.33% | |
| Aptus Capital Advisors, Llc | 0.00% | 5,500 | $251,329 | $252,164 | +$835 | +0.33% | |
| Retirement Planning Group, Llc | 0.01% | 5,001 | $231,686 | $229,286 | -$2,400 | -1.04% | |
| Weaver Consulting Group | 0.04% | 4,633 | $214,647 | $212,414 | -$2,233 | -1.04% | |
| Aegis Wealth Management, Inc. | 0.12% | 4,437 | $205,566 | $203,428 | -$2,138 | -1.04% | |
| Susquehanna International Group, Llp | 0.00% | 4,492 | $205,267 | $205,949 | +$682 | +0.33% | |
| Capital Investment Advisory Services, Llc | 0.01% | 3,570 | $165,419 | $163,677 | -$1,742 | -1.05% | |
| Ifg Advisory, Llc | 0.00% | 1,658 | $75,763 | $76,016 | +$253 | +0.33% | |
| Osaic Holdings, Inc. | 0.00% | 1,315 | $60,095 | $60,290 | +$195 | +0.32% | |
| Arax Advisory Partners | 0.00% | 600 | $27,418 | $27,509 | +$91 | +0.33% | |
| Mosley Wealth Management | 0.00% | 124 | $5,789 | $5,685 | -$104 | -1.79% | |
| Elevated Capital Advisors, Llc | 0.00% | 76 | $3,521 | $3,484 | -$37 | -1.04% | |
| Pom Investment Strategies, Llc | 0.00% | 61 | $2,826 | $2,797 | -$29 | -1.04% | |
| Tounjian Advisory Partners, Llc | 0.00% | 49 | $2,292 | $2,247 | -$45 | -1.98% | |
| Lloyd Advisory Services, Llc. | 0.00% | 47 | $2,191 | $2,155 | -$36 | -1.65% |
Frequently asked questions about OCTZ
Who are the largest institutional holders of OCTZ?
The largest institutional holders of OCTZ reported in the latest SEC Form 13F filings include Truemark Investments, Llc, Authentikos Wealth Advisory, Llc, Old Mission Capital Llc, Aptus Capital Advisors, Llc, and Retirement Planning Group, Llc. InsiderSet ranks institutional holders by their latest reported OCTZ position.
What is OCTZ institutional ownership?
This page tracks OCTZ positions reported by institutional investment managers through SEC Form 13F. TRUESHARES STRUC OUTCOME OCT (OCTZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OCTZ?
InsiderSet currently tracks 17 institutional managers reporting OCTZ 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 OCTZ shareholders.
How much OCTZ stock do institutions own?
Institutional investment managers disclosed approximately $28.68M in OCTZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OCTZ institutional ownership last updated?
The latest OCTZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 OCTZ 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 OCTZ position after the reporting date.
Are institutions buying or selling OCTZ?
Institutional buying and selling can be analyzed by comparing OCTZ positions across consecutive 13F reporting periods. InsiderSet's OCTZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OCTZ ownership changes.
How has OCTZ institutional ownership changed over time?
InsiderSet tracks OCTZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.