TRUESHARES STRUC OUTCOME OCT (OCTZ) Institutional Ownership Changes & 13F Activity
TRUESHARES STRUC OUTCOME OCT (OCTZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ae Wealth Management Llc, Truemark Investments, Llc, Lloyd Advisory Services, Llc., Wellment Financial, and Pom Investment Strategies, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Old Mission Capital Llc | Sell | -3,343 | -24.1% | 10,548 | $433.53K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +15 | +1.2% | 1,315 | $54.05K | Q1 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Buy | +320,857 | +305.9% | 425,730 | $17.50M | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -35,692 | -94.0% | 2,262 | $92.97K | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group Llc. | Buy | +236 | +11.6% | 2,262 | $92.97K | Q1 2026 | May 13, 2026 |
| Pom Investment Strategies, Llc | Buy | +28,397 | — | 28,397 | $1.17M | Q1 2026 | May 11, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +1,175 | +2.4% | 49,442 | $2.03M | Q1 2026 | May 07, 2026 |
| Key Capital Management, Inc | Buy | +313 | — | 313 | $12.87K | Q1 2026 | May 07, 2026 |
| Fsa Advisors, Inc. | Buy | +9,483 | — | 9,483 | $389.75K | Q1 2026 | May 06, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +4,506 | +931.0% | 4,990 | $205.09K | Q1 2026 | May 06, 2026 |
| Great Lakes Retirement, Inc. | Sell | -491 | -8.0% | 5,613 | $230.70K | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +90 | +2.6% | 3,520 | $144.69K | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Buy | +89 | — | 89 | $3.66K | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, Llc | Sell | -487 | -8.9% | 5,001 | $205.54K | Q1 2026 | May 04, 2026 |
| Elevated Capital Advisors, Llc | Buy | +12,731 | — | 12,731 | $523.26K | Q1 2026 | Apr 30, 2026 |
| Csenge Advisory Group | Buy | +4,964 | — | 4,964 | $204.01K | Q1 2026 | Apr 30, 2026 |
| Wellment Financial | Buy | +34,825 | — | 34,825 | $1.43M | Q1 2026 | Apr 28, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Sell | -771 | -6.5% | 11,072 | $455.08K | Q1 2026 | Apr 28, 2026 |
| Smart Wealth Llc | Buy | +19,460 | — | 19,460 | $799.84K | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Management | Buy | +11,963 | — | 11,963 | $491.67K | Q1 2026 | Apr 23, 2026 |
| Howard Bailey Securities, Llc | Buy | +86 | +0.8% | 10,425 | $428.48K | Q1 2026 | Apr 23, 2026 |
| Networth Advisors, Llc | Buy | +8,710 | +2002.3% | 9,145 | $375.86K | Q1 2026 | Apr 22, 2026 |
| Fwg Investments, Llc. | Buy | +13,560 | — | 13,560 | $557.34K | Q1 2026 | Apr 21, 2026 |
| Lifewealth Investments, Llc | Buy | +1,198 | +22.5% | 6,524 | $268.14K | Q1 2026 | Apr 21, 2026 |
| Decker Retirement Planning Inc. | Buy | +173 | — | 173 | $7.11K | Q1 2026 | Apr 21, 2026 |
| Truemark Investments, Llc | Buy | +82,096 | +42.8% | 274,021 | $11.26M | Q1 2026 | Apr 20, 2026 |
| Outlook Wealth Advisors, Llc | Buy | +16,049 | — | 16,049 | $659.63K | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, Llc | Sell | -973 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Assetmark, Inc | Sell | -8 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 23, 2026 |
Frequently asked questions about OCTZ activity
Which institutional owners are buying OCTZ?
Institutional owners buying OCTZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OCTZ activity?
"Buy" means an investor increased their reported position in OCTZ compared to the prior reporting period. This reflects growing exposure to TRUESHARES STRUC OUTCOME OCT (OCTZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OCTZ increasing?
Institutional interest in OCTZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.