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OCTB · Aptus October Buffer ETF ETF

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$27.97 +0.01 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 12
Total Value: $37,958,074
Total Shares: 1,514,688

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 12 13F filers · Δ vs Dec 31, 2025
Top Holder
40.6%
Dec 2025 → Mar 2026 · range 40.6% – 61.7%
−21.2 pts
Top 5
94.6%
Dec 2025 → Mar 2026 · range 94.6% – 96.7%
−2.1 pts
Top 10
99.5%
Dec 2025 → Mar 2026 · range 99.5% – 100.0%
−0.5 pts
HHI
2,987
Dec 2025 → Mar 2026 · range 2,987 – 4,327
Highly concentrated−1,340

Quarterly Activity

vs Dec 31, 2025
New
5
Increased
4
Decreased
1
Sold Out
0
Unchanged
2
Holder count: +5
Institutional value: +81.4%
Shares held: +84.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
KFG WEALTH MANAGEMENT, LLC +108,788 614,380
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC +42,450 214,449
Kovack Advisors, Inc. +15,649 34,722
Aptus Capital Advisors, LLC +7,767 54,314

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP −12,282 11,561

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Uniting Wealth Partners, LLC 505,249 $12,661,539
Cyndeo Wealth Partners, LLC 10,000 $250,600
OLD MISSION CAPITAL LLC 9,494 $237,919
Prime Capital Investment Advisors, LLC 8,361 $209,526
UBS Group AG 142 $3,558

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 5 Increased 4 Reduced 1 Sold out 0 Unchanged 2
Showing 12 of 12
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
KFG WEALTH MANAGEMENT, LLC OCTB $15,396,362 40.56% 614,380
Uniting Wealth Partners, LLC OCTB $12,661,539 33.36% 505,249
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC OCTB $5,374,091 14.16% 214,449
Aptus Capital Advisors, LLC OCTB $1,361,108 3.59% 54,314
GUARDIAN WEALTH ADVISORS, LLC / NC OCTB $1,106,173 2.91% 44,141
Kovack Advisors, Inc. OCTB $870,133 2.29% 34,722
SUSQUEHANNA INTERNATIONAL GROUP, LLP OCTB $289,718 0.76% 11,561
Cyndeo Wealth Partners, LLC OCTB $250,600 0.66% 10,000
OLD MISSION CAPITAL LLC OCTB $237,919 0.63% 9,494
Prime Capital Investment Advisors, LLC OCTB $209,526 0.55% 8,361
Cornerstone Wealth Group, LLC OCTB $197,347 0.52% 7,875
UBS Group AG OCTB $3,558 0.01% 142