OCTB Institutional Ownership
ETF Series Solutions - Aptus October Buffer ETF
1W: +0.6%
1M: +1.6%
YTD: +1.6%
$28.34
+0.14 (+0.50%)
Weekly Expected Move ±0.5%
$28
$28
$28
$28
$29
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Institutional Ownership — OCTB
12
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
41M
Total Invested
0
New Positions
4
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | 626,631 | 18M | +12,251 | +2.0% | 3Q | SEC ↗ |
| 2 | Uniting Wealth Partners, LLC | 511,229 | 14M | +5,980 | +1.2% | 2Q | SEC ↗ |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 213,735 | 6M | -714 | -0.3% | 3Q | SEC ↗ |
| 4 | Aptus Capital Advisors, LLC | 70,212 | 2M | +15,898 | +29.3% | 3Q | SEC ↗ |
| 5 | GUARDIAN WEALTH ADVISORS, LLC / NC | 44,141 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 6 | Kovack Advisors, Inc. | 15,856 | 449K | -18,866 | -54.3% | 3Q | SEC ↗ |
| 7 | Prime Capital Investment Advisors, LLC | 14,244 | 404K | +5,883 | +70.4% | 2Q | SEC ↗ |
| 8 | Cyndeo Wealth Partners, LLC | 10,000 | 283K | — | +0.0% | 2Q | SEC ↗ |
| 9 | Cornerstone Wealth Group, LLC | 7,875 | 223K | — | +0.0% | 3Q | SEC ↗ |
| 10 | UBS Group AG | 0 | 0K | -142 | -100.0% | 1Q | SEC ↗ |
| 11 | OLD MISSION CAPITAL LLC | 0 | 0K | -9,494 | -100.0% | 1Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -11,561 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,561 | 328K |
| OLD MISSION CAPITAL LLC | 9,494 | 269K |
| UBS Group AG | 142 | 4K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Aptus Capital Advisors, LLC | +15,898 | +29.3% | 70,212 |
| KFG WEALTH MANAGEMENT, LLC | +12,251 | +2.0% | 626,631 |
| Uniting Wealth Partners, LLC | +5,980 | +1.2% | 511,229 |
| Prime Capital Investment Advisors, | +5,883 | +70.4% | 14,244 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kovack Advisors, Inc. | -18,866 | -54.3% | 15,856 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | -714 | -0.3% | 213,735 |