OCTZ Institutional Ownership
TrueShares Structured Outcome (October) ETF
1W: -0.5%
1M: +0.2%
3M: +1.4%
YTD: +9.3%
1Y: +6.9%
3Y: +53.0%
5Y: +57.0%
$46.53
+0.17 (+0.37%)
Weekly Expected Move ±1.3%
$45
$46
$47
$47
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — OCTZ
38
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
29M
Total Invested
8
New Positions
2
Increased
23
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (40 total)
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Weaver Consulting Group | 4,633 | $216K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,492 | $209K |
| IFG Advisory, LLC | 1,658 | $77K |
| Integrated Wealth Concepts LLC | 890 | $41K |
| COMPASS FINANCIAL MANAGEMENT LLC | 305 | $14K |
| Mosley Wealth Management | 140 | $7K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 73 | $3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 21 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Wellment Financial | 34,825 | $2M |
| SMART Wealth LLC | 19,460 | $905K |
| Outlook Wealth Advisors, LLC | 16,049 | $747K |
| FWG Investments, LLC. | 13,560 | $631K |
| Integrated Wealth Management | 11,963 | $557K |
| B.O.S.S. Retirement Advisors, LLC | 11,072 | $515K |
| HOWARD BAILEY SECURITIES, LLC | 10,425 | $485K |
| FSA Advisors, Inc. | 9,483 | $441K |
| Networth Advisors, LLC | 9,145 | $426K |
| LifeWealth Investments, LLC | 6,524 | $304K |
| Great Lakes Retirement, Inc. | 5,613 | $261K |
| Quest 10 Wealth Builders, Inc. | 4,990 | $232K |
| Csenge Advisory Group | 4,964 | $231K |
| JPMORGAN CHASE & CO | 2,892 | $135K |
| Kingdom Financial Group LLC. | 2,262 | $105K |
| Kestra Advisory Services, LLC | 973 | $45K |
| Key Capital Management, INC | 313 | $15K |
| Decker Retirement Planning Inc. | 173 | $8K |
| UBS Group AG | 89 | $4K |
| ASSETMARK, INC | 8 | $0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TrueMark Investments, LLC | +238,724 | +87.1% | 512,745 |
| OLD MISSION CAPITAL LLC | +27,040 | +256.4% | 37,588 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -423,583 | -99.5% | 2,147 |
| POM Investment Strategies, LLC | -28,322 | -99.7% | 75 |
| Elevated Capital Advisors, LLC | -6,193 | -48.6% | 6,538 |
| Authentikos Wealth Advisory, LLC | -3,923 | -7.9% | 45,519 |
| Lloyd Advisory Services, LLC. | -2,215 | -97.9% | 47 |