Who Owns ETF SER SOLUTIONS (OCTB)?Hedge Fund & Institutional Holders
$25.21-0.09 (-0.36%)BATS
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$1291743941127.1T
% of Float Held
—
QoQ Change in Holders
+7 / -0
Price History
OCTB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | New Position | +506K | +$12.9M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +172K | +$4.4M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | New Position | +44K | +$1.1M |
| Aptus Capital Advisors, LLC | New Position | +47K | +$1.0M |
| Cornerstone Wealth Group, LLC | New Position | +8K | +$201K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +24K | +$0 |
| Kovack Advisors, Inc. | New Position | +19K | +$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | 505,592 | $12.9M | 1.73% | Share |
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 171,999 | $4.4M | 0.64% | Share |
| 3 | GUARDIAN WEALTH ADVISORS, LLC / NC | 44,141 | $1.1M | 0.07% | Share |
| 4 | Aptus Capital Advisors, LLC | 46,547 | $1.0M | 0.01% | Share |
| 5 | Cornerstone Wealth Group, LLC | 7,875 | $201K | 0.01% | Share |
| 6 | Kovack Advisors, Inc. | 19,073 | $0 | 0.00% | Share |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,843 | $0 | 0.00% | Share |
As of Q4 2025, 7 institutional investors hold OCTB (ETF SER SOLUTIONS). The largest holder is KFG WEALTH MANAGEMENT, LLC with $12.9M in shares. This quarter, 7 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own OCTB?
As of Q4 2025, 7 institutional investors report holding OCTB (ETF SER SOLUTIONS) in their 13F filings.
Who is the largest institutional holder of OCTB?
The largest institutional holder of OCTB is KFG WEALTH MANAGEMENT, LLC with $12.9M in shares.
Is institutional ownership of OCTB increasing or decreasing?
This quarter, 7 institutions opened new positions in OCTB and 0 closed their positions.