Aptus October Buffer ETFOCTBETF

13F holders, Q4 2025 (December 31)
7holders
$25.55avg. 13F price*

At the end of Q4 2025, 7 institutions reported holding Aptus October Buffer ETF (OCTB) in their 13F filings. The largest holders were KFG Wealth Management, LLC ($12.9M), Blue Bell Private Wealth Management, LLC ($4.4M) and Aptus Capital Advisors, LLC ($1.2M).

Company
Aptus October Buffer ETF
Filed as
ETF SER SOLUTIONS (Q4 2025)
CUSIP
268961851
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q4 2025: 7Q4 2025Q1 2026: 12Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q4 2025

InstitutionsTotal Value
New Positions7$20.9M
Exits0$0

Ownership 7 holders

KFG Wealth Management, LLC 1.73% New 505,592 $12.9M
Blue Bell Private Wealth Management, LLC 0.64% New 171,999 $4.4M
Aptus Capital Advisors, LLC 0.01% New 46,547 $1.2M
Guardian Wealth Advisors, LLC / NC 0.07% New 44,141 $1.1M
Susquehanna International Group, LLP 0.00% New 23,843 $609K
Kovack Advisors, Inc. 0.02% New 19,073 $487K
Cornerstone Wealth Group, LLC 0.01% New 7,875 $201K

"% of holder's portfolio" is OCTB's weight in each manager's 13F, not the share of Aptus October Buffer ETF the manager owns.