Aptus October Buffer ETFOCTBETF
13F holders, Q1 2026 (March 31)12holders +5
5new positions
0sold out
$25.07avg. 13F price*
At the end of Q1 2026, 12 institutions reported holding Aptus October Buffer ETF (OCTB) in their 13F filings, up 5 from Q4 2025. 5 opened new positions and 0 sold out. The largest holders were KFG Wealth Management, LLC ($15.4M), Uniting Wealth Partners, LLC ($12.7M) and Blue Bell Private Wealth Management, LLC ($5.4M).
- Company
- Aptus October Buffer ETF
- Filed as
- ETF SER SOLUTIONS (Q1 2026)
- CUSIP
- 268961851
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $13.4M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 707,900 shares bought and 12,282 shares sold, net +695,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| KFG Wealth Management, LLC | 1.99% | Add +21.5% | 614,380 | $15.4M |
| Uniting Wealth Partners, LLC | 2.70% | New | 505,249 | $12.7M |
| Blue Bell Private Wealth Management, LLC | 0.77% | Add +24.7% | 214,449 | $5.4M |
| Aptus Capital Advisors, LLC | 0.01% | Add +16.7% | 54,314 | $1.4M |
| Guardian Wealth Advisors, LLC / NC | 0.07% | No change | 44,141 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | Add +82.0% | 34,722 | $870K |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.5% | 11,561 | $290K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 10,000 | $251K |
| Old Mission Capital LLC | 0.01% | New | 9,494 | $238K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 8,361 | $210K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 7,875 | $206K |
| UBS Group AG | 0.00% | New | 142 | $4K |
"% of holder's portfolio" is OCTB's weight in each manager's 13F, not the share of Aptus October Buffer ETF the manager owns.