Who owns OCTB?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OCTB from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 1.5M shares of OCTB worth $41.2M; the largest disclosed holder is KFG WEALTH MANAGEMENT, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$41.2M
value, 2026 filers
1.5M
shares disclosed
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OCTB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | 626,631 | $17.1M | 1.9% | — | +2.0% |
| 2 | Uniting Wealth Partners, LLC | 511,229 | $13.9M | 2.8% | — | +1.2% |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 213,735 | $5.8M | 0.7% | — | -0.3% |
| 4 | Aptus Capital Advisors, LLC | 70,212 | $1.9M | 0.0% | — | +29.3% |
| 5 | GUARDIAN WEALTH ADVISORS, LLC / NC | 44,141 | $1.2M | 0.1% | — | 0.0% |
| 6 | Kovack Advisors, Inc. | 15,856 | $431,474 | 0.0% | — | -54.3% |
| 7 | Prime Capital Investment Advisors, LLC | 14,244 | $387,579 | 0.0% | — | +70.4% |
| 8 | Cyndeo Wealth Partners, LLC | 10,000 | $272,100 | 0.0% | — | 0.0% |
| 9 | Cornerstone Wealth Group, LLC | 7,875 | $214,279 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.