Who owns OCTM?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OCTM from SEC Form 13F filings across 37 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, 37 institutions disclosed 532,747 shares of OCTM worth $16.8M; the largest disclosed holder is Kestra Advisory Services, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
37
13F holders
$16.8M
value, 2026 filers
532,747
shares disclosed
5
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 OCTM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | 54,694 | $1.8M | 0.0% | — | -22.9% |
| 2 | HARBOUR INVESTMENTS, INC. | 42,783 | $1.4M | 0.0% | — | +6.9% |
| 3 | Apollon Wealth Management, LLC | 32,362 | $1.1M | 0.0% | — | -1.5% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,095 | $1.0M | 0.0% | — | +68.1% |
| 5 | LVZ, Inc. | 29,688 | $997,508 | 0.1% | — | +11.6% |
| 6 | Janney Montgomery Scott LLC | 23,499 | $790 | 0.0% | — | 0.0% |
| 7 | Capasso Planning Partners LLC | 23,318 | $783,477 | 0.4% | — | 0.0% |
| 8 | OLD MISSION CAPITAL LLCNEW | 23,142 | $777,564 | 0.0% | — | new |
| 9 | FWG Investments, LLC. | 20,569 | $691,112 | 0.4% | — | 0.0% |
| 10 | Madrona Financial Services, LLC | 18,531 | $622,636 | 0.1% | — | 0.0% |
| 11 | Maia Wealth LLC | 18,202 | $611,582 | 0.1% | — | -2.9% |
| 12 | Buck Wealth Strategies, LLC | 18,140 | $609,499 | 0.1% | — | 0.0% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 16,770 | $563,465 | 0.0% | — | -30.4% |
| 14 | Americana Partners, LLC | 15,760 | $529,531 | 0.0% | — | -3.9% |
| 15 | MGO ONE SEVEN LLC | 15,417 | $518,007 | 0.0% | — | 0.0% |
| 16 | Cetera Investment Advisers | 14,057 | $472,311 | 0.0% | — | -0.9% |
| 17 | Beacon Financial Advisory LLC | 13,570 | $455,948 | 0.1% | — | 0.0% |
| 18 | Mariner, LLC | 12,786 | $429,606 | 0.0% | — | +6.9% |
| 19 | BostonPremier Wealth LLC | 12,508 | $420,265 | 0.2% | — | 0.0% |
| 20 | Atria Investments, Inc | 11,548 | $388,009 | 0.0% | — | -3.4% |
| 21 | Ameritas Advisory Services, LLCNEW | 11,150 | $374,637 | 0.0% | — | new |
| 22 | Geneos Wealth Management Inc. | 10,600 | $356,159 | 0.0% | — | +23.3% |
| 23 | WEALTHGARDEN F.S. LLC | 9,465 | $318,038 | 0.2% | — | -0.1% |
| 24 | Capital Analysts, LLC | 7,994 | $269 | 0.0% | — | 0.0% |
| 25 | PRECEDENT WEALTH PARTNERS, LLCNEW | 7,554 | $253,812 | 0.0% | — | new |
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.