§ EQUITY
USDOCTB
APTUS OCTOBER BUFFER ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
4 increased/new, 2 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | 614K | 2.0% | +22% |
| Uniting Wealth Partners, LLC | 505K | 2.7% | n/a |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 214K | 0.8% | +25% |
| Aptus Capital Advisors, LLC | 54K | 0.0% | +17% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 44K | 0.1% | ±0% |
| Kovack Advisors, Inc. | 35K | 0.0% | +82% |
◇ AC INTELLIGENCE
Top institutional owners for OCTB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER100.0% · 11 holders
DEALER / BANK0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OCTB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention OCTB yet.