# ETF SER SOLUTIONS (OCTB)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OCTB/

- Reporting holders: 9
- Reported value: $41.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [KFG WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1919344-kfg-wealth-management-llc/) | $17.1M | 626,631 | 1.9% | 3 |
| [Uniting Wealth Partners, LLC](https://holderbook.com/funds/2056414-uniting-wealth-partners-llc/) | $13.9M | 511,229 | 2.8% | 2 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $5.8M | 213,735 | 0.7% | 3 |
| [Aptus Capital Advisors, LLC](https://holderbook.com/funds/1664193-aptus-capital-advisors-llc/) | $1.9M | 70,212 | 0.0% | 3 |
| [GUARDIAN WEALTH ADVISORS, LLC / NC](https://holderbook.com/funds/1901403-guardian-wealth-advisors-llc-nc/) | $1.2M | 44,141 | 0.1% | 3 |
| [Kovack Advisors, Inc.](https://holderbook.com/funds/1728321-kovack-advisors-inc/) | $431.5K | 15,856 | 0.0% | 3 |
| [Prime Capital Investment Advisors, LLC](https://holderbook.com/funds/1731446-prime-capital-investment-advisors-llc/) | $387.6K | 14,244 | 0.0% | 2 |
| [Cyndeo Wealth Partners, LLC](https://holderbook.com/funds/1950947-cyndeo-wealth-partners-llc/) | $272.1K | 10,000 | 0.0% | 2 |
| [Cornerstone Wealth Group, LLC](https://holderbook.com/funds/1774879-cornerstone-wealth-group-llc/) | $214.3K | 7,875 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $41.2M |
| Q1 2026 | 12 | $38.0M |
| Q4 2025 | 7 | $20.9M |