Aptus October Buffer ETF (OCTB)
ETF ยท Cboe BZX
Aptus October Buffer ETF (OCTB) is an exchange-traded fund listed on Cboe BZX, where it has traded since October 13, 2025.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- October 13, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 9 institutions reported holding OCTB, with 1.5 million shares worth $41.2 million in aggregate. The largest reported holder was Kfg Wealth Management, with 626,631 shares worth $17.1 million. Of the 5 largest holders listed below, 3 added shares, 1 reduced its position and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Kfg Wealth Management | 626,631 | $17M | Added 1.99% |
| Uniting Wealth Partners | 511,229 | $14M | Added 1.18% |
| Blue Bell Private Wealth Management | 213,735 | $6M | Reduced 0.33% |
| Aptus Capital Advisors | 70,212 | $2M | Added 29.27% |
| Guardian Wealth Advisors, LLC / NC | 44,141 | $1M | Unchanged |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is OCTB?
Aptus October Buffer ETF (OCTB) is an exchange-traded fund listed on Cboe BZX, where it has traded since October 13, 2025.
Who are the largest institutional holders of OCTB?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OCTB were Kfg Wealth Management, Uniting Wealth Partners and Blue Bell Private Wealth Management.
How many institutions own OCTB?
9 institutions reported a position in OCTB for the quarter ended June 30, 2026, worth $41.2 million in total.
Did institutions buy or sell OCTB last quarter?
Of the 5 largest reported holders, 3 added shares, 1 reduced its position and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for OCTB.
Every reported institutional holder, plus insider and congressional trades in OCTB, on SentiSense.