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All US EQU Buf10 OCT ETF-Usd (OCTT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares67,675 from 65,241
Change+2,434 (+4%)
Value$3.3M (+$241.3K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares60,091 from 89,887
Change-29,796 (-33%)
Value$2.9M (-$1.3M)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED
Shares33,096 from 35,410
Change-2,314 (-7%)
Value$1.6M (-$45.3K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares8,512 from 6,407
Change+2,105 (+33%)
Value$412.7K (+$114.2K)
Filed 2026-11-02
Strategic Blueprint, LLC
UNCHANGED
Shares8,465 from 8,465
Change0 (0%)
Value$410.5K (+$16.0K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares7,169 from 7,715
Change-546 (-7%)
Value$347.6K (-$11.9K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares6,386 from 6,386
Change0 (0%)
Value$309.7K (+$12.1K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
NEW
Shares5,705
Change+5,705
Value$276.6K
Filed 2026-10-16
Spire Wealth Management
UNCHANGED
Shares5,705 from 5,705
Change0 (0%)
Value$276.6K (+$10.8K)
Filed 2026-10-30
Accurate Wealth Management, LLC
NEW
Shares4,702
Change+4,702
Value$230.7K
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares4,633 from 4,502
Change+131 (+3%)
Value$224.7K (+$14.9K)
Filed 2026-11-05
Creative Financial Designs Inc
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$43.6K (+$1.7K)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$30.7K (+$1.2K)
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares362 from 805
Change-443 (-55%)
Value$17.6K (-$20.7K)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$5.1K (+$200)
Filed 2026-10-16
Barclays PLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.1K (+$81)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 90,158
Change-90,158 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,995
Change-1,995 (-100%)
Value$0 (-$93.0K)
Filed 2026-10-15
Osaic Holdings, Inc.
N/A
Shares— from 105,009
Change-105,009 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 80,730
Change-80,730 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 74,720
Change-74,720 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 67,679
Change-67,679 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 54,596
Change-54,596 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 49,964
Change-49,964 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,362
Change-18,362 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,101
Change-16,101 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,673
Change-14,673 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 13,250
Change-13,250 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 12,310
Change-12,310 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 11,381
Change-11,381 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,941
Change-5,941 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,682
Change-5,682 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 236
Change-236 (-100%)
Value—
Status
LPL Financial LLC
INCREASED67,67565,241+2,434+4%$3.0M$3.3M+$241.3K2026-11-06
Commonwealth Equity Services, LLC
DECREASED60,09189,887-29,796-33%$4.2M$2.9M-$1.3M2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED33,09635,410-2,314-7%$1.7M$1.6M-$45.3K2026-10-29
Kestra Advisory Services, LLC
INCREASED8,5126,407+2,105+33%$298.6K$412.7K+$114.2K2026-11-02
Strategic Blueprint, LLC
UNCHANGED8,4658,46500%$394.5K$410.5K+$16.0K2026-10-22
Focus Financial Network, Inc.
DECREASED7,1697,715-546-7%$359.5K$347.6K-$11.9K2026-10-14
Patriot Financial Group Insurance Agency, LLC
UNCHANGED6,3866,38600%$297.6K$309.7K+$12.1K2026-10-14
Concurrent Investment Advisors, LLC
NEW5,705—+5,705——$276.6K—2026-10-16
Spire Wealth Management
UNCHANGED5,7055,70500%$265.9K$276.6K+$10.8K2026-10-30
Accurate Wealth Management, LLC
NEW4,702—+4,702——$230.7K—2026-10-20
Nations Financial Group Inc,
INCREASED4,6334,502+131+3%$209.8K$224.7K+$14.9K2026-11-05
Creative Financial Designs Inc
UNCHANGED90090000%$41.9K$43.6K+$1.7K2026-11-04
Lanark Financial, Inc.
UNCHANGED63363300%$29.5K$30.7K+$1.2K2026-10-26
Compass Financial Management LLC
DECREASED362805-443-55%$38.3K$17.6K-$20.7K2026-10-30
IFP Advisors, Inc
UNCHANGED10610600%$4.9K$5.1K+$2002026-10-16
Barclays PLC
UNCHANGED434300%$2.0K$2.1K+$812026-11-06
Cambridge Investment Research Advisors, Inc.
CLOSED090,158-90,158-100%$4.2M$0-$4.2M2026-11-02
AdvisorNet Financial, Inc
CLOSED01,995-1,995-100%$93.0K$0-$93.0K2026-10-15
Osaic Holdings, Inc.
N/A—105,009-105,009-100%$4.9M———
Raymond James Financial Inc
N/A—80,730-80,730-100%$3.8M———
Rothschild Wealth LLC
N/A—74,720-74,720-100%$3.5M———
Cetera Investment Advisers
N/A—67,679-67,679-100%$3.2M———
Susquehanna International Group, LLP
N/A—54,596-54,596-100%$2.5M———
Modern Wealth Management, LLC
N/A—49,964-49,964-100%$2.3M———
MML Investors Services, LLC
N/A—18,362-18,362-100%$855.7K———
Old Mission Capital LLC
N/A—16,101-16,101-100%$750.3K———
Sanctuary Advisors, LLC
N/A—14,673-14,673-100%$683.8K———
Panoramic Investment Advisors, LLC
N/A—13,250-13,250-100%$617.5K———
Bleakley Financial Group, LLC
N/A—12,310-12,310-100%$573.7K———
Navis Wealth Advisors, LLC
N/A—11,381-11,381-100%$530.4K———
Harbour Investments, Inc.
N/A—8,525-8,525-100%$397.3K———
Mayflower Financial Advisors, LLC
N/A—5,941-5,941-100%$276.9K———
Envestnet Asset Management Inc
N/A—5,682-5,682-100%$264.8K———
Allianz SE
N/A—5,000-5,000-100%$233.0K———
AE Wealth Management LLC
N/A—2,596-2,596-100%$121.0K———
BFC Planning, Inc.
N/A—236-236-100%$11.0K———
Showing 36 of 36 institutions