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Aptus October Buffer ETF (OCTB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
KFG Wealth Management, LLC
INCREASED
Shares638,818 from 626,631
Change+12,187 (+2%)
Value$18.0M (+$964.0K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED
Shares209,548 from 213,735
Change-4,187 (-2%)
Value$5.9M (+$93.5K)
Filed 2026-10-29
6th Street Advisors, LLC
NEW
Shares21,236
Change+21,236
Value$598.9K
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED
Shares17,017 from 14,244
Change+2,773 (+19%)
Value$479.9K (+$92.3K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$282.0K (+$9.9K)
Filed 2026-10-16
Woodard & Co Asset Management Group Inc
NEW
Shares9,369
Change+9,369
Value$264.2K
Filed 2026-11-03
Cornerstone Wealth Group, LLC
UNCHANGED
Shares7,875 from 7,875
Change0 (0%)
Value$222.1K (+$7.8K)
Filed 2026-11-02
Uniting Wealth Partners, LLC
N/A
Shares— from 511,229
Change-511,229 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 70,212
Change-70,212 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 44,141
Change-44,141 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,856
Change-15,856 (-100%)
Value—
Status
KFG Wealth Management, LLC
INCREASED638,818626,631+12,187+2%$17.1M$18.0M+$964.0K2026-10-16
Blue Bell Private Wealth Management, LLC
DECREASED209,548213,735-4,187-2%$5.8M$5.9M+$93.5K2026-10-29
6th Street Advisors, LLC
NEW21,236—+21,236——$598.9K—2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED17,01714,244+2,773+19%$387.6K$479.9K+$92.3K2026-10-20
Cyndeo Wealth Partners, LLC
UNCHANGED10,00010,00000%$272.1K$282.0K+$9.9K2026-10-16
Woodard & Co Asset Management Group Inc
NEW9,369—+9,369——$264.2K—2026-11-03
Cornerstone Wealth Group, LLC
UNCHANGED7,8757,87500%$214.3K$222.1K+$7.8K2026-11-02
Uniting Wealth Partners, LLC
N/A—511,229-511,229-100%$13.9M———
Aptus Capital Advisors, LLC
N/A—70,212-70,212-100%$1.9M———
Guardian Wealth Advisors, LLC / NC
N/A—44,141-44,141-100%$1.2M———
Kovack Advisors, Inc.
N/A—15,856-15,856-100%$431.5K———
Showing 11 of 11 institutions