OCTB — ETF Ser Solutions Institutional Holders · Q2 2026
Who owns ETF Ser Solutions (OCTB)? 12 institutions reported holding $41.19M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kfg Wealth Management, LLC ($17.1M), Uniting Wealth Partners, LLC ($13.9M), Blue Bell Private Wealth Management, LLC ($5.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | $17.1M | 626,631 | Added |
| 2 | Uniting Wealth Partners, LLC | $13.9M | 511,229 | Added |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.8M | 213,735 | Trimmed |
| 4 | Aptus Capital Advisors, LLC | $1.9M | 70,212 | Added |
| 5 | GUARDIAN WEALTH ADVISORS, LLC / NC | $1.2M | 44,141 | Hold |
| 6 | Kovack Advisors, Inc. | $431,474 | 15,856 | Trimmed |
| 7 | Prime Capital Investment Advisors, LLC | $387,579 | 14,244 | Added |
| 8 | Cyndeo Wealth Partners, LLC | $272,100 | 10,000 | Hold |
| 9 | Cornerstone Wealth Group, LLC | $214,279 | 7,875 | Hold |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 11 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 12 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30