Who owns OCTB
Which tracked institutional funds hold OCTB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OCTB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OCTB is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OCTB’s largest tracked holder by dollar value, KFG WEALTH MANAGEMENT, LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OCTB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 9 tracked filers holding OCTB, 4 increased or opened the position and 5 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OCTB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- KFG WEALTH MANAGEMENT, LLC$2M
- Uniting Wealth Partners, LLC$1M
- Aptus Capital Advisors, LLC$549K
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$442K
Largest trims
- Kovack Advisors, Inc.$439K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC added | 626,631 | $17M | 40.9% | 2026-Q2 |
| Uniting Wealth Partners, LLC added | 511,229 | $14M | 33.3% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 213,735 | $6M | 13.9% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 70,212 | $2M | 4.6% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 44,141 | $1M | 2.9% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 15,856 | $431K | 1.0% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 14,244 | $388K | 0.9% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC | 10,000 | $272K | 0.7% | 2026-Q2 |
| Cornerstone Wealth Group, LLC | 7,875 | $214K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,561 | $290K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC new | 9,494 | $238K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 142 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.