No top-200 alpha managers currently hold $OCTB. The institutional holders table below shows the broader 13F picture.
ETF SER SOLUTIONS APTUS OCT BUFF E
13F holders
12
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 12 · Source: 13F-HR01
Montz Harcus Wealth Management LLC
—
—
02
Alteri Wealth LLC
—
—
03
VR Advisory Services Ltd
—
—
04
Proficio Capital Partners LLC
—
—
05
Corebridge Financial, Inc.
—
—
06
Verdence Capital Advisors LLC
—
—
07
Kovack Advisors, Inc.
—
—
08
My Legacy Advisors, LLC
—
—
09
Brightline Capital Management, LLC
—
—
10
4D Advisors, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
No exposure this quarterInsider activity · last 90 days
No insider activity
No Form 4 filings on record for $OCTB in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $OCTB in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $OCTB lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $OCTB — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:42 UTC.