ETF SER SOLUTIONS (OCTB)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 12 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders12of 5,944

Avg: 68

Uncrowded71th percentileCrowded

Institutional Activity

Buy/Sell Ratio9x

44th percentile

9 buying1 selling

+5

New

-0

Closed

+696K

Net shares

Ownership Concentration

Top 5: 94.6%Top 10: 99.5%

KFG WEALTH MANAGEMENT,40.6%

Uniting Wealth Partners,33.4%

BLUE BELL PRIVATE WEALTH MANAGEMENT,14.2%

Aptus Capital Advisors,3.6%

GUARDIAN WEALTH ADVISORS, LLC / NC2.9%

Others (7)5.4%

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Institutional Trends (2 Quarters)

No trend data available for this metric.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.03%Avg weight: 0.56%Max: 2.70%High conviction (>1%): 2

KFG WEALTH MANAGEMENT,

Uniting Wealth Partners,

BLUE BELL PRIVATE WEALTH MANAGEMENT,

Aptus Capital Advisors,

GUARDIAN WEALTH ADVISORS, LLC / NC

Kovack Advisors,

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Cyndeo Wealth Partners,

OLD MISSION CAPITAL

Prime Capital Investment Advisors,

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Crowding AnalysisModerate

Holders12of 5,944

Avg: 68

Uncrowded71th percentileCrowded

Institutional Activity

Buy/Sell Ratio9x

44th percentile

9 buying1 selling

+5

New

-0

Closed

+696K

Net shares

Ownership Concentration

Top 5: 94.6%Top 10: 99.5%

KFG WEALTH MANAGEMENT,40.6%

Uniting Wealth Partners,33.4%

BLUE BELL PRIVATE WEALTH MANAGEMENT,14.2%

Aptus Capital Advisors,3.6%

GUARDIAN WEALTH ADVISORS, LLC / NC2.9%

Others (7)5.4%

Crowding AnalysisModerate

Holders12of 5,944

Avg: 68

Uncrowded71th percentileCrowded

Institutional Activity

Buy/Sell Ratio9x

44th percentile

9 buying1 selling

+5

New

-0

Closed

+696K

Net shares

Ownership Concentration

Top 5: 94.6%Top 10: 99.5%

KFG WEALTH MANAGEMENT,40.6%

Uniting Wealth Partners,33.4%

BLUE BELL PRIVATE WEALTH MANAGEMENT,14.2%

Aptus Capital Advisors,3.6%

GUARDIAN WEALTH ADVISORS, LLC / NC2.9%

Others (7)5.4%

Ownership Map

Top 12 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 12 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position