4 institutions reported holding $18.0M of ETF SER SOLUTIONS (OCTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: KFG WEALTH MANAGEMENT, LLC ($17.1M), Kovack Advisors, Inc. ($431,474), Cyndeo Wealth Partners, LLC ($272,100), Cornerstone Wealth Group, LLC ($214,279). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | $17.1M | 626,631 | Added |
| 2 | Kovack Advisors, Inc. | $431,474 | 15,856 | Trimmed |
| 3 | Cyndeo Wealth Partners, LLC | $272,100 | 10,000 | Hold |
| 4 | Cornerstone Wealth Group, LLC | $214,279 | 7,875 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30