Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (OCTB)

12 + Investors. Track Smart Money conviction in OCTB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
90%

Smart Money Signals — OCTB

Based on 12 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added OCTB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
12 hedge funds hold OCTB right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 90% buying

9 buying1 selling
Last quarter: 9 funds were net buyers (5 opened a brand new position + 4 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 12 current holders: 12 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
2 of 12 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OCTB

In 2026 Q1, 9 hedge funds were net buyers of OCTB (5 opened a new position, 4 added to an existing one), while 1 reduced or exited (1 trimmed their position) — a 90% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 12.

Hedge Fund Ownership: OCTB

How many hedge funds hold OCTB — quarterly history vs. share price
Quarterly hedge fund ownership of OCTB vs. share price

Market Analysis: OCTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCTB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ETF Ser Solutions (OCTB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OCTB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
OCTB
nan%
SPY
+15.1%

OCTB outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
OCTB
nan%
SPY
+1.3%

Since the filing became public, OCTB outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: OCTB
12 + Investors

Track Smart Money conviction in OCTB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 12 7 71.43%
13F Shares 2M 819K 84.93%
Total Value $38M $20M 85.75%
New Positions 5 7 -2
Increased Positions 4 0 +4
Closed Positions 0 0 -
Reduced Positions 1 0 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OCTB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

12 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OCTB. Verified SEC 13F-HR filings.

QUARTER:
Top 12 OCTB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Uniting Wealth Partners, LLC 2.70% 505,249 $12.7M
2 Kfg Wealth Management, LLC 1.99% 614,380 $15.4M
3 Blue Bell Private Wealth Management, LLC 0.77% 214,449 $5.4M
4 Guardian Wealth Advisors, LLC / Nc 0.07% 44,141 $1.1M
5 Kovack Advisors, Inc. 0.05% 34,722 $870K
6 Cornerstone Wealth Group, LLC 0.01% 7,875 $206K
7 Cyndeo Wealth Partners, LLC 0.01% 10,000 $251K
8 Aptus Capital Advisors, LLC 0.01% 54,314 $1.4M
9 Old Mission Capital LLC 0.00% 9,494 $238K
10 Prime Capital Investment Advisors, LLC 0.00% 8,361 $210K
11 Susquehanna International Group, LLP 0.00% 11,561 $290K
12 UBS Group AG 0.00% 142 $4K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ETF Ser Solutions (OCTB)

What does the Smart Money Trend signal show for OCTB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OCTB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OCTB?

More buyers than sellers — 90% buying: Last quarter: 9 funds were net buyers (5 opened a brand new position + 4 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OCTB holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 12 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OCTB?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy ETF Ser Solutions (OCTB) following the 2026 Q1 hedge fund 13F filings?

As of today, OCTB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), OCTB has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →