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Public ownership evidence

TrueShares Structured Outcome (October) ETF (OCTZ) Ownership Disclosures

Read OCTZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Authentikos Wealth Advisory, LLC2026-06-302026-08-1545,519$2,080,034None
IFG Advisory, LLC2026-06-302026-08-151,658$75,763None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,315$60,095None
OLD MISSION CAPITAL LLC2026-06-302026-08-1537,588$1,717,628None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,492$205,267None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13305$14,163None
Integrated Wealth Concepts LLC2026-06-302026-08-13890$40,670None
Aptus Capital Advisors, LLC2026-06-302026-08-135,500$251,329None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1321$960None
Arax Advisory Partners2026-06-302026-08-11600$27,418None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-0873$3,357None
Lloyd Advisory Services, LLC.2026-06-302026-08-0847$2,161None
Retirement Planning Group, LLC2026-06-302026-08-065,001$228,517None
Elevated Capital Advisors, LLC2026-06-302026-08-046,538$298,762None
AE Wealth Management LLC2026-06-302026-08-0465$2,950None
AE Wealth Management LLC2026-06-302026-08-0437$1,691None
AE Wealth Management LLC2026-06-302026-08-04260$11,881None
AE Wealth Management LLC2026-06-302026-08-0454$2,468None
AE Wealth Management LLC2026-06-302026-08-041,731$79,112None
POM Investment Strategies, LLC2026-06-302026-08-0175$3,427None
Weaver Consulting Group2026-06-302026-07-304,633$211,711None
Mosley Wealth Management2026-06-302026-07-24140$6,397None
Capital Investment Advisory Services, LLC2026-06-302026-07-243,520$160,872None
TrueMark Investments, LLC2026-06-302026-07-23512,745$23,430,498None

90-day public filing window, up to 50 source positions.

Authentikos Wealth Advisory, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗COMPASS FINANCIAL MANAGEMENT LLC ↗Integrated Wealth Concepts LLC ↗Aptus Capital Advisors, LLC ↗NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ↗Arax Advisory Partners ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.