Leith Wheeler Investment Counsel’s Octave Intelligence OCTV Stock Holding History

Leith Wheeler Investment Counsel’s Portfolio OCTV Stock Details OCTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.49M	Buy	+275,234	New	+$5.05M	0.34%	52

Other funds holding OCTV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Leith Wheeler Investment Counsel's OCTV Position: Q2 2026 in Review

Leith Wheeler Investment Counsel opened a new position in Octave Intelligence (OCTV) in Q2 2026: 275,234 shares worth $4.49M. The stake represents 0.34% of the portfolio and ranks #52 among its holdings.

16 funds tracked by Wall St. Rank hold OCTV as of Q2 2026.

Leith Wheeler Investment Counsel held 275,234 shares of Octave Intelligence worth $4.49M as of Q2 2026.
Octave Intelligence was a new Leith Wheeler Investment Counsel position in Q2 2026.
Octave Intelligence made up 0.34% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #52 holding.
16 funds tracked by Wall St. Rank held Octave Intelligence as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.