Who owns AOCT
Which tracked institutional funds hold AOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AOCT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-27). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
2 tracked funds added or opened AOCT while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AOCT’s largest tracked holder by dollar value, Legacy CG, LLC, sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AOCT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 36 tracked filers holding AOCT, 12 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AOCT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- OLD MISSION CAPITAL LLC$1M
Largest adds
- Legacy CG, LLC$300K
Largest trims
- RAYMOND JAMES FINANCIAL INC$1M
- Allworth Financial LP$475K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Legacy CG, LLC added | 672,374 | $18M | 34.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 138,711 | $4M | 7.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 104,148 | $3M | 5.3% | 2026-Q1 |
| Brookstone Capital Management trimmed | 76,331 | $2M | 3.9% | 2026-Q1 |
| HighTower Advisors, LLC | 64,656 | $2M | 3.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 40,429 | $1M | 2.1% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 39,088 | $1M | 2.0% | 2026-Q1 |
| CONTINUUM WEALTH ADVISORS, LLC | 27,024 | $715K | 1.4% | 2026-Q1 |
| Allworth Financial LP trimmed | 25,880 | $685K | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 25,710 | $680K | 1.3% | 2026-Q1 |
| Selby Wealth Management, LLC | 24,600 | $651K | 1.3% | 2026-Q1 |
| Capasso Planning Partners LLC trimmed | 24,460 | $647K | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 20,452 | $541K | 1.0% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC | 18,799 | $497K | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 18,429 | $484K | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,869 | $420K | 0.8% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 12,424 | $329K | 0.6% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC | 11,735 | $310K | 0.6% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 11,640 | $308K | 0.6% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. | 11,391 | $301K | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC | 10,000 | $265K | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 9,784 | $259K | 0.5% | 2026-Q1 |
| Cypress Wealth Services, LLC | 9,056 | $240K | 0.5% | 2026-Q1 |
| WealthShield Partners, LLC | 7,730 | $205K | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 7,308 | $193K | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 6,863 | $182K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 3,700 | $98K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC | 3,675 | $97K | 0.2% | 2026-Q1 |
| CWM, LLC | 3,112 | $82K | 0.2% | 2026-Q1 |
| ST GERMAIN D J CO INC | 1,977 | $52K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 1,861 | $49K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 1,462 | $39K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 1,011 | $27K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 600 | $16K | 0.0% | 2026-Q1 |
| TopTier Wealth Management, LLC new | 404 | $11K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 176 | $5K | 0.0% | 2026-Q1 |
| Atria Investments, Inc added | 135,337 | $3M | 6.7% | 2025-Q2 stale |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 59,500 | $1M | 2.8% | 2025-Q1 stale |
| HOWARD BAILEY SECURITIES, LLC added | 42,369 | $1M | 2.1% | 2025-Q2 stale |
| Bison Wealth, LLC added | 36,890 | $949K | 1.8% | 2025-Q2 stale |
| Csenge Advisory Group new | 34,198 | $866K | 1.7% | 2025-Q2 stale |
| Triad Wealth Partners, LLC added | 26,050 | $684K | 1.3% | 2025-Q3 stale |
| Orion Porfolio Solutions, LLC added | 25,332 | $665K | 1.3% | 2025-Q3 stale |
| John W. Brooker & Co., CPAs | 24,600 | $611K | 1.2% | 2025-Q1 stale |
| Encompass More Asset Management added | 21,791 | $572K | 1.1% | 2025-Q3 stale |
| Atlantic Private Wealth, LLC new | 22,665 | $563K | 1.1% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC new | 21,838 | $542K | 1.0% | 2025-Q1 stale |
| JANE STREET GROUP, LLC new | 18,655 | $463K | 0.9% | 2025-Q1 stale |
| IFG Advisors, LLC | 16,090 | $414K | 0.8% | 2025-Q2 stale |
| Ausdal Financial Partners, Inc. new | 12,397 | $326K | 0.6% | 2025-Q3 stale |
| ENVESTNET ASSET MANAGEMENT INC new | 9,913 | $260K | 0.5% | 2025-Q3 stale |
| GILL CAPITAL PARTNERS, LLC trimmed | 9,035 | $237K | 0.5% | 2025-Q3 stale |
| HARBOUR INVESTMENTS, INC. trimmed | 5,476 | $143K | 0.3% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 2,956 | $78K | 0.1% | 2025-Q3 stale |
| Bellwether Advisors, LLC trimmed | 2,500 | $64K | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 1,396 | $37K | 0.1% | 2025-Q4 stale |
| Wood Tarver Financial Group, LLC trimmed | 871 | $22K | 0.0% | 2025-Q2 stale |
| Park Square Financial Group, LLC | 137 | $4K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.