Who owns BOCT
Which tracked institutional funds hold BOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BOCT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
15 tracked funds added or opened BOCT while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
BOCT’s largest tracked holder by dollar value, COFG Advisors, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BOCT 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 2026-Q1 and 2026-Q2, across 115 tracked filers holding BOCT, 32 increased or opened the position and 64 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 BOCT between the 2026-Q1 and 2026-Q2 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 2
- Global Assets Advisory, LLC$2M
- Diversify Advisory Services, LLC$2M
Full exits 7
- Penserra Capital Management LLC$20M
- HighTower Advisors, LLC$8M
- HFG Wealth Management, LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- Janney Montgomery Scott LLC$2M
- JANE STREET GROUP, LLC$947K
Largest adds
- MML INVESTORS SERVICES, LLC$3M
- OLD MISSION CAPITAL LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- COFG Advisors, LLC$2M
- INTEGRAL INVESTMENT ADVISORS, INC.$2M
- JPMORGAN CHASE & CO$2M
Largest trims
- Brookstone Capital Management$29M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- Cetera Investment Advisers$918K
- Arkadios Wealth Advisors$910K
- GWN SECURITIES INC.$524K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| COFG Advisors, LLC trimmed | 370,725 | $20M | 11.7% | 2026-Q2 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 296,555 | $16M | 9.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 256,223 | $14M | 8.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 164,026 | $9M | 5.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 139,210 | $7M | 4.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 124,423 | $7M | 3.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 111,361 | $6M | 3.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 74,509 | $4M | 2.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 72,829 | $4M | 2.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 72,096 | $4M | 2.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 68,577 | $4M | 2.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 65,227 | $3M | 2.1% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 63,507 | $3M | 2.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 57,326 | $3M | 1.8% | 2026-Q2 |
| Berkshire Money Management, Inc. | 55,587 | $3M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 50,090 | $3M | 1.6% | 2026-Q2 |
| Wealthquest Corp trimmed | 43,921 | $2M | 1.4% | 2026-Q2 |
| Global Assets Advisory, LLC trimmed | 40,715 | $2M | 1.3% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 38,493 | $2M | 1.2% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 38,464 | $2M | 1.2% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 36,710 | $2M | 1.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 36,710 | $2M | 1.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 36,320 | $2M | 1.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 35,022 | $2M | 1.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 34,619 | $2M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 33,473 | $2M | 1.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 30,347 | $2M | 1.0% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ trimmed | 30,338 | $2M | 1.0% | 2026-Q2 |
| Weaver Consulting Group trimmed | 27,090 | $1M | 0.9% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 25,131 | $1M | 0.8% | 2026-Q2 |
| World Investment Advisors trimmed | 23,990 | $1M | 0.7% | 2026-Q2 |
| Maltin Wealth Management, Inc. | 23,473 | $1M | 0.7% | 2026-Q2 |
| Lantz Financial LLC trimmed | 22,899 | $1M | 0.7% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 21,961 | $1M | 0.7% | 2026-Q2 |
| Atria Investments, Inc trimmed | 20,706 | $1M | 0.7% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 19,415 | $1M | 0.6% | 2026-Q2 |
| My Personal CFO, LLC trimmed | 19,400 | $1M | 0.6% | 2026-Q2 |
| Spire Wealth Management added | 18,240 | $967K | 0.6% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 16,841 | $893K | 0.5% | 2026-Q2 |
| Sigma Planning Corp trimmed | 16,430 | $871K | 0.5% | 2026-Q2 |
| City Center Advisors, LLC trimmed | 15,946 | $845K | 0.5% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS | 14,681 | $778K | 0.5% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC | 13,697 | $726K | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 13,611 | $722K | 0.4% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 12,918 | $685K | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 12,304 | $652K | 0.4% | 2026-Q2 |
| BFI Wealth Solutions, LLC | 12,101 | $642K | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 10,453 | $554K | 0.3% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC | 10,425 | $553K | 0.3% | 2026-Q2 |
| TopTier Wealth Management, LLC | 10,379 | $550K | 0.3% | 2026-Q2 |
| Global Trust Wealth Management LLC | 10,200 | $541K | 0.3% | 2026-Q2 |
| Brookstone Capital Management trimmed | 10,163 | $539K | 0.3% | 2026-Q2 |
| WPWealth LLP | 9,582 | $508K | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC | 9,243 | $490K | 0.3% | 2026-Q2 |
| Grantvest Financial Group LLC | 9,049 | $480K | 0.3% | 2026-Q2 |
| BCS Wealth Management trimmed | 8,964 | $475K | 0.3% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 8,860 | $476K | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 8,857 | $470K | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 8,814 | $467K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 8,804 | $467K | 0.3% | 2026-Q2 |
| Straight Path Wealth Management trimmed | 8,459 | $449K | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 8,273 | $439K | 0.3% | 2026-Q2 |
| XML Financial, LLC trimmed | 8,175 | $433K | 0.3% | 2026-Q2 |
| Bellwether Advisors, LLC | 8,147 | $432K | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC new | 8,105 | $430K | 0.3% | 2026-Q2 |
| IMG Wealth Management, Inc. trimmed | 8,051 | $427K | 0.3% | 2026-Q2 |
| Trek Financial, LLC added | 8,010 | $425K | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 7,758 | $411K | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 7,655 | $406K | 0.2% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 7,499 | $398K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC | 7,449 | $395K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 7,442 | $395K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 7,066 | $375K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC | 6,729 | $357K | 0.2% | 2026-Q2 |
| Beacon Financial Advisory LLC | 6,540 | $347K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 6,079 | $325K | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC | 6,000 | $318K | 0.2% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 5,962 | $316K | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 5,811 | $308K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 5,754 | $305K | 0.2% | 2026-Q2 |
| Three Seasons Wealth, LLC | 5,570 | $295K | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 4,931 | $261K | 0.2% | 2026-Q2 |
| GTS FINANCIAL, LLC new | 4,642 | $211K | 0.1% | 2026-Q2 |
| Old Port Advisors | 4,500 | $239K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC | 4,492 | $238K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 4,378 | $232K | 0.1% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC | 4,350 | $231K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 4,098 | $217K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 4,084 | $217K | 0.1% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 4,076 | $216K | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 3,980 | $211K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 3,697 | $196K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,019 | $160K | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 3,012 | $160K | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC added | 2,890 | $153K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 2,809 | $149K | 0.1% | 2026-Q2 |
| Weaver Capital Management LLC | 2,706 | $130K | 0.1% | 2026-Q2 |
| Operose Advisors LLC new | 2,061 | $109K | 0.1% | 2026-Q2 |
| Financial Network Wealth Advisors LLC added | 1,458 | $77K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 1,418 | $75K | 0.0% | 2026-Q2 |
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.