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-Q1 13F filings (latest filed 2026-05-18). 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
12 tracked funds added or opened BOCT while 15 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
BOCT’s largest tracked holder by dollar value, Stuart Chaussee & Associates, Inc., sizes it at 16.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 16.3pp 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 2025-Q4 and 2026-Q1, across 114 tracked filers holding BOCT, 35 increased or opened the position and 54 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 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 7
- DIVERSIFY WEALTH MANAGEMENT, LLC$2M
- Orion Porfolio Solutions, LLC$2M
- Atria Investments, Inc$1M
- JANE STREET GROUP, LLC$947K
- CWM, LLC$904K
- Dynamic Advisor Solutions LLC$653K
Full exits 4
- Global Assets Advisory, LLC$2M
- Motiv8 Investments LLC$2M
- Diversify Advisory Services, LLC$2M
- Secure Asset Management, LLC$641K
Largest adds
- Penserra Capital Management LLC$1M
- Brookstone Capital Management$1M
- World Investment Advisors$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$996K
- OLD MISSION CAPITAL LLC$311K
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- MML INVESTORS SERVICES, LLC$3M
- OSAIC HOLDINGS, INC.$2M
- Cerity Partners LLC$1M
- COFG Advisors, LLC$830K
- COMMONWEALTH EQUITY SERVICES, LLC$725K
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 |
|---|---|---|---|---|
| Brookstone Capital Management added | 621,564 | $30M | 10.0% | 2026-Q1 |
| Penserra Capital Management LLC added | 414,887 | $20M | 6.7% | 2026-Q1 |
| COFG Advisors, LLC trimmed | 371,096 | $18M | 6.0% | 2026-Q1 |
| INTEGRAL INVESTMENT ADVISORS, INC. added | 290,463 | $14M | 4.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 266,245 | $13M | 4.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 181,657 | $9M | 2.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 161,512 | $8M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers added | 156,613 | $8M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 120,866 | $6M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 118,909 | $6M | 1.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 77,572 | $4M | 1.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 70,733 | $3M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 68,093 | $3M | 1.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 66,727 | $3M | 1.1% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 65,389 | $3M | 1.1% | 2026-Q1 |
| Berkshire Money Management, Inc. | 55,587 | $3M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 50,509 | $2M | 0.8% | 2026-Q1 |
| Wealthquest Corp | 44,597 | $2M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 43,247 | $2M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,506 | $2M | 0.7% | 2026-Q1 |
| HFG Wealth Management, LLC trimmed | 40,349 | $2M | 0.6% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 37,450 | $2M | 0.6% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 39,610 | $2M | 0.6% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 39,456 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 36,333 | $2M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 36,320 | $2M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC new | 31,757 | $2M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 31,267 | $2M | 0.5% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 30,894 | $1M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 29,515 | $1M | 0.5% | 2026-Q1 |
| Arkadios Wealth Advisors added | 28,110 | $1M | 0.5% | 2026-Q1 |
| Weaver Consulting Group trimmed | 27,186 | $1M | 0.4% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 25,173 | $1M | 0.4% | 2026-Q1 |
| World Investment Advisors added | 25,085 | $1M | 0.4% | 2026-Q1 |
| My Personal CFO, LLC trimmed | 23,735 | $1M | 0.4% | 2026-Q1 |
| Maltin Wealth Management, Inc. | 23,473 | $1M | 0.4% | 2026-Q1 |
| Lantz Financial LLC trimmed | 22,946 | $1M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 22,522 | $1M | 0.4% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 22,134 | $1M | 0.4% | 2026-Q1 |
| Atria Investments, Inc new | 21,969 | $1M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 19,729 | $947K | 0.3% | 2026-Q1 |
| CWM, LLC new | 18,830 | $904K | 0.3% | 2026-Q1 |
| Spire Wealth Management trimmed | 18,238 | $875K | 0.3% | 2026-Q1 |
| GWN SECURITIES INC. added | 17,508 | $840K | 0.3% | 2026-Q1 |
| Sigma Planning Corp trimmed | 17,234 | $827K | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC | 16,902 | $811K | 0.3% | 2026-Q1 |
| City Center Advisors, LLC added | 16,298 | $782K | 0.3% | 2026-Q1 |
| Krilogy Financial LLC | 14,085 | $714K | 0.2% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS | 14,681 | $704K | 0.2% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 14,303 | $686K | 0.2% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 13,697 | $657K | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC new | 13,618 | $653K | 0.2% | 2026-Q1 |
| Triad Wealth Partners, LLC new | 12,249 | $588K | 0.2% | 2026-Q1 |
| BFI Wealth Solutions, LLC | 12,101 | $586K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 11,957 | $574K | 0.2% | 2026-Q1 |
| Arax Advisory Partners trimmed | 11,615 | $557K | 0.2% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC | 10,425 | $500K | 0.2% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 10,379 | $498K | 0.2% | 2026-Q1 |
| Global Trust Wealth Management LLC | 10,200 | $489K | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 10,163 | $487K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 9,619 | $462K | 0.2% | 2026-Q1 |
| WPWealth LLP | 9,582 | $460K | 0.2% | 2026-Q1 |
| BCS Wealth Management trimmed | 9,544 | $458K | 0.2% | 2026-Q1 |
| Chris Bulman Inc trimmed | 9,395 | $451K | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC | 9,243 | $444K | 0.1% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 9,132 | $438K | 0.1% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 9,049 | $434K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 8,857 | $425K | 0.1% | 2026-Q1 |
| IMG Wealth Management, Inc. trimmed | 8,853 | $425K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 8,750 | $420K | 0.1% | 2026-Q1 |
| AlphaStar Capital Management, LLC trimmed | 8,652 | $415K | 0.1% | 2026-Q1 |
| Summit Wealth Partners, LLC | 8,637 | $414K | 0.1% | 2026-Q1 |
| Straight Path Wealth Management trimmed | 8,525 | $409K | 0.1% | 2026-Q1 |
| XML Financial, LLC trimmed | 8,477 | $407K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 8,284 | $398K | 0.1% | 2026-Q1 |
| Bellwether Advisors, LLC | 8,147 | $391K | 0.1% | 2026-Q1 |
| Selby Wealth Management, LLC | 8,100 | $389K | 0.1% | 2026-Q1 |
| Trek Financial, LLC | 7,980 | $383K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 7,622 | $366K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC | 7,449 | $357K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 6,729 | $323K | 0.1% | 2026-Q1 |
| Beacon Financial Advisory LLC | 6,540 | $314K | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC | 6,000 | $288K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 5,804 | $279K | 0.1% | 2026-Q1 |
| Stuart Chaussee & Associates, Inc. new | 1,777,329 | $75M | 25.0% | 2025-Q1 stale |
| Global Assets Advisory, LLC trimmed | 41,467 | $2M | 0.7% | 2025-Q4 stale |
| Motiv8 Investments LLC trimmed | 39,080 | $2M | 0.6% | 2025-Q4 stale |
| Diversify Advisory Services, LLC added | 37,449 | $2M | 0.6% | 2025-Q4 stale |
| Bison Wealth, LLC added | 29,061 | $1M | 0.4% | 2025-Q2 stale |
| DAYMARK WEALTH PARTNERS, LLC | 26,397 | $1M | 0.4% | 2025-Q2 stale |
| Bullseye Investment Management, LLC | 25,896 | $1M | 0.4% | 2025-Q3 stale |
| Gradient Investments LLC trimmed | 20,765 | $1M | 0.3% | 2025-Q3 stale |
| McAdam, LLC | 18,733 | $787K | 0.3% | 2025-Q1 stale |
| CENTAURUS FINANCIAL, INC. trimmed | 15,517 | $652K | 0.2% | 2025-Q1 stale |
| Secure Asset Management, LLC new | 12,979 | $641K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 9,233 | $447K | 0.1% | 2025-Q3 stale |
| Vantage Financial Partners, LLC added | 8,930 | $441K | 0.1% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. | 8,306 | $411K | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 7,565 | $374K | 0.1% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 5,814 | $287K | 0.1% | 2025-Q4 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.