Who owns DOCT (DOCT)
Which tracked institutional funds hold DOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DOCT company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
7 tracked funds added or opened DOCT while 16 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
DOCT’s largest tracked holder by dollar value, OPPENHEIMER & CO INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DOCT 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 110 tracked filers holding DOCT, 27 increased or opened the position and 56 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 DOCT 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
- CITADEL ADVISORS LLC$595K
Full exits 3
- Foguth Wealth Management, LLC.$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$553K
- Oakmont Advisory Group, LLC$523K
Largest adds
- MONEY CONCEPTS CAPITAL CORP$3M
- ENVESTNET ASSET MANAGEMENT INC$1M
- HARBOUR INVESTMENTS, INC.$810K
- FOUNDERS FINANCIAL SECURITIES LLC$553K
- Cetera Investment Advisers$377K
- TRUIST FINANCIAL CORP$346K
Largest trims
- Keystone Wealth Services, LLC$3M
- REAP Financial Group, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- OSAIC HOLDINGS, INC.$2M
- Wood Tarver Financial Group, LLC$1M
- CWM, LLC$859K
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 |
|---|---|---|---|---|
| OPPENHEIMER & CO INC added | 398,260 | $17M | 8.7% | 2026-Q1 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV added | 303,524 | $13M | 6.6% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 238,486 | $10M | 5.2% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 220,497 | $10M | 4.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 149,759 | $7M | 3.3% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 144,343 | $6M | 3.2% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 136,131 | $6M | 3.0% | 2026-Q1 |
| LCNB CORP added | 127,140 | $6M | 2.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 123,585 | $5M | 2.7% | 2026-Q1 |
| Sequent Planning LLC trimmed | 116,972 | $5M | 2.6% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 113,260 | $5M | 2.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 109,476 | $5M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 93,409 | $4M | 2.1% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 87,811 | $4M | 1.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 87,045 | $4M | 1.9% | 2026-Q1 |
| Cetera Investment Advisers added | 78,645 | $3M | 1.7% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 77,996 | $3M | 1.7% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 74,384 | $3M | 1.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 72,877 | $3M | 1.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 69,287 | $3M | 1.5% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 53,354 | $2M | 1.2% | 2026-Q1 |
| CWM, LLC trimmed | 52,637 | $2M | 1.2% | 2026-Q1 |
| NewEdge Wealth, LLC | 52,196 | $2M | 1.1% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 51,265 | $2M | 1.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 51,254 | $2M | 1.1% | 2026-Q1 |
| IFP Advisors, Inc added | 45,062 | $2M | 1.0% | 2026-Q1 |
| MGO ONE SEVEN LLC | 36,779 | $2M | 0.8% | 2026-Q1 |
| 1ST SOURCE BANK | 33,562 | $1M | 0.7% | 2026-Q1 |
| StoneX Group Inc. trimmed | 33,263 | $1M | 0.7% | 2026-Q1 |
| Castleview Partners, LLC trimmed | 32,848 | $1M | 0.7% | 2026-Q1 |
| SMART Wealth LLC added | 32,375 | $1M | 0.7% | 2026-Q1 |
| Brookstone Capital Management | 32,200 | $1M | 0.7% | 2026-Q1 |
| Advance Capital Management, Inc. trimmed | 29,686 | $1M | 0.7% | 2026-Q1 |
| &PARTNERS | 27,548 | $1M | 0.6% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 27,438 | $1M | 0.6% | 2026-Q1 |
| Kovack Advisors, Inc. | 26,675 | $1M | 0.6% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. | 24,416 | $1M | 0.5% | 2026-Q1 |
| Icon Wealth Advisors, LLC trimmed | 20,633 | $938K | 0.5% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 20,829 | $905K | 0.5% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 19,623 | $852K | 0.4% | 2026-Q1 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 19,555 | $849K | 0.4% | 2026-Q1 |
| LifeWealth Investments, LLC trimmed | 18,276 | $794K | 0.4% | 2026-Q1 |
| BEACON FINANCIAL GROUP | 17,584 | $764K | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC | 17,329 | $753K | 0.4% | 2026-Q1 |
| Madrona Financial Services, LLC | 17,238 | $749K | 0.4% | 2026-Q1 |
| First Heartland Consultants, Inc. | 16,558 | $719K | 0.4% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. | 15,972 | $694K | 0.4% | 2026-Q1 |
| Spectrum Asset Management, Inc. (NB/CA) | 15,460 | $671K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 15,615 | $668K | 0.3% | 2026-Q1 |
| WealthTrust Asset Management, LLC added | 15,163 | $658K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 14,546 | $632K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 13,702 | $595K | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC | 13,524 | $587K | 0.3% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 13,138 | $571K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 13,032 | $566K | 0.3% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 12,427 | $540K | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 12,293 | $534K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 12,067 | $524K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 12,019 | $522K | 0.3% | 2026-Q1 |
| Buck Wealth Strategies, LLC | 11,691 | $508K | 0.3% | 2026-Q1 |
| Capasso Planning Partners LLC trimmed | 11,189 | $486K | 0.2% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 10,935 | $475K | 0.2% | 2026-Q1 |
| 1776 Wealth LLC | 10,658 | $463K | 0.2% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 10,292 | $447K | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 10,091 | $438K | 0.2% | 2026-Q1 |
| Marshall Financial Group, LLC trimmed | 8,795 | $382K | 0.2% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 8,164 | $360K | 0.2% | 2026-Q1 |
| Santori & Peters, Inc. | 8,263 | $359K | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 7,892 | $343K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC | 6,766 | $294K | 0.1% | 2026-Q1 |
| AlphaStar Capital Management, LLC | 6,765 | $294K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC | 6,764 | $294K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. | 6,500 | $282K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 6,058 | $263K | 0.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC | 5,549 | $241K | 0.1% | 2026-Q1 |
| Sage Capital Advisors,llc trimmed | 5,452 | $237K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors | 5,426 | $236K | 0.1% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 5,355 | $233K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 4,948 | $215K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 4,944 | $215K | 0.1% | 2026-Q1 |
| Cottage Street Advisors LLC | 4,835 | $210K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 4,769 | $207K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 4,616 | $202K | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 4,294 | $186K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 4,245 | $184K | 0.1% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 337,727 | $14M | 7.0% | 2025-Q2 stale |
| Foguth Wealth Management, LLC. trimmed | 117,397 | $5M | 2.6% | 2025-Q4 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC | 40,760 | $2M | 0.8% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,485 | $553K | 0.3% | 2025-Q4 stale |
| Oakmont Advisory Group, LLC new | 11,816 | $523K | 0.3% | 2025-Q4 stale |
| HICKORY ASSET MANAGEMENT, INC. trimmed | 7,790 | $320K | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 7,028 | $289K | 0.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 6,589 | $253K | 0.1% | 2025-Q1 stale |
| CASCADE INVESTMENT GROUP, INC. new | 5,687 | $252K | 0.1% | 2025-Q4 stale |
| Advyzon Investment Management, LLC trimmed | 5,624 | $249K | 0.1% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,669 | $234K | 0.1% | 2025-Q2 stale |
| Legacy Capital Wealth Partners, LLC new | 5,201 | $230K | 0.1% | 2025-Q4 stale |
| Schulz Wealth, LTD. | 4,991 | $216K | 0.1% | 2025-Q3 stale |
| Armbruster Capital Management, Inc. new | 5,000 | $205K | 0.1% | 2025-Q2 stale |
| CRUX WEALTH ADVISORS new | 4,570 | $202K | 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.