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Institutional Ownership · SEC Form 13F

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.

110
Institutional holders
4,042,926
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
OPPENHEIMER & CO INC added398,260$17M8.7%2026-Q1
OGOREK ANTHONY JOSEPH /NY/ /ADV added303,524$13M6.6%2026-Q1
Wood Tarver Financial Group, LLC trimmed238,486$10M5.2%2026-Q1
REAP Financial Group, LLC trimmed220,497$10M4.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added149,759$7M3.3%2026-Q1
Mutual Advisors, LLC trimmed144,343$6M3.2%2026-Q1
Per Stirling Capital Management, LLC. added136,131$6M3.0%2026-Q1
LCNB CORP added127,140$6M2.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed123,585$5M2.7%2026-Q1
Sequent Planning LLC trimmed116,972$5M2.6%2026-Q1
WINNOW WEALTH LLC trimmed113,260$5M2.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed109,476$5M2.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed93,409$4M2.1%2026-Q1
MONEY CONCEPTS CAPITAL CORP added87,811$4M1.9%2026-Q1
MML INVESTORS SERVICES, LLC added87,045$4M1.9%2026-Q1
Cetera Investment Advisers added78,645$3M1.7%2026-Q1
Kestra Advisory Services, LLC trimmed77,996$3M1.7%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added74,384$3M1.7%2026-Q1
TRUIST FINANCIAL CORP added72,877$3M1.6%2026-Q1
HARBOUR INVESTMENTS, INC. added69,287$3M1.5%2026-Q1
Commonwealth Financial Services, LLC added53,354$2M1.2%2026-Q1
CWM, LLC trimmed52,637$2M1.2%2026-Q1
NewEdge Wealth, LLC52,196$2M1.1%2026-Q1
Ritter Daniher Financial Advisory LLC / DE trimmed51,265$2M1.1%2026-Q1
LPL Financial LLC trimmed51,254$2M1.1%2026-Q1
IFP Advisors, Inc added45,062$2M1.0%2026-Q1
MGO ONE SEVEN LLC36,779$2M0.8%2026-Q1
1ST SOURCE BANK33,562$1M0.7%2026-Q1
StoneX Group Inc. trimmed33,263$1M0.7%2026-Q1
Castleview Partners, LLC trimmed32,848$1M0.7%2026-Q1
SMART Wealth LLC added32,375$1M0.7%2026-Q1
Brookstone Capital Management32,200$1M0.7%2026-Q1
Advance Capital Management, Inc. trimmed29,686$1M0.7%2026-Q1
&PARTNERS27,548$1M0.6%2026-Q1
Harvest Investment Services, LLC trimmed27,438$1M0.6%2026-Q1
Kovack Advisors, Inc.26,675$1M0.6%2026-Q1
McKinley Carter Wealth Services, Inc.24,416$1M0.5%2026-Q1
Icon Wealth Advisors, LLC trimmed20,633$938K0.5%2026-Q1
Ignite Planners, LLC trimmed20,829$905K0.5%2026-Q1
Integrity Financial Corp /WA trimmed19,623$852K0.4%2026-Q1
ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed19,555$849K0.4%2026-Q1
LifeWealth Investments, LLC trimmed18,276$794K0.4%2026-Q1
BEACON FINANCIAL GROUP17,584$764K0.4%2026-Q1
IHT Wealth Management, LLC17,329$753K0.4%2026-Q1
Madrona Financial Services, LLC17,238$749K0.4%2026-Q1
First Heartland Consultants, Inc.16,558$719K0.4%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC.15,972$694K0.4%2026-Q1
Spectrum Asset Management, Inc. (NB/CA)15,460$671K0.3%2026-Q1
JPMORGAN CHASE & CO trimmed15,615$668K0.3%2026-Q1
WealthTrust Asset Management, LLC added15,163$658K0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed14,546$632K0.3%2026-Q1
CITADEL ADVISORS LLC added13,702$595K0.3%2026-Q1
Sanctuary Advisors, LLC13,524$587K0.3%2026-Q1
UPTICK PARTNERS, LLC trimmed13,138$571K0.3%2026-Q1
OLD MISSION CAPITAL LLC trimmed13,032$566K0.3%2026-Q1
Tanglewood Legacy Advisors, LLC12,427$540K0.3%2026-Q1
Prime Capital Investment Advisors, LLC added12,293$534K0.3%2026-Q1
RFG Advisory, LLC added12,067$524K0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed12,019$522K0.3%2026-Q1
Buck Wealth Strategies, LLC11,691$508K0.3%2026-Q1
Capasso Planning Partners LLC trimmed11,189$486K0.2%2026-Q1
Signal Advisors Wealth, LLC trimmed10,935$475K0.2%2026-Q1
1776 Wealth LLC10,658$463K0.2%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC10,292$447K0.2%2026-Q1
Keystone Wealth Services, LLC trimmed10,091$438K0.2%2026-Q1
Marshall Financial Group, LLC trimmed8,795$382K0.2%2026-Q1
ARBOR CAPITAL MANAGEMENT INC /ADV trimmed8,164$360K0.2%2026-Q1
Santori & Peters, Inc.8,263$359K0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed7,892$343K0.2%2026-Q1
Apollon Wealth Management, LLC6,766$294K0.1%2026-Q1
AlphaStar Capital Management, LLC6,765$294K0.1%2026-Q1
Clearstead Advisors, LLC6,764$294K0.1%2026-Q1
Pinnacle Wealth Planning Services, Inc.6,500$282K0.1%2026-Q1
Clear Creek Financial Management, LLC trimmed6,058$263K0.1%2026-Q1
JIM SAULNIER & ASSOCIATES, LLC5,549$241K0.1%2026-Q1
Sage Capital Advisors,llc trimmed5,452$237K0.1%2026-Q1
Arkadios Wealth Advisors5,426$236K0.1%2026-Q1
Prosperity Consulting Group, LLC trimmed5,355$233K0.1%2026-Q1
Simplicity Wealth,LLC added4,948$215K0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed4,944$215K0.1%2026-Q1
Cottage Street Advisors LLC4,835$210K0.1%2026-Q1
Nova Wealth Management, Inc. trimmed4,769$207K0.1%2026-Q1
Farther Finance Advisors, LLC trimmed4,616$202K0.1%2026-Q1
BARCLAYS PLC added4,294$186K0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed4,245$184K0.1%2026-Q1
Bison Wealth, LLC trimmed337,727$14M7.0%2025-Q2 stale
Foguth Wealth Management, LLC. trimmed117,397$5M2.6%2025-Q4 stale
TOUNJIAN ADVISORY PARTNERS, LLC40,760$2M0.8%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added12,485$553K0.3%2025-Q4 stale
Oakmont Advisory Group, LLC new11,816$523K0.3%2025-Q4 stale
HICKORY ASSET MANAGEMENT, INC. trimmed7,790$320K0.2%2025-Q2 stale
JANE STREET GROUP, LLC trimmed7,028$289K0.1%2025-Q2 stale
Orion Portfolio Solutions, LLC trimmed6,589$253K0.1%2025-Q1 stale
CASCADE INVESTMENT GROUP, INC. new5,687$252K0.1%2025-Q4 stale
Advyzon Investment Management, LLC trimmed5,624$249K0.1%2025-Q4 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed5,669$234K0.1%2025-Q2 stale
Legacy Capital Wealth Partners, LLC new5,201$230K0.1%2025-Q4 stale
Schulz Wealth, LTD.4,991$216K0.1%2025-Q3 stale
Armbruster Capital Management, Inc. new5,000$205K0.1%2025-Q2 stale
CRUX WEALTH ADVISORS new4,570$202K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership