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Institutional Ownership · SEC Form 13F

Who owns EOCT


Which tracked institutional funds hold EOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EOCT company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

63
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

10 tracked funds added or opened EOCT while 7 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

EOCT’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EOCT more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EOCT 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 63 tracked filers holding EOCT, 27 increased or opened the position and 33 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 EOCT 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 4

  • Creative Planning$4M
  • Cornerstone Wealth, LLC/TN$2M
  • Worth Financial Advisory Group, LLC$858K
  • OLD MISSION CAPITAL LLC$550K

Full exits 5

  • SageView Advisory Group, LLC$4M
  • ACCESS FINANCIAL SERVICES, INC.$4M
  • PRIVATE CLIENT SERVICES, LLC$2M
  • Elmwood Wealth Management, Inc.$1M
  • SYON CAPITAL LLC$1M

Largest adds

  • Kestra Advisory Services, LLC$1M
  • Allworth Financial LP$827K
  • BFI Wealth Solutions, LLC$591K
  • Broussard Financial Group LLC$473K
  • COMMONWEALTH EQUITY SERVICES, LLC$458K
  • World Investment Advisors$414K

Largest trims

  • Global Strategic Investment Solutions, LLC$1M
  • RAYMOND JAMES FINANCIAL INC$829K

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
COMMONWEALTH EQUITY SERVICES, LLC added400,614$13M11.5%2026-Q1
Broussard Financial Group LLC added303,370$10M8.7%2026-Q1
Allworth Financial LP added236,205$8M6.8%2026-Q1
Global Strategic Investment Solutions, LLC trimmed168,054$5M4.8%2026-Q1
MBL Wealth, LLC added148,738$5M4.3%2026-Q1
HighTower Advisors, LLC added143,030$5M4.1%2026-Q1
Creative Planning new125,819$4M3.6%2026-Q1
Kestra Advisory Services, LLC added117,737$4M3.4%2026-Q1
CORRADO ADVISORS, LLC trimmed98,858$3M2.8%2026-Q1
Cetera Investment Advisers trimmed63,163$2M1.8%2026-Q1
Cornerstone Wealth, LLC/TN new59,440$2M1.8%2026-Q1
PFG Advisors trimmed59,891$2M1.7%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed56,457$2M1.6%2026-Q1
Berger Financial Group, Inc trimmed48,765$2M1.4%2026-Q1
Liberty Atlantic Advisors LLC added48,249$2M1.4%2026-Q1
HARBOUR INVESTMENTS, INC. added41,507$1M1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added38,622$1M1.1%2026-Q1
BFI Wealth Solutions, LLC added34,416$1M1.0%2026-Q1
NorthCrest Asset Manangement, LLC trimmed27,368$874K0.8%2026-Q1
WPWealth LLP26,952$861K0.8%2026-Q1
Worth Financial Advisory Group, LLC new3,723$858K0.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed26,791$856K0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed26,468$846K0.8%2026-Q1
MML INVESTORS SERVICES, LLC23,447$749K0.7%2026-Q1
SECURED RETIREMENT ADVISORS, LLC trimmed20,850$666K0.6%2026-Q1
Belpointe Asset Management LLC trimmed17,871$571K0.5%2026-Q1
OLD MISSION CAPITAL LLC added17,219$550K0.5%2026-Q1
Compass Advisory Group LLC16,400$524K0.5%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added15,287$503K0.5%2026-Q1
IFP Advisors, Inc added14,955$478K0.4%2026-Q1
World Investment Advisors added13,392$428K0.4%2026-Q1
Tradition Wealth Management, LLC trimmed13,112$419K0.4%2026-Q1
CAPTRUST FINANCIAL ADVISORS11,658$372K0.3%2026-Q1
Opus Financial Solutions LLC trimmed11,089$354K0.3%2026-Q1
Sugar Maple Asset Management, LLC trimmed10,935$349K0.3%2026-Q1
Arlington Capital Management, Inc. trimmed10,896$348K0.3%2026-Q1
Sunbelt Securities, Inc. added10,823$346K0.3%2026-Q1
LPL Financial LLC added10,164$325K0.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed10,040$321K0.3%2026-Q1
TRUIST FINANCIAL CORP new8,215$262K0.2%2026-Q1
Noble Wealth Management PBC trimmed7,450$238K0.2%2026-Q1
SIGNATUREFD, LLC7,372$236K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed7,248$232K0.2%2026-Q1
Steward Partners Investment Advisory, LLC7,119$227K0.2%2026-Q1
WINNOW WEALTH LLC trimmed6,788$217K0.2%2026-Q1
WEALTHGARDEN F.S. LLC trimmed6,561$210K0.2%2026-Q1
Wealthspire Retirement, LLC trimmed6,515$208K0.2%2026-Q1
Farther Finance Advisors, LLC trimmed5,055$163K0.1%2026-Q1
Capital Analysts, LLC2,861$91K0.1%2026-Q1
AdvisorNet Financial, Inc2,680$86K0.1%2026-Q1
CoreCap Advisors, LLC2,161$69K0.1%2026-Q1
Whipplewood Advisors, LLC trimmed1,526$49K0.0%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added28,641$41K0.0%2026-Q1
Financial Network Wealth Advisors LLC958$31K0.0%2026-Q1
MAI Capital Management trimmed954$30K0.0%2026-Q1
DHJJ Financial Advisors, Ltd.706$23K0.0%2026-Q1
AE Wealth Management LLC618$20K0.0%2026-Q1
PlanVest Financial, Inc new570$18K0.0%2026-Q1
GILL CAPITAL PARTNERS, LLC new570$18K0.0%2026-Q1
IFG Advisory, LLC new300$10K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC282$9K0.0%2026-Q1
UBS Group AG trimmed200$6K0.0%2026-Q1
NBC SECURITIES, INC. trimmed107$3K0.0%2026-Q1
Gradient Investments LLC added418,749$11M10.0%2025-Q1 stale
SageView Advisory Group, LLC added120,126$4M3.4%2025-Q4 stale
ACCESS FINANCIAL SERVICES, INC. added112,877$4M3.2%2025-Q4 stale
Atria Investments, Inc added71,964$2M1.8%2025-Q2 stale
PRIVATE CLIENT SERVICES, LLC added54,307$2M1.5%2025-Q4 stale
Elmwood Wealth Management, Inc. new38,829$1M1.1%2025-Q4 stale
SYON CAPITAL LLC new32,518$1M0.9%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed19,023$538K0.5%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC.18,328$518K0.5%2025-Q2 stale
CITADEL ADVISORS LLC new16,054$428K0.4%2025-Q1 stale
Sigma Planning Corp new7,730$244K0.2%2025-Q4 stale
Diligent Investors, LLC7,200$228K0.2%2025-Q4 stale
William Mack & Associates, Inc.6,867$217K0.2%2025-Q4 stale
Waterloo Capital, L.P.6,807$216K0.2%2025-Q4 stale
Mattson Financial Services, LLC new4,207$112K0.1%2025-Q1 stale
Atlantic Private Wealth, LLC trimmed1,156$33K0.0%2025-Q2 stale
Cape Investment Advisory, Inc. added800$25K0.0%2025-Q4 stale
WELLS FARGO & COMPANY/MN802$25K0.0%2025-Q3 stale
JPMORGAN CHASE & CO137$4K0.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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.

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