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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC added | 400,614 | $13M | 11.5% | 2026-Q1 |
| Broussard Financial Group LLC added | 303,370 | $10M | 8.7% | 2026-Q1 |
| Allworth Financial LP added | 236,205 | $8M | 6.8% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 168,054 | $5M | 4.8% | 2026-Q1 |
| MBL Wealth, LLC added | 148,738 | $5M | 4.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 143,030 | $5M | 4.1% | 2026-Q1 |
| Creative Planning new | 125,819 | $4M | 3.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 117,737 | $4M | 3.4% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 98,858 | $3M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 63,163 | $2M | 1.8% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 59,440 | $2M | 1.8% | 2026-Q1 |
| PFG Advisors trimmed | 59,891 | $2M | 1.7% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 56,457 | $2M | 1.6% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 48,765 | $2M | 1.4% | 2026-Q1 |
| Liberty Atlantic Advisors LLC added | 48,249 | $2M | 1.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 41,507 | $1M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 38,622 | $1M | 1.1% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 34,416 | $1M | 1.0% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC trimmed | 27,368 | $874K | 0.8% | 2026-Q1 |
| WPWealth LLP | 26,952 | $861K | 0.8% | 2026-Q1 |
| Worth Financial Advisory Group, LLC new | 3,723 | $858K | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 26,791 | $856K | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 26,468 | $846K | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC | 23,447 | $749K | 0.7% | 2026-Q1 |
| SECURED RETIREMENT ADVISORS, LLC trimmed | 20,850 | $666K | 0.6% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 17,871 | $571K | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 17,219 | $550K | 0.5% | 2026-Q1 |
| Compass Advisory Group LLC | 16,400 | $524K | 0.5% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 15,287 | $503K | 0.5% | 2026-Q1 |
| IFP Advisors, Inc added | 14,955 | $478K | 0.4% | 2026-Q1 |
| World Investment Advisors added | 13,392 | $428K | 0.4% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 13,112 | $419K | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 11,658 | $372K | 0.3% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 11,089 | $354K | 0.3% | 2026-Q1 |
| Sugar Maple Asset Management, LLC trimmed | 10,935 | $349K | 0.3% | 2026-Q1 |
| Arlington Capital Management, Inc. trimmed | 10,896 | $348K | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 10,823 | $346K | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 10,164 | $325K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 10,040 | $321K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 8,215 | $262K | 0.2% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 7,450 | $238K | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC | 7,372 | $236K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 7,248 | $232K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 7,119 | $227K | 0.2% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 6,788 | $217K | 0.2% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC trimmed | 6,561 | $210K | 0.2% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 6,515 | $208K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 5,055 | $163K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC | 2,861 | $91K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc | 2,680 | $86K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC | 2,161 | $69K | 0.1% | 2026-Q1 |
| Whipplewood Advisors, LLC trimmed | 1,526 | $49K | 0.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 28,641 | $41K | 0.0% | 2026-Q1 |
| Financial Network Wealth Advisors LLC | 958 | $31K | 0.0% | 2026-Q1 |
| MAI Capital Management trimmed | 954 | $30K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 706 | $23K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 618 | $20K | 0.0% | 2026-Q1 |
| PlanVest Financial, Inc new | 570 | $18K | 0.0% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC new | 570 | $18K | 0.0% | 2026-Q1 |
| IFG Advisory, LLC new | 300 | $10K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 282 | $9K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 200 | $6K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 107 | $3K | 0.0% | 2026-Q1 |
| Gradient Investments LLC added | 418,749 | $11M | 10.0% | 2025-Q1 stale |
| SageView Advisory Group, LLC added | 120,126 | $4M | 3.4% | 2025-Q4 stale |
| ACCESS FINANCIAL SERVICES, INC. added | 112,877 | $4M | 3.2% | 2025-Q4 stale |
| Atria Investments, Inc added | 71,964 | $2M | 1.8% | 2025-Q2 stale |
| PRIVATE CLIENT SERVICES, LLC added | 54,307 | $2M | 1.5% | 2025-Q4 stale |
| Elmwood Wealth Management, Inc. new | 38,829 | $1M | 1.1% | 2025-Q4 stale |
| SYON CAPITAL LLC new | 32,518 | $1M | 0.9% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,023 | $538K | 0.5% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. | 18,328 | $518K | 0.5% | 2025-Q2 stale |
| CITADEL ADVISORS LLC new | 16,054 | $428K | 0.4% | 2025-Q1 stale |
| Sigma Planning Corp new | 7,730 | $244K | 0.2% | 2025-Q4 stale |
| Diligent Investors, LLC | 7,200 | $228K | 0.2% | 2025-Q4 stale |
| William Mack & Associates, Inc. | 6,867 | $217K | 0.2% | 2025-Q4 stale |
| Waterloo Capital, L.P. | 6,807 | $216K | 0.2% | 2025-Q4 stale |
| Mattson Financial Services, LLC new | 4,207 | $112K | 0.1% | 2025-Q1 stale |
| Atlantic Private Wealth, LLC trimmed | 1,156 | $33K | 0.0% | 2025-Q2 stale |
| Cape Investment Advisory, Inc. added | 800 | $25K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN | 802 | $25K | 0.0% | 2025-Q3 stale |
| JPMORGAN CHASE & CO | 137 | $4K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.