Who owns FOCT
Which tracked institutional funds hold FOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FOCT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 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
The tracked-fund tape on FOCT is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 22 trimmed or exited — on balance reducing.
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
FOCT’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 FOCT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FOCT 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 136 tracked filers holding FOCT, 39 increased or opened the position and 76 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 FOCT 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
- Keystone Wealth Services, LLC$1M
Full exits 5
- Sigma Planning Corp$4M
- Reflection Asset Management$1M
- Oakmont Advisory Group, LLC$822K
- Schulz Wealth, LTD.$631K
- GTS SECURITIES LLC$549K
Largest adds
- ASSETMARK, INC$1M
- VestGen Advisors, LLC$1M
- HARBOUR INVESTMENTS, INC.$919K
- Strategic Blueprint, LLC$718K
- Kestra Advisory Services, LLC$583K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$335K
Largest trims
- LPL Financial LLC$3M
- SOA Wealth Advisors, LLC.$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Cetera Investment Advisers$1M
- OSAIC HOLDINGS, INC.$1M
- CWM, LLC$1M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 874,953 | $42M | 16.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 353,428 | $17M | 6.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 353,252 | $17M | 6.7% | 2026-Q1 |
| ASSETMARK, INC added | 295,232 | $14M | 5.6% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 231,440 | $11M | 4.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 183,095 | $9M | 3.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 181,778 | $9M | 3.4% | 2026-Q1 |
| Atria Investments, Inc added | 159,523 | $8M | 3.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 148,921 | $7M | 2.8% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 145,024 | $7M | 2.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 107,151 | $5M | 2.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 100,548 | $5M | 1.9% | 2026-Q1 |
| CWM, LLC trimmed | 99,239 | $5M | 1.9% | 2026-Q1 |
| BAM Wealth Management, LLC trimmed | 91,964 | $4M | 1.7% | 2026-Q1 |
| Capital Analysts, LLC added | 91,522 | $4M | 1.7% | 2026-Q1 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 70,860 | $3M | 1.3% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 67,492 | $3M | 1.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 66,953 | $3M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 52,092 | $2M | 1.0% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 51,390 | $2M | 1.0% | 2026-Q1 |
| FWG Investments, LLC. added | 51,250 | $2M | 1.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 48,630 | $2M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 47,413 | $2M | 0.9% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 44,143 | $2M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 42,253 | $2M | 0.8% | 2026-Q1 |
| SMART Wealth LLC added | 38,702 | $2M | 0.7% | 2026-Q1 |
| Brookstone Capital Management trimmed | 37,921 | $2M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 35,308 | $2M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 32,266 | $2M | 0.6% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. | 32,216 | $2M | 0.6% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 31,132 | $2M | 0.6% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 31,466 | $2M | 0.6% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 29,949 | $1M | 0.6% | 2026-Q1 |
| VestGen Advisors, LLC added | 25,441 | $1M | 0.5% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC trimmed | 27,089 | $1M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 26,687 | $1M | 0.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 25,584 | $1M | 0.5% | 2026-Q1 |
| Strategic Blueprint, LLC added | 24,854 | $1M | 0.5% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED | 24,292 | $1M | 0.5% | 2026-Q1 |
| Keystone Wealth Services, LLC added | 23,101 | $1M | 0.4% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 22,732 | $1M | 0.4% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 22,519 | $1M | 0.4% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 21,563 | $1M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 20,296 | $968K | 0.4% | 2026-Q1 |
| VestGen Investment Management trimmed | 19,012 | $906K | 0.4% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 18,658 | $890K | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 17,325 | $826K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 17,118 | $816K | 0.3% | 2026-Q1 |
| Bison Wealth, LLC | 15,743 | $813K | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 16,956 | $808K | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 16,453 | $784K | 0.3% | 2026-Q1 |
| Freedom Investment Management, Inc. | 15,740 | $750K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 15,663 | $747K | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 15,645 | $746K | 0.3% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 15,417 | $735K | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC | 14,964 | $713K | 0.3% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 14,559 | $694K | 0.3% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 13,972 | $666K | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 13,889 | $662K | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 13,770 | $657K | 0.3% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 12,984 | $619K | 0.2% | 2026-Q1 |
| Octavia Wealth Advisors, LLC | 12,523 | $597K | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 12,191 | $581K | 0.2% | 2026-Q1 |
| LEIGH BALDWIN & CO., LLC trimmed | 12,115 | $578K | 0.2% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. trimmed | 12,100 | $577K | 0.2% | 2026-Q1 |
| Accel Wealth Management trimmed | 11,830 | $564K | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 11,603 | $553K | 0.2% | 2026-Q1 |
| Pitti Group Wealth Management, LLC | 11,302 | $539K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 10,992 | $524K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 10,596 | $505K | 0.2% | 2026-Q1 |
| Archer Investment Corp | 10,035 | $478K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 9,906 | $472K | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 9,685 | $462K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. | 9,330 | $445K | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 9,233 | $440K | 0.2% | 2026-Q1 |
| TFB Advisors LLC trimmed | 8,729 | $416K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 8,470 | $404K | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 8,278 | $395K | 0.2% | 2026-Q1 |
| Financial Life Planners | 8,249 | $393K | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC | 7,983 | $381K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors | 7,980 | $380K | 0.2% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 7,747 | $376K | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7,627 | $364K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 7,527 | $359K | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 7,512 | $358K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 7,510 | $358K | 0.1% | 2026-Q1 |
| Sigma Planning Corp new | 83,553 | $4M | 1.6% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 44,426 | $2M | 0.8% | 2025-Q3 stale |
| Reflection Asset Management new | 27,826 | $1M | 0.5% | 2025-Q4 stale |
| Oakmont Advisory Group, LLC new | 16,772 | $822K | 0.3% | 2025-Q4 stale |
| Lion Street Advisors, LLC | 22,071 | $773K | 0.3% | 2025-Q3 stale |
| SeaCrest Wealth Management, LLC | 17,383 | $721K | 0.3% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 16,422 | $682K | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 14,170 | $634K | 0.3% | 2025-Q2 stale |
| Schulz Wealth, LTD. | 12,873 | $631K | 0.2% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP added | 13,970 | $625K | 0.2% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 11,201 | $549K | 0.2% | 2025-Q4 stale |
| Semus Wealth Partners LLC | 9,234 | $413K | 0.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 8,991 | $403K | 0.2% | 2025-Q2 stale |
| BANTAMAC CAPITAL, LLC new | 7,690 | $377K | 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.