Who owns GOCT
Which tracked institutional funds hold GOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GOCT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 GOCT is one-sided between 2025-Q4 and 2026-Q1: 4 added or opened and 12 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
GOCT’s largest tracked holder by dollar value, HFG Wealth Management, LLC, sizes it at 11.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GOCT 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 105 tracked filers holding GOCT, 30 increased or opened the position and 53 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 GOCT 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 2
- Concurrent Investment Advisors, LLC$1M
- Integrated Wealth Concepts LLC$530K
Full exits 2
- PRIVATE CLIENT SERVICES, LLC$4M
- Schulz Wealth, LTD.$2M
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$454K
- HARBOUR INVESTMENTS, INC.$282K
Largest trims
- RAYMOND JAMES FINANCIAL INC$7M
- OSAIC HOLDINGS, INC.$3M
- Americana Partners, LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Kestra Advisory Services, LLC$1M
- HFG Wealth Management, LLC$658K
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 |
|---|---|---|---|---|
| HFG Wealth Management, LLC trimmed | 552,661 | $21M | 12.0% | 2026-Q1 |
| Bouchey Financial Group Ltd added | 449,616 | $18M | 10.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 319,976 | $12M | 6.9% | 2026-Q1 |
| Sequent Planning LLC trimmed | 226,717 | $9M | 4.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 185,847 | $7M | 4.0% | 2026-Q1 |
| Cetera Investment Advisers added | 156,085 | $6M | 3.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 151,347 | $6M | 3.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 145,288 | $6M | 3.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 128,100 | $5M | 2.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 110,461 | $4M | 2.4% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 108,032 | $4M | 2.3% | 2026-Q1 |
| Corus Family Wealth Advisors trimmed | 77,910 | $3M | 1.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 75,798 | $3M | 1.6% | 2026-Q1 |
| Americana Partners, LLC trimmed | 71,548 | $3M | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 57,976 | $2M | 1.3% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 49,610 | $2M | 1.1% | 2026-Q1 |
| Range Financial Group LLC added | 47,907 | $2M | 1.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 45,082 | $2M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 42,580 | $2M | 0.9% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 42,465 | $2M | 0.9% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 40,295 | $2M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 38,740 | $1M | 0.8% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 33,223 | $1M | 0.7% | 2026-Q1 |
| CITY HOLDING CO trimmed | 32,750 | $1M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 31,506 | $1M | 0.7% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 31,065 | $1M | 0.7% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 29,823 | $1M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 28,367 | $1M | 0.6% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 26,125 | $1M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 24,050 | $929K | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 23,458 | $906K | 0.5% | 2026-Q1 |
| FWG Investments, LLC. trimmed | 20,326 | $785K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 19,010 | $734K | 0.4% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 17,943 | $693K | 0.4% | 2026-Q1 |
| BCGM Wealth Management, LLC | 17,505 | $676K | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17,300 | $668K | 0.4% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 16,825 | $650K | 0.4% | 2026-Q1 |
| Alpha Financial Partners LLC trimmed | 16,297 | $630K | 0.4% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 15,952 | $616K | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 15,810 | $611K | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC | 15,559 | $601K | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 14,467 | $562K | 0.3% | 2026-Q1 |
| MAI Capital Management trimmed | 14,202 | $549K | 0.3% | 2026-Q1 |
| FORTRESS PRIVATE LEDGER, LLC trimmed | 13,860 | $535K | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 13,731 | $530K | 0.3% | 2026-Q1 |
| LVZ, Inc. | 12,858 | $497K | 0.3% | 2026-Q1 |
| Mariner, LLC | 12,150 | $469K | 0.3% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 11,897 | $460K | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. | 11,128 | $430K | 0.2% | 2026-Q1 |
| Beacon Financial Advisory LLC trimmed | 10,540 | $407K | 0.2% | 2026-Q1 |
| Focus Partners Wealth | 10,110 | $391K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 9,755 | $377K | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 9,661 | $373K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 9,659 | $373K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 9,531 | $368K | 0.2% | 2026-Q1 |
| Archer Investment Corp trimmed | 9,474 | $366K | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | 9,320 | $360K | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 9,320 | $360K | 0.2% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 9,237 | $357K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC | 9,046 | $349K | 0.2% | 2026-Q1 |
| Pinnacle Family Advisors, LLC | 8,585 | $332K | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 8,408 | $325K | 0.2% | 2026-Q1 |
| Rehmann Capital Advisory Group | 8,224 | $318K | 0.2% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 7,999 | $309K | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 7,269 | $281K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. | 7,203 | $278K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 7,090 | $274K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 6,628 | $256K | 0.1% | 2026-Q1 |
| Marshall Financial Group, LLC | 6,587 | $254K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 6,478 | $250K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc | 6,236 | $241K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC | 5,754 | $222K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5,575 | $215K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. | 5,489 | $212K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC | 5,254 | $203K | 0.1% | 2026-Q1 |
| Integrity Financial Corp /WA | 5,038 | $195K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 4,960 | $192K | 0.1% | 2026-Q1 |
| REICON WEALTH ADVISORS, LLC added | 3,624 | $140K | 0.1% | 2026-Q1 |
| Anfield Capital Management, LLC trimmed | 3,375 | $130K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,351 | $127K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC | 3,050 | $118K | 0.1% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 304,630 | $11M | 6.3% | 2025-Q2 stale |
| PRIVATE CLIENT SERVICES, LLC added | 92,767 | $4M | 2.0% | 2025-Q4 stale |
| WEDBUSH SECURITIES INC | 59,239 | $2M | 1.2% | 2025-Q2 stale |
| HBW ADVISORY SERVICES LLC added | 56,959 | $2M | 1.2% | 2025-Q2 stale |
| Schulz Wealth, LTD. added | 42,065 | $2M | 0.9% | 2025-Q4 stale |
| VICTORY FINANCIAL GROUP, LLC new | 45,153 | $2M | 0.9% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 19,342 | $741K | 0.4% | 2025-Q3 stale |
| EPG Wealth Management LLC trimmed | 18,600 | $639K | 0.4% | 2025-Q1 stale |
| BlueChip Wealth Advisors LLC trimmed | 17,458 | $638K | 0.4% | 2025-Q2 stale |
| Sanctuary Advisors, LLC | 13,145 | $451K | 0.3% | 2025-Q3 stale |
| FLAGSTAR ADVISORS INC trimmed | 11,951 | $437K | 0.2% | 2025-Q2 stale |
| GTS SECURITIES LLC new | 8,609 | $338K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 7,886 | $288K | 0.2% | 2025-Q2 stale |
| ROVIN CAPITAL /UT/ /ADV new | 6,297 | $247K | 0.1% | 2025-Q4 stale |
| PKS Advisory Services, LLC new | 6,220 | $244K | 0.1% | 2025-Q4 stale |
| Advyzon Investment Management, LLC new | 6,388 | $234K | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 6,015 | $220K | 0.1% | 2025-Q2 stale |
| Ignite Planners, LLC new | 5,273 | $209K | 0.1% | 2025-Q4 stale |
| Quad-Cities Investment Group, LLC new | 5,180 | $204K | 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.