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Institutional Ownership · SEC Form 13F

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-Q2 13F filings (latest filed 2026-08-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

101
Institutional holders
3M
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened GOCT while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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

GOCT’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL 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 GOCT more heavily than its largest holder by dollar value does.

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 2026-Q1 and 2026-Q2, across 101 tracked filers holding GOCT, 23 increased or opened the position and 61 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 2026-Q1 and 2026-Q2 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

  • Schulz Wealth, LTD.$2M
  • CITADEL ADVISORS LLC$1M

Full exits 4

  • HFG Wealth Management, LLC$21M
  • Cambridge Investment Research Advisors, Inc.$2M
  • Wood Tarver Financial Group, LLC$1M
  • Janney Montgomery Scott LLC$929K

Largest adds

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • OSAIC HOLDINGS, INC.$2M
  • Cetera Investment Advisers$405K
  • ENVESTNET ASSET MANAGEMENT INC$359K
  • RAYMOND JAMES FINANCIAL INC$301K
  • Advisory Services Network, LLC$279K

Largest trims

  • Bouchey Financial Group, Ltd.$17M
  • Sequent Planning LLC$2M
  • OLD MISSION CAPITAL LLC$938K
  • Americana Partners, LLC$895K
  • COMMONWEALTH EQUITY SERVICES, LLC$584K
  • Clear Creek Financial Management, LLC$434K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
RAYMOND JAMES FINANCIAL INC trimmed304,759$13M10.9%2026-Q2
Kestra Advisory Services, LLC trimmed174,597$7M6.3%2026-Q2
Sequent Planning LLC trimmed162,649$7M5.8%2026-Q2
Cetera Investment Advisers trimmed154,868$6M5.5%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed149,370$6M5.4%2026-Q2
OSAIC HOLDINGS, INC. added140,920$6M5.0%2026-Q2
Advisory Services Network, LLC trimmed125,814$5M4.5%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed121,023$5M4.3%2026-Q2
SAGESPRING WEALTH PARTNERS, LLC trimmed105,026$4M3.8%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added77,170$3M2.8%2026-Q2
TRUIST FINANCIAL CORP trimmed73,470$3M2.6%2026-Q2
Corus Family Wealth Advisors trimmed73,126$3M2.6%2026-Q2
LPL Financial LLC added59,825$2M2.1%2026-Q2
UPTICK PARTNERS, LLC trimmed46,694$2M1.7%2026-Q2
Americana Partners, LLC trimmed44,986$2M1.6%2026-Q2
Range Financial Group LLC trimmed44,227$2M1.6%2026-Q2
Steward Partners Investment Advisory, LLC trimmed43,802$2M1.6%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added42,610$2M1.5%2026-Q2
Schulz Wealth, LTD.42,065$2M1.5%2026-Q2
Foundations Investment Advisors, LLC trimmed41,171$2M1.5%2026-Q2
Midwest Financial Network, LLC trimmed38,267$2M1.4%2026-Q2
CITADEL ADVISORS LLC added32,695$1M1.2%2026-Q2
CITY HOLDING CO trimmed32,650$1M1.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS31,506$1M1.1%2026-Q2
Concurrent Investment Advisors, LLC trimmed30,997$1M1.1%2026-Q2
Bouchey Financial Group, Ltd. trimmed27,402$1M1.0%2026-Q2
CreativeOne Wealth, LLC trimmed24,460$1M0.9%2026-Q2
FWG Investments, LLC. added21,305$885K0.8%2026-Q2
ROYAL BANK OF CANADA trimmed20,899$868K0.7%2026-Q2
MML INVESTORS SERVICES, LLC added19,480$809K0.7%2026-Q2
HARBOUR INVESTMENTS, INC. trimmed18,709$777K0.7%2026-Q2
BCGM Wealth Management, LLC17,505$727K0.6%2026-Q2
Diligent Investors, LLC16,825$699K0.6%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed16,650$692K0.6%2026-Q2
Alpha Financial Partners LLC16,297$677K0.6%2026-Q2
Keating Financial Advisory Services, Inc. trimmed15,896$660K0.6%2026-Q2
Mutual Advisors, LLC added15,598$648K0.6%2026-Q2
LVZ, Inc. added14,678$610K0.5%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC14,467$604K0.5%2026-Q2
MAI Capital Management trimmed13,943$579K0.5%2026-Q2
Integrated Wealth Concepts LLC13,731$570K0.5%2026-Q2
FORTRESS PRIVATE LEDGER, LLC trimmed13,591$565K0.5%2026-Q2
Arkadios Wealth Advisors trimmed13,060$543K0.5%2026-Q2
REAP Financial Group, LLC trimmed11,630$483K0.4%2026-Q2
IFP Advisors, Inc added11,388$473K0.4%2026-Q2
Beacon Financial Advisory LLC10,540$438K0.4%2026-Q2
Focus Partners Wealth10,110$420K0.4%2026-Q2
TOUNJIAN ADVISORY PARTNERS, LLC new9,882$411K0.4%2026-Q2
CoreCap Advisors, LLC trimmed9,609$399K0.3%2026-Q2
Keystone Wealth Services, LLC trimmed9,551$397K0.3%2026-Q2
PRINCIPAL SECURITIES, INC. trimmed9,393$390K0.3%2026-Q2
Vestmark Advisory Solutions, Inc.9,320$387K0.3%2026-Q2
ELEVATION POINT WEALTH PARTNERS, LLC9,320$387K0.3%2026-Q2
RFG Advisory, LLC9,046$376K0.3%2026-Q2
Tanglewood Legacy Advisors, LLC trimmed9,029$375K0.3%2026-Q2
FSB PREMIER WEALTH MANAGEMENT, INC.8,408$349K0.3%2026-Q2
Rehmann Capital Advisory Group8,224$342K0.3%2026-Q2
KINTRA WEALTH, LLC7,999$338K0.3%2026-Q2
Archer Investment Corp trimmed7,616$316K0.3%2026-Q2
INSIGNEO ADVISORY SERVICES, LLC7,269$302K0.3%2026-Q2
SILVER OAK SECURITIES, INCORPORATED trimmed6,745$280K0.2%2026-Q2
Marshall Financial Group, LLC6,587$274K0.2%2026-Q2
Mariner, LLC trimmed6,502$270K0.2%2026-Q2
OneDigital Investment Advisors LLC6,478$269K0.2%2026-Q2
Clear Creek Financial Management, LLC trimmed6,245$259K0.2%2026-Q2
Pinnacle Family Advisors, LLC trimmed6,010$250K0.2%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,575$232K0.2%2026-Q2
LANARK FINANCIAL, INC.5,489$228K0.2%2026-Q2
Private Advisor Group, LLC new5,400$224K0.2%2026-Q2
Ameritas Advisory Services, LLC added5,246$218K0.2%2026-Q2
OLD MISSION CAPITAL LLC trimmed5,152$214K0.2%2026-Q2
Mayfair Advisory Group, LLC new5,038$209K0.2%2026-Q2
Integrity Financial Corp /WA trimmed4,994$207K0.2%2026-Q2
BARCLAYS PLC trimmed4,940$205K0.2%2026-Q2
Madrona Financial Services, LLC new4,925$205K0.2%2026-Q2
Gallagher Fiduciary Advisors, LLC new4,821$200K0.2%2026-Q2
Farther Finance Advisors, LLC added3,961$165K0.1%2026-Q2
REICON WEALTH ADVISORS, LLC3,624$151K0.1%2026-Q2
Buck Wealth Strategies, LLC new2,800$116K0.1%2026-Q2
UBS Group AG added2,349$98K0.1%2026-Q2
Ashton Thomas Private Wealth, LLC trimmed2,300$96K0.1%2026-Q2
IMG Wealth Management, Inc.2,212$92K0.1%2026-Q2
Pinnacle Bancorp, Inc.1,926$80K0.1%2026-Q2
Financial Network Wealth Advisors LLC1,819$76K0.1%2026-Q2
FIDUCIARY FINANCIAL ADVISORS new1,800$75K0.1%2026-Q2
Ritter Daniher Financial Advisory LLC / DE trimmed1,635$68K0.1%2026-Q2
MORGAN STANLEY1,445$60K0.1%2026-Q2
Noble Wealth Management PBC trimmed1,275$53K0.0%2026-Q2
HOLLENCREST CAPITAL MANAGEMENT887$37K0.0%2026-Q2
AE Wealth Management LLC added867$36K0.0%2026-Q2
DHJJ Financial Advisors, Ltd.734$30K0.0%2026-Q2
Larson Financial Group LLC641$27K0.0%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC600$25K0.0%2026-Q2
Triumph Capital Management507$21K0.0%2026-Q2
Capital Investment Advisory Services, LLC500$21K0.0%2026-Q2
Smartleaf Asset Management LLC500$21K0.0%2026-Q2
Rockefeller Capital Management L.P. trimmed400$17K0.0%2026-Q2
Arax Advisory Partners new258$11K0.0%2026-Q2
Ameritas Investment Partners, Inc.255$11K0.0%2026-Q2
Strive Financial Group ,LLC145$6K0.0%2026-Q2

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