Who owns IOCT
Which tracked institutional funds hold IOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IOCT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
6 tracked funds added or opened IOCT while 12 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
IOCT’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 IOCT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IOCT 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 93 tracked filers holding IOCT, 17 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 IOCT 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.
Full exits 5
- HighTower Advisors, LLC$2M
- Talon Private Wealth, LLC$2M
- CWM, LLC$2M
- Atlantic Private Wealth, LLC$783K
- CreativeOne Wealth, LLC$629K
Largest adds
- NewEdge Advisors, LLC$1M
- OSAIC HOLDINGS, INC.$1M
- COMMONWEALTH EQUITY SERVICES, LLC$697K
- IFP Advisors, Inc$378K
- Broussard Financial Group LLC$342K
- JANE STREET GROUP, LLC$294K
Largest trims
- ACCESS FINANCIAL SERVICES, INC.$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$764K
- Americana Partners, LLC$685K
- RED CRANE WEALTH MANAGEMENT, LLC$492K
- US BANCORP \DE\$427K
- WPWealth LLP$330K
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 trimmed | 428,174 | $16M | 10.5% | 2026-Q2 |
| Broussard Financial Group LLC trimmed | 381,703 | $14M | 9.4% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC trimmed | 226,859 | $8M | 5.6% | 2026-Q2 |
| Creative Planning trimmed | 217,734 | $8M | 5.3% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 216,854 | $8M | 5.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 216,088 | $8M | 5.3% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 143,014 | $5M | 3.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 126,716 | $5M | 3.1% | 2026-Q2 |
| Advus Financial Partners, LLC trimmed | 100,082 | $4M | 2.5% | 2026-Q2 |
| PFG Advisors added | 92,052 | $3M | 2.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 88,919 | $3M | 2.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 78,435 | $3M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 70,815 | $3M | 1.7% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 69,180 | $3M | 1.7% | 2026-Q2 |
| WPWealth LLP trimmed | 54,176 | $2M | 1.3% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 52,801 | $2M | 1.3% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 52,574 | $2M | 1.3% | 2026-Q2 |
| CORRADO ADVISORS, LLC trimmed | 51,871 | $2M | 1.3% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 51,685 | $2M | 1.3% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 49,999 | $2M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 45,942 | $2M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 44,195 | $2M | 1.1% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 43,402 | $2M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 42,037 | $2M | 1.0% | 2026-Q2 |
| LPL Financial LLC added | 40,868 | $2M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 39,173 | $1M | 1.0% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC trimmed | 32,990 | $1M | 0.8% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 32,527 | $1M | 0.8% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC | 28,995 | $1M | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 28,615 | $1M | 0.7% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC | 26,340 | $974K | 0.6% | 2026-Q2 |
| World Investment Advisors trimmed | 25,122 | $928K | 0.6% | 2026-Q2 |
| Long Island Wealth Management, Inc. | 20,699 | $766K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 18,268 | $676K | 0.4% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 17,941 | $664K | 0.4% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 17,923 | $663K | 0.4% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN | 17,683 | $658K | 0.4% | 2026-Q2 |
| SIGNATUREFD, LLC | 16,079 | $595K | 0.4% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC | 15,790 | $584K | 0.4% | 2026-Q2 |
| Jacobi Capital Management LLC | 14,124 | $522K | 0.3% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 13,916 | $515K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,900 | $514K | 0.3% | 2026-Q2 |
| MAI Capital Management | 13,748 | $509K | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 13,401 | $496K | 0.3% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ trimmed | 13,249 | $490K | 0.3% | 2026-Q2 |
| Freedom Investment Management, Inc. added | 13,018 | $482K | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC new | 13,017 | $481K | 0.3% | 2026-Q2 |
| Rothschild Wealth LLC | 13,010 | $481K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 12,939 | $479K | 0.3% | 2026-Q2 |
| BCS Wealth Management | 12,403 | $459K | 0.3% | 2026-Q2 |
| WEALTH ALLIANCE, LLC | 12,178 | $450K | 0.3% | 2026-Q2 |
| Liberty Atlantic Advisors LLC | 11,948 | $442K | 0.3% | 2026-Q2 |
| Allen Capital Group, LLC | 11,883 | $440K | 0.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 11,401 | $422K | 0.3% | 2026-Q2 |
| CYPRESS FINANCIAL PLANNING LLC trimmed | 11,176 | $413K | 0.3% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 11,047 | $409K | 0.3% | 2026-Q2 |
| Compass Advisory Group LLC | 11,039 | $408K | 0.3% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 10,919 | $404K | 0.3% | 2026-Q2 |
| TrustBank trimmed | 10,765 | $398K | 0.3% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS | 10,340 | $382K | 0.3% | 2026-Q2 |
| Vantage Point Financial LLC added | 9,798 | $362K | 0.2% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 9,217 | $341K | 0.2% | 2026-Q2 |
| Advisor OS, LLC trimmed | 9,055 | $335K | 0.2% | 2026-Q2 |
| Americana Partners, LLC trimmed | 8,972 | $332K | 0.2% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC | 8,729 | $323K | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc | 8,728 | $323K | 0.2% | 2026-Q2 |
| NewCorp Financial Services, Inc. | 8,572 | $317K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 8,389 | $310K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC | 7,761 | $287K | 0.2% | 2026-Q2 |
| Summit Wealth Partners, LLC trimmed | 7,557 | $280K | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC | 7,176 | $265K | 0.2% | 2026-Q2 |
| Trek Financial, LLC trimmed | 6,404 | $237K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 6,067 | $224K | 0.1% | 2026-Q2 |
| Straight Path Wealth Management new | 5,849 | $216K | 0.1% | 2026-Q2 |
| Waterloo Capital, L.P. trimmed | 5,618 | $208K | 0.1% | 2026-Q2 |
| PFS Partners, LLC | 5,602 | $207K | 0.1% | 2026-Q2 |
| D.B. Root & Company, LLC new | 5,557 | $206K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 2,595 | $96K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 2,553 | $94K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC | 2,313 | $86K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 2,062 | $76K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,049 | $76K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,750 | $65K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 1,174 | $43K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,164 | $43K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC | 1,068 | $40K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 873 | $32K | 0.0% | 2026-Q2 |
| PlanVest Financial, Inc | 533 | $20K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 500 | $18K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 303 | $11K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 222 | $8K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 118 | $4K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 91 | $3K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC | 62,726 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Talon Private Wealth, LLC new | 53,724 | $2M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 49,988 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Lantz Financial LLC added | 52,590 | $2M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Sigma Planning Corp new | 46,093 | $2M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Kovitz Investment Group Partners, LLC added | 58,297 | $2M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV added | 36,812 | $1M | 0.8% | 2025-Q3 stale (3 quarters behind) |
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.