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-Q1 13F filings. 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 IOCT while 14 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
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 2025-Q4 and 2026-Q1, across 99 tracked filers holding IOCT, 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 IOCT 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$8M
- Talon Private Wealth, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Cornerstone Wealth, LLC/TN$636K
Full exits 5
- SageView Advisory Group, LLC$7M
- Lantz Financial LLC$2M
- Sigma Planning Corp$2M
- PRIVATE CLIENT SERVICES, LLC$1M
- SILVER OAK SECURITIES, INCORPORATED$928K
Largest adds
- US BANCORP \DE\$1M
- World Investment Advisors$924K
- Kestra Advisory Services, LLC$620K
- Broussard Financial Group LLC$498K
- Signal Advisors Wealth, LLC$322K
- Triad Wealth Partners, LLC$293K
Largest trims
- ACCESS FINANCIAL SERVICES, INC.$4M
- Global Strategic Investment Solutions, LLC$2M
- NewEdge Advisors, LLC$2M
- OSAIC HOLDINGS, INC.$1M
- Americana Partners, LLC$848K
- Cetera Investment Advisers$447K
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 | 431,974 | $15M | 9.5% | 2026-Q1 |
| Broussard Financial Group LLC added | 393,075 | $14M | 8.6% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 235,246 | $8M | 5.2% | 2026-Q1 |
| Creative Planning added | 227,278 | $8M | 5.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 217,251 | $8M | 4.8% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 177,252 | $6M | 3.9% | 2026-Q1 |
| US BANCORP \DE\ added | 163,103 | $6M | 3.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 103,421 | $4M | 2.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 102,736 | $4M | 2.3% | 2026-Q1 |
| PFG Advisors trimmed | 92,004 | $3M | 2.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 78,435 | $3M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 73,555 | $3M | 1.6% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 66,816 | $2M | 1.5% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 66,786 | $2M | 1.5% | 2026-Q1 |
| WPWealth LLP trimmed | 66,597 | $2M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC | 62,726 | $2M | 1.4% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 53,724 | $2M | 1.2% | 2026-Q1 |
| Talon Private Wealth, LLC new | 53,724 | $2M | 1.2% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 52,150 | $2M | 1.2% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 52,617 | $2M | 1.2% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 52,509 | $2M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 51,882 | $2M | 1.1% | 2026-Q1 |
| CWM, LLC added | 49,988 | $2M | 1.1% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 47,385 | $2M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 42,608 | $1M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 42,256 | $1M | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 37,772 | $1M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,471 | $1M | 0.8% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC trimmed | 33,725 | $1M | 0.7% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 28,699 | $1M | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 29,457 | $1M | 0.6% | 2026-Q1 |
| Americana Partners, LLC trimmed | 29,022 | $1M | 0.6% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC | 28,995 | $1M | 0.6% | 2026-Q1 |
| World Investment Advisors added | 26,770 | $938K | 0.6% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC trimmed | 26,340 | $923K | 0.6% | 2026-Q1 |
| Atlantic Private Wealth, LLC | 22,345 | $783K | 0.5% | 2026-Q1 |
| Long Island Wealth Management, Inc. added | 20,699 | $726K | 0.5% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 18,731 | $662K | 0.4% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 17,683 | $636K | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 17,957 | $629K | 0.4% | 2026-Q1 |
| SIGNATUREFD, LLC | 16,079 | $564K | 0.4% | 2026-Q1 |
| MMA ASSET MANAGEMENT LLC | 15,790 | $553K | 0.3% | 2026-Q1 |
| Tradition Wealth Management, LLC | 14,753 | $517K | 0.3% | 2026-Q1 |
| Jacobi Capital Management LLC | 14,124 | $495K | 0.3% | 2026-Q1 |
| MAI Capital Management | 13,748 | $482K | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC | 13,401 | $470K | 0.3% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ | 13,384 | $469K | 0.3% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 13,010 | $456K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 12,939 | $454K | 0.3% | 2026-Q1 |
| BCS Wealth Management trimmed | 12,403 | $435K | 0.3% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 12,339 | $432K | 0.3% | 2026-Q1 |
| WEALTH ALLIANCE, LLC | 12,178 | $427K | 0.3% | 2026-Q1 |
| Liberty Atlantic Advisors LLC | 11,948 | $419K | 0.3% | 2026-Q1 |
| Allen Capital Group, LLC | 11,883 | $416K | 0.3% | 2026-Q1 |
| CYPRESS FINANCIAL PLANNING LLC | 11,538 | $404K | 0.3% | 2026-Q1 |
| Diligent Investors, LLC | 11,219 | $393K | 0.2% | 2026-Q1 |
| Trek Financial, LLC added | 11,125 | $390K | 0.2% | 2026-Q1 |
| TrustBank | 11,065 | $388K | 0.2% | 2026-Q1 |
| Compass Advisory Group LLC added | 11,039 | $387K | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 11,033 | $387K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 10,894 | $382K | 0.2% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS | 10,340 | $362K | 0.2% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 9,623 | $337K | 0.2% | 2026-Q1 |
| Claro Advisors Inc. trimmed | 9,557 | $335K | 0.2% | 2026-Q1 |
| Advisor OS, LLC new | 9,345 | $328K | 0.2% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC | 8,729 | $306K | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 8,728 | $306K | 0.2% | 2026-Q1 |
| NewCorp Financial Services, Inc. | 8,572 | $300K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 8,429 | $295K | 0.2% | 2026-Q1 |
| Summit Wealth Partners, LLC trimmed | 8,285 | $290K | 0.2% | 2026-Q1 |
| Sugar Maple Asset Management, LLC trimmed | 8,150 | $286K | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC new | 7,837 | $275K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC | 7,761 | $272K | 0.2% | 2026-Q1 |
| Freedom Investment Management, Inc. trimmed | 7,482 | $262K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 7,196 | $252K | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 7,176 | $252K | 0.2% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 6,754 | $237K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 6,438 | $226K | 0.1% | 2026-Q1 |
| SageView Advisory Group, LLC added | 214,847 | $7M | 4.7% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 58,297 | $2M | 1.2% | 2025-Q3 stale |
| Lantz Financial LLC added | 52,590 | $2M | 1.1% | 2025-Q4 stale |
| First Heartland Consultants, Inc. added | 59,231 | $2M | 1.1% | 2025-Q1 stale |
| Stuart Chaussee & Associates, Inc. new | 58,650 | $2M | 1.1% | 2025-Q1 stale |
| Sigma Planning Corp added | 46,093 | $2M | 1.0% | 2025-Q4 stale |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV added | 36,812 | $1M | 0.8% | 2025-Q3 stale |
| PRIVATE CLIENT SERVICES, LLC new | 29,426 | $1M | 0.6% | 2025-Q4 stale |
| OPTIMA CAPITAL LLC new | 31,512 | $966K | 0.6% | 2025-Q1 stale |
| SILVER OAK SECURITIES, INCORPORATED new | 26,534 | $928K | 0.6% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 23,921 | $786K | 0.5% | 2025-Q2 stale |
| Siligmueller & Norvid Wealth Advisors LLC | 20,433 | $665K | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 15,478 | $509K | 0.3% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 12,504 | $436K | 0.3% | 2025-Q4 stale |
| Worth Financial Advisory Group, LLC trimmed | 10,829 | $377K | 0.2% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC added | 9,345 | $326K | 0.2% | 2025-Q4 stale |
| Dana Investment Advisors, Inc. new | 8,484 | $296K | 0.2% | 2025-Q4 stale |
| U.S. Capital Wealth Advisors, LLC trimmed | 8,205 | $286K | 0.2% | 2025-Q4 stale |
| Waterloo Capital, L.P. | 6,968 | $243K | 0.2% | 2025-Q4 stale |
| WorthPointe, LLC trimmed | 6,660 | $232K | 0.1% | 2025-Q4 stale |
| Belpointe Asset Management LLC trimmed | 6,576 | $225K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 6,167 | $214K | 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.