Who owns KOCT
Which tracked institutional funds hold KOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KOCT 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.
How the tape is positioned
13 tracked funds added or opened KOCT 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
KOCT’s largest tracked holder by dollar value, HighTower Advisors, LLC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KOCT 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 90 tracked filers holding KOCT, 19 increased or opened the position and 49 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 KOCT 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
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Arax Advisory Partners$1M
Full exits 8
- HighTower Advisors, LLC$10M
- Sunbelt Securities, Inc.$1M
- U.S. Capital Wealth Advisors, LLC$962K
- Wood Tarver Financial Group, LLC$782K
- Cambridge Investment Research Advisors, Inc.$757K
- Janney Montgomery Scott LLC$715K
Largest adds
- OSAIC HOLDINGS, INC.$1M
- Compass Financial Group, Inc.$787K
- BFI Wealth Solutions, LLC$648K
- PRINCIPAL SECURITIES, INC.$568K
- OLD MISSION CAPITAL LLC$433K
- LPL Financial LLC$403K
Largest trims
- Cetera Investment Advisers$894K
- TRUIST FINANCIAL CORP$401K
- ENVESTNET ASSET MANAGEMENT INC$382K
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 |
|---|---|---|---|---|
| Compass Financial Group, Inc. trimmed | 239,489 | $9M | 7.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 181,221 | $7M | 5.8% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 166,573 | $6M | 5.4% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 163,752 | $6M | 5.3% | 2026-Q2 |
| Creative Planning trimmed | 163,752 | $6M | 5.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 136,706 | $5M | 4.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 125,507 | $5M | 4.0% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 98,837 | $4M | 3.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 70,589 | $3M | 2.3% | 2026-Q2 |
| LPL Financial LLC added | 61,892 | $2M | 2.0% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC trimmed | 51,826 | $2M | 1.7% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 49,663 | $2M | 1.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 47,087 | $2M | 1.5% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 44,431 | $2M | 1.4% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC trimmed | 42,093 | $2M | 1.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 41,960 | $2M | 1.4% | 2026-Q2 |
| Focus Partners Wealth added | 38,791 | $1M | 1.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 38,010 | $1M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 37,409 | $1M | 1.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 37,226 | $1M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 35,934 | $1M | 1.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 35,029 | $1M | 1.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 32,415 | $1M | 1.0% | 2026-Q2 |
| Arax Advisory Partners new | 29,396 | $1M | 0.9% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 27,444 | $1M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 26,437 | $988K | 0.9% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 25,617 | $957K | 0.8% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 22,779 | $851K | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 22,296 | $833K | 0.7% | 2026-Q2 |
| Fragasso Financial Advisors Inc | 20,353 | $760K | 0.7% | 2026-Q2 |
| Compass Advisory Group LLC trimmed | 20,326 | $759K | 0.7% | 2026-Q2 |
| Long Island Wealth Management, Inc. | 19,598 | $732K | 0.6% | 2026-Q2 |
| WEALTH ALLIANCE, LLC trimmed | 19,375 | $724K | 0.6% | 2026-Q2 |
| RETIREMENT GUYS FORMULA LLC trimmed | 18,541 | $693K | 0.6% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 18,500 | $691K | 0.6% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 17,447 | $652K | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC | 14,954 | $559K | 0.5% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC | 13,699 | $512K | 0.4% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 13,352 | $499K | 0.4% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN | 13,210 | $495K | 0.4% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 13,036 | $487K | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC | 12,228 | $457K | 0.4% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 11,984 | $448K | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP | 11,438 | $427K | 0.4% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 10,850 | $405K | 0.3% | 2026-Q2 |
| PFS Partners, LLC | 10,776 | $403K | 0.3% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ added | 10,656 | $398K | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 10,077 | $376K | 0.3% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 9,774 | $365K | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 9,593 | $358K | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 9,359 | $350K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 9,300 | $347K | 0.3% | 2026-Q2 |
| BCS Wealth Management trimmed | 9,090 | $340K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,867 | $331K | 0.3% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC | 8,776 | $328K | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 8,700 | $325K | 0.3% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC | 8,555 | $320K | 0.3% | 2026-Q2 |
| Advisor OS, LLC trimmed | 8,435 | $315K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC | 7,770 | $290K | 0.3% | 2026-Q2 |
| CRA Financial Services, LLC | 7,620 | $285K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 7,535 | $282K | 0.2% | 2026-Q2 |
| Vantage Point Financial LLC | 7,155 | $267K | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 7,224 | $263K | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 6,961 | $260K | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 6,957 | $260K | 0.2% | 2026-Q2 |
| Outlook Wealth Advisors, LLC trimmed | 6,808 | $254K | 0.2% | 2026-Q2 |
| SIGNATUREFD, LLC | 6,527 | $244K | 0.2% | 2026-Q2 |
| MAI Capital Management | 6,415 | $240K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 15,063 | $235K | 0.2% | 2026-Q2 |
| Elmwood Wealth Management, Inc. trimmed | 6,100 | $228K | 0.2% | 2026-Q2 |
| Schulz Wealth, LTD. new | 5,930 | $222K | 0.2% | 2026-Q2 |
| WINNACLE WEALTH LLC trimmed | 5,876 | $220K | 0.2% | 2026-Q2 |
| RED REEF ADVISORS LLC trimmed | 4,526 | $169K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 3,740 | $140K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 3,306 | $124K | 0.1% | 2026-Q2 |
| WealthShield Partners, LLC | 3,250 | $121K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 2,387 | $89K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC | 1,800 | $67K | 0.1% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 1,238 | $46K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,141 | $43K | 0.0% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC | 400 | $15K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 353 | $13K | 0.0% | 2026-Q2 |
| PlanVest Financial, Inc | 350 | $13K | 0.0% | 2026-Q2 |
| Luminist Capital LLC trimmed | 337 | $12K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 307 | $11K | 0.0% | 2026-Q2 |
| Vision Retirement, LLC new | 305 | $11K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 230 | $9K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 180 | $7K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 100 | $4K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $37 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 287,554 | $10M | 8.4% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 33,011 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC trimmed | 28,360 | $962K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Wood Tarver Financial Group, LLC | 23,056 | $782K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 22,320 | $757K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| COMMONS CAPITAL, LLC added | 44,495 | $1M | 1.3% | 2025-Q4 stale (2 quarters behind) |
| CORRADO ADVISORS, LLC added | 34,507 | $1M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Crown Wealth Group, LLC new | 41,123 | $1M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| MTM FINANCIAL GROUP, LLC trimmed | 41,948 | $1M | 1.1% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 24,478 | $747K | 0.6% | 2025-Q2 stale (4 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.