Who owns KOCT (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-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
6 tracked funds added or opened KOCT 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
KOCT’s largest tracked holder by dollar value, HighTower Advisors, 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 KOCT more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 94 tracked filers holding KOCT, 26 increased or opened the position and 42 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 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 3
- Creative Planning$6M
- OLD MISSION CAPITAL LLC$1M
- GOLDMAN SACHS GROUP INC$848K
Full exits 6
- SageView Advisory Group, LLC$5M
- COMMONS CAPITAL, LLC$1M
- CORRADO ADVISORS, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$661K
- MERCER GLOBAL ADVISORS INC /ADV$628K
- Brookstone Capital Management$556K
Largest adds
- HighTower Advisors, LLC$8M
- BFI Wealth Solutions, LLC$607K
- Kestra Advisory Services, LLC$381K
Largest trims
- Sigma Planning Corp$955K
- OSAIC HOLDINGS, INC.$568K
- COMMONWEALTH EQUITY SERVICES, LLC$466K
- RAYMOND JAMES FINANCIAL INC$403K
- Global Strategic Investment Solutions, LLC$395K
- BCS Wealth Management$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 |
|---|---|---|---|---|
| HighTower Advisors, LLC added | 287,554 | $10M | 8.4% | 2026-Q1 |
| Compass Financial Group, Inc. trimmed | 240,533 | $8M | 7.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 176,899 | $6M | 5.2% | 2026-Q1 |
| Creative Planning new | 171,887 | $6M | 5.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 167,422 | $6M | 4.9% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 166,700 | $6M | 4.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 128,540 | $4M | 3.8% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 89,090 | $3M | 2.6% | 2026-Q1 |
| LPL Financial LLC added | 56,270 | $2M | 1.7% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 55,148 | $2M | 1.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 53,673 | $2M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 52,456 | $2M | 1.5% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 49,708 | $2M | 1.5% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 44,472 | $2M | 1.3% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 42,388 | $1M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 42,178 | $1M | 1.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 39,091 | $1M | 1.1% | 2026-Q1 |
| Focus Partners Wealth | 38,580 | $1M | 1.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 35,937 | $1M | 1.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 35,029 | $1M | 1.0% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 33,179 | $1M | 1.0% | 2026-Q1 |
| Stratos Wealth Advisors, LLC | 33,371 | $1M | 1.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 33,011 | $1M | 1.0% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 28,360 | $962K | 0.8% | 2026-Q1 |
| IFP Advisors, Inc added | 27,317 | $927K | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 26,582 | $902K | 0.8% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 25,844 | $877K | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 25,000 | $848K | 0.7% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 23,739 | $805K | 0.7% | 2026-Q1 |
| Wood Tarver Financial Group, LLC | 23,056 | $782K | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 22,320 | $757K | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC | 21,075 | $715K | 0.6% | 2026-Q1 |
| CWM, LLC trimmed | 20,825 | $707K | 0.6% | 2026-Q1 |
| WEALTH ALLIANCE, LLC | 20,780 | $705K | 0.6% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 20,353 | $698K | 0.6% | 2026-Q1 |
| Compass Advisory Group LLC trimmed | 20,381 | $691K | 0.6% | 2026-Q1 |
| Long Island Wealth Management, Inc. added | 19,598 | $665K | 0.6% | 2026-Q1 |
| RETIREMENT GUYS FORMULA LLC | 18,703 | $635K | 0.5% | 2026-Q1 |
| Cape Investment Advisory, Inc. trimmed | 18,500 | $628K | 0.5% | 2026-Q1 |
| Atlantic Private Wealth, LLC | 17,553 | $596K | 0.5% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 17,537 | $595K | 0.5% | 2026-Q1 |
| Advisory Services Network, LLC | 14,954 | $507K | 0.4% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 14,036 | $476K | 0.4% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 13,210 | $472K | 0.4% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC | 13,699 | $465K | 0.4% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. | 13,352 | $453K | 0.4% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC | 12,228 | $415K | 0.4% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 12,122 | $411K | 0.4% | 2026-Q1 |
| Tradition Wealth Management, LLC | 11,850 | $402K | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP | 11,438 | $388K | 0.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 11,300 | $383K | 0.3% | 2026-Q1 |
| PFS Partners, LLC | 10,776 | $366K | 0.3% | 2026-Q1 |
| AE Wealth Management LLC | 10,377 | $352K | 0.3% | 2026-Q1 |
| Capital Analysts, LLC | 10,070 | $342K | 0.3% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 9,973 | $338K | 0.3% | 2026-Q1 |
| BCS Wealth Management trimmed | 9,865 | $335K | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 9,462 | $321K | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 9,300 | $316K | 0.3% | 2026-Q1 |
| Sigma Planning Corp trimmed | 9,299 | $315K | 0.3% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC | 8,776 | $300K | 0.3% | 2026-Q1 |
| Outlook Wealth Advisors, LLC | 8,756 | $297K | 0.3% | 2026-Q1 |
| Advisor OS, LLC new | 8,734 | $296K | 0.3% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC | 8,555 | $290K | 0.3% | 2026-Q1 |
| Elmwood Wealth Management, Inc. | 8,450 | $287K | 0.2% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 8,252 | $280K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC | 7,770 | $264K | 0.2% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 7,620 | $259K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 16,209 | $254K | 0.2% | 2026-Q1 |
| World Investment Advisors added | 7,484 | $254K | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC trimmed | 7,155 | $243K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 7,103 | $241K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 6,699 | $227K | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC | 6,527 | $221K | 0.2% | 2026-Q1 |
| MAI Capital Management added | 6,415 | $218K | 0.2% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ trimmed | 6,206 | $211K | 0.2% | 2026-Q1 |
| SageView Advisory Group, LLC added | 163,041 | $5M | 4.7% | 2025-Q4 stale |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 70,700 | $2M | 1.8% | 2025-Q1 stale |
| COMMONS CAPITAL, LLC added | 44,495 | $1M | 1.3% | 2025-Q4 stale |
| Crown Wealth Group, LLC new | 41,123 | $1M | 1.2% | 2025-Q3 stale |
| CORRADO ADVISORS, LLC added | 34,507 | $1M | 1.0% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 24,478 | $747K | 0.6% | 2025-Q2 stale |
| Maltin Wealth Management, Inc. trimmed | 23,670 | $693K | 0.6% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,641 | $661K | 0.6% | 2025-Q4 stale |
| Virtue Capital Management, LLC new | 22,079 | $647K | 0.6% | 2025-Q1 stale |
| Accredited Investors Inc. new | 19,278 | $637K | 0.6% | 2025-Q3 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 18,658 | $628K | 0.5% | 2025-Q4 stale |
| MGO ONE SEVEN LLC trimmed | 20,940 | $613K | 0.5% | 2025-Q1 stale |
| Brookstone Capital Management trimmed | 16,505 | $556K | 0.5% | 2025-Q4 stale |
| ACAS, LLC added | 15,193 | $483K | 0.4% | 2025-Q2 stale |
| GM Advisory Group, LLC new | 12,668 | $418K | 0.4% | 2025-Q3 stale |
| Bullseye Investment Management, LLC | 13,100 | $383K | 0.3% | 2025-Q3 stale |
| Berger Financial Group, Inc | 10,601 | $310K | 0.3% | 2025-Q1 stale |
| Kingsview Wealth Management, LLC trimmed | 9,319 | $308K | 0.3% | 2025-Q3 stale |
| Arete Wealth Advisors, LLC added | 8,734 | $294K | 0.3% | 2025-Q4 stale |
| LEIGH BALDWIN & CO., LLC added | 8,900 | $294K | 0.3% | 2025-Q3 stale |
| Diversify Advisory Services, LLC | 9,295 | $291K | 0.3% | 2025-Q2 stale |
| Cypress Wealth Services, LLC | 9,480 | $289K | 0.3% | 2025-Q2 stale |
| JPMORGAN CHASE & CO trimmed | 8,058 | $271K | 0.2% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC trimmed | 7,076 | $233K | 0.2% | 2025-Q3 stale |
| Forvis Mazars Wealth Advisors, LLC | 6,314 | $213K | 0.2% | 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.