Who owns NOCT
Which tracked institutional funds hold NOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NOCT 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
7 tracked funds added or opened NOCT while 13 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
NOCT’s largest tracked holder by dollar value, OSAIC HOLDINGS, 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 NOCT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NOCT 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 101 tracked filers holding NOCT, 34 increased or opened the position and 54 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 NOCT 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 2
- World Investment Advisors$2M
- Cornerstone Wealth, LLC/TN$1M
Full exits 5
- ORG Partners LLC$2M
- Cresset Asset Management, LLC$2M
- Sigma Planning Corp$923K
- RK Capital Management, LLC/FL$579K
- Arlington Capital Management, Inc.$524K
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$8M
- Kestra Advisory Services, LLC$5M
- JANE STREET GROUP, LLC$2M
- OLD MISSION CAPITAL LLC$788K
- Cetera Investment Advisers$634K
Largest trims
- Element Squared LLC$30M
- Allworth Financial LP$13M
- MAI Capital Management$5M
- OSAIC HOLDINGS, INC.$4M
- U.S. Capital Wealth Advisors, LLC$421K
- INVESTMENT MANAGEMENT CORP /VA/ /ADV$397K
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 |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. trimmed | 295,397 | $17M | 10.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 263,247 | $15M | 9.1% | 2026-Q1 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV trimmed | 183,638 | $10M | 6.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 132,854 | $7M | 4.6% | 2026-Q1 |
| Element Squared LLC trimmed | 122,309 | $7M | 4.2% | 2026-Q1 |
| Cetera Investment Advisers added | 113,008 | $6M | 3.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 107,757 | $6M | 3.7% | 2026-Q1 |
| MAI Capital Management trimmed | 89,870 | $5M | 3.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 86,120 | $5M | 3.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 84,016 | $5M | 2.9% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 74,681 | $4M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 52,271 | $3M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 41,024 | $2M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 36,900 | $2M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 35,182 | $2M | 1.2% | 2026-Q1 |
| Focus Partners Wealth | 33,012 | $2M | 1.1% | 2026-Q1 |
| Jacobi Capital Management LLC trimmed | 31,886 | $2M | 1.1% | 2026-Q1 |
| Certified Advisory Corp trimmed | 31,869 | $2M | 1.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 31,796 | $2M | 1.1% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 31,295 | $2M | 1.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 29,022 | $2M | 1.0% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 28,448 | $2M | 1.0% | 2026-Q1 |
| World Investment Advisors trimmed | 26,840 | $2M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 25,692 | $1M | 0.9% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 23,385 | $1M | 0.9% | 2026-Q1 |
| BIP Wealth, LLC added | 24,455 | $1M | 0.8% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC | 22,954 | $1M | 0.8% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 22,728 | $1M | 0.8% | 2026-Q1 |
| Merit Financial Group, LLC added | 21,792 | $1M | 0.8% | 2026-Q1 |
| Brookstone Capital Management trimmed | 21,018 | $1M | 0.7% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 18,401 | $1M | 0.6% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 18,223 | $1M | 0.6% | 2026-Q1 |
| GWN SECURITIES INC. added | 17,771 | $1M | 0.6% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 16,420 | $926K | 0.6% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 16,236 | $915K | 0.6% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 15,275 | $861K | 0.5% | 2026-Q1 |
| CoreCap Advisors, LLC added | 14,850 | $837K | 0.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 14,817 | $835K | 0.5% | 2026-Q1 |
| CWM, LLC trimmed | 14,187 | $800K | 0.5% | 2026-Q1 |
| AE Wealth Management LLC added | 13,742 | $775K | 0.5% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 13,582 | $766K | 0.5% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 12,859 | $745K | 0.5% | 2026-Q1 |
| SECURED RETIREMENT ADVISORS, LLC added | 12,340 | $696K | 0.4% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 11,370 | $641K | 0.4% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 11,000 | $620K | 0.4% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 10,336 | $583K | 0.4% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 10,045 | $566K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC | 9,861 | $556K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 9,722 | $548K | 0.3% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 9,283 | $523K | 0.3% | 2026-Q1 |
| Advisory Alpha, LLC | 9,040 | $510K | 0.3% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 8,945 | $504K | 0.3% | 2026-Q1 |
| PlanVest Financial, Inc new | 8,327 | $469K | 0.3% | 2026-Q1 |
| Liberty Atlantic Advisors LLC trimmed | 8,292 | $467K | 0.3% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 8,142 | $458K | 0.3% | 2026-Q1 |
| Outlook Wealth Advisors, LLC | 8,067 | $455K | 0.3% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 7,984 | $450K | 0.3% | 2026-Q1 |
| PFG Advisors added | 7,774 | $438K | 0.3% | 2026-Q1 |
| Visionary Wealth Advisors | 6,861 | $387K | 0.2% | 2026-Q1 |
| Trek Financial, LLC | 6,711 | $378K | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 6,515 | $367K | 0.2% | 2026-Q1 |
| Advisor OS, LLC new | 6,514 | $367K | 0.2% | 2026-Q1 |
| Triumph Capital Management new | 5,586 | $315K | 0.2% | 2026-Q1 |
| Global Trust Wealth Management LLC | 5,550 | $313K | 0.2% | 2026-Q1 |
| Freedom Investment Management, Inc. trimmed | 5,537 | $312K | 0.2% | 2026-Q1 |
| MMA ASSET MANAGEMENT LLC | 5,293 | $298K | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 5,009 | $282K | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 4,995 | $282K | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC | 4,857 | $274K | 0.2% | 2026-Q1 |
| TrustBank trimmed | 4,735 | $267K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 4,695 | $265K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 4,510 | $257K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. | 4,550 | $256K | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC | 4,370 | $246K | 0.2% | 2026-Q1 |
| TopTier Wealth Management, LLC | 4,261 | $240K | 0.1% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC trimmed | 4,233 | $239K | 0.1% | 2026-Q1 |
| Archer Investment Corp | 4,025 | $227K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 3,931 | $222K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC | 3,862 | $217K | 0.1% | 2026-Q1 |
| Phoenix Financial Ltd. trimmed | 3,835 | $216K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 3,834 | $216K | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC new | 82,689 | $4M | 2.5% | 2025-Q1 stale |
| Gradient Investments LLC | 31,371 | $2M | 1.1% | 2025-Q3 stale |
| ORG Partners LLC added | 28,332 | $2M | 1.0% | 2025-Q4 stale |
| Cresset Asset Management, LLC new | 26,378 | $2M | 0.9% | 2025-Q4 stale |
| Strategic Blueprint, LLC added | 24,621 | $1M | 0.9% | 2025-Q3 stale |
| Sigma Planning Corp trimmed | 15,961 | $923K | 0.6% | 2025-Q4 stale |
| FOUNDERS FINANCIAL SECURITIES LLC new | 14,553 | $793K | 0.5% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 15,513 | $771K | 0.5% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 12,243 | $667K | 0.4% | 2025-Q2 stale |
| RK Capital Management, LLC/FL | 10,000 | $579K | 0.4% | 2025-Q4 stale |
| Arlington Capital Management, Inc. trimmed | 9,048 | $524K | 0.3% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC added | 6,531 | $378K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. | 6,843 | $373K | 0.2% | 2025-Q2 stale |
| Ascent Wealth Partners, LLC new | 5,188 | $300K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,156 | $293K | 0.2% | 2025-Q3 stale |
| WEDBUSH SECURITIES INC | 5,269 | $287K | 0.2% | 2025-Q2 stale |
| BCS Wealth Management added | 4,830 | $280K | 0.2% | 2025-Q4 stale |
| BLVD Private Wealth, LLC trimmed | 4,417 | $256K | 0.2% | 2025-Q4 stale |
| Summit Wealth Partners, LLC | 4,094 | $223K | 0.1% | 2025-Q2 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.