Who owns POCT (POCT)
Which tracked institutional funds hold POCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See POCT 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
23 tracked funds added or opened POCT while 55 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
POCT’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes POCT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in POCT 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 251 tracked filers holding POCT, 58 increased or opened the position and 145 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 POCT 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 7
- Cornerstone Wealth, LLC/TN$8M
- Talon Private Wealth, LLC$6M
- GLENMEDE TRUST CO NA$1M
- Creative Planning$672K
- Envision Financial Transparency, LLC$570K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$544K
Full exits 6
- WEST MICHIGAN ADVISORS, LLC$8M
- Motiv8 Investments LLC$6M
- Rothschild Wealth LLC$996K
- HRT FINANCIAL LP$756K
- SageView Advisory Group, LLC$656K
- Arete Wealth Advisors, LLC$630K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$5M
- Rockefeller Capital Management L.P.$4M
- Penserra Capital Management LLC$3M
- World Investment Advisors$2M
- Kestra Advisory Services, LLC$2M
- Beacon Pointe Advisors, LLC$1M
Largest trims
- Allworth Financial LP$26M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$16M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
- OSAIC HOLDINGS, INC.$6M
- STEPHENS INC /AR/$5M
- MAI Capital Management$4M
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 1,834,811 | $81M | 10.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 1,547,282 | $67M | 8.4% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,502,834 | $65M | 8.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 873,271 | $38M | 4.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 735,174 | $32M | 4.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 679,829 | $29M | 3.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 585,699 | $25M | 3.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 474,940 | $21M | 2.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 416,304 | $18M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 389,687 | $17M | 2.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 374,206 | $16M | 2.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 371,462 | $16M | 2.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 280,834 | $12M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 263,887 | $11M | 1.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 254,520 | $11M | 1.4% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 250,360 | $11M | 1.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 246,221 | $11M | 1.3% | 2026-Q1 |
| CWM, LLC trimmed | 234,311 | $10M | 1.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 230,591 | $10M | 1.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 215,953 | $9M | 1.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 210,695 | $9M | 1.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 191,465 | $8M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 190,888 | $8M | 1.0% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 181,597 | $8M | 1.0% | 2026-Q1 |
| AA Financial Advisors, LLC trimmed | 189,401 | $8M | 1.0% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 162,659 | $7M | 0.9% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 146,583 | $6M | 0.8% | 2026-Q1 |
| Talon Private Wealth, LLC added | 144,195 | $6M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 143,618 | $6M | 0.8% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 134,810 | $6M | 0.7% | 2026-Q1 |
| Certified Advisory Corp trimmed | 132,540 | $6M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 124,176 | $5M | 0.7% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 116,840 | $5M | 0.6% | 2026-Q1 |
| Trek Financial, LLC trimmed | 113,792 | $5M | 0.6% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 110,522 | $5M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 109,935 | $5M | 0.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 106,681 | $5M | 0.6% | 2026-Q1 |
| WPWealth LLP trimmed | 99,835 | $4M | 0.5% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 89,951 | $4M | 0.5% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 88,714 | $4M | 0.5% | 2026-Q1 |
| MAI Capital Management trimmed | 85,585 | $4M | 0.5% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 78,772 | $3M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 77,905 | $3M | 0.4% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 74,859 | $3M | 0.4% | 2026-Q1 |
| WEALTH ALLIANCE, LLC | 74,988 | $3M | 0.4% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 73,282 | $3M | 0.4% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 72,029 | $3M | 0.4% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 71,835 | $3M | 0.4% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 67,842 | $3M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 68,858 | $3M | 0.4% | 2026-Q1 |
| Chris Bulman Inc trimmed | 68,288 | $3M | 0.4% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 67,864 | $3M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 65,180 | $3M | 0.4% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 63,712 | $3M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 63,137 | $3M | 0.3% | 2026-Q1 |
| World Investment Advisors added | 62,248 | $3M | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 61,007 | $3M | 0.3% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 58,223 | $3M | 0.3% | 2026-Q1 |
| Diligent Investors, LLC | 57,723 | $2M | 0.3% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 57,187 | $2M | 0.3% | 2026-Q1 |
| Three Seasons Wealth, LLC trimmed | 56,500 | $2M | 0.3% | 2026-Q1 |
| Bellwether Advisors, LLC added | 55,118 | $2M | 0.3% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 55,078 | $2M | 0.3% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 54,660 | $2M | 0.3% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 51,789 | $2M | 0.3% | 2026-Q1 |
| Fortune Financial Group, Inc. added | 51,407 | $2M | 0.3% | 2026-Q1 |
| RETIREMENT INCOME SOLUTIONS, INC added | 45,195 | $2M | 0.2% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 44,525 | $2M | 0.2% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC trimmed | 43,020 | $2M | 0.2% | 2026-Q1 |
| Atlantic Private Wealth, LLC | 42,346 | $2M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 42,162 | $2M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 39,985 | $2M | 0.2% | 2026-Q1 |
| ARS Wealth Advisors Group, LLC trimmed | 39,242 | $2M | 0.2% | 2026-Q1 |
| Bedel Financial Consulting, Inc. | 39,213 | $2M | 0.2% | 2026-Q1 |
| Cape Investment Advisory, Inc. trimmed | 37,450 | $2M | 0.2% | 2026-Q1 |
| Forty-three Eighteen Advisors, LLC | 37,041 | $2M | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 36,280 | $2M | 0.2% | 2026-Q1 |
| BCS Wealth Management trimmed | 35,652 | $2M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 35,291 | $2M | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC | 34,959 | $2M | 0.2% | 2026-Q1 |
| Beacon Financial Advisory LLC | 34,511 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 34,215 | $1M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED | 32,947 | $1M | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 32,732 | $1M | 0.2% | 2026-Q1 |
| COFG Advisors, LLC trimmed | 32,348 | $1M | 0.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 30,071 | $1M | 0.2% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 29,645 | $1M | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC | 27,949 | $1M | 0.2% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC added | 310,793 | $13M | 1.7% | 2025-Q3 stale |
| Soltis Investment Advisors LLC added | 236,401 | $10M | 1.2% | 2025-Q2 stale |
| WEST MICHIGAN ADVISORS, LLC new | 186,976 | $8M | 1.0% | 2025-Q4 stale |
| Motiv8 Investments LLC trimmed | 131,475 | $6M | 0.7% | 2025-Q4 stale |
| Siligmueller & Norvid Wealth Advisors LLC added | 136,746 | $6M | 0.7% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC added | 114,232 | $4M | 0.6% | 2025-Q1 stale |
| Bullseye Investment Management, LLC | 78,638 | $3M | 0.4% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC added | 61,337 | $3M | 0.3% | 2025-Q2 stale |
| Frisch Financial Group, Inc. | 36,497 | $2M | 0.2% | 2025-Q2 stale |
| O'Connor Financial Group LLC added | 35,955 | $1M | 0.2% | 2025-Q2 stale |
| Bison Wealth, LLC added | 31,481 | $1M | 0.2% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 33,120 | $1M | 0.2% | 2025-Q1 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.