Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
36 tracked funds added or opened POCT while 31 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
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 2026-Q1 and 2026-Q2, across 242 tracked filers holding POCT, 54 increased or opened the position and 146 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 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 5
- OLD MISSION CAPITAL LLC$3M
- Simplicity Wealth,LLC$2M
- THOR TRADING ADVISORS, LLC$1M
- AXXCESS WEALTH MANAGEMENT, LLC$785K
- Ameritas Advisory Services, LLC$557K
Full exits 14
- Penserra Capital Management LLC$65M
- Janney Montgomery Scott LLC$12M
- HighTower Advisors, LLC$11M
- CWM, LLC$10M
- Talon Private Wealth, LLC$6M
- Cambridge Investment Research Advisors, Inc.$5M
Largest adds
- Kestra Advisory Services, LLC$8M
- PRINCIPAL SECURITIES, INC.$4M
- MML INVESTORS SERVICES, LLC$3M
- NewEdge Advisors, LLC$3M
- OSAIC HOLDINGS, INC.$2M
- Arax Advisory Partners$2M
Largest trims
- Cerity Partners LLC$44M
- Brookstone Capital Management$29M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$15M
- COMMONWEALTH EQUITY SERVICES, LLC$11M
- ALLIANCEBERNSTEIN L.P.$2M
- MAI Capital Management$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 1,812,590 | $78M | 13.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 671,775 | $31M | 5.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 558,490 | $26M | 4.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 487,450 | $23M | 3.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 435,826 | $20M | 3.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 419,254 | $19M | 3.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 398,999 | $19M | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 374,536 | $17M | 3.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 371,721 | $17M | 3.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 366,562 | $17M | 2.9% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 245,994 | $11M | 2.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 241,564 | $11M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 224,780 | $10M | 1.8% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 194,313 | $9M | 1.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 191,415 | $9M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 189,404 | $9M | 1.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 184,205 | $9M | 1.5% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN added | 183,665 | $9M | 1.5% | 2026-Q2 |
| AA Financial Advisors, LLC trimmed | 182,430 | $8M | 1.5% | 2026-Q2 |
| Brookstone Capital Management trimmed | 178,076 | $8M | 1.4% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 176,078 | $8M | 1.4% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 152,974 | $7M | 1.2% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 150,515 | $7M | 1.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 140,402 | $7M | 1.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 138,564 | $6M | 1.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 135,349 | $6M | 1.1% | 2026-Q2 |
| Certified Advisory Corp trimmed | 127,938 | $6M | 1.0% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 115,886 | $5M | 0.9% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 110,112 | $5M | 0.9% | 2026-Q2 |
| Trek Financial, LLC trimmed | 110,061 | $5M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 108,842 | $5M | 0.9% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 101,754 | $5M | 0.8% | 2026-Q2 |
| WPWealth LLP trimmed | 99,124 | $5M | 0.8% | 2026-Q2 |
| Southland Equity Partners LLC | 88,714 | $4M | 0.7% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 84,949 | $4M | 0.7% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 77,729 | $4M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 77,602 | $4M | 0.6% | 2026-Q2 |
| WEALTH ALLIANCE, LLC | 74,988 | $3M | 0.6% | 2026-Q2 |
| CRA Financial Services, LLC | 71,835 | $3M | 0.6% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 69,980 | $3M | 0.6% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 69,522 | $3M | 0.6% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 69,068 | $3M | 0.6% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ trimmed | 68,157 | $3M | 0.5% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 67,252 | $3M | 0.5% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC trimmed | 67,013 | $3M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 65,050 | $3M | 0.5% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC trimmed | 63,043 | $3M | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 60,397 | $3M | 0.5% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 59,108 | $3M | 0.5% | 2026-Q2 |
| World Investment Advisors trimmed | 58,698 | $3M | 0.5% | 2026-Q2 |
| Chris Bulman Inc trimmed | 57,959 | $3M | 0.5% | 2026-Q2 |
| Diligent Investors, LLC | 57,723 | $3M | 0.5% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC trimmed | 57,164 | $3M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 56,627 | $3M | 0.5% | 2026-Q2 |
| Three Seasons Wealth, LLC | 56,500 | $3M | 0.5% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 51,310 | $2M | 0.4% | 2026-Q2 |
| Bellwether Advisors, LLC trimmed | 50,797 | $2M | 0.4% | 2026-Q2 |
| Fortune Financial Group, Inc. trimmed | 50,590 | $2M | 0.4% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 50,074 | $2M | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC new | 48,402 | $2M | 0.4% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 45,694 | $2M | 0.4% | 2026-Q2 |
| MAI Capital Management trimmed | 45,198 | $2M | 0.4% | 2026-Q2 |
| RETIREMENT INCOME SOLUTIONS, INC | 45,195 | $2M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 43,283 | $2M | 0.3% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 42,869 | $2M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 42,223 | $2M | 0.3% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC trimmed | 38,661 | $2M | 0.3% | 2026-Q2 |
| Bedel Financial Consulting, Inc. trimmed | 38,542 | $2M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 37,908 | $2M | 0.3% | 2026-Q2 |
| Cape Investment Advisory, Inc. trimmed | 37,350 | $2M | 0.3% | 2026-Q2 |
| Forty-three Eighteen Advisors, LLC | 37,041 | $2M | 0.3% | 2026-Q2 |
| ARS Wealth Advisors Group, LLC trimmed | 36,665 | $2M | 0.3% | 2026-Q2 |
| BCS Wealth Management trimmed | 35,359 | $2M | 0.3% | 2026-Q2 |
| Jacobi Capital Management LLC | 34,959 | $2M | 0.3% | 2026-Q2 |
| Beacon Financial Advisory LLC trimmed | 33,911 | $2M | 0.3% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 33,870 | $2M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 33,055 | $2M | 0.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 32,818 | $2M | 0.3% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 31,690 | $1M | 0.3% | 2026-Q2 |
| COFG Advisors, LLC trimmed | 31,622 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,943 | $1M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 30,071 | $1M | 0.2% | 2026-Q2 |
| CORRADO ADVISORS, LLC trimmed | 29,154 | $1M | 0.2% | 2026-Q2 |
| THOR TRADING ADVISORS, LLC new | 28,283 | $1M | 0.2% | 2026-Q2 |
| Vantage Point Financial LLC added | 28,273 | $1M | 0.2% | 2026-Q2 |
| SIGNATUREFD, LLC | 27,949 | $1M | 0.2% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 27,074 | $1M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 27,025 | $1M | 0.2% | 2026-Q2 |
| Orion Capital Management LLC trimmed | 26,604 | $1M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 26,599 | $1M | 0.2% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 26,516 | $1M | 0.2% | 2026-Q2 |
| FSA Advisors, Inc. trimmed | 26,119 | $1M | 0.2% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 25,441 | $1M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Group, LLC trimmed | 25,403 | $1M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. | 25,155 | $1M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 24,117 | $1M | 0.2% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC trimmed | 23,041 | $1M | 0.2% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 22,196 | $1M | 0.2% | 2026-Q2 |
| Dakota Wealth Management added | 21,734 | $1M | 0.2% | 2026-Q2 |
| Ascent Wealth Partners, LLC trimmed | 21,571 | $1M | 0.2% | 2026-Q2 |
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.