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Institutional Ownership · SEC Form 13F

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.

251
Institutional holders
18,845,762
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. trimmed1,834,811$81M10.1%2026-Q1
Cerity Partners LLC trimmed1,547,282$67M8.4%2026-Q1
Penserra Capital Management LLC added1,502,834$65M8.1%2026-Q1
Brookstone Capital Management trimmed873,271$38M4.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed735,174$32M4.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed679,829$29M3.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added585,699$25M3.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed474,940$21M2.6%2026-Q1
Focus Partners Wealth trimmed416,304$18M2.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed389,687$17M2.1%2026-Q1
LPL Financial LLC trimmed374,206$16M2.0%2026-Q1
BLAIR WILLIAM & CO/IL trimmed371,462$16M2.0%2026-Q1
Janney Montgomery Scott LLC added280,834$12M1.5%2026-Q1
Cetera Investment Advisers trimmed263,887$11M1.4%2026-Q1
Kestra Advisory Services, LLC added254,520$11M1.4%2026-Q1
CoreCap Advisors, LLC trimmed250,360$11M1.4%2026-Q1
HighTower Advisors, LLC trimmed246,221$11M1.3%2026-Q1
CWM, LLC trimmed234,311$10M1.3%2026-Q1
Orion Porfolio Solutions, LLC trimmed230,591$10M1.2%2026-Q1
US BANCORP \DE\ trimmed215,953$9M1.2%2026-Q1
Beacon Pointe Advisors, LLC added210,695$9M1.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed191,465$8M1.0%2026-Q1
Rockefeller Capital Management L.P. added190,888$8M1.0%2026-Q1
Cornerstone Wealth, LLC/TN new181,597$8M1.0%2026-Q1
AA Financial Advisors, LLC trimmed189,401$8M1.0%2026-Q1
Forvis Mazars Wealth Advisors, LLC trimmed162,659$7M0.9%2026-Q1
Triad Wealth Partners, LLC added146,583$6M0.8%2026-Q1
Talon Private Wealth, LLC added144,195$6M0.8%2026-Q1
TRUIST FINANCIAL CORP trimmed143,618$6M0.8%2026-Q1
Cresset Asset Management, LLC trimmed134,810$6M0.7%2026-Q1
Certified Advisory Corp trimmed132,540$6M0.7%2026-Q1
MML INVESTORS SERVICES, LLC trimmed124,176$5M0.7%2026-Q1
Signal Advisors Wealth, LLC added116,840$5M0.6%2026-Q1
Trek Financial, LLC trimmed113,792$5M0.6%2026-Q1
Advisory Services Network, LLC trimmed110,522$5M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added109,935$5M0.6%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed106,681$5M0.6%2026-Q1
WPWealth LLP trimmed99,835$4M0.5%2026-Q1
First Commonwealth Financial Corp /PA/ added89,951$4M0.5%2026-Q1
Southland Equity Partners LLC trimmed88,714$4M0.5%2026-Q1
MAI Capital Management trimmed85,585$4M0.5%2026-Q1
Keating Financial Advisory Services, Inc. trimmed78,772$3M0.4%2026-Q1
OneDigital Investment Advisors LLC trimmed77,905$3M0.4%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added74,859$3M0.4%2026-Q1
WEALTH ALLIANCE, LLC74,988$3M0.4%2026-Q1
KFG WEALTH MANAGEMENT, LLC trimmed73,282$3M0.4%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed72,029$3M0.4%2026-Q1
CRA Financial Services, LLC trimmed71,835$3M0.4%2026-Q1
Cassady Wealth & Retirement Planning, LLC trimmed67,842$3M0.4%2026-Q1
CreativeOne Wealth, LLC trimmed68,858$3M0.4%2026-Q1
Chris Bulman Inc trimmed68,288$3M0.4%2026-Q1
Patriot Financial Group Insurance Agency, LLC added67,864$3M0.4%2026-Q1
IFP Advisors, Inc trimmed65,180$3M0.4%2026-Q1
Global Strategic Investment Solutions, LLC trimmed63,712$3M0.3%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed63,137$3M0.3%2026-Q1
World Investment Advisors added62,248$3M0.3%2026-Q1
CENTAURUS FINANCIAL, INC. trimmed61,007$3M0.3%2026-Q1
BFI Wealth Solutions, LLC added58,223$3M0.3%2026-Q1
Diligent Investors, LLC57,723$2M0.3%2026-Q1
RED CRANE WEALTH MANAGEMENT, LLC trimmed57,187$2M0.3%2026-Q1
Three Seasons Wealth, LLC trimmed56,500$2M0.3%2026-Q1
Bellwether Advisors, LLC added55,118$2M0.3%2026-Q1
Ausdal Financial Partners, Inc. trimmed55,078$2M0.3%2026-Q1
STEPHENS INC /AR/ trimmed54,660$2M0.3%2026-Q1
Advyzon Investment Management, LLC trimmed51,789$2M0.3%2026-Q1
Fortune Financial Group, Inc. added51,407$2M0.3%2026-Q1
RETIREMENT INCOME SOLUTIONS, INC added45,195$2M0.2%2026-Q1
RFG Advisory, LLC trimmed44,525$2M0.2%2026-Q1
GILL CAPITAL PARTNERS, LLC trimmed43,020$2M0.2%2026-Q1
Atlantic Private Wealth, LLC42,346$2M0.2%2026-Q1
Atria Investments, Inc added42,162$2M0.2%2026-Q1
AE Wealth Management LLC trimmed39,985$2M0.2%2026-Q1
ARS Wealth Advisors Group, LLC trimmed39,242$2M0.2%2026-Q1
Bedel Financial Consulting, Inc.39,213$2M0.2%2026-Q1
Cape Investment Advisory, Inc. trimmed37,450$2M0.2%2026-Q1
Forty-three Eighteen Advisors, LLC37,041$2M0.2%2026-Q1
U.S. Capital Wealth Advisors, LLC trimmed36,280$2M0.2%2026-Q1
BCS Wealth Management trimmed35,652$2M0.2%2026-Q1
Arkadios Wealth Advisors added35,291$2M0.2%2026-Q1
Jacobi Capital Management LLC34,959$2M0.2%2026-Q1
Beacon Financial Advisory LLC34,511$1M0.2%2026-Q1
Farther Finance Advisors, LLC trimmed34,215$1M0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED32,947$1M0.2%2026-Q1
Tradition Wealth Management, LLC trimmed32,732$1M0.2%2026-Q1
COFG Advisors, LLC trimmed32,348$1M0.2%2026-Q1
GLENMEDE TRUST CO NA added30,071$1M0.2%2026-Q1
CORRADO ADVISORS, LLC trimmed29,645$1M0.2%2026-Q1
SIGNATUREFD, LLC27,949$1M0.2%2026-Q1
Kovitz Investment Group Partners, LLC added310,793$13M1.7%2025-Q3 stale
Soltis Investment Advisors LLC added236,401$10M1.2%2025-Q2 stale
WEST MICHIGAN ADVISORS, LLC new186,976$8M1.0%2025-Q4 stale
Motiv8 Investments LLC trimmed131,475$6M0.7%2025-Q4 stale
Siligmueller & Norvid Wealth Advisors LLC added136,746$6M0.7%2025-Q2 stale
Orion Portfolio Solutions, LLC added114,232$4M0.6%2025-Q1 stale
Bullseye Investment Management, LLC78,638$3M0.4%2025-Q3 stale
OLD MISSION CAPITAL LLC added61,337$3M0.3%2025-Q2 stale
Frisch Financial Group, Inc.36,497$2M0.2%2025-Q2 stale
O'Connor Financial Group LLC added35,955$1M0.2%2025-Q2 stale
Bison Wealth, LLC added31,481$1M0.2%2025-Q2 stale
TOWNSQUARE CAPITAL LLC trimmed33,120$1M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership