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Institutional Ownership · SEC Form 13F

Who owns QCOC


Which tracked institutional funds hold QCOC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QCOC company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

51
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

4 tracked funds added or opened QCOC while 6 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

QCOC’s largest tracked holder by dollar value, Sequent Planning LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in QCOC 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 51 tracked filers holding QCOC, 16 increased or opened the position and 18 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 QCOC 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 1

  • Beacon Pointe Advisors, LLC$552K

Largest adds

  • OGOREK ANTHONY JOSEPH /NY/ /ADV$2M
  • Kestra Advisory Services, LLC$1M
  • First Heartland Consultants, Inc.$388K

Largest trims

  • RAYMOND JAMES FINANCIAL INC$6M
  • Prosperity Financial Group, Inc.$2M
  • Sigma Planning Corp$529K
  • INSIGNEO ADVISORY SERVICES, LLC$336K
  • SAGESPRING WEALTH PARTNERS, LLC$280K
  • Cetera Investment Advisers$267K

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
Sequent Planning LLC trimmed350,515$8M15.4%2026-Q1
Cetera Investment Advisers trimmed235,848$5M10.4%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC trimmed233,694$5M10.3%2026-Q1
Prosperity Financial Group, Inc. trimmed216,674$5M9.5%2026-Q1
LPL Financial LLC added126,222$3M5.6%2026-Q1
Kestra Advisory Services, LLC added90,681$2M4.0%2026-Q1
OGOREK ANTHONY JOSEPH /NY/ /ADV added86,266$2M3.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed71,440$2M3.1%2026-Q1
Maia Wealth LLC trimmed65,495$1M2.9%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed63,966$1M2.8%2026-Q1
TRUIST FINANCIAL CORP trimmed58,702$1M2.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed51,518$1M2.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added49,137$1M2.2%2026-Q1
Sigma Planning Corp trimmed42,133$927K1.9%2026-Q1
First Heartland Consultants, Inc. added41,389$910K1.8%2026-Q1
Falcon Wealth Planning37,840$832K1.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed35,281$776K1.6%2026-Q1
OLD MISSION CAPITAL LLC trimmed31,505$693K1.4%2026-Q1
Capital Analysts, LLC28,740$632K1.3%2026-Q1
Ignite Planners, LLC28,595$629K1.3%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC trimmed25,841$568K1.1%2026-Q1
Beacon Pointe Advisors, LLC new25,114$552K1.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added18,619$409K0.8%2026-Q1
Comprehensive Financial Consultants Institutional, Inc. added18,446$406K0.8%2026-Q1
WEALTHGARDEN F.S. LLC17,149$377K0.8%2026-Q1
HARBOUR INVESTMENTS, INC. added16,746$368K0.7%2026-Q1
Diligent Investors, LLC13,545$298K0.6%2026-Q1
Integrity Financial Corp /WA13,182$290K0.6%2026-Q1
ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed13,171$290K0.6%2026-Q1
Triumph Capital Management added12,651$278K0.6%2026-Q1
MGO ONE SEVEN LLC12,600$277K0.6%2026-Q1
StoneX Group Inc. trimmed12,045$265K0.5%2026-Q1
LexAurum Advisors, LLC trimmed11,854$261K0.5%2026-Q1
Larson Financial Group LLC10,789$237K0.5%2026-Q1
Strategic Blueprint, LLC trimmed9,551$210K0.4%2026-Q1
Grantvest Financial Group LLC trimmed9,247$203K0.4%2026-Q1
Signature Equity Partners, LLC6,500$143K0.3%2026-Q1
Steward Partners Investment Advisory, LLC added5,875$129K0.3%2026-Q1
CWM, LLC5,387$118K0.2%2026-Q1
Advisory Services Network, LLC added5,221$115K0.2%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added3,267$72K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed2,992$66K0.1%2026-Q1
Topsail Wealth Management, LLC1,500$33K0.1%2026-Q1
DHJJ Financial Advisors, Ltd.1,167$26K0.1%2026-Q1
Capital Investment Advisory Services, LLC1,040$23K0.0%2026-Q1
CoreCap Advisors, LLC1,000$22K0.0%2026-Q1
Aptus Capital Advisors, LLC950$21K0.0%2026-Q1
Noble Wealth Management PBC686$15K0.0%2026-Q1
IFP Advisors, Inc529$12K0.0%2026-Q1
UBS Group AG trimmed93$2K0.0%2026-Q1
JPMORGAN CHASE & CO trimmed1$230.0%2026-Q1
CITADEL ADVISORS LLC new50,245$1M2.1%2025-Q2 stale
ROYAL BANK OF CANADA new630$14K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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.

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