Who owns UOCT
Which tracked institutional funds hold UOCT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UOCT 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
12 tracked funds added or opened UOCT while 13 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
UOCT’s largest tracked holder by dollar value, Talon Private Wealth, LLC, sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UOCT 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 89 tracked filers holding UOCT, 33 increased or opened the position and 43 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 UOCT 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 2
- SteelPeak Wealth, LLC$841K
- AXXCESS WEALTH MANAGEMENT, LLC$624K
Full exits 7
- Talon Private Wealth, LLC$36M
- CWM, LLC$5M
- Wood Tarver Financial Group, LLC$2M
- WEDBUSH SECURITIES INC$748K
- CENTAURUS FINANCIAL, INC.$660K
- GTS SECURITIES LLC$549K
Largest adds
- MML INVESTORS SERVICES, LLC$874K
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$789K
- Triad Wealth Partners, LLC$697K
- Orion Porfolio Solutions, LLC$415K
- RAYMOND JAMES FINANCIAL INC$411K
- COMMONWEALTH EQUITY SERVICES, LLC$379K
Largest trims
- Brookstone Capital Management$61M
- Creative Planning$2M
- SageView Advisory Group, LLC$2M
- KFG WEALTH MANAGEMENT, LLC$1M
- OLD MISSION CAPITAL LLC$795K
- Kestra Advisory Services, LLC$646K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 366,149 | $15M | 10.2% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 158,706 | $7M | 4.4% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 89,915 | $4M | 2.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 88,006 | $4M | 2.5% | 2026-Q2 |
| Brookstone Capital Management trimmed | 86,949 | $4M | 2.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 81,311 | $3M | 2.3% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 79,797 | $3M | 2.2% | 2026-Q2 |
| Spire Wealth Management trimmed | 78,766 | $3M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 69,414 | $3M | 1.9% | 2026-Q2 |
| IMG Wealth Management, Inc. added | 66,598 | $3M | 1.9% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 65,507 | $3M | 1.8% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 58,130 | $2M | 1.6% | 2026-Q2 |
| LPL Financial LLC added | 57,574 | $2M | 1.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 57,041 | $2M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 55,406 | $2M | 1.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 50,862 | $2M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers | 46,740 | $2M | 1.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 43,407 | $2M | 1.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,035 | $2M | 1.1% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 37,611 | $2M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 37,312 | $2M | 1.0% | 2026-Q2 |
| Sonoma Allocations LLC trimmed | 36,803 | $2M | 1.0% | 2026-Q2 |
| Bedel Financial Consulting, Inc. | 36,171 | $1M | 1.0% | 2026-Q2 |
| Berger Financial Group, Inc | 34,116 | $1M | 1.0% | 2026-Q2 |
| Trek Financial, LLC | 30,076 | $1M | 0.8% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 24,802 | $1M | 0.7% | 2026-Q2 |
| Allworth Financial LP added | 23,865 | $981K | 0.7% | 2026-Q2 |
| Compass Advisory Group LLC trimmed | 20,704 | $851K | 0.6% | 2026-Q2 |
| SteelPeak Wealth, LLC new | 20,458 | $841K | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 19,444 | $799K | 0.5% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC | 15,383 | $632K | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC | 15,167 | $624K | 0.4% | 2026-Q2 |
| Vantage Point Financial LLC trimmed | 15,154 | $623K | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC added | 14,328 | $589K | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC | 13,731 | $564K | 0.4% | 2026-Q2 |
| Cornerstone Wealth Group, LLC | 12,844 | $528K | 0.4% | 2026-Q2 |
| Meridian Wealth Management, LLC | 12,478 | $513K | 0.3% | 2026-Q2 |
| WEALTHGARDEN F.S. LLC | 12,383 | $509K | 0.3% | 2026-Q2 |
| Long Island Wealth Management, Inc. | 12,046 | $495K | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 11,866 | $488K | 0.3% | 2026-Q2 |
| Kellett Wealth Advisors, LLC added | 11,496 | $473K | 0.3% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC | 11,423 | $470K | 0.3% | 2026-Q2 |
| WorthPointe, LLC | 11,238 | $462K | 0.3% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 11,204 | $461K | 0.3% | 2026-Q2 |
| NewCorp Financial Services, Inc. | 10,922 | $449K | 0.3% | 2026-Q2 |
| Encompass More Asset Management added | 10,495 | $431K | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 9,799 | $403K | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC | 9,189 | $378K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 8,471 | $348K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 8,038 | $330K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 7,873 | $324K | 0.2% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 7,481 | $308K | 0.2% | 2026-Q2 |
| BFI Wealth Solutions, LLC | 7,375 | $303K | 0.2% | 2026-Q2 |
| Beacon Financial Advisory LLC | 6,736 | $277K | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 6,475 | $266K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 6,293 | $259K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 6,270 | $258K | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6,100 | $251K | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 6,057 | $249K | 0.2% | 2026-Q2 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC trimmed | 5,840 | $240K | 0.2% | 2026-Q2 |
| Lantz Financial LLC trimmed | 5,679 | $233K | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC | 5,587 | $230K | 0.2% | 2026-Q2 |
| ATX Financial Planning, LLC trimmed | 5,520 | $227K | 0.2% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 5,500 | $226K | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 5,373 | $221K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 5,344 | $220K | 0.1% | 2026-Q2 |
| Financial Network Wealth Advisors LLC trimmed | 5,339 | $219K | 0.1% | 2026-Q2 |
| Hiley Hunt Wealth Management new | 5,118 | $210K | 0.1% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC new | 5,017 | $206K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 4,961 | $204K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 4,924 | $202K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 4,164 | $171K | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 3,573 | $147K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 3,250 | $134K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,205 | $91K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc new | 1,403 | $58K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 1,200 | $49K | 0.0% | 2026-Q2 |
| Archer Investment Corp added | 1,063 | $44K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 962 | $40K | 0.0% | 2026-Q2 |
| WealthShield Partners, LLC trimmed | 911 | $37K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 716 | $29K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 500 | $21K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 445 | $18K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 400 | $16K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 330 | $14K | 0.0% | 2026-Q2 |
| Bullock Wealth Management Group new | 173 | $7K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 144 | $6K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 123 | $5K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $14 | 0.0% | 2026-Q2 |
| Talon Private Wealth, LLC added | 943,203 | $36M | 24.5% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 125,368 | $5M | 3.3% | 2026-Q1 stale (1 quarter behind) |
| Wood Tarver Financial Group, LLC trimmed | 40,576 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC | 19,570 | $748K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 17,253 | $660K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 14,353 | $549K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Arkadios Wealth Advisors added | 14,148 | $541K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| ASHTON THOMAS SECURITIES, LLC trimmed | 63,385 | $2M | 1.6% | 2025-Q2 stale (4 quarters behind) |
| Donald L. Hagan, LLC trimmed | 53,555 | $2M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| FOUNDERS FINANCIAL SECURITIES LLC new | 21,185 | $779K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| City Center Advisors, LLC trimmed | 14,248 | $524K | 0.4% | 2025-Q2 stale (4 quarters behind) |
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.