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-Q1 13F filings (latest filed 2026-05-19). 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
8 tracked funds added or opened UOCT while 10 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
UOCT’s largest tracked holder by dollar value, Brookstone Capital Management, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp 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 2025-Q4 and 2026-Q1, across 91 tracked filers holding UOCT, 26 increased or opened the position and 45 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 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 2
- Talon Private Wealth, LLC$36M
- Creative Planning$2M
Full exits 3
- SageView Advisory Group, LLC$2M
- JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$600K
- AXXCESS WEALTH MANAGEMENT, LLC$592K
Largest adds
- OLD MISSION CAPITAL LLC$783K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$548K
- OSAIC HOLDINGS, INC.$462K
- Kestra Advisory Services, LLC$434K
- Triad Wealth Partners, LLC$276K
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$267K
Largest trims
- MERCER GLOBAL ADVISORS INC /ADV$2M
- Brookstone Capital Management$879K
- MML INVESTORS SERVICES, LLC$834K
- HARBOUR INVESTMENTS, INC.$698K
- KFG WEALTH MANAGEMENT, LLC$596K
- COMMONWEALTH EQUITY SERVICES, LLC$460K
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 |
|---|---|---|---|---|
| Brookstone Capital Management added | 1,681,168 | $64M | 30.4% | 2026-Q1 |
| Talon Private Wealth, LLC added | 943,203 | $36M | 17.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 383,727 | $15M | 6.9% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 149,978 | $6M | 2.7% | 2026-Q1 |
| CWM, LLC added | 125,368 | $5M | 2.3% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 124,403 | $5M | 2.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 104,299 | $4M | 1.9% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 90,285 | $3M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 84,906 | $3M | 1.5% | 2026-Q1 |
| Spire Wealth Management trimmed | 82,198 | $3M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 75,972 | $3M | 1.4% | 2026-Q1 |
| IMG Wealth Management, Inc. trimmed | 65,876 | $3M | 1.2% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 60,918 | $2M | 1.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 59,576 | $2M | 1.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 56,222 | $2M | 1.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 55,621 | $2M | 1.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 53,840 | $2M | 1.0% | 2026-Q1 |
| Creative Planning new | 49,328 | $2M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 48,824 | $2M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 46,740 | $2M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 43,624 | $2M | 0.8% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 40,576 | $2M | 0.7% | 2026-Q1 |
| Sonoma Allocations LLC trimmed | 38,374 | $1M | 0.7% | 2026-Q1 |
| Bedel Financial Consulting, Inc. | 36,171 | $1M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 35,264 | $1M | 0.6% | 2026-Q1 |
| Berger Financial Group, Inc | 34,116 | $1M | 0.6% | 2026-Q1 |
| Trek Financial, LLC trimmed | 30,076 | $1M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 29,906 | $1M | 0.5% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 25,022 | $957K | 0.5% | 2026-Q1 |
| Allworth Financial LP | 23,438 | $896K | 0.4% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 22,733 | $869K | 0.4% | 2026-Q1 |
| Compass Advisory Group LLC trimmed | 20,885 | $799K | 0.4% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 19,570 | $748K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 17,265 | $660K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 17,253 | $660K | 0.3% | 2026-Q1 |
| Vantage Point Financial LLC | 16,273 | $622K | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 14,353 | $549K | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors added | 14,148 | $541K | 0.3% | 2026-Q1 |
| IHT Wealth Management, LLC | 13,731 | $525K | 0.2% | 2026-Q1 |
| Cornerstone Wealth Group, LLC | 12,844 | $513K | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC | 12,478 | $477K | 0.2% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC | 12,383 | $474K | 0.2% | 2026-Q1 |
| Long Island Wealth Management, Inc. | 12,046 | $461K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 12,020 | $460K | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 11,779 | $450K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 11,643 | $445K | 0.2% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 11,423 | $440K | 0.2% | 2026-Q1 |
| Kellett Wealth Advisors, LLC trimmed | 11,459 | $438K | 0.2% | 2026-Q1 |
| WorthPointe, LLC trimmed | 11,238 | $430K | 0.2% | 2026-Q1 |
| NewCorp Financial Services, Inc. | 10,922 | $418K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC | 10,785 | $412K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 10,614 | $406K | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 10,614 | $406K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC | 9,189 | $351K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 8,760 | $335K | 0.2% | 2026-Q1 |
| Chris Bulman Inc trimmed | 8,559 | $327K | 0.2% | 2026-Q1 |
| Encompass More Asset Management added | 8,498 | $325K | 0.2% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 8,102 | $310K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 7,873 | $301K | 0.1% | 2026-Q1 |
| Integrity Advisory Solutions, LLC | 7,709 | $295K | 0.1% | 2026-Q1 |
| BFI Wealth Solutions, LLC | 7,375 | $284K | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc new | 7,261 | $278K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC | 6,909 | $264K | 0.1% | 2026-Q1 |
| Beacon Financial Advisory LLC | 6,736 | $258K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 6,293 | $241K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 6,174 | $236K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6,100 | $233K | 0.1% | 2026-Q1 |
| ATX Financial Planning, LLC trimmed | 5,903 | $226K | 0.1% | 2026-Q1 |
| Lantz Financial LLC trimmed | 5,740 | $219K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC | 5,587 | $214K | 0.1% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 5,500 | $210K | 0.1% | 2026-Q1 |
| Tradition Wealth Management, LLC | 5,377 | $206K | 0.1% | 2026-Q1 |
| Financial Network Wealth Advisors LLC added | 5,364 | $205K | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 5,323 | $204K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 3,666 | $140K | 0.1% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 63,385 | $2M | 1.1% | 2025-Q2 stale |
| Donald L. Hagan, LLC trimmed | 53,555 | $2M | 0.9% | 2025-Q2 stale |
| SageView Advisory Group, LLC added | 48,460 | $2M | 0.9% | 2025-Q4 stale |
| Fermata Advisors, LLC trimmed | 32,144 | $1M | 0.5% | 2025-Q1 stale |
| FOUNDERS FINANCIAL SECURITIES LLC new | 21,185 | $779K | 0.4% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC new | 17,467 | $603K | 0.3% | 2025-Q1 stale |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC new | 15,368 | $600K | 0.3% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 15,167 | $592K | 0.3% | 2025-Q4 stale |
| City Center Advisors, LLC trimmed | 14,248 | $524K | 0.2% | 2025-Q2 stale |
| Sovran Advisors, LLC | 14,219 | $477K | 0.2% | 2025-Q1 stale |
| Savvy Advisors, Inc. new | 9,555 | $351K | 0.2% | 2025-Q2 stale |
| NOVUS ADVISORS, LLC | 9,582 | $331K | 0.2% | 2025-Q1 stale |
| Atlantic Private Wealth, LLC | 8,578 | $316K | 0.1% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 8,725 | $301K | 0.1% | 2025-Q1 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,203 | $283K | 0.1% | 2025-Q4 stale |
| Arete Wealth Advisors, LLC added | 6,865 | $268K | 0.1% | 2025-Q4 stale |
| Continuum Advisory, LLC added | 7,529 | $260K | 0.1% | 2025-Q1 stale |
| Betterment LLC trimmed | 6,411 | $246K | 0.1% | 2025-Q3 stale |
| CONTINUUM WEALTH ADVISORS, LLC | 5,747 | $221K | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC new | 5,224 | $204K | 0.1% | 2025-Q4 stale |
| Accurate Wealth Management, LLC added | 6,070 | $204K | 0.1% | 2025-Q1 stale |
| BENJAMIN EDWARDS INC new | 5,204 | $203K | 0.1% | 2025-Q4 stale |
| First Heartland Consultants, Inc. new | 5,170 | $202K | 0.1% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 3,881 | $149K | 0.1% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC trimmed | 3,454 | $127K | 0.1% | 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.
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.