BOCT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -2.2% ·
net new positions -6.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.12K | $340,809 | n/a | n/a |
| Q2 2026 | 18 | -1 | 1.40M | $74.27M | +2 | −3 |
| Q1 2026 | 20 | +4 | 1.43M | $68.59M | +4 | n/a |
| Q4 2025 | 16 | -1 | 1.54M | $76.38M | n/a | −1 |
| Q3 2025 | 3 | 0 | 42.72K | $2.07M | n/a | n/a |
| Q2 2025 | 1 | 0 | 14.12K | $641,572 | n/a | n/a |
| Q1 2025 | 1 | 0 | 10.07K | $423,136 | n/a | n/a |
| Q4 2024 | 1 | +1 | 13.58K | $586,909 | +1 | n/a |
| Q2 2024 | 1 | n/a | 7.70K | $320,295 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 273.17K | n/a | $13.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cerity Partners LLC | 200.60K | n/a | $9.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 166.37K | n/a | $8.22M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 155.82K | n/a | $7.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 150.88K | n/a | $7.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 132.89K | n/a | $6.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 119.48K | n/a | $5.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 76.54K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 75.58K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Captrust Financial Advisors | 66.73K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 53.09K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 36.48K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 19.17K | n/a | $947,568 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Blair William & Co/Il | 8.86K | n/a | $437,754 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 5.75K | -81.2% | $284,438 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Morgan Stanley ✦ | 2.89K | 0.0% | $142,688 | 0.0% | Held | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $447,062 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 113 holders, 4.46M shares, $189.59M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.