BOCT
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow -7.5% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.12K | $340,809 | n/a | n/a |
| Q2 2026 | 17 | -1 | 1.24M | $65.65M | +2 | −4 |
| 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 | 266.25K | -2.5% | $12.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cerity Partners LLC | 181.66K | -9.4% | $8.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 161.51K | -2.9% | $7.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 156.61K | +3.8% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 120.87K | +1.2% | $5.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 118.91K | -23.7% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 77.57K | -41.6% | $3.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 70.73K | -7.6% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Captrust Financial Advisors | 66.73K | 0.0% | $3.20M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 50.51K | -4.8% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 40.51K | +111.3% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 36.32K | -0.4% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 22.52K | -70.2% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 19.73K | New | $946,732 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cwm, Llc | 18.83K | New | $903,591 | 0.0% | New | 1 | SEC ↗ |
| 16 | Blair William & Co/Il | 8.86K | 0.0% | $425,019 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Creative Planning | 4.96K | New | $237,871 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.81K | -2.7% | $134,795 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 1.85K | -67.8% | $87,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Barclays Plc | 1.12K | New | $53,649 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $946,732 | 0.0% |
| Cwm, Llc | $903,591 | 0.0% |
| Creative Planning | $237,871 | 0.0% |
| Barclays Plc | $53,649 | 0.0% |
Exited
| No tracked exits this quarter. |
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.