GOCT
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 0 | 1.25M | $52.05M | +1 | −1 |
| Q1 2026 | 22 | +3 | 1.20M | $46.33M | +3 | — |
| Q4 2025 | 19 | -1 | 1.43M | $56.32M | — | −1 |
| Q3 2025 | 2 | 0 | 26.57K | $1.02M | — | — |
| Q2 2025 | 1 | +1 | 16.20K | $592,409 | +1 | — |
| Q2 2024 | 1 | — | 8.79K | $299,569 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 304.76K | -4.8% | $12.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 304.76K | -4.8% | $12.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 154.87K | -0.8% | $6.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 149.37K | -1.3% | $6.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 140.92K | +27.6% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 140.92K | +27.6% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 140.92K | +27.6% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 121.02K | -16.7% | $5.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 77.17K | +99.2% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 73.47K | -3.1% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 59.83K | +3.2% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 32.70K | New | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 31.51K | 0.0% | $1.31M | 0.0% | Held | 3 | SEC ↗ |
| 14 | Hrt Financial Lp | 26.55K | +300.6% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 20.90K | -26.3% | $868,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 19.48K | +2.5% | $809,289 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 14.47K | 0.0% | $604,431 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 10.11K | 0.0% | $420,016 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Mariner, LLC | 6.50K | -46.5% | $270,120 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Barclays Plc | 4.94K | -0.4% | $205,230 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 2.35K | +392.4% | $97,589 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.45K | 0.0% | $60,032 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 400 | -32.7% | $16,618 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 29 | -99.1% | $1,210 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 29 | -99.1% | $1,210 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.36M | 0.0% |
Exited
| Goldman Sachs Group | $373,097 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 104 holders, 3.91M shares, $147.31M 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.