109 tracked 13F filers disclose a position in BOCT as of the latest SEC 13F filings, a combined $162.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | COFG Advisors, LLC | $19.7M | 371K | ▼−0.1% Reduced · −371 sh | Q2 2026 | |
| 2 | INTEGRAL INVESTMENT ADVISORS, INC. | $15.7M | 297K | ▲+2.1% Added · +6K sh | Q2 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 266K | ▼−2.5% Reduced · −7K sh | Q1 2026 | |
| 4 | Cerity Partners LLC | $8.7M | 182K | ▼−9.4% Reduced · −19K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $7.8M | 162K | ▼−2.9% Reduced · −5K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $7.5M | 157K | ▲+3.8% Added · +6K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 121K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $5.7M | 119K | ▼−24% Reduced · −37K sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $3.8M | 72K | ▲+220% Added · +50K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $3.4M | 71K | ▼−7.6% Reduced · −6K sh | Q1 2026 | |
| 11 | Fragasso Financial Advisors Inc | $3.4M | 64K | ▼−2.9% Reduced · −2K sh | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | $3.0M | 57K | ▼−16% Reduced · −11K sh | Q2 2026 | |
| 13 | Berkshire Money Management, Inc. | $2.9M | 56K | —Held | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.4M | 51K | ▼−4.8% Reduced · −3K sh | Q1 2026 | |
| 15 | Wealthquest Corp | $2.3M | 44K | —Held | Q2 2026 | |
| 16 | Global Assets Advisory, LLC | $2.2M | 41K | ▲New +41K sh | Q2 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 41K | ▲+111% Added · +21K sh | Q1 2026 | |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.0M | 38K | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 19 | FSA Advisors, Inc. | $2.0M | 38K | ▼−2.5% Reduced · −992 sh | Q2 2026 | |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.9M | 37K | ▼−2.0% Reduced · −740 sh | Q2 2026 | |
| 21 | Diversify Advisory Services, LLC | $1.9M | 37K | ▲Added Added · +37K sh | Q2 2026 | |
| 22 | TRUIST FINANCIAL CORP | $1.7M | 36K | ▼−0.4% Reduced · −162 sh | Q1 2026 | |
| 23 | Beacon Pointe Advisors, LLC | $1.9M | 35K | ▼−19% Reduced · −8K sh | Q2 2026 | |
| 24 | Orion Porfolio Solutions, LLC | $1.5M | 32K | ▲New +32K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $1.6M | 30K | ▲+12% Added · +3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in BOCT and 11 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 55 funds | $2.7B |
| NVIDIA CORPNVDA | 54 funds | $3.2B |
| APPLE INCAAPL | 53 funds | $4.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 53 funds | $2.0B |
| MICROSOFT CORPMSFT | 52 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 52 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 52 funds | $818.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 52 funds | $769.8M |
| ISHARES CORE S&P 500 ETFIVV | 51 funds | $3.5B |
| AMAZON.COM INCAMZN | 51 funds | $1.7B |
| TESLA INCTSLA | 51 funds | $674.7M |
| VANGUARD S&P 500 ETFVOO | 50 funds | $2.4B |
Ranked by how many of BOCT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 270 funds | $1.0B |
| PJULmc | 247 funds | $688.8M |
| POCTmc | 232 funds | $682.3M |
| PFEBmc | 215 funds | $584.5M |
| PAPRmc | 213 funds | $575.0M |
| PDECmc | 209 funds | $645.4M |
| PSEPmc | 203 funds | $570.3M |
| PAUGmc | 198 funds | $618.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BOCT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BOCT/capital-change-brief"
Use Arkolith's capital_change_brief for BOCT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BOCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.