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Funds Holding BOCT

On this page, we present all of the funds holding BOCT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BOCT, with a link to that fund's top holdings. The next columns indicate the amount of BOCT stock held by each of the funds holding BOCT, followed by the BOCT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 87 funds holding BOCT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC (or by any of the other funds holding BOCT), click the fund name in the "Holder" column of the funds-holding-BOCT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Commonwealth Equity Services LLC609,977$23,466 12/31/2023
     BOCT609,977$23,466 12/31/2023
Wealthquest Corp260,056$10,004 12/31/2023
     BOCT260,056$10,004 12/31/2023
Integral Investment Advisors Inc.228,608$8,795 12/31/2023
     BOCT228,608$8,795 12/31/2023
Ashton Thomas Private Wealth LLC175,232$7,092 03/31/2024
     BOCT175,232$7,092 03/31/2024
Penserra Capital Management LLC156,833$6,033 12/31/2023
     BOCT156,833$6,033 12/31/2023
SageView Advisory Group LLC155,209$5,971 12/31/2023
     BOCT155,209$5,971 12/31/2023
HighTower Advisors LLC152,956$5,886 12/31/2023
     BOCT152,956$5,886 12/31/2023
Captrust Financial Advisors144,716$5,567 12/31/2023
     BOCT144,716$5,567 12/31/2023
Berkshire Money Management Inc.134,070$5,158 12/31/2023
     BOCT134,070$5,158 12/31/2023
Advisor Group Holdings Inc.87,732$3,375 12/31/2023
     BOCT87,732$3,375 12/31/2023
Envestnet Asset Management Inc.76,614$2,947 12/31/2023
     BOCT76,614$2,947 12/31/2023
Fragasso Group Inc.70,457$2,851 03/31/2024
     BOCT70,457$2,851 03/31/2024
Dfpg Investments LLC70,116$2,674 12/31/2023
     BOCT70,116$2,674 12/31/2023
Cetera Advisors LLC68,902$2,651 12/31/2023
     BOCT68,902$2,651 12/31/2023
Cambridge Investment Research Advisors Inc.56,942$2,191 12/31/2023
     BOCT56,942$2,191 12/31/2023
Cerity Partners LLC52,777$2,030 12/31/2023
     BOCT52,777$2,030 12/31/2023
LPL Financial LLC51,001$1,962 12/31/2023
     BOCT51,001$1,962 12/31/2023
Cresset Asset Management LLC49,835$1,917 12/31/2023
     BOCT49,835$1,917 12/31/2023
Kestra Advisory Services LLC41,081$1,580 12/31/2023
     BOCT41,081$1,580 12/31/2023
Blue Bell Private Wealth Management LLC40,099$1,543 12/31/2023
     BOCT40,099$1,543 12/31/2023
Diligent Investors LLC39,328$1,513 12/31/2023
     BOCT39,328$1,513 12/31/2023
Beacon Pointe Advisors LLC28,570$1,099 12/31/2023
     BOCT28,570$1,099 12/31/2023
Janney Montgomery Scott LLC27,294$1,050 12/31/2023
     BOCT27,294$1,050 12/31/2023
Maltin Wealth Management Inc.24,151$977 03/31/2024
     BOCT24,151$977 03/31/2024
Truist Financial Corp24,783$953 12/31/2023
     BOCT24,783$953 12/31/2023
Beacon Financial Advisory LLC24,080$926 12/31/2023
     BOCT24,080$926 12/31/2023
Goldman Sachs Group Inc.23,469$903 12/31/2023
     BOCT23,469$903 12/31/2023
WPWealth LLP21,591$831 12/31/2023
     BOCT21,591$831 12/31/2023
Krilogy Financial LLC20,260$779 12/31/2023
     BOCT20,260$779 12/31/2023
DHJJ Financial Advisors Ltd.19,183$776 03/31/2024
     BOCT19,183$776 03/31/2024
Raymond James Financial Services Advisors Inc.18,950$767 03/31/2024
     BOCT18,950$767 03/31/2024
CoreCap Advisors LLC19,877$765 12/31/2023
     BOCT19,877$765 12/31/2023
Sigma Planning Corp19,558$752 12/31/2023
     BOCT19,558$752 12/31/2023
Spire Wealth Management18,925$736 12/31/2023
     BOCT18,925$736 12/31/2023
Lantz Financial LLC17,777$719 03/31/2024
     BOCT17,777$719 03/31/2024
My Personal CFO LLC18,300$704 12/31/2023
     BOCT18,300$704 12/31/2023
Susquehanna International Group LLP18,118$697 12/31/2023
     BOCT18,118$697 12/31/2023
Cetera Advisor Networks LLC17,310$666 12/31/2023
     BOCT17,310$666 12/31/2023
OLD Mission Capital LLC16,950$652 12/31/2023
     BOCT16,950$652 12/31/2023
First Commonwealth Financial Corp PA 16,808$647 12/31/2023
     BOCT16,808$647 12/31/2023
Bedel Financial Consulting Inc.16,461$633 12/31/2023
     BOCT16,461$633 12/31/2023
MML Investors Services LLC15,748$606 12/31/2023
     BOCT15,748$606 12/31/2023
Citadel Advisors LLC14,766$568 12/31/2023
     BOCT14,766$568 12/31/2023
Townsquare Capital LLC14,572$561 12/31/2023
     BOCT14,572$561 12/31/2023
Global Trust Asset Management LLC13,700$554 03/31/2024
     BOCT13,700$554 03/31/2024
Valtinson Bruner Financial Planning LLC14,342$552 12/31/2023
     BOCT14,342$552 12/31/2023
BCS Wealth Management12,598$510 03/31/2024
     BOCT12,598$510 03/31/2024
Raymond James & Associates11,763$476 03/31/2024
     BOCT11,763$476 03/31/2024
SRS Capital Advisors Inc.11,464$441 12/31/2023
     BOCT11,464$441 12/31/2023
RFG Advisory LLC10,746$435 03/31/2024
     BOCT10,746$435 03/31/2024
XML Financial LLC10,503$404 12/31/2023
     BOCT10,503$404 12/31/2023
Thoroughbred Financial Services LLC10,163$390 12/31/2023
     BOCT10,163$390 12/31/2023
Wealth Enhancement Advisory Services LLC8,847$358 03/31/2024
     BOCT8,847$358 03/31/2024
Axxcess Wealth Management LLC7,603$292 12/31/2023
     BOCT7,603$292 12/31/2023
Brookstone Capital Management7,091$287 03/31/2024
     BOCT7,091$287 03/31/2024
Snowden Capital Advisors LLC7,093$273 12/31/2023
     BOCT7,093$273 12/31/2023
Avantax Advisory Services Inc.7,015$270 12/31/2023
     BOCT7,015$270 12/31/2023
Royal Bank of Canada6,976$268 12/31/2023
     BOCT6,976$268 12/31/2023
Continuum Advisory LLC6,704$258 12/31/2023
     BOCT6,704$258 12/31/2023
Betterment LLC6,626$255 12/31/2023
     BOCT6,626$255 12/31/2023
Straight Path Wealth Management6,000$231 12/31/2023
     BOCT6,000$231 12/31/2023
Epic Trust Investment Advisors LLC5,665$229 03/31/2024
     BOCT5,665$229 03/31/2024
BCJ Capital Management LLC5,850$225 12/31/2023
     BOCT5,850$225 12/31/2023
Benchmark Investment Advisors LLC5,850$225 12/31/2023
     BOCT5,850$225 12/31/2023
Vantage Financial Partners LLC5,817$224 12/31/2023
     BOCT5,817$224 12/31/2023
Stratos Wealth Advisors LLC5,256$213 03/31/2024
     BOCT5,256$213 03/31/2024
Weaver Consulting Group4,987$202 03/31/2024
     BOCT4,987$202 03/31/2024
IFP Advisors Inc5,036$194 12/31/2023
     BOCT5,036$194 12/31/2023
Principal Securities Inc.2,908$112 12/31/2023
     BOCT2,908$112 12/31/2023
Benjamin F. Edwards & Company Inc.2,596$100 12/31/2023
     BOCT2,596$100 12/31/2023
Steward Partners Investment Advisory LLC2,449$94 12/31/2023
     BOCT2,449$94 12/31/2023
Harbour Investments Inc.2,396$92 12/31/2023
     BOCT2,396$92 12/31/2023
Advisory Services Network LLC1,420$55 12/31/2023
     BOCT1,420$55 12/31/2023
AdvisorNet Financial Inc1,141$46 03/31/2024
     BOCT1,141$46 03/31/2024
Sunbelt Securities Inc.750$30 03/31/2024
     BOCT750$30 03/31/2024
Morgan Stanley619$24 12/31/2023
     BOCT619$24 12/31/2023
Capital Analysts LLC616$24 12/31/2023
     BOCT616$24 12/31/2023
Cape Investment Advisory Inc.600$23 12/31/2023
     BOCT600$23 12/31/2023
Blair William & Co. IL562$22 12/31/2023
     BOCT562$22 12/31/2023
Householder Group Estate & Retirement Specialist LLC458$17 12/31/2023
     BOCT458$17 12/31/2023
Creative Financial Designs Inc. ADV400$15 12/31/2023
     BOCT400$15 12/31/2023
Caitlin John LLC370$14 12/31/2023
     BOCT370$14 12/31/2023
Larson Financial Group LLC254$10 12/31/2023
     BOCT254$10 12/31/2023
EverSource Wealth Advisors LLC100$4 12/31/2023
     BOCT100$4 12/31/2023
US Bancorp DE56$2 12/31/2023
     BOCT56$2 12/31/2023
UBS Group AG44$2 12/31/2023
     BOCT44$2 12/31/2023
FMR LLC1$0 12/31/2023
     BOCT1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     BOCT0$0 12/31/2023

See Summary: Institutional Holders of BOCT
See Details: Top 10 Hedge Funds Holding BOCT
Also See: BOCT Holdings Changes

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