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Institutional Holders of BOCT

There is a long list of 89 institutional holders of BOCT within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of BOCT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BOCT table below, the initial column indicates the name of each top institutional holder of BOCT, with a link to that fund's top holdings. The next columns indicate the amount of BOCT stock held by each of the institutional holders of BOCT, followed by the BOCT position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Commonwealth Equity Services LLC586,465$23,734 03/31/2024
     BOCT586,465$23,734 03/31/2024
Wealthquest Corp260,056$10,004 12/31/2023
     BOCT260,056$10,004 12/31/2023
Integral Investment Advisors Inc.238,053$9,631 03/31/2024
     BOCT238,053$9,631 03/31/2024
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
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
Cambridge Investment Research Advisors Inc.47,769$1,933 03/31/2024
     BOCT47,769$1,933 03/31/2024
Diversify Advisory Services LLC47,674$1,928 03/31/2024
     BOCT47,674$1,928 03/31/2024
Cresset Asset Management LLC49,835$1,917 12/31/2023
     BOCT49,835$1,917 12/31/2023
Blue Bell Private Wealth Management LLC39,338$1,592 03/31/2024
     BOCT39,338$1,592 03/31/2024
Kestra Advisory Services LLC41,081$1,580 12/31/2023
     BOCT41,081$1,580 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 LLC26,198$1,060 03/31/2024
     BOCT26,198$1,060 03/31/2024
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 LLC22,318$903 03/31/2024
     BOCT22,318$903 03/31/2024
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$820 03/31/2024
     BOCT20,260$820 03/31/2024
DHJJ Financial Advisors Ltd.19,183$776 03/31/2024
     BOCT19,183$776 03/31/2024
McAdam LLC19,052$771 03/31/2024
     BOCT19,052$771 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
My Personal CFO LLC18,300$741 03/31/2024
     BOCT18,300$741 03/31/2024
Lantz Financial LLC17,777$719 03/31/2024
     BOCT17,777$719 03/31/2024
Sigma Planning Corp17,563$711 03/31/2024
     BOCT17,563$711 03/31/2024
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
Spire Wealth Management15,629$633 03/31/2024
     BOCT15,629$633 03/31/2024
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
Valtinson Bruner Financial Planning LLC14,342$580 03/31/2024
     BOCT14,342$580 03/31/2024
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
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

See All: Funds Holding BOCT
See Details: Top 10 Hedge Funds Holding BOCT
Also See: BOCT Holdings Changes

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