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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Commonwealth Equity Services LLC | 586,465 | $23,734 | 03/31/2024 |
BOCT | 586,465 | $23,734 | 03/31/2024 |
Wealthquest Corp | 260,056 | $10,004 | 12/31/2023 |
BOCT | 260,056 | $10,004 | 12/31/2023 |
Integral Investment Advisors Inc. | 238,053 | $9,631 | 03/31/2024 |
BOCT | 238,053 | $9,631 | 03/31/2024 |
Ashton Thomas Private Wealth LLC | 175,232 | $7,092 | 03/31/2024 |
BOCT | 175,232 | $7,092 | 03/31/2024 |
Penserra Capital Management LLC | 156,833 | $6,033 | 12/31/2023 |
BOCT | 156,833 | $6,033 | 12/31/2023 |
SageView Advisory Group LLC | 155,209 | $5,971 | 12/31/2023 |
BOCT | 155,209 | $5,971 | 12/31/2023 |
HighTower Advisors LLC | 152,956 | $5,886 | 12/31/2023 |
BOCT | 152,956 | $5,886 | 12/31/2023 |
Captrust Financial Advisors | 144,716 | $5,567 | 12/31/2023 |
BOCT | 144,716 | $5,567 | 12/31/2023 |
Berkshire Money Management Inc. | 134,070 | $5,158 | 12/31/2023 |
BOCT | 134,070 | $5,158 | 12/31/2023 |
Advisor Group Holdings Inc. | 87,732 | $3,375 | 12/31/2023 |
BOCT | 87,732 | $3,375 | 12/31/2023 |
Envestnet Asset Management Inc. | 76,614 | $2,947 | 12/31/2023 |
BOCT | 76,614 | $2,947 | 12/31/2023 |
Fragasso Group Inc. | 70,457 | $2,851 | 03/31/2024 |
BOCT | 70,457 | $2,851 | 03/31/2024 |
Dfpg Investments LLC | 70,116 | $2,674 | 12/31/2023 |
BOCT | 70,116 | $2,674 | 12/31/2023 |
Cetera Advisors LLC | 68,902 | $2,651 | 12/31/2023 |
BOCT | 68,902 | $2,651 | 12/31/2023 |
Cerity Partners LLC | 52,777 | $2,030 | 12/31/2023 |
BOCT | 52,777 | $2,030 | 12/31/2023 |
LPL Financial LLC | 51,001 | $1,962 | 12/31/2023 |
BOCT | 51,001 | $1,962 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 47,769 | $1,933 | 03/31/2024 |
BOCT | 47,769 | $1,933 | 03/31/2024 |
Diversify Advisory Services LLC | 47,674 | $1,928 | 03/31/2024 |
BOCT | 47,674 | $1,928 | 03/31/2024 |
Cresset Asset Management LLC | 49,835 | $1,917 | 12/31/2023 |
BOCT | 49,835 | $1,917 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 39,338 | $1,592 | 03/31/2024 |
BOCT | 39,338 | $1,592 | 03/31/2024 |
Kestra Advisory Services LLC | 41,081 | $1,580 | 12/31/2023 |
BOCT | 41,081 | $1,580 | 12/31/2023 |
Diligent Investors LLC | 39,328 | $1,513 | 12/31/2023 |
BOCT | 39,328 | $1,513 | 12/31/2023 |
Beacon Pointe Advisors LLC | 28,570 | $1,099 | 12/31/2023 |
BOCT | 28,570 | $1,099 | 12/31/2023 |
Janney Montgomery Scott LLC | 26,198 | $1,060 | 03/31/2024 |
BOCT | 26,198 | $1,060 | 03/31/2024 |
Maltin Wealth Management Inc. | 24,151 | $977 | 03/31/2024 |
BOCT | 24,151 | $977 | 03/31/2024 |
Truist Financial Corp | 24,783 | $953 | 12/31/2023 |
BOCT | 24,783 | $953 | 12/31/2023 |
Beacon Financial Advisory LLC | 22,318 | $903 | 03/31/2024 |
BOCT | 22,318 | $903 | 03/31/2024 |
Goldman Sachs Group Inc. | 23,469 | $903 | 12/31/2023 |
BOCT | 23,469 | $903 | 12/31/2023 |
WPWealth LLP | 21,591 | $831 | 12/31/2023 |
BOCT | 21,591 | $831 | 12/31/2023 |
Krilogy Financial LLC | 20,260 | $820 | 03/31/2024 |
BOCT | 20,260 | $820 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 19,183 | $776 | 03/31/2024 |
BOCT | 19,183 | $776 | 03/31/2024 |
McAdam LLC | 19,052 | $771 | 03/31/2024 |
BOCT | 19,052 | $771 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 18,950 | $767 | 03/31/2024 |
BOCT | 18,950 | $767 | 03/31/2024 |
CoreCap Advisors LLC | 19,877 | $765 | 12/31/2023 |
BOCT | 19,877 | $765 | 12/31/2023 |
My Personal CFO LLC | 18,300 | $741 | 03/31/2024 |
BOCT | 18,300 | $741 | 03/31/2024 |
Lantz Financial LLC | 17,777 | $719 | 03/31/2024 |
BOCT | 17,777 | $719 | 03/31/2024 |
Sigma Planning Corp | 17,563 | $711 | 03/31/2024 |
BOCT | 17,563 | $711 | 03/31/2024 |
Susquehanna International Group LLP | 18,118 | $697 | 12/31/2023 |
BOCT | 18,118 | $697 | 12/31/2023 |
Cetera Advisor Networks LLC | 17,310 | $666 | 12/31/2023 |
BOCT | 17,310 | $666 | 12/31/2023 |
OLD Mission Capital LLC | 16,950 | $652 | 12/31/2023 |
BOCT | 16,950 | $652 | 12/31/2023 |
First Commonwealth Financial Corp PA | 16,808 | $647 | 12/31/2023 |
BOCT | 16,808 | $647 | 12/31/2023 |
Spire Wealth Management | 15,629 | $633 | 03/31/2024 |
BOCT | 15,629 | $633 | 03/31/2024 |
Bedel Financial Consulting Inc. | 16,461 | $633 | 12/31/2023 |
BOCT | 16,461 | $633 | 12/31/2023 |
MML Investors Services LLC | 15,748 | $606 | 12/31/2023 |
BOCT | 15,748 | $606 | 12/31/2023 |
Valtinson Bruner Financial Planning LLC | 14,342 | $580 | 03/31/2024 |
BOCT | 14,342 | $580 | 03/31/2024 |
Citadel Advisors LLC | 14,766 | $568 | 12/31/2023 |
BOCT | 14,766 | $568 | 12/31/2023 |
Townsquare Capital LLC | 14,572 | $561 | 12/31/2023 |
BOCT | 14,572 | $561 | 12/31/2023 |
Global Trust Asset Management LLC | 13,700 | $554 | 03/31/2024 |
BOCT | 13,700 | $554 | 03/31/2024 |
BCS Wealth Management | 12,598 | $510 | 03/31/2024 |
BOCT | 12,598 | $510 | 03/31/2024 |
Raymond James & Associates | 11,763 | $476 | 03/31/2024 |
BOCT | 11,763 | $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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