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Funds Holding DOCT

On this page, we present all of the funds holding DOCT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DOCT, with a link to that fund's top holdings. The next columns indicate the amount of DOCT stock held by each of the funds holding DOCT, followed by the DOCT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 62 funds holding DOCT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Per Stirling Capital Management LLC.. For more details on the positions held by Per Stirling Capital Management LLC. (or by any of the other funds holding DOCT), click the fund name in the "Holder" column of the funds-holding-DOCT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Per Stirling Capital Management LLC.213,991$7,781 12/31/2023
     DOCT213,991$7,781 12/31/2023
Mutual Advisors LLC184,387$6,704 12/31/2023
     DOCT184,387$6,704 12/31/2023
Envestnet Asset Management Inc.133,898$4,868 12/31/2023
     DOCT133,898$4,868 12/31/2023
Harbour Investments Inc.105,616$3,840 12/31/2023
     DOCT105,616$3,840 12/31/2023
Advisor Group Holdings Inc.92,977$3,381 12/31/2023
     DOCT92,977$3,381 12/31/2023
Commonwealth Equity Services LLC79,372$2,886 12/31/2023
     DOCT79,372$2,886 12/31/2023
Truist Financial Corp72,238$2,627 12/31/2023
     DOCT72,238$2,627 12/31/2023
Raymond James & Associates71,751$2,609 12/31/2023
     DOCT71,751$2,609 12/31/2023
AE Wealth Management LLC59,582$2,195 12/31/2023
     DOCT59,582$2,195 12/31/2023
NewEdge Wealth LLC51,884$1,886 12/31/2023
     DOCT51,884$1,886 12/31/2023
Cetera Investment Advisers46,869$1,704 12/31/2023
     DOCT46,869$1,704 12/31/2023
Beacon Financial Group45,058$1,638 12/31/2023
     DOCT45,058$1,638 12/31/2023
Kestra Advisory Services LLC40,692$1,480 12/31/2023
     DOCT40,692$1,480 12/31/2023
Susquehanna International Group LLP38,880$1,414 12/31/2023
     DOCT38,880$1,414 12/31/2023
Cambridge Investment Research Advisors Inc.33,748$1,227 12/31/2023
     DOCT33,748$1,227 12/31/2023
Brookstone Capital Management29,547$1,112 03/31/2024
     DOCT29,547$1,112 03/31/2024
Change Path LLC27,673$1,006 12/31/2023
     DOCT27,673$1,006 12/31/2023
Clear Creek Financial Management LLC27,359$995 12/31/2023
     DOCT27,359$995 12/31/2023
Spire Wealth Management23,919$878 12/31/2023
     DOCT23,919$878 12/31/2023
Cetera Advisors LLC23,780$865 12/31/2023
     DOCT23,780$865 12/31/2023
Icon Wealth Advisors LLC22,235$808 12/31/2023
     DOCT22,235$808 12/31/2023
McKinley Carter Wealth Services Inc.21,866$795 12/31/2023
     DOCT21,866$795 12/31/2023
Cetera Advisor Networks LLC21,349$776 12/31/2023
     DOCT21,349$776 12/31/2023
CWM LLC16,693$628 03/31/2024
     DOCT16,693$628 03/31/2024
Signal Advisors Wealth LLC16,529$622 03/31/2024
     DOCT16,529$622 03/31/2024
Wealth Enhancement Advisory Services LLC15,922$599 03/31/2024
     DOCT15,922$599 03/31/2024
Ignite Planners LLC15,896$598 03/31/2024
     DOCT15,896$598 03/31/2024
Sage Capital Advisors llc15,251$574 03/31/2024
     DOCT15,251$574 03/31/2024
Raymond James Financial Services Advisors Inc.14,836$539 12/31/2023
     DOCT14,836$539 12/31/2023
Tanglewood Legacy Advisors LLC12,907$486 03/31/2024
     DOCT12,907$486 03/31/2024
IFP Advisors Inc12,516$455 12/31/2023
     DOCT12,516$455 12/31/2023
Townsquare Capital LLC12,367$450 12/31/2023
     DOCT12,367$450 12/31/2023
Integrity Financial Corp WA12,220$444 12/31/2023
     DOCT12,220$444 12/31/2023
BCJ Capital Management LLC12,104$440 12/31/2023
     DOCT12,104$440 12/31/2023
Benchmark Investment Advisors LLC12,104$440 12/31/2023
     DOCT12,104$440 12/31/2023
1776 Wealth LLC10,658$388 12/31/2023
     DOCT10,658$388 12/31/2023
MML Investors Services LLC9,861$359 12/31/2023
     DOCT9,861$359 12/31/2023
LPL Financial LLC9,825$357 12/31/2023
     DOCT9,825$357 12/31/2023
Royal Bank of Canada9,500$345 12/31/2023
     DOCT9,500$345 12/31/2023
Envestnet Portfolio Solutions Inc.9,362$340 12/31/2023
     DOCT9,362$340 12/31/2023
Marshall Financial Group LLC8,974$326 12/31/2023
     DOCT8,974$326 12/31/2023
Prosperity Consulting Group LLC8,757$318 12/31/2023
     DOCT8,757$318 12/31/2023
Strategic Blueprint LLC8,349$304 12/31/2023
     DOCT8,349$304 12/31/2023
Arbor Capital Management Inc. ADV7,389$267 12/31/2023
     DOCT7,389$267 12/31/2023
WealthTrust Asset Management LLC7,296$265 12/31/2023
     DOCT7,296$265 12/31/2023
FSB Premier Wealth Management Inc.6,293$229 12/31/2023
     DOCT6,293$229 12/31/2023
Blue Bell Private Wealth Management LLC6,232$227 12/31/2023
     DOCT6,232$227 12/31/2023
Orion Portfolio Solutions LLC6,170$225 12/31/2023
     DOCT6,170$225 12/31/2023
Naviter Wealth LLC5,750$216 03/31/2024
     DOCT5,750$216 03/31/2024
Axxcess Wealth Management LLC5,931$216 12/31/2023
     DOCT5,931$216 12/31/2023
Presidio Capital Management LLC5,931$216 12/31/2023
     DOCT5,931$216 12/31/2023
SOA Wealth Advisors LLC.5,288$199 03/31/2024
     DOCT5,288$199 03/31/2024
NBC Securities Inc.4,214$158 03/31/2024
     DOCT4,214$158 03/31/2024
DHJJ Financial Advisors Ltd.3,690$139 03/31/2024
     DOCT3,690$139 03/31/2024
Sunbelt Securities Inc.3,515$132 03/31/2024
     DOCT3,515$132 03/31/2024
Wetzel Investment Advisors Inc.3,254$118 12/31/2023
     DOCT3,254$118 12/31/2023
GWM Advisors LLC3,000$109 12/31/2023
     DOCT3,000$109 12/31/2023
Capital Investment Advisory Services LLC2,450$89 12/31/2023
     DOCT2,450$89 12/31/2023
Proequities Inc.1,701$62 12/31/2023
     DOCT1,701$62 12/31/2023
MTM Investment Management LLC1,100$40 12/31/2023
     DOCT1,100$40 12/31/2023
Creative Financial Designs Inc. ADV943$34 12/31/2023
     DOCT943$34 12/31/2023
AlphaMark Advisors LLC470$18 03/31/2024
     DOCT470$18 03/31/2024
Sound Income Strategies LLC180$7 03/31/2024
     DOCT180$7 03/31/2024

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

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