Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree BOCT Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of BOCT

There is a long list of 87 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 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

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

Institutional Holders of BOCT | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.