Institutional Holders (2026 Q1)
104 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GOCT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | HFG Wealth Management, LLC | 11.75% | 552,661 | $21.3M |
| 2 | Corus Family Wealth Advisors | 2.45% | 77,910 | $3.0M |
| 3 | Sequent Planning LLC | 2.12% | 226,717 | $8.8M |
| 4 | Midwest Financial Network, LLC | 1.52% | 49,534 | $1.9M |
| 5 | Bouchey Financial Group Ltd | 1.31% | 449,616 | $17.8M |
| 6 | Range Financial Group LLC | 0.62% | 47,907 | $1.9M |
| 7 | FWG Investments, LLC. | 0.50% | 20,326 | $785K |
| 8 | Uptick Partners, LLC | 0.38% | 49,610 | $1.9M |
| 9 | Alpha Financial Partners LLC | 0.37% | 16,297 | $630K |
| 10 | BCGM Wealth Management, LLC | 0.17% | 17,505 | $676K |
| 11 | Fortress Private Ledger, LLC | 0.17% | 13,860 | $535K |
| 12 | Diligent Investors, LLC | 0.16% | 16,825 | $650K |
| 13 | City Holding Co | 0.16% | 32,750 | $1.3M |
| 14 | Pinnacle Family Advisors, LLC | 0.16% | 8,585 | $332K |
| 15 | Tanglewood Legacy Advisors, LLC | 0.13% | 9,237 | $357K |
| 16 | Reicon Wealth Advisors, LLC | 0.11% | 3,624 | $140K |
| 17 | Fsb Premier Wealth Management, INC. | 0.10% | 8,408 | $325K |
| 18 | Keating Financial Advisory Services, Inc. | 0.10% | 15,952 | $616K |
| 19 | Integrity Financial Corp /WA | 0.10% | 5,038 | $195K |
| 20 | Founders Financial Securities LLC | 0.10% | 40,295 | $1.6M |
| 21 | Beacon Financial Advisory LLC | 0.09% | 10,540 | $407K |
| 22 | REAP Financial Group, LLC | 0.09% | 11,897 | $460K |
| 23 | Keystone Wealth Services, LLC | 0.08% | 9,661 | $373K |
| 24 | Archer Investment Corp | 0.08% | 9,474 | $366K |
| 25 | Sagespring Wealth Partners, LLC | 0.08% | 108,032 | $4.2M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|