Who owns TOCT?
Institutional ownership of TOCT from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
15
13F holders
$8.7M
value, 2026 filers
393,510
shares disclosed
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TOCT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | 71,866 | $1,944 | 0.0% | — | +185.6% |
| 2 | HARBOUR INVESTMENTS, INC. | 47,067 | $1.3M | 0.0% | — | -5.8% |
| 3 | Regatta Research & Money ManagementNEW | 47,026 | $1.3M | 1.2% | — | new |
| 4 | Brookstone Capital Management | 43,657 | $1.2M | 0.0% | — | 0.0% |
| 5 | MML INVESTORS SERVICES, LLC | 40,602 | $1.1M | 0.0% | — | +58.5% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 31,962 | $864,252 | 0.0% | — | -1.6% |
| 7 | Orion Porfolio Solutions, LLC | 28,667 | $775,156 | 0.0% | — | +60.2% |
| 8 | HighTower Advisors, LLC | 23,638 | $639,172 | 0.0% | — | 0.0% |
| 9 | Encompass More Asset Management | 19,303 | $521,953 | 0.1% | — | +43.6% |
| 10 | Tradition Wealth Management, LLC | 16,055 | $434,127 | 0.0% | — | 0.0% |
| 11 | Ashton Thomas Private Wealth, LLC | 12,254 | $331,348 | 0.0% | — | +5.6% |
| 12 | Atria Investments, IncNEW | 7,573 | $204,774 | 0.0% | — | new |
| 13 | OSAIC HOLDINGS, INC.NEW | 2,065 | $55,838 | 0.0% | — | new |
| 14 | AE Wealth Management LLC | 1,470 | $39,749 | 0.0% | — | 0.0% |
| 15 | Global Retirement Partners, LLCNEW | 305 | $8,235 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.