Home › DOCT

Who holds DOCT

FIRST TR EXCHNG TRADED FD VI · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
OPPENHEIMER & CO INC400.9K$18.7M0.2%
OGOREK ANTHONY JOSEPH /NY/ /ADV284.4K$13.3M3.3%
REAP Financial Group, LLC215.3K$10.0M1.7%
ENVESTNET ASSET MANAGEMENT INC211.2K$9.9M0.0%
Wood Tarver Financial Group, LLC176.8K$8.3M1.9%
Per Stirling Capital Management, LLC.143.1K$6.7M0.6%
Mutual Advisors, LLC138.5K$6.5M0.1%
LCNB CORP122.3K$5.7M1.8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP115.6K$5.4M0.0%
WINNACLE WEALTH LLC109.6K$5.1M3.5%
COMMONWEALTH EQUITY SERVICES, LLC104.9K$4.9M0.0%
LPL Financial LLC97.8K$4.6M0.0%
MML INVESTORS SERVICES, LLC96.4K$4.5M0.0%
OSAIC HOLDINGS, INC.96.1K$4.5M0.0%
Foguth Wealth Management, LLC.90.3K$4.2M0.5%
MONEY CONCEPTS CAPITAL CORP90.3K$4.2M0.2%
Cetera Investment Advisers88.4K$4.1M0.0%
FOUNDERS FINANCIAL SECURITIES LLC83.7K$3.9M0.2%
Kestra Advisory Services, LLC69.5K$3.2M0.0%
TRUIST FINANCIAL CORP66.1K$3.1M0.0%
HARBOUR INVESTMENTS, INC.63.9K$3.0M0.0%
RAYMOND JAMES FINANCIAL INC54.9K$2.6M0.0%
NewEdge Wealth, LLC52.2K$2.4M0.0%
Commonwealth Financial Services, LLC46.4K$2.2M0.3%
Bluespring Wealth Management, LLC46.3K$2.2M0.0%
IFP Advisors, Inc42.5K$2.0M0.0%
SMART Wealth LLC38.9K$1.8M0.4%
MGO ONE SEVEN LLC36.8K$1.7M0.0%
StoneX Group Inc.33.9K$1.6M0.1%
Castleview Partners, LLC32.3K$1.5M0.7%
Brookstone Capital Management32.2K$1.5M0.0%
&PARTNERS27.5K$1.3M0.0%
Harvest Investment Services, LLC27.4K$1.3M0.2%
Sequent Planning LLC26.3K$1.2M0.3%
Kovack Advisors, Inc.25.9K$1.2M0.1%
McKinley Carter Wealth Services, Inc.24.4K$1.1M0.1%
1ST SOURCE BANK24.3K$1.1M0.1%
Ritter Daniher Financial Advisory LLC / DE23.2K$1.1M0.2%
Ignite Planners, LLC20.8K$972,2050.1%
Icon Wealth Advisors, LLC20.6K$962,9840.1%
JPMORGAN CHASE & CO20.1K$934,9590.0%
TOUNJIAN ADVISORY PARTNERS, LLC18.0K$838,2330.4%
LifeWealth Investments, LLC17.9K$834,4980.2%
BEACON FINANCIAL GROUP17.6K$820,8210.1%
Integrity Financial Corp /WA17.4K$812,4220.4%
IHT Wealth Management, LLC17.3K$808,9180.0%
Madrona Financial Services, LLC17.2K$804,6700.1%
First Heartland Consultants, Inc.16.6K$772,9270.1%
EVOLUTION WEALTH MANAGEMENT INC.15.9K$741,6520.4%
Spectrum Asset Management, Inc. (NB/CA)15.5K$721,6730.2%
WealthTrust Asset Management, LLC15.2K$707,8090.4%
Cambridge Investment Research Advisors, Inc.14.1K$656,0000.0%
Sanctuary Advisors, LLC13.5K$631,3000.0%
B. Riley Wealth Advisors, Inc.16.1K$616,7450.0%
UPTICK PARTNERS, LLC13.1K$613,2820.1%
RFG Advisory, LLC13.1K$611,7880.0%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV12.4K$579,2520.1%
Tanglewood Legacy Advisors, LLC12.2K$571,6440.2%
KESTRA PRIVATE WEALTH SERVICES, LLC12.0K$561,0470.0%
Buck Wealth Strategies, LLC11.7K$545,7360.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}