Who Owns DOCT (DOCT)? -- Institutional Holders (2026-06-30)

121 institutions reported holding $187.5M of DOCT (DOCT) in SEC 13F filings for 2026-06-30. Largest institutional holders: OPPENHEIMER & CO INC ($18.7M), OGOREK ANTHONY JOSEPH /NY/ /ADV ($13.3M), REAP Financial Group, LLC ($10.0M), ENVESTNET ASSET MANAGEMENT INC ($9.9M), Wood Tarver Financial Group, LLC ($8.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	OPPENHEIMER & CO INC	$18.7M	400,877	Added
2	OGOREK ANTHONY JOSEPH /NY/ /ADV	$13.3M	284,386	Trimmed
3	REAP Financial Group, LLC	$10.0M	215,278	Trimmed
4	ENVESTNET ASSET MANAGEMENT INC	$9.9M	211,243	Added
5	Wood Tarver Financial Group, LLC	$8.3M	176,850	Trimmed
6	Per Stirling Capital Management, LLC.	$6.7M	143,115	Added
7	Mutual Advisors, LLC	$6.5M	138,512	Trimmed
8	LCNB CORP	$5.7M	122,306	Trimmed
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.4M	115,578	New
10	WINNOW WEALTH LLC	$5.1M	109,598	Trimmed
11	COMMONWEALTH EQUITY SERVICES, LLC	$4.9M	104,915	Trimmed
12	LPL Financial LLC	$4.6M	97,756	Added
13	MML INVESTORS SERVICES, LLC	$4.5M	96,432	Added
14	OSAIC HOLDINGS, INC.	$4.5M	96,080	Trimmed
15	Foguth Wealth Management, LLC.	$4.2M	90,264	Trimmed
16	MONEY CONCEPTS CAPITAL CORP	$4.2M	90,348	Added
17	Cetera Investment Advisers	$4.1M	88,410	Added
18	FOUNDERS FINANCIAL SECURITIES LLC	$3.9M	83,678	Added
19	Kestra Advisory Services, LLC	$3.2M	69,503	Trimmed
20	TRUIST FINANCIAL CORP	$3.1M	66,064	Trimmed
21	HARBOUR INVESTMENTS, INC.	$3.0M	63,933	Trimmed
22	RAYMOND JAMES FINANCIAL INC	$2.6M	54,888	Trimmed
23	NewEdge Wealth, LLC	$2.4M	52,196	Hold
24	Commonwealth Financial Services, LLC	$2.2M	46,400	Trimmed
25	SNS Financial Group, LLC	$2.2M	46,330	New

来源：SEC 13F 申报文件 · 截至 2026-06-30