% of shares outstanding is not shown for DOCT: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for DOCT in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | 20K | 20K | 20K | 20K | 396K | 398K | $17M |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 4K | 310K | 307K | 304K | 301K | 286K | $12M |
| Wood Tarver Financial Group, LLC | 33K | 40K | 317K | 272K | 260K | 238K | $10M |
| REAP Financial Group, LLC | 557K | 487K | 320K | 302K | 263K | 220K | $10M |
| ENVESTNET ASSET MANAGEMENT INC | 89K | 62K | 71K | 78K | 114K | 150K | $7M |
| Mutual Advisors, LLC | 163K | 159K | 149K | 150K | 147K | 144K | $6M |
| Per Stirling Capital Management, LLC. | 204K | 135K | 136K | 138K | 134K | 136K | $6M |
| LCNB CORP | 114K | 114K | 115K | 124K | 124K | 127K | $6M |
| OSAIC HOLDINGS, INC. | 353K | 119K | 113K | 104K | 156K | 124K | $5M |
| Sequent Planning LLC | 123K | 126K | 125K | 122K | 122K | 117K | $5M |
| WINNOW WEALTH LLC | 154K | 143K | — | 3K | 122K | 113K | $5M |
| COMMONWEALTH EQUITY SERVICES, LLC | 123K | 122K | 314K | 113K | 113K | 109K | $5M |
| RAYMOND JAMES FINANCIAL INC | 321K | 299K | 247K | 127K | 136K | 93K | $4M |
| MONEY CONCEPTS CAPITAL CORP | — | — | — | — | 12K | 88K | $4M |
| MML INVESTORS SERVICES, LLC | 104K | 74K | 74K | 74K | 86K | 87K | $4M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | +76,111 | $3M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +35,421 | $2M | ADD |
| HARBOUR INVESTMENTS, INC. | +19,646 | $853,188 | ADD |
| CITADEL ADVISORS LLC | +13,702 | $595,052 | OPEN |
| FOUNDERS FINANCIAL SECURITIES LLC | +12,098 | $525,393 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Foguth Wealth Management, LLC. | −117,397 | $5M | CLOSE |
| Keystone Wealth Services, LLC | −62,453 | $3M | TRIM |
| REAP Financial Group, LLC | −42,338 | $2M | TRIM |
| RAYMOND JAMES FINANCIAL INC | −42,104 | $2M | TRIM |
| OSAIC HOLDINGS, INC. | −32,495 | $1M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 110 | 4,025,578 | — | $175M |
| 2025-Q4 | 114 | 4,295,043 | — | $191M |
| 2025-Q3 | 87 | 3,049,068 | — | $132M |
| 2025-Q2 | 90 | 5,025,704 | — | $206M |
| 2025-Q1 | 88 | 4,958,313 | — | $190M |
| 2024-Q4 | 88 | 4,849,802 | — | $191M |
| 2024-Q3 | 61 | 1,584,589 | — | $62M |
| 2024-Q2 | 65 | 1,790,005 | — | $69M |
| 2024-Q1 | 66 | 1,837,563 | — | $69M |
| 2023-Q4 | 64 | 2,013,511 | — | $73M |
| 2023-Q3 | 51 | 1,295,899 | — | $45M |
| 2023-Q2 | 53 | 1,866,045 | — | $65M |
| 2023-Q1 | 53 | 3,015,524 | — | $99M |
| 2022-Q4 | 52 | 3,702,250 | — | $116M |
| 2022-Q3 | 28 | 1,901,256 | — | $58M |
| 2022-Q2 | 33 | 1,493,700 | — | $46M |
| 2022-Q1 | 30 | 1,454,977 | — | $48M |
| 2021-Q4 | 31 | 1,335,349 | — | $44M |
| 2021-Q3 | 17 | 327,701 | — | $11M |
| 2021-Q2 | 19 | 573,142 | — | $18M |
| 2021-Q1 | 18 | 649,436 | — | $20M |
| 2020-Q4 | 15 | 938,998 | — | $29M |
| 2020-Q3 | 1 | 6,415 | — | $207,000 |
| 2020-Q2 | 1 | 6,415 | — | $207,000 |
| 2020-Q1 | 1 | 6,415 | — | $207,000 |
| 2019-Q4 | 1 | 6,415 | — | $207,000 |
| 2019-Q3 | 1 | 6,415 | — | $207,000 |
| 2019-Q2 | 1 | 6,415 | — | $207,000 |
| 2019-Q1 | 1 | 6,415 | — | $207,000 |
