Small
Schulz Wealth, LTD.
GOCT
$1,747,590
56.27%
42,065
—
New
Shares
2026-08-26
Mega
CITADEL ADVISORS LLC
GOCT
1
$1,358,313
43.73%
32,695
—
New
Shares
2026-09-02
This filing is a combination report: the position is filed across the managers below.
Mega
RAYMOND JAMES FINANCIAL INC
GOCT
2
$11,895,069
382.98%
346,492
—
Sold Out
Shares
2025-05-13
This filing is a combination report: the position is filed across the managers below.
Small
Harvest Investment Services, LLC
GOCT
$11,051,616
355.83%
321,923
—
Sold Out
Shares
2025-05-15
Micro
Sequent Planning LLC
GOCT
$9,306,348
299.63%
271,085
—
Sold Out
Shares
2025-05-13
Large
Kestra Advisory Services, LLC
GOCT
$5,443,673
175.27%
158,569
—
Sold Out
Shares
2025-05-14
Large
COMMONWEALTH EQUITY SERVICES, LLC
GOCT
$3,997,968
128.72%
116,457
—
Sold Out
Shares
2025-05-09
Mid
IFP Advisors, Inc
GOCT
$2,572,793
82.84%
74,943
—
Sold Out
Shares
2025-05-05
Mid
Advisory Services Network, LLC
GOCT
$2,371,859
76.37%
69,090
—
Sold Out
Shares
2025-05-15
Large
Steward Partners Investment Advisory, LLC
GOCT
$2,203,059
70.93%
64,173
—
Sold Out
Shares
2025-05-13
Large
OSAIC HOLDINGS, INC.
GOCT
3
$2,187,231
70.42%
63,712
—
Sold Out
Shares
2025-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
58,556
$2,010,227
91.9%
Defined
OSAIC INSTITUTIONS, INC.
360
$12,358
0.6%
Defined
Osaic Advisory Services, LLC
4,796
$164,646
7.5%
Defined
Mid
WEDBUSH SECURITIES INC
Broker-Dealer
GOCT
$2,033,674
65.48%
59,239
—
Sold Out
Shares
2025-05-06
Large
Cetera Investment Advisers
GOCT
$1,909,228
61.47%
55,614
—
Sold Out
Shares
2025-05-06
Large
AE Wealth Management LLC
GOCT
$1,493,011
48.07%
43,490
—
Sold Out
Shares
2025-05-06
Large
CAPTRUST FINANCIAL ADVISORS
GOCT
$1,235,674
39.78%
35,994
—
Sold Out
Shares
2025-05-15
Mid
CreativeOne Wealth, LLC
GOCT
$964,775
31.06%
28,103
—
Sold Out
Shares
2025-05-14
Small
FOUNDERS FINANCIAL SECURITIES LLC
Broker-Dealer
GOCT
1
$963,128
31.01%
28,055
—
Sold Out
Shares
2025-05-12
This filing is a combination report: the position is filed across the managers below.
Mega
ROYAL BANK OF CANADA
Bank
GOCT
1
$892,580
28.74%
26,000
—
Sold Out
Shares
2025-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
RBC Dominion Securities Inc.
26,000
$892,580
100.0%
Defined
Mega
LPL Financial LLC
GOCT
$803,562
25.87%
23,407
—
Sold Out
Shares
2025-05-07
Mid
Arkadios Wealth Advisors
GOCT
$755,603
24.33%
22,010
—
Sold Out
Shares
2025-05-08
Micro
BlueChip Wealth Advisors LLC
GOCT
$648,939
20.89%
18,903
—
Sold Out
Shares
2025-05-06
Small
EPG Wealth Management LLC
GOCT
1
$638,538
20.56%
18,600
—
Sold Out
Shares
2025-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
ARK Advisory
18,600
$638,538
100.0%
Sole
Small
BCGM Wealth Management, LLC
GOCT
$600,946
19.35%
17,505
—
Sold Out
Shares
2025-05-08
Mega
UBS Group AG
GOCT
1
$536,749
17.28%
15,635
—
Sold Out
Shares
2025-05-13
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
UBS Securities LLC
15,635
$536,749
100.0%
Defined
Large
MML INVESTORS SERVICES, LLC
GOCT
$516,151
16.62%
15,035
—
Sold Out
Shares
2025-05-14
Mid
Atria Wealth Solutions, Inc.
GOCT
2
$509,147
16.39%
14,831
—
Sold Out
Shares
2025-05-09
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
CADARET, GRANT & CO. INC.
7,886
$270,726
53.2%
Defined
Grove Point Advisors, LLC
6,945
$238,421
46.8%
Defined
Small
FORTRESS PRIVATE LEDGER, LLC
GOCT
$498,814
16.06%
14,530
—
Sold Out
Shares
2025-05-15
Mid
KESTRA PRIVATE WEALTH SERVICES, LLC
GOCT
$489,545
15.76%
14,260
—
Sold Out
Shares
2025-05-05
Mid
OLD MISSION CAPITAL LLC
GOCT
$484,911
15.61%
14,125
—
Sold Out
Shares
2025-05-15
Mega
SUSQUEHANNA INTERNATIONAL GROUP, LLP
GOCT
1
$379,209
12.21%
11,046
—
Sold Out
Shares
2025-05-14
This filing is a combination report: the position is filed across the managers below.
Large
Focus Partners Wealth
GOCT
$361,838
11.65%
10,540
—
Sold Out
Shares
2025-05-20
Mid
AVANTAX ADVISORY SERVICES, INC.
GOCT
$354,251
11.41%
10,319
—
Sold Out
Shares
2025-05-06
Mid
CoreCap Advisors, LLC
GOCT
$310,068
9.98%
9,032
—
Sold Out
Shares
2025-05-09
Small
Archer Investment Corp
GOCT
$290,397
9.35%
8,459
—
Sold Out
Shares
2025-05-05
Small
FSB PREMIER WEALTH MANAGEMENT, INC.
GOCT
$247,381
7.96%
7,206
—
Sold Out
Shares
2025-05-08
Large
Mariner, LLC
GOCT
$221,428
7.13%
6,450
—
Sold Out
Shares
2025-05-15
Mid
MGO ONE SEVEN LLC
GOCT
$211,060
6.80%
6,148
—
Sold Out
Shares
2025-05-08
Large
MAI Capital Management
GOCT
$196,676
6.33%
5,729
—
Sold Out
Shares
2025-05-15
Small
Integrity Financial Corp /WA
GOCT
$178,790
5.76%
5,208
—
Sold Out
Shares
2025-05-12
Mega
BARCLAYS PLC
GOCT
1
$161,591
5.20%
4,707
—
Sold Out
Shares
2025-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
BARCLAYS CAPITAL INC.
4,707
$161,591
100.0%
Sole
Mid
Capital Analysts, LLC
GOCT
$156,304
5.03%
4,553
—
Sold Out
Shares
2025-05-14
Mid
HARBOUR INVESTMENTS, INC.
GOCT
$92,519
2.98%
2,695
—
Sold Out
Shares
2025-05-08
Small
REAP Financial Group, LLC
GOCT
$74,736
2.41%
2,177
—
Sold Out
Shares
2025-05-14
Micro
Financial Network Wealth Advisors LLC
GOCT
$62,446
2.01%
1,819
—
Sold Out
Shares
2025-05-13
Mid
Larson Financial Group LLC
GOCT
$7,140
0.23%
208
—
Sold Out
Shares
2025-05-02
—
PROEQUITIES, INC.
GOCT
$0
0.00%
0
—
Sold Out
Shares
2025-05-14
No holders match your search.