your badges 52W Range $28–$28 77% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

ZOCT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $28.27
52W Range $28–$28

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 84 filers · $67.9M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 84
Value held $67.9M
New positions 5
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (0 vs prior Q) 5 (0 vs prior Q) 10 (+2 vs prior Q) 29 (+4 vs prior Q) -338K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
COMMONWEALTH EQUITY SERVICES, LLC $19,420,650 703,351 28.58% Shares
Pachira Investments Inc. $7,725,070 274,718 11.37% Shares
KFG WEALTH MANAGEMENT, LLC $1,932,969 68,740 2.84% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,852,573 67,094 2.73% Shares
HighTower Advisors, LLC $1,699,798 61,561 2.50% Shares
Brookstone Capital Management $1,664,367 59,188 2.45% Shares
ENVESTNET ASSET MANAGEMENT INC $1,488,541 53,910 2.19% Shares
OSAIC HOLDINGS, INC. $1,324,113 47,956 1.95% Shares
Strategic Blueprint, LLC $1,207,017 42,924 1.78% Shares
Concurrent Investment Advisors, LLC $1,201,033 42,711 1.77% Shares
Cypress Wealth Services, LLC $1,153,327 40,732 1.70% Shares
WealthPLAN Partners, LLC $1,121,679 39,889 1.65% Shares
Cetera Investment Advisers $1,088,339 39,416 1.60% Shares
Kestra Advisory Services, LLC $1,068,597 38,701 1.57% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1,018,535 36,221 1.50% Shares
HARBOUR INVESTMENTS, INC. $1,001,307 36,264 1.47% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $930,772 33,100 1.37% Shares
Vantage Financial Partners, LLC $889,845 33,159 1.31% Shares
CANANDAIGUA NATIONAL CORP $885,359 33,100 1.30% Shares
Lineweaver Wealth Advisors, LLC $880,493 31,312 1.30% Shares
Advisory Services Network, LLC $870,925 31,542 1.28% Shares
FC Advisory LLC $735,760 26,165 1.08% Shares
CENTRAL VALLEY ADVISORS, LLC $726,679 25,842 1.07% Shares
RAYMOND JAMES FINANCIAL INC $725,053 26,259 1.07% Shares
CAPTRUST FINANCIAL ADVISORS $659,917 23,900 0.97% Shares
Sovran Advisors, LLC $643,969 23,236 0.95% Shares
Chris Bulman Inc $584,024 20,769 0.86% Shares
INDEPENDENT FINANCIAL GROUP, LLC $576,235 20,492 0.85% Shares
Wheelhouse Advisory Group LLC $533,240 18,963 0.78% Shares
OLD MISSION CAPITAL LLC $510,013 18,471 0.75% Shares
Ameritas Advisory Services, LLC $488,863 17,705 0.72% Shares
Southland Equity Partners LLC $484,733 17,238 0.71% Shares
IMG Wealth Management, Inc. $479,980 17,069 0.71% Shares
Ashton Thomas Private Wealth, LLC $456,199 16,522 0.67% Shares
MML INVESTORS SERVICES, LLC $454,183 16,449 0.67% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $440,269 15,568 0.65% Shares
Chicago Partners Investment Group LLC $422,501 14,977 0.62% Shares
LPL Financial LLC $418,454 15,155 0.62% Shares
JANE STREET GROUP, LLC $395,536 14,325 0.58% Shares
Madrona Financial Services, LLC $357,405 12,710 0.53% Shares
TRUIST FINANCIAL CORP $342,660 12,410 0.50% Shares
First Heartland Consultants, Inc. $329,623 11,722 0.49% Shares
Independent Advisor Alliance $325,789 11,799 0.48% Shares
Integrity Advisory Solutions, LLC $289,204 10,474 0.43% Shares
AssuredPartners Investment Advisors, LLC $286,746 10,385 0.42% Shares
BridgePort Financial Solutions, LLC $284,758 10,313 0.42% Shares
Soltis Investment Advisors LLC $284,450 10,302 0.42% Shares
CFO4Life Group, LLC $274,100 9,927 0.40% Shares
NewEdge Advisors, LLC $268,550 9,726 0.40% Shares
Steward Partners Investment Advisory, LLC $268,440 9,722 0.40% Shares

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