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Disclosery

AOCT INNOVATOR ETFS TRUST

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EQUITY DEF PRO 2 (fund)

35 managers (35 13F filers) reported a position in AOCT shares at 2026-06-30, 756,791 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
35
13F filers
35
New
3
Added
5
Reduced
11
Sold out
5
Shares held by filers
756,791

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC114,624$3.14M<0.01%-24,08713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC102,639$2.81M<0.01%-1,50913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,881$1.77M<0.01%+49,01213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management53,374$1.46M0.01%-22,95713F-HRTimelineGroup
HighTower Advisors, LLC50,872$1.39M<0.01%-13,78413F-HRTimeline
Tradition Wealth Management, LLC39,088$1.07M0.07%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC27,024$739K0.25%013F-HRTimeline
Allworth Financial LP25,880$708K<0.01%013F-HRTimeline
Capasso Planning Partners LLC24,460$669K0.33%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,581$616K<0.01%+4,15213F-HRTimelineGroup
Cetera Investment Advisers22,367$612K<0.01%-3,34313F-HRTimeline
OLD MISSION CAPITAL LLC20,518$561K0.01%-19,91113F-HRTimeline
Cambridge Investment Research Advisors,…19,952$546K<0.01%-50013F-HR/ATimeline
KFG WEALTH MANAGEMENT, LLC18,493$506K0.06%-30613F-HRTimeline
MTM FINANCIAL GROUP, LLC17,860$489K0.21%+8813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,339$420K<0.01%+2,91513F-HRTimelineGroup
Syntegra Private Wealth Group, LLC11,735$321K0.02%013F-HRTimeline
AE Wealth Management LLC11,607$318K<0.01%-3313F-HRTimeline
Comprehensive Financial Consultants Ins…11,016$301K0.08%-37513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,000$274K0.01%013F-HRTimeline
HRT FINANCIAL LP9,821$268K<0.01%new13F-HRTimeline
LPL Financial LLC9,564$262K<0.01%-22013F-HRTimeline
Cypress Wealth Services, LLC9,056$248K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,882$216K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC7,730$211K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC7,356$201K<0.01%+4813F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,863$188K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,700$101K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC3,675$101K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,977$54.1K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,462$40K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,321$36.1K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,298$35.5K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc600$16.4K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY176$4.81K<0.01%013F-HRTimelineGroup