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Disclosery

AOCT INNOVATOR ETFS TRUST

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EQUITY DEF PRO 2 (fund)

45 managers (45 13F filers) reported a position in AOCT shares at 2025-03-31, 1,998,213 shares in all. 20 filers opened a position and 0 filers sold out during the quarter.

Managers
45
13F filers
45
New
20
Added
6
Reduced
7
Sold out
0
Shares held by filers
1,998,213

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Legacy CG, LLC674,590$16.7M5.41%+5,69613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC198,032$4.92M<0.01%-8,82313F-HRTimelineGroup
Atria Investments, Inc128,043$3.18M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC112,554$2.79M<0.01%-89,66613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management100,484$2.49M0.04%new13F-HRTimelineGroup
AE Wealth Management LLC94,906$2.36M0.02%+11,11613F-HRTimeline
HighTower Advisors, LLC69,453$1.72M<0.01%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…59,500$1.48M0.01%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC39,979$993K0.33%new13F-HR/ATimeline
Cetera Investment Advisers37,717$936K<0.01%+13,41313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,815$914K<0.01%new13F-HRTimelineGroup
Tradition Wealth Management, LLC35,705$886K0.08%-10713F-HRTimeline
Bison Wealth, LLC34,308$852K0.08%new13F-HRTimeline
Capasso Planning Partners LLC31,452$781K0.33%-13513F-HRTimeline
Cambridge Investment Research Advisors,…27,790$690K<0.01%-1,56313F-HRTimeline
OLD MISSION CAPITAL LLC25,755$639K0.01%new13F-HRTimeline
John W. Brooker & Co., CPAs24,600$611K0.25%013F-HRTimeline
Atlantic Private Wealth, LLC22,665$563K0.42%new13F-HRTimeline
Orion Porfolio Solutions, LLC21,838$542K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC21,838$542K0.01%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,655$463K<0.01%new13F-HR/ATimelineGroup
MTM FINANCIAL GROUP, LLC17,690$439K0.26%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC16,462$409K0.14%new13F-HRTimeline
IFG Advisors, LLC16,090$399K0.08%013F-HRTimeline
Comprehensive Financial Consultants Ins…12,525$311K0.11%-89413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC12,259$304K0.06%-40213F-HRTimeline
WealthShield Partners, LLC11,910$296K0.04%+1,33413F-HRTimeline
Syntegra Private Wealth Group, LLC11,735$291K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,450$259K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,000$248K0.01%013F-HRTimeline
Encompass More Asset Management9,503$236K0.07%new13F-HRTimeline
Cypress Wealth Services, LLC9,056$225K0.05%013F-HRTimeline
Triad Wealth Partners, LLC8,353$207K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,889$173K<0.01%+1,74813F-HRTimeline
Bellwether Advisors, LLC6,538$162K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,641$115K<0.01%new13F-HR/ATimelineGroup
CoreCap Advisors, LLC4,062$101K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC3,248$80.6K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,168$79K<0.01%+1,97013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,956$73.5K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,662$66.1K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.700$17.4K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc500$12.4K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC137$3.4K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.