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Disclosery

AOCT INNOVATOR ETFS TRUST

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EQUITY DEF PRO 2 (fund)

39 managers (39 13F filers) reported a position in AOCT shares at 2025-09-30, 1,686,778 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
39
13F filers
39
New
9
Added
11
Reduced
10
Sold out
9
Shares held by filers
1,686,778

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Legacy CG, LLC671,518$17.6M4.97%+3,50713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC191,072$5.02M<0.01%-10,87413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC106,500$2.8M<0.01%-5,76913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management97,746$2.57M0.03%-1,13813F-HRTimelineGroup
CWM, LLCin group CWM, LLC82,810$2.17M0.01%+32,02613F-HRTimelineGroup
HighTower Advisors, LLC67,669$1.78M<0.01%+20313F-HRTimeline
Tradition Wealth Management, LLC35,705$938K0.07%013F-HRTimeline
Ashton Thomas Private Wealth, LLC33,057$868K0.02%+21,13113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC31,043$815K0.35%new13F-HRTimeline
Capasso Planning Partners LLC30,852$810K0.5%-513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,819$809K<0.01%-54613F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,372$771K<0.01%+1,37713F-HRTimeline
Cetera Investment Advisers28,876$758K<0.01%-3,52313F-HRTimeline
Triad Wealth Partners, LLC26,050$684K0.09%+10,83213F-HRTimeline
Orion Porfolio Solutions, LLC25,332$665K0.01%+1,28613F-HRTimeline
Encompass More Asset Management21,791$572K0.11%+5,84813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC19,456$511K0.07%013F-HRTimeline
MTM FINANCIAL GROUP, LLC17,866$469K0.23%013F-HRTimeline
Ausdal Financial Partners, Inc.12,397$326K0.02%new13F-HRTimeline
AE Wealth Management LLC11,960$314K<0.01%-97,68113F-HRTimeline
Syntegra Private Wealth Group, LLC11,735$308K0.03%013F-HRTimeline
OLD MISSION CAPITAL LLC11,431$300K0.01%new13F-HRTimeline
Comprehensive Financial Consultants Ins…11,391$299K0.09%-7813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,000$263K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,913$260K<0.01%new13F-HRTimelineGroup
Cypress Wealth Services, LLC9,056$238K0.04%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC9,035$237K0.07%-6,30913F-HRTimeline
LPL Financial LLC7,800$205K<0.01%new13F-HRTimeline
WealthShield Partners, LLC7,730$203K0.02%+1,52213F-HRTimeline
Steward Partners Investment Advisory, L…7,125$187K<0.01%+5,66713F-HRTimeline
HARBOUR INVESTMENTS, INC.6,889$179K<0.01%013F-HRTimeline
CoreCap Advisors, LLC3,675$96.5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,956$77.6K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC2,297$60.3K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,467$38.5K<0.01%new13F-HR/ATimelineGroup
Advisory Services Network, LLC1,011$26.5K<0.01%new13F-HRTimeline
IFP Advisors, Inc700$18.4K<0.01%+20013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.500$13.1K<0.01%-10013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY176$4.62K<0.01%new13F-HR/ATimelineGroup