Skip to content
Disclosery

AOCT INNOVATOR ETFS TRUST

Follow

EQUITY DEF PRO 2 (fund)

38 managers (38 13F filers) reported a position in AOCT shares at 2026-03-31, 1,471,625 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
38
13F filers
38
New
7
Added
5
Reduced
12
Sold out
1
Shares held by filers
1,471,625

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC672,374$17.8M4.94%+14,17013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC138,711$3.67M<0.01%-44,92513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC104,148$2.76M<0.01%-60113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management76,331$2.02M0.02%-5,40513F-HRTimelineGroup
HighTower Advisors, LLC64,656$1.71M<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC40,429$1.07M0.03%new13F-HRTimeline
Tradition Wealth Management, LLC39,088$1.03M0.07%-41713F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC27,024$715K0.3%013F-HRTimeline
Allworth Financial LP25,880$685K<0.01%-17,75613F-HRTimeline
Cetera Investment Advisers25,710$680K<0.01%+18813F-HRTimeline
Selby Wealth Management, LLC24,600$651K0.26%013F-HRTimeline
Capasso Planning Partners LLC24,460$647K0.35%-6,27813F-HRTimeline
Cambridge Investment Research Advisors,…20,452$541K<0.01%-5,02213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC18,799$497K0.06%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,429$484K<0.01%+4,76013F-HR/ATimelineGroup
MTM FINANCIAL GROUP, LLC17,772$470K0.22%-24213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,869$420K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,424$329K<0.01%new13F-HRTimelineGroup
Syntegra Private Wealth Group, LLC11,735$310K0.03%013F-HRTimeline
AE Wealth Management LLC11,640$308K<0.01%-32013F-HRTimeline
Comprehensive Financial Consultants Ins…11,391$301K0.09%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,000$265K0.01%013F-HR/ATimeline
LPL Financial LLC9,784$259K<0.01%+2,00013F-HRTimeline
Cypress Wealth Services, LLC9,056$240K0.03%013F-HRTimeline
WealthShield Partners, LLC7,730$205K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC7,308$193K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,863$182K<0.01%-26213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,700$97.9K<0.01%+3,20013F-HRTimelineGroup
CoreCap Advisors, LLC3,675$97.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3,112$82.3K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,977$52.3K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,861$49.2K<0.01%-1,77313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,462$38.7K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,011$26.7K<0.01%new13F-HRTimeline
Bullseye Investment Management, LLC984$26K0.01%013F-HRTimeline
IFP Advisors, Inc600$15.9K<0.01%-60013F-HRTimeline
TopTier Wealth Management, LLC404$10.7K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY176$4.66K<0.01%013F-HRTimelineGroup