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Disclosery

BOCT INNOVATOR ETFS TRUST

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ETF (fund)

120 managers (121 13F filers) reported a position in BOCT shares at 2026-06-30, 3,933,094 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
120
13F filers
121
New
16
Added
18
Reduced
48
Sold out
9
Shares held by filers
3,933,094

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
Penserra Capital Management LLCin group Penserra Capital Management L…497,836$26.4M0.2%+82,94913F-HRTimelineGroup
COFG Advisors, LLC370,725$19.7M3.39%-37113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.296,555$15.7M3.46%+6,09213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC256,223$13.6M0.02%-10,02213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC164,026$8.7M0.01%-17,63113F-HRTimelineGroup
HighTower Advisors, LLC162,570$8.62M0.01%+1,05813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.139,210$7.38M0.01%+20,30113F-HRTimelineGroup
Cetera Investment Advisers124,423$6.6M0.01%-32,19013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,361$5.9M<0.01%-9,50513F-HRTimelineGroup
OLD MISSION CAPITAL LLC74,509$3.95M0.1%+44,99413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding73,420$3.89M+35,970Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,829$3.86M<0.01%+32,32313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC72,096$3.82M0.01%+49,57413F-HRTimeline
LPL Financial LLC68,577$3.64M<0.01%-2,15613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS65,227$3.46M0.01%-1,50013F-HRTimeline
Fragasso Financial Advisors Inc63,507$3.37M0.18%-1,88213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,326$3.04M0.01%-10,76713F-HRTimelineGroup
Berkshire Money Management, Inc.55,587$2.95M0.27%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,090$2.66M<0.01%-41913F-HRTimelineGroup
Wealthquest Corp43,921$2.33M0.15%013F-HRTimeline
Global Assets Advisory, LLC40,715$2.16M0.47%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC38,493$2.04M0.25%-1,11713F-HRTimeline
FSA Advisors, Inc.38,464$2.04M0.94%-99213F-HR/ATimeline
Cambridge Investment Research Advisors,…38,000$2.02M<0.01%+1,66713F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,320$1.93M<0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC35,022$1.86M0.01%-8,22513F-HRTimeline
Orion Porfolio Solutions, LLC34,619$1.84M0.01%+2,86213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,473$1.77M<0.01%+31,62113F-HRTimelineGroup
NewEdge Advisors, LLC30,347$1.61M<0.01%+3,20513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …30,338$1.61M0.23%-55613F-HRTimelineGroup
Janney Montgomery Scott LLC29,869$1.58M<0.01%-1,39813F-HRTimeline
Weaver Consulting Group27,090$1.44M0.29%-9613F-HRTimeline
Diligent Investors, LLC25,131$1.33M0.3%-4213F-HRTimeline
World Investment Advisors23,990$1.26M0.02%-1,09513F-HRTimeline
Maltin Wealth Management, Inc.23,473$1.24M0.42%013F-HRTimeline
Lantz Financial LLC22,899$1.21M0.22%-4713F-HRTimeline
DHJJ Financial Advisors, Ltd.21,961$1.16M0.34%-17313F-HRTimeline
Atria Investments, Inc20,706$1.1M0.01%-1,26313F-HRTimeline
HRT FINANCIAL LP19,591$1.04M<0.01%new13F-HRTimeline
FORONJY FINANCIAL LLC19,415$1.03M0.38%+5,11213F-HRTimeline
My Personal CFO, LLC19,400$1.03M0.4%-4,33513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,240$967K0.03%+213F-HRTimelineGroup
Mutual Advisors, LLC16,841$893K0.02%-6113F-HRTimeline
Sigma Planning Corp16,430$871K0.02%-80413F-HRTimeline
City Center Advisors, LLC15,946$845K0.68%-35213F-HRTimeline
Caliber Wealth Management, LLC / KS14,681$778K0.08%013F-HRTimeline
Valtinson Bruner Financial Planning LLC13,697$726K0.18%013F-HRTimeline
Dynamic Advisor Solutions LLC13,611$722K0.02%-713F-HRTimeline
Krilogy Financial LLC12,918$685K0.02%-1,16713F-HRTimeline
Arax Advisory Partners12,304$652K<0.01%+68913F-HRTimeline
BFI Wealth Solutions, LLC12,101$642K0.48%013F-HRTimeline
CoreCap Advisors, LLC10,453$554K0.02%-1,50413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC10,425$553K0.06%013F-HRTimeline
TopTier Wealth Management, LLC10,379$550K0.33%013F-HRTimeline
Global Trust Wealth Management LLC10,200$541K0.37%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,163$539K0.01%-611,40113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,163$538K0.03%013F-HRTimeline
WPWealth LLP9,582$508K0.08%013F-HRTimeline
Snowden Capital Advisors LLC9,243$490K0.01%013F-HRTimeline
Grantvest Financial Group LLC9,049$480K0.28%013F-HRTimeline
Triad Wealth Partners, LLC8,860$476K0.03%-3,38913F-HRTimeline
BCS Wealth Management8,964$475K0.09%-58013F-HRTimeline
BLAIR WILLIAM & CO/IL8,857$470K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,814$467K0.01%+6413F-HRTimelineGroup
IFP Advisors, Inc8,804$467K0.01%-81513F-HRTimeline
Straight Path Wealth Management8,459$449K0.1%-6613F-HRTimeline
Arkadios Wealth Advisors8,273$439K0.01%-19,83713F-HRTimeline
XML Financial, LLC8,175$433K0.03%-30213F-HRTimeline
Bellwether Advisors, LLC8,147$432K0.06%013F-HRTimeline
Simplicity Wealth,LLC8,105$430K0.01%new13F-HRTimeline
IMG Wealth Management, Inc.8,051$427K0.24%-80213F-HRTimeline
Trek Financial, LLC8,010$425K0.02%+3013F-HRTimeline
J.W. COLE ADVISORS, INC.7,758$411K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC7,655$406K0.01%-62913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,499$398K0.02%+2,98113F-HRTimeline
Kingsview Wealth Management, LLC7,449$395K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,442$395K0.01%-18013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,066$375K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC6,729$357K<0.01%013F-HRTimeline
Beacon Financial Advisory LLC6,540$347K0.07%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,079$325K<0.01%-71,49313F-HRTimeline
Rothschild Wealth LLC6,000$318K0.03%013F-HRTimeline
GWN SECURITIES INC.5,962$316K0.05%-11,54613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,811$308K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC5,754$305K<0.01%-5013F-HRTimeline
Three Seasons Wealth, LLC5,570$295K0.03%013F-HRTimeline
RFG Advisory, LLC4,931$261K<0.01%-12813F-HRTimeline
Old Port Advisors4,500$239K0.05%013F-HRTimeline
Retirement Planning Group, LLC4,492$238K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,378$232K<0.01%-18013F-HRTimeline
MTM FINANCIAL GROUP, LLC4,350$231K0.1%013F-HRTimeline
Merit Financial Group, LLC4,098$217K<0.01%-9813F-HR/ATimeline
First Heartland Consultants, Inc.4,084$217K0.01%new13F-HRTimeline
AlphaStar Capital Management, LLC4,076$216K0.01%-4,57613F-HRTimeline
Visionary Wealth Advisors3,980$211K0.01%-35713F-HRTimeline
GTS FINANCIAL, LLC4,642$211K0.15%new13F-HRTimeline
Farther Finance Advisors, LLC3,697$196K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,019$160K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,012$160K0.09%013F-HRTimeline
Continuum Advisory, LLC2,890$153K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,809$149K<0.01%013F-HRTimelineGroup
Weaver Capital Management LLC2,706$130K0.03%013F-HRTimeline
Operose Advisors LLC2,061$109K0.02%new13F-HRTimeline
Financial Network Wealth Advisors LLC1,458$77.3K0.08%+16713F-HRTimeline
AE Wealth Management LLC1,418$75.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc811$43K<0.01%013F-HRTimeline
Vision Retirement, LLC735$39K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…725$38.4K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.600$31.8K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA515$27.3K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC500$26.5K0.02%013F-HRTimeline
IFG Advisory, LLC444$23.5K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV400$21.2K<0.01%013F-HRTimeline
Caitlin John, LLC370$19.6K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.289$15.3K<0.01%-28913F-HRTimeline
Bullock Wealth Management Group147$7.79K<0.01%13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS116$6.15K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$5.3K<0.01%013F-HRTimelineGroup
COUNTRY TRUST BANK77$4.08K<0.01%new13F-HRTimeline
Larson Financial Group LLC71$3.77K<0.01%013F-HRTimeline