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Disclosery

BOCT INNOVATOR ETFS TRUST

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ETF (fund)

100 managers (100 13F filers) reported a position in BOCT shares at 2024-12-31, 3,607,449 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
100
13F filers
100
New
15
Added
36
Reduced
18
Sold out
4
Shares held by filers
3,607,449

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Brookstone Capital Managementin group Brookstone Capital Management482,860$20.9M0.3%+477,73613F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…351,674$15.2M0.28%+53,22213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC326,212$14.1M0.02%-319,24413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.259,058$11.2M3.63%+11,84913F-HRTimeline
HighTower Advisors, LLC184,486$7.97M0.01%+28,62713F-HRTimeline
Cetera Investment Advisers177,437$7.67M0.02%+100,56713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.151,733$6.56M0.01%+64,27213F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS108,330$4.68M0.01%-19,60713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,893$4.27M<0.01%+31,73313F-HRTimelineGroup
Fragasso Financial Advisors Inc76,089$3.29M0.25%+3,20613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC76,043$3.29M0.01%-1,26313F-HRTimelineGroup
Wealthquest Corp69,304$3M0.24%-6,25813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC63,210$2.73M0.01%+12,26913F-HRTimelineGroup
LPL Financial LLC63,163$2.73M<0.01%-2,66813F-HRTimeline
Berkshire Money Management, Inc.56,376$2.44M0.26%-5,45113F-HRTimeline
MML INVESTORS SERVICES, LLC53,065$2.29M0.01%+38,00113F-HRTimeline
Motiv8 Investments LLC48,007$2.08M1.46%+9,54513F-HRTimeline
Cambridge Investment Research Advisors,…44,728$1.93M0.01%+3,11513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …41,564$1.79M0.1%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,280$1.78M<0.01%13F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC40,080$1.73M0.33%+1,79113F-HRTimeline
FSA Advisors, Inc.35,820$1.52M1.86%-95113F-HRTimeline
Beacon Pointe Advisors, LLC33,123$1.43M0.02%+4,89013F-HRTimeline
Janney Montgomery Scott LLC29,153$1.26M<0.01%+4,37713F-HRTimeline
Bison Wealth, LLC27,186$1.18M0.14%13F-HRTimeline
Bullseye Investment Management, LLC26,528$1.15M0.76%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC26,397$1.14M0.05%new13F-HR/ATimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …26,362$1.14M0.27%+2,63813F-HRTimelineGroup
My Personal CFO, LLC25,935$1.12M0.57%+7,63513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,858$1.07M<0.01%+9113F-HRTimelineGroup
Maltin Wealth Management, Inc.23,849$1.03M0.51%013F-HRTimeline
Diligent Investors, LLC22,298$964K0.22%-513F-HRTimeline
RFG Advisory, LLC19,947$862K0.02%+6,65113F-HRTimeline
Lantz Financial LLC19,073$824K0.22%+1,30213F-HRTimeline
Cresset Asset Management, LLC18,954$819K<0.01%-6,47213F-HRTimeline
McAdam, LLC18,733$810K0.04%-31913F-HRTimeline
DHJJ Financial Advisors, Ltd.18,665$807K0.31%+65113F-HRTimeline
Sigma Planning Corp17,609$761K0.02%+25313F-HRTimeline
Krilogy Financial LLC17,135$741K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,038$737K0.02%+2,53213F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.15,641$676K0.04%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,576$673K<0.01%new13F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC13,626$589K0.21%-1013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,578$587K<0.01%new13F-HRTimelineGroup
WPWealth LLP13,385$579K0.12%+59113F-HRTimeline
Arax Advisory Partners12,635$546K0.03%-5413F-HRTimeline
BCS Wealth Management12,556$543K0.14%+2,43713F-HRTimeline
City Center Advisors, LLC11,844$512K0.57%+10713F-HRTimeline
Global Trust Asset Management, LLC11,600$501K0.19%-2,10013F-HRTimeline
CoreCap Advisors, LLC11,520$498K0.02%-10,58013F-HRTimeline
XML Financial, LLC11,134$481K0.04%+54113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,163$439K0.03%013F-HRTimeline
Summit Wealth Partners, LLC9,637$417K0.09%013F-HRTimeline
BLAIR WILLIAM & CO/IL8,857$383K<0.01%+8,29513F-HRTimeline
Straight Path Wealth Management8,717$377K0.15%-5513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,463$366K0.01%+1,56713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC8,222$355K0.01%013F-HRTimeline
Snowden Capital Advisors LLC8,158$353K0.01%+1,06513F-HRTimeline
Bellwether Advisors, LLC8,147$352K0.06%new13F-HRTimeline
SageView Advisory Group, LLC8,064$349K0.02%+87513F-HRTimeline
Trek Financial, LLC8,015$346K0.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,686$332K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,541$326K0.01%+5,14513F-HRTimeline
Beacon Financial Advisory LLC7,194$311K0.1%+98213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,015$303K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,875$297K<0.01%+36813F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC6,665$288K0.01%new13F-HRTimeline
Outlook Wealth Advisors, LLC6,616$286K0.08%new13F-HRTimeline
Chris Bulman Inc6,409$277K0.18%new13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…6,000$259K0.11%13F-HRTimeline
IFP Advisors, Inc5,721$247K0.01%+58513F-HRTimeline
Wood Tarver Financial Group, LLC5,713$246K0.08%13F-HRTimeline
Three Seasons Wealth, LLC5,570$241K0.12%013F-HRTimeline
Weaver Consulting Group4,987$216K0.07%013F-HRTimeline
NewEdge Advisors, LLC4,755$206K<0.01%+4,71013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,738$205K<0.01%-3,48213F-HRTimeline
Wilmington Savings Fund Society, FSB3,317$143K<0.01%new13F-HRTimeline
Weaver Capital Management LLC3,096$134K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…2,449$106K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC2,353$102K0.08%new13F-HRTimeline
Continuum Advisory, LLC2,080$89.9K0.01%-113F-HRTimeline
IMG Wealth Management, Inc.1,519$65.7K0.06%13F-HRTimeline
AdvisorNet Financial, Inc1,141$49.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP800$34.6K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY790$34.1K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.750$32.5K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.600$25.9K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC500$21.6K0.02%13F-HRTimeline
Financial Network Wealth Advisors LLC468$20.2K0.04%-17713F-HRTimeline
Householder Group Estate & Retirement S…458$19K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV400$17.3K<0.01%013F-HRTimeline
Caitlin John, LLC370$16K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC280$12.1K<0.01%013F-HRTimeline
Noble Wealth Management PBC250$10.8K0.01%13F-HRTimeline
Bullock Wealth Management Group147$6.35K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…132$5.71K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$4.32K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC100$4.32K<0.01%013F-HRTimeline
Larson Financial Group LLC71$3.07K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.