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Disclosery

BOCT INNOVATOR ETFS TRUST

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ETF (fund)

97 managers (97 13F filers) reported a position in BOCT shares at 2025-03-31, 5,959,118 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
97
13F filers
97
New
9
Added
22
Reduced
29
Sold out
10
Shares held by filers
5,959,118

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
Stuart Chaussee & Associates, Inc.1,777,329$74.7M18.61%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC683,387$28.7M0.04%+357,17513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management529,915$22.3M0.32%+47,05513F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…412,085$17.3M0.31%+60,41113F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.265,502$11.2M3.56%+6,44413F-HRTimeline
Cetera Investment Advisers186,369$7.83M0.02%+8,93213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.186,313$7.83M0.02%+34,58013F-HRTimelineGroup
HighTower Advisors, LLC184,536$7.76M0.01%+5013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS100,314$4.22M0.01%-8,01613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC86,431$3.63M0.01%+10,38813F-HRTimelineGroup
GWN SECURITIES INC.74,177$3.23M0.18%new13F-HRTimeline
Fragasso Financial Advisors Inc74,683$3.14M0.23%-1,40613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,750$3.02M<0.01%-27,14313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC64,596$2.72M0.01%+1,38613F-HRTimelineGroup
LPL Financial LLC58,532$2.46M<0.01%-4,63113F-HRTimeline
Berkshire Money Management, Inc.56,376$2.37M0.27%013F-HRTimeline
Motiv8 Investments LLC55,201$2.32M1.54%+7,19413F-HRTimeline
Wealthquest Corp49,677$2.09M0.17%-19,62713F-HR/ATimeline
Cambridge Investment Research Advisors,…43,605$1.83M0.01%-1,12313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,152$1.73M<0.01%-12813F-HRTimelineGroup
HFG Wealth Management, LLC39,759$1.72M1.04%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC40,211$1.69M0.32%+13113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …40,264$1.68M0.11%-1,30013F-HRTimelineGroup
FSA Advisors, Inc.36,796$1.55M1.23%+97613F-HRTimeline
Beacon Pointe Advisors, LLC33,123$1.39M0.02%013F-HRTimeline
Janney Montgomery Scott LLC31,203$1.31M<0.01%+2,05013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …30,775$1.29M0.3%+4,41313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,696$1.21M<0.01%+3,83813F-HRTimelineGroup
Bison Wealth, LLC28,603$1.2M0.11%+1,41713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC26,397$1.11M0.05%013F-HR/ATimeline
My Personal CFO, LLC25,935$1.09M0.55%013F-HRTimeline
Bullseye Investment Management, LLC25,896$1.09M0.66%-63213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,676$1.04M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC24,242$1.02M<0.01%-28,82313F-HRTimeline
Maltin Wealth Management, Inc.23,849$1M0.47%013F-HRTimeline
Diligent Investors, LLC22,293$937K0.23%-513F-HRTimeline
OLD MISSION CAPITAL LLC21,626$909K0.02%new13F-HRTimeline
Arkadios Wealth Advisors20,522$863K0.03%new13F-HRTimeline
Cresset Asset Management, LLC18,954$797K<0.01%013F-HRTimeline
Lantz Financial LLC18,823$791K0.22%-25013F-HRTimeline
McAdam, LLC18,733$787K0.05%013F-HRTimeline
DHJJ Financial Advisors, Ltd.18,665$785K0.32%013F-HRTimeline
Sigma Planning Corp17,336$729K0.02%-27313F-HRTimeline
Krilogy Financial LLC17,135$720K0.05%013F-HRTimeline
RFG Advisory, LLC17,108$719K0.02%-2,83913F-HRTimeline
CENTAURUS FINANCIAL, INC.15,517$652K0.04%-12413F-HRTimeline
Valtinson Bruner Financial Planning LLC13,626$573K0.19%013F-HRTimeline
Weaver Consulting Group12,895$542K0.16%+7,90813F-HRTimeline
City Center Advisors, LLC12,523$526K0.61%+67913F-HRTimeline
Arax Advisory Partners12,400$521K0.03%-23513F-HRTimeline
BCS Wealth Management12,321$518K0.13%-23513F-HRTimeline
CoreCap Advisors, LLC12,194$513K0.02%+67413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,014$463K0.01%-6,02413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,163$427K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,066$423K<0.01%-3,51213F-HRTimelineGroup
XML Financial, LLC9,927$417K0.04%-1,20713F-HRTimeline
Summit Wealth Partners, LLC9,637$405K0.08%013F-HRTimeline
BLAIR WILLIAM & CO/IL8,857$372K<0.01%013F-HRTimeline
Straight Path Wealth Management8,774$369K0.15%+5713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,463$366K0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.8,306$349K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC8,158$343K0.01%013F-HRTimeline
Bellwether Advisors, LLC8,147$342K0.07%013F-HRTimeline
SageView Advisory Group, LLC8,064$339K0.01%013F-HRTimeline
Trek Financial, LLC8,015$337K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,637$321K0.01%-4913F-HRTimelineGroup
Beacon Financial Advisory LLC7,194$302K0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,124$299K0.01%-41713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,875$289K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,665$280K0.01%013F-HRTimeline
Chris Bulman Inc6,382$268K0.17%-2713F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…6,000$252K0.11%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,841$246K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,835$245K<0.01%-1,18013F-HRTimeline
Three Seasons Wealth, LLC5,570$234K0.12%013F-HRTimeline
IFP Advisors, Inc4,921$207K0.01%-80013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,143$174K<0.01%+3,35313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,442$145K<0.01%new13F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB3,317$139K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC2,733$115K0.04%-2,98013F-HRTimeline
Weaver Capital Management LLC2,712$114K0.03%-38413F-HRTimeline
Steward Partners Investment Advisory, L…2,449$103K<0.01%013F-HRTimeline
Continuum Advisory, LLC2,344$98.5K0.01%+26413F-HRTimeline
IMG Wealth Management, Inc.1,519$63.9K0.06%013F-HRTimeline
Sunbelt Securities, Inc.750$31.5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc641$26.9K<0.01%-50013F-HRTimeline
Cape Investment Advisory, Inc.600$25.2K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC468$19.7K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV400$16.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC250$10.5K0.01%013F-HRTimeline
Bullock Wealth Management Group147$6.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139$5.84K<0.01%-14113F-HRTimeline
Capital Investment Advisory Services, L…132$5.55K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$4.2K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC100$4.2K<0.01%013F-HRTimeline
Larson Financial Group LLC71$2.98K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.