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Disclosery

BOCT INNOVATOR ETFS TRUST

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ETF (fund)

91 managers (91 13F filers) reported a position in BOCT shares at 2025-06-30, 3,627,660 shares in all. 3 filers opened a position and 9 filers sold out during the quarter.

Managers
91
13F filers
91
New
3
Added
18
Reduced
34
Sold out
9
Shares held by filers
3,627,660

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
COMMONWEALTH EQUITY SERVICES, LLC855,367$38.9M0.05%+171,98013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…384,750$17.5M0.24%-27,33513F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.264,944$12M3.44%-55813F-HRTimeline
Cetera Investment Advisers171,892$7.81M0.01%-14,47713F-HRTimeline
HighTower Advisors, LLC166,720$7.58M0.01%-17,81613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.148,196$6.74M0.01%-38,11713F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS99,278$4.51M0.01%-1,03613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC93,913$4.27M0.01%+7,48213F-HRTimelineGroup
LPL Financial LLC75,489$3.43M<0.01%+16,95713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC72,460$3.29M<0.01%+71013F-HRTimelineGroup
Fragasso Financial Advisors Inc67,089$3.05M0.21%-7,59413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC63,676$2.89M0.01%-92013F-HRTimelineGroup
Motiv8 Investments LLC56,792$2.58M1.58%+1,59113F-HRTimeline
Berkshire Money Management, Inc.56,376$2.56M0.27%013F-HRTimeline
Wealthquest Corp46,049$2.09M0.17%-3,62813F-HRTimeline
OLD MISSION CAPITAL LLC40,203$1.83M0.05%+18,57713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC40,091$1.82M0.3%-12013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …37,784$1.77M0.07%-2,48013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,535$1.75M<0.01%-2,61713F-HRTimelineGroup
FSA Advisors, Inc.38,116$1.73M1.41%+1,32013F-HRTimeline
Cambridge Investment Research Advisors,…37,836$1.72M0.01%-5,76913F-HRTimeline
HFG Wealth Management, LLC40,055$1.68M1.03%+29613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,203$1.65M<0.01%+7,50713F-HRTimelineGroup
Janney Montgomery Scott LLC33,859$1.54M<0.01%+2,65613F-HRTimeline
Beacon Pointe Advisors, LLC32,746$1.49M0.02%-37713F-HRTimeline
Bison Wealth, LLC29,061$1.32M0.1%+45813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …27,605$1.25M0.27%-3,17013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC26,397$1.2M0.05%013F-HRTimeline
My Personal CFO, LLC25,935$1.18M0.54%013F-HRTimeline
MML INVESTORS SERVICES, LLC24,500$1.11M<0.01%+25813F-HRTimeline
Bullseye Investment Management, LLC25,896$1.09M0.66%013F-HRTimeline
Maltin Wealth Management, Inc.23,473$1.07M0.48%-37613F-HRTimeline
Diligent Investors, LLC21,918$996K0.24%-37513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC20,865$948K0.02%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management20,693$940K0.01%-509,22213F-HRTimelineGroup
Lantz Financial LLC18,823$856K0.21%013F-HRTimeline
DHJJ Financial Advisors, Ltd.18,280$831K0.3%-38513F-HRTimeline
Weaver Consulting Group17,161$780K0.22%+4,26613F-HRTimeline
Sigma Planning Corp17,028$774K0.02%-30813F-HRTimeline
Cresset Asset Management, LLC15,290$695K<0.01%-3,66413F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,116$642K<0.01%+4,05013F-HRTimelineGroup
Krilogy Financial LLC14,085$640K0.04%-3,05013F-HRTimeline
Valtinson Bruner Financial Planning LLC13,626$619K0.19%013F-HRTimeline
BCS Wealth Management12,321$560K0.12%013F-HRTimeline
Arax Advisory Partners12,282$558K0.03%-11813F-HRTimeline
City Center Advisors, LLC11,681$531K0.57%-84213F-HRTimeline
CoreCap Advisors, LLC11,633$529K0.02%-56113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,163$461K0.03%013F-HRTimeline
XML Financial, LLC9,927$451K0.04%013F-HRTimeline
Summit Wealth Partners, LLC9,637$438K0.08%013F-HRTimeline
BLAIR WILLIAM & CO/IL8,857$403K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,774$401K<0.01%+1,89913F-HRTimeline
Straight Path Wealth Management8,593$391K0.13%-18113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,441$384K0.01%-2213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.8,306$378K0.01%013F-HRTimeline
SageView Advisory Group, LLC8,064$375K0.01%013F-HRTimeline
Snowden Capital Advisors LLC8,158$371K0.01%013F-HRTimeline
Bellwether Advisors, LLC8,147$370K0.06%013F-HRTimeline
Trek Financial, LLC7,980$363K0.02%-3513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,721$351K<0.01%-16,95513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,596$345K0.01%-4113F-HRTimelineGroup
Beacon Financial Advisory LLC7,194$327K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,889$313K0.01%-23513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,665$303K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,627$301K0.01%-4,38713F-HRTimelineGroup
RFG Advisory, LLC6,514$296K0.01%-10,59413F-HRTimeline
IFP Advisors, Inc6,423$292K0.01%+1,50213F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…6,000$274K0.11%013F-HRTimeline
Three Seasons Wealth, LLC5,570$253K0.03%013F-HRTimeline
NewEdge Advisors, LLC4,955$225K<0.01%new13F-HRTimeline
Advisory Services Network, LLC4,592$212K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,143$188K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,706$168K<0.01%+26413F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB3,317$151K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC2,733$124K0.04%013F-HRTimeline
Weaver Capital Management LLC2,712$123K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…2,449$111K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,501$68.2K0.05%-1813F-HRTimeline
AdvisorNet Financial, Inc811$36.9K<0.01%+17013F-HRTimeline
Sunbelt Securities, Inc.750$32.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.600$27.3K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC500$22.7K0.02%13F-HRTimeline
Financial Network Wealth Advisors LLC468$21.3K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV400$18.2K<0.01%013F-HRTimeline
Bullock Wealth Management Group147$6.67K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139$6.32K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…132$6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$4.54K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC100$4.54K<0.01%013F-HRTimeline
Larson Financial Group LLC71$3.23K<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.