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Disclosery

BOCT INNOVATOR ETFS TRUST

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ETF (fund)

90 managers (90 13F filers) reported a position in BOCT shares at 2025-09-30, 3,180,516 shares in all. 11 filers opened a position and 12 filers sold out during the quarter.

Managers
90
13F filers
90
New
11
Added
22
Reduced
25
Sold out
12
Shares held by filers
3,180,516

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…389,403$18.9M0.23%+4,65313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC315,146$15.3M0.02%-540,22113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.267,175$12.9M3.49%+2,23113F-HRTimeline
HighTower Advisors, LLC161,921$7.84M0.01%-4,79913F-HRTimeline
Cetera Investment Advisers155,828$7.55M0.01%-16,06413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.143,379$6.8M0.01%-4,81713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…131,657$6.38M0.01%+122,88313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC114,600$5.55M<0.01%+42,14013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC103,650$5.02M0.01%+9,73713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS93,112$4.51M0.01%-6,16613F-HRTimeline
LPL Financial LLC72,761$3.52M<0.01%-2,72813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC70,577$3.42M0.02%+6,90113F-HRTimelineGroup
Fragasso Financial Advisors Inc65,881$3.2M0.2%-1,20813F-HRTimeline
Berkshire Money Management, Inc.56,376$2.73M0.28%013F-HRTimeline
Motiv8 Investments LLC55,658$2.69M1.43%-1,13413F-HRTimeline
Wealthquest Corp46,049$2.23M0.18%013F-HRTimeline
Global Assets Advisory, LLC41,629$2.02M0.6%new13F-HRTimeline
Beacon Pointe Advisors, LLC40,395$1.96M0.02%+7,64913F-HRTimeline
HFG Wealth Management, LLC40,244$1.95M1.06%+18913F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,897$1.88M<0.01%+36213F-HRTimelineGroup
FSA Advisors, Inc.38,897$1.88M1.49%+78113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC38,622$1.87M0.28%-1,46913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …37,369$1.83M0.06%-41513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,418$1.76M<0.01%+21513F-HRTimelineGroup
Janney Montgomery Scott LLC33,872$1.64M<0.01%+1313F-HRTimeline
Cambridge Investment Research Advisors,…31,283$1.51M<0.01%-6,55313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …30,086$1.46M0.24%+2,48113F-HRTimelineGroup
Diligent Investors, LLC23,968$1.16M0.29%+2,05013F-HRTimeline
Maltin Wealth Management, Inc.23,473$1.14M0.47%013F-HRTimeline
MML INVESTORS SERVICES, LLC22,803$1.1M<0.01%-1,69713F-HRTimeline
Bullseye Investment Management, LLC25,896$1.09M0.66%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC20,765$1.01M0.02%-10013F-HRTimelineGroup
Lantz Financial LLC18,880$914K0.2%+5713F-HRTimeline
Sigma Planning Corp17,193$832K0.02%+16513F-HRTimeline
Weaver Consulting Group17,161$831K0.21%013F-HRTimeline
Mutual Advisors, LLC16,902$823K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.15,587$755K0.26%-2,69313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,299$741K<0.01%new13F-HR/ATimelineGroup
Cresset Asset Management, LLC15,290$740K<0.01%013F-HR/ATimeline
City Center Advisors, LLC15,243$738K0.72%+3,56213F-HRTimeline
Caliber Wealth Management, LLC / KS14,681$711K0.08%new13F-HRTimeline
Krilogy Financial LLC14,085$688K0.03%013F-HRTimeline
Valtinson Bruner Financial Planning LLC13,626$660K0.2%013F-HRTimeline
CoreCap Advisors, LLC12,207$591K0.02%+57413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,163$492K0.03%013F-HRTimeline
BCS Wealth Management10,032$486K0.11%-2,28913F-HRTimeline
XML Financial, LLC9,927$481K0.04%013F-HRTimeline
WPWealth LLP9,461$458K0.07%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,233$447K<0.01%-4,88313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL8,857$429K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC8,637$418K0.08%-1,00013F-HRTimeline
Snowden Capital Advisors LLC8,558$414K0.01%+40013F-HRTimeline
Straight Path Wealth Management8,556$414K0.12%-3713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,441$409K0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.8,306$402K0.01%013F-HRTimeline
Bellwether Advisors, LLC8,147$394K0.07%013F-HRTimeline
SageView Advisory Group, LLC8,064$390K0.01%013F-HRTimeline
Trek Financial, LLC7,980$386K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,224$350K0.01%-37213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management6,917$335K0.01%+29013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,888$334K0.01%-113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,821$330K0.01%+15613F-HRTimeline
RFG Advisory, LLC6,494$314K0.01%-2013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,451$312K<0.01%-14,24213F-HRTimelineGroup
IFP Advisors, Inc6,287$304K0.01%-13613F-HR/ATimeline
Beacon Financial Advisory LLC5,867$284K0.07%-1,32713F-HRTimeline
Three Seasons Wealth, LLC5,570$270K0.03%013F-HRTimeline
NewEdge Advisors, LLC4,955$240K<0.01%013F-HRTimeline
Advisory Services Network, LLC4,592$222K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC4,480$217K<0.01%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC4,350$211K0.1%new13F-HRTimeline
Foundations Investment Advisors, LLC4,316$209K<0.01%new13F-HRTimeline
GWN SECURITIES INC.4,200$203K0.05%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,887$140K<0.01%-1,25613F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…2,800$136K<0.01%+35113F-HRTimeline
Farther Finance Advisors, LLC2,760$134K<0.01%new13F-HRTimeline
Weaver Capital Management LLC2,712$131K0.03%013F-HRTimeline
IMG Wealth Management, Inc.1,501$72.7K0.05%013F-HRTimeline
AdvisorNet Financial, Inc811$39.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.750$36.3K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC500$24.2K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC468$22.7K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV400$19.4K<0.01%013F-HRTimeline
Caitlin John, LLC370$17.9K0.01%new13F-HRTimeline
Noble Wealth Management PBC250$12.1K0.01%13F-HRTimeline
Bullock Wealth Management Group147$7.13K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139$6.73K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…132$6.39K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$4.84K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC71$3.44K<0.01%013F-HRTimeline