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Disclosery

BOCT INNOVATOR ETFS TRUST

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ETF (fund)

120 managers (120 13F filers) reported a position in BOCT shares at 2025-12-31, 4,555,832 shares in all. 29 filers opened a position and 5 filers sold out during the quarter.

Managers
120
13F filers
120
New
29
Added
38
Reduced
20
Sold out
5
Shares held by filers
4,555,832

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Management575,691$28.5M0.33%+569,24013F-HRTimelineGroup
COFG Advisors, LLC377,098$18.6M4.6%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…373,415$18.5M0.22%-15,98813F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.285,759$14.1M3.5%+18,58413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC273,168$13.5M0.02%-41,97813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC200,596$9.91M0.01%+96,94613F-HRTimelineGroup
HighTower Advisors, LLC166,367$8.22M0.01%+4,44613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.155,818$7.7M0.01%+12,43913F-HRTimelineGroup
Cetera Investment Advisers150,884$7.46M0.01%-4,94413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…132,892$6.63M0.01%+1,23513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC119,481$5.91M<0.01%+4,88113F-HRTimelineGroup
LPL Financial LLC76,538$3.78M<0.01%+3,77713F-HRTimeline
MML INVESTORS SERVICES, LLC75,577$3.74M0.01%+52,77413F-HRTimeline
Fragasso Financial Advisors Inc68,882$3.4M0.21%+3,00113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS66,727$3.3M0.01%-26,38513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,471$3.29M0.01%-4,10613F-HRTimelineGroup
Berkshire Money Management, Inc.55,587$2.75M0.26%-78913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,086$2.62M<0.01%+14,18913F-HRTimelineGroup
Wealthquest Corp44,597$2.2M0.17%-1,45213F-HRTimeline
Global Assets Advisory, LLC41,467$2.05M0.59%-16213F-HRTimeline
Beacon Pointe Advisors, LLC41,386$2.05M0.01%+99113F-HRTimeline
HFG Wealth Management, LLC40,546$2M1.1%+30213F-HRTimeline
FSA Advisors, Inc.39,780$1.97M1.37%+88313F-HRTimeline
Motiv8 Investments LLC39,080$1.93M1.05%-16,57813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC37,968$1.88M0.28%-65413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …37,449$1.87M0.06%+8013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,482$1.8M<0.01%+6413F-HRTimelineGroup
Cambridge Investment Research Advisors,…35,346$1.75M<0.01%+4,06313F-HRTimeline
Janney Montgomery Scott LLC33,620$1.66M<0.01%-25213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …30,028$1.48M0.24%-5813F-HRTimelineGroup
Weaver Consulting Group28,741$1.42M0.35%+11,58013F-HRTimeline
Diligent Investors, LLC26,173$1.29M0.32%+2,20513F-HRTimeline
My Personal CFO, LLC25,935$1.28M0.53%new13F-HRTimeline
World Investment Advisors24,612$1.22M0.02%new13F-HR/ATimeline
Arkadios Wealth Advisors23,564$1.16M0.02%new13F-HRTimeline
Maltin Wealth Management, Inc.23,473$1.16M0.46%013F-HRTimeline
Lantz Financial LLC23,011$1.14M0.24%+4,13113F-HRTimeline
OLD MISSION CAPITAL LLC22,372$1.11M0.04%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.22,179$1.1M0.36%+6,59213F-HRTimeline
BCS Wealth Management19,352$956K0.1%+9,32013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,172$948K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management18,241$901K0.03%+11,32413F-HRTimelineGroup
GWN SECURITIES INC.17,452$863K0.17%+13,25213F-HRTimeline
Sigma Planning Corp17,298$855K0.02%+10513F-HRTimeline
Mutual Advisors, LLC16,902$835K0.02%013F-HRTimeline
AlphaStar Capital Management, LLC16,586$820K0.06%new13F-HRTimeline
City Center Advisors, LLC16,032$792K0.73%+78913F-HRTimeline
Cresset Asset Management, LLC15,290$756K<0.01%013F-HRTimeline
Caliber Wealth Management, LLC / KS14,681$726K0.08%013F-HRTimeline
Krilogy Financial LLC14,085$703K0.02%013F-HRTimeline
Valtinson Bruner Financial Planning LLC14,214$703K0.2%+58813F-HRTimeline
Chris Bulman Inc13,655$675K0.3%new13F-HRTimeline
Secure Asset Management, LLC12,979$641K0.1%new13F-HRTimeline
CoreCap Advisors, LLC12,161$601K0.02%-4613F-HRTimeline
BFI Wealth Solutions, LLC12,101$598K0.57%13F-HRTimeline
FORONJY FINANCIAL LLC11,921$589K0.25%new13F-HRTimeline
Arax Advisory Partners11,754$581K0.02%new13F-HRTimeline
Grantvest Financial Group LLC10,724$530K0.34%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC10,425$515K0.07%new13F-HRTimeline
TopTier Wealth Management, LLC10,380$513K0.35%13F-HRTimeline
Global Trust Wealth Management LLC10,200$504K0.37%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,163$502K0.03%013F-HRTimeline
XML Financial, LLC9,651$477K0.04%-27613F-HRTimeline
IFP Advisors, Inc9,639$476K0.01%+3,35213F-HRTimeline
WPWealth LLP9,582$474K0.07%+12113F-HRTimeline
Snowden Capital Advisors LLC9,243$457K0.01%+68513F-HRTimeline
CORRADO ADVISORS, LLC9,215$455K0.23%new13F-HRTimeline
Vantage Financial Partners, LLC8,930$441K0.09%new13F-HRTimeline
IMG Wealth Management, Inc.8,899$440K0.28%+7,39813F-HRTimeline
BLAIR WILLIAM & CO/IL8,857$438K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,650$428K0.01%+20913F-HRTimelineGroup
Summit Wealth Partners, LLC8,637$427K0.08%013F-HRTimeline
Straight Path Wealth Management8,561$423K0.11%+513F-HRTimeline
J.W. COLE ADVISORS, INC.8,306$411K0.01%013F-HRTimeline
Bellwether Advisors, LLC8,147$403K0.06%013F-HRTimeline
Selby Wealth Management, LLC8,100$400K0.16%13F-HRTimeline
Trek Financial, LLC7,980$394K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,672$379K0.01%+44813F-HRTimelineGroup
GTS SECURITIES LLC7,565$374K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC7,449$368K0.01%+2,96913F-HRTimeline
Advisory Services Network, LLC6,729$333K<0.01%+2,13713F-HRTimeline
Beacon Financial Advisory LLC6,540$323K0.07%+67313F-HRTimeline
Rothschild Wealth LLC6,000$297K0.03%new13F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC5,814$287K0.01%-1,00713F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,755$284K<0.01%-9,54413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC5,598$277K0.01%new13F-HRTimeline
Three Seasons Wealth, LLC5,570$275K0.03%013F-HRTimeline
PFG Advisors5,511$272K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC5,321$263K0.01%new13F-HRTimeline
NewEdge Advisors, LLC4,955$245K<0.01%013F-HRTimeline
RFG Advisory, LLC4,683$231K<0.01%-1,81113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,518$223K0.01%new13F-HRTimeline
Old Port Advisors4,500$222K0.05%new13F-HRTimeline
Retirement Planning Group, LLC4,492$222K0.01%new13F-HRTimeline
Visionary Wealth Advisors4,437$219K0.01%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC4,350$215K0.1%013F-HRTimeline
Merit Financial Group, LLC4,196$207K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.4,184$207K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,991$197K<0.01%-2,89713F-HRTimeline
SageView Advisory Group, LLC3,743$185K0.01%-4,32113F-HRTimeline
Farther Finance Advisors, LLC3,697$183K<0.01%+93713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,012$149K0.12%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,887$143K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…2,800$138K<0.01%013F-HRTimeline
Weaver Capital Management LLC2,706$134K0.03%-613F-HRTimeline
AE Wealth Management LLC1,418$70.1K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc811$40.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.750$37.1K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…725$35.8K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.600$29.7K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA515$25.5K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC500$24.7K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC468$23.1K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV400$19.8K<0.01%013F-HRTimeline
Caitlin John, LLC370$18.3K0.01%013F-HRTimeline
Bullock Wealth Management Group147$7.26K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139$6.87K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…132$6.52K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$4.94K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC71$3.51K<0.01%013F-HRTimeline