Skip to content
Disclosery

BOCT INNOVATOR ETFS TRUST

Follow

ETF (fund)

116 managers (116 13F filers) reported a position in BOCT shares at 2026-03-31, 4,469,526 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
116
13F filers
116
New
10
Added
24
Reduced
41
Sold out
12
Shares held by filers
4,469,526

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Brookstone Capital Managementin group Brookstone Capital Management621,564$29.8M0.34%+45,87313F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…414,887$19.9M0.23%+41,47213F-HRTimelineGroup
COFG Advisors, LLC371,096$17.8M4.4%-6,00213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.290,463$13.9M3.47%+4,70413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC266,245$12.8M0.02%-6,92313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC181,657$8.72M0.01%-18,93913F-HRTimelineGroup
HighTower Advisors, LLC161,512$7.75M0.01%-4,85513F-HRTimeline
Cetera Investment Advisers156,613$7.52M0.01%+5,72913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC120,866$5.8M<0.01%+1,38513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,909$5.71M0.01%-36,90913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…77,572$3.75M0.01%-55,32013F-HRTimeline
LPL Financial LLC70,733$3.39M<0.01%-5,80513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC68,093$3.27M0.01%+1,62213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS66,727$3.2M0.01%013F-HRTimeline
Fragasso Financial Advisors Inc65,389$3.17M0.19%-3,49313F-HRTimeline
Berkshire Money Management, Inc.55,587$2.67M0.27%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,509$2.42M<0.01%-2,57713F-HRTimelineGroup
Wealthquest Corp43,921$2.11M0.15%-67613F-HR/ATimeline
Beacon Pointe Advisors, LLC43,247$2.08M0.01%+1,86113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,506$1.94M<0.01%+21,33413F-HRTimelineGroup
HFG Wealth Management, LLC40,349$1.94M1.07%-19713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding37,450$1.92M+1Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC39,610$1.9M0.27%+1,64213F-HRTimeline
FSA Advisors, Inc.39,456$1.89M1.25%-32413F-HRTimeline
Cambridge Investment Research Advisors,…36,333$1.74M<0.01%+98713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,320$1.74M<0.01%-16213F-HRTimelineGroup
Orion Porfolio Solutions, LLC31,757$1.52M0.01%new13F-HRTimeline
Janney Montgomery Scott LLC31,267$1.5M<0.01%-2,35313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …30,894$1.48M0.24%+86613F-HRTimelineGroup
OLD MISSION CAPITAL LLC29,515$1.42M0.03%+7,14313F-HRTimeline
Arkadios Wealth Advisors28,110$1.35M0.02%+4,54613F-HRTimeline
Weaver Consulting Group27,186$1.3M0.31%-1,55513F-HRTimeline
NewEdge Advisors, LLC27,142$1.3M<0.01%+22,18713F-HR/ATimeline
Diligent Investors, LLC25,173$1.21M0.3%-1,00013F-HRTimeline
World Investment Advisors25,085$1.2M0.02%+47313F-HRTimeline
My Personal CFO, LLC23,735$1.14M0.5%-2,20013F-HRTimeline
Maltin Wealth Management, Inc.23,473$1.13M0.43%013F-HRTimeline
Lantz Financial LLC22,946$1.1M0.23%-6513F-HRTimeline
MML INVESTORS SERVICES, LLC22,522$1.08M<0.01%-53,05513F-HRTimeline
DHJJ Financial Advisors, Ltd.22,134$1.06M0.35%-4513F-HRTimeline
Atria Investments, Inc21,969$1.05M0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,729$947K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,830$904K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management18,238$875K0.03%-313F-HRTimelineGroup
GWN SECURITIES INC.17,508$840K0.16%+5613F-HRTimeline
Sigma Planning Corp17,234$827K0.02%-6413F-HRTimeline
Mutual Advisors, LLC16,902$811K0.02%013F-HRTimeline
City Center Advisors, LLC16,298$782K0.72%+26613F-HRTimeline
Krilogy Financial LLC14,085$714K0.02%013F-HRTimeline
Caliber Wealth Management, LLC / KS14,681$704K0.08%013F-HRTimeline
FORONJY FINANCIAL LLC14,303$686K0.29%+2,38213F-HRTimeline
Valtinson Bruner Financial Planning LLC13,697$657K0.18%-51713F-HRTimeline
Dynamic Advisor Solutions LLC13,618$653K0.02%new13F-HRTimeline
Triad Wealth Partners, LLC12,249$588K0.05%new13F-HRTimeline
BFI Wealth Solutions, LLC12,101$586K0.56%013F-HRTimeline
CoreCap Advisors, LLC11,957$574K0.02%-20413F-HRTimeline
Arax Advisory Partners11,615$557K0.02%-13913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC10,425$500K0.06%013F-HRTimeline
TopTier Wealth Management, LLC10,379$498K0.31%-113F-HRTimeline
Global Trust Wealth Management LLC10,200$489K0.37%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,163$487K0.03%013F-HRTimeline
IFP Advisors, Inc9,619$462K0.01%-2013F-HRTimeline
WPWealth LLP9,582$460K0.07%013F-HRTimeline
BCS Wealth Management9,544$458K0.09%-9,80813F-HRTimeline
Chris Bulman Inc9,395$451K0.2%-4,26013F-HRTimeline
Snowden Capital Advisors LLC9,243$444K0.01%013F-HRTimeline
CORRADO ADVISORS, LLC9,132$438K0.23%-8313F-HRTimeline
Grantvest Financial Group LLC9,049$434K0.28%-1,67513F-HRTimeline
BLAIR WILLIAM & CO/IL8,857$425K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.8,853$425K0.27%-4613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,750$420K0.01%+10013F-HRTimelineGroup
AlphaStar Capital Management, LLC8,652$415K0.03%-7,93413F-HRTimeline
Summit Wealth Partners, LLC8,637$414K0.07%013F-HRTimeline
Straight Path Wealth Management8,525$409K0.11%-3613F-HRTimeline
XML Financial, LLC8,477$407K0.03%-1,17413F-HRTimeline
Ashton Thomas Private Wealth, LLC8,284$398K0.01%+2,96313F-HRTimeline
Bellwether Advisors, LLC8,147$391K0.07%013F-HRTimeline
Selby Wealth Management, LLC8,100$389K0.15%013F-HRTimeline
Trek Financial, LLC7,980$383K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,622$366K0.01%-5013F-HRTimelineGroup
Kingsview Wealth Management, LLC7,449$357K<0.01%013F-HRTimeline
Advisory Services Network, LLC6,729$323K<0.01%013F-HRTimeline
Beacon Financial Advisory LLC6,540$314K0.07%013F-HRTimeline
Rothschild Wealth LLC6,000$288K0.03%013F-HRTimeline
Cresset Asset Management, LLC5,804$279K<0.01%-9,48613F-HRTimeline
Three Seasons Wealth, LLC5,570$267K0.1%013F-HRTimeline
PFG Advisors5,396$259K0.01%-11513F-HRTimeline
RFG Advisory, LLC5,059$243K<0.01%+37613F-HRTimeline
Creative Planningin group Creative Planning4,957$238K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,558$219K<0.01%+56713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,518$217K0.01%013F-HRTimeline
Old Port Advisors4,500$216K0.05%013F-HRTimeline
Retirement Planning Group, LLC4,492$216K0.01%013F-HRTimeline
MTM FINANCIAL GROUP, LLC4,350$209K0.1%013F-HRTimeline
Visionary Wealth Advisors4,337$208K0.01%-10013F-HRTimeline
Merit Financial Group, LLC4,196$201K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,697$179K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,019$145K<0.01%+21913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,012$145K0.11%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,809$135K<0.01%-7813F-HRTimelineGroup
Weaver Capital Management LLC2,706$130K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,852$87.2K<0.01%-3,90313F-HR/ATimelineGroup
AE Wealth Management LLC1,418$68K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,291$62K0.06%+82313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,118$53.6K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc811$38.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.750$36K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…725$34.8K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.578$27.7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA515$25.5K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC500$24K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV400$19.2K<0.01%013F-HRTimeline
Caitlin John, LLC370$17.8K0.01%013F-HRTimeline
Bullock Wealth Management Group147$7.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$4.8K<0.01%013F-HR/ATimelineGroup
Larson Financial Group LLC71$3.41K<0.01%013F-HRTimeline