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Disclosery

IDEC INNOVATOR ETFS TRUST

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ETF (fund)

48 managers (48 13F filers) reported a position in IDEC shares at 2025-12-31, 874,712 shares in all. 27 filers opened a position and 5 filers sold out during the quarter.

Managers
48
13F filers
48
New
27
Added
12
Reduced
4
Sold out
5
Shares held by filers
874,712

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
SYON CAPITAL LLC95,640$3.09M0.15%new13F-HRTimeline
CORRADO ADVISORS, LLC79,042$2.55M1.28%+56,47513F-HRTimeline
Americana Partners, LLC58,471$1.89M0.05%-5,26613F-HRTimeline
Berger Financial Group, Inc50,745$1.64M0.1%-2,80213F-HRTimeline
Belpointe Asset Management LLC49,855$1.61M0.06%+36,55513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,867$1.42M<0.01%+23,23713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,089$1.39M<0.01%+33,20413F-HRTimeline
SIGNATUREFD, LLC36,920$1.19M0.02%013F-HRTimeline
Cetera Investment Advisers28,580$923K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,790$865K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,037$841K<0.01%+11,69813F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC24,955$806K0.24%new13F-HRTimeline
LPL Financial LLC21,938$708K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC20,526$663K0.09%+5,18913F-HRTimeline
Worth Financial Advisory Group, LLC18,590$600K0.29%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,892$578K<0.01%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …17,296$559K0.09%new13F-HRTimelineGroup
WEALTH ALLIANCE, LLC14,641$473K0.05%new13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC14,219$460K0.13%+2,04813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC13,360$431K0.06%+6,79613F-HRTimeline
Private Advisor Group, LLC13,145$424K<0.01%new13F-HRTimeline
Diligent Investors, LLC11,640$376K0.09%+4,55013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,080$358K0.13%new13F-HRTimeline
First City Capital Management, Inc.10,211$330K0.17%-38413F-HRTimeline
HARBOUR INVESTMENTS, INC.9,726$314K0.01%+9,05413F-HRTimeline
Liberty Atlantic Advisors LLC9,678$313K0.31%13F-HRTimeline
Allie Family Office LLC9,450$305K0.14%new13F-HRTimeline
Beacon Pointe Advisors, LLC8,865$286K<0.01%new13F-HRTimeline
PFS Partners, LLC8,334$269K0.12%new13F-HRTimeline
Lantz Financial LLC7,413$239K0.05%new13F-HRTimeline
D.B. Root & Company, LLC7,349$237K0.06%new13F-HRTimeline
HighTower Advisors, LLC7,181$232K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.7,128$230K0.08%+2,55413F-HRTimeline
NorthCrest Asset Manangement, LLC6,984$228K0.01%new13F-HRTimeline
Opus Financial Solutions LLC6,975$225K0.21%13F-HRTimeline
Occidental Asset Management, LLC6,650$215K0.03%new13F-HRTimeline
Ballast Rock Private Wealth LLC6,419$207K0.13%13F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…5,418$175K0.01%new13F-HRTimelineGroup
AE Wealth Management LLC4,878$158K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,668$118K<0.01%+1,44213F-HRTimeline
Steward Partners Investment Advisory, L…2,491$80.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,171$70.1K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,092$68.8K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2,030$65.6K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC522$16.9K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC492$15.9K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO149$4.81K<0.01%-1,71413F-HRTimelineGroup
Sunbelt Securities, Inc.120$3.88K<0.01%new13F-HRTimeline