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Disclosery

IDEC INNOVATOR ETFS TRUST

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ETF (fund)

51 managers (51 13F filers) reported a position in IDEC shares at 2026-03-31, 969,804 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
51
13F filers
51
New
8
Added
9
Reduced
16
Sold out
6
Shares held by filers
969,804

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
ACCESS FINANCIAL SERVICES, INC.107,916$3.51M1.25%+96,83613F-HRTimeline
CORRADO ADVISORS, LLC77,304$2.52M1.31%-1,73813F-HRTimeline
Berger Financial Group, Inc49,205$1.6M0.09%-1,54013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,662$1.49M<0.01%+2,57313F-HRTimeline
Belpointe Asset Management LLC44,907$1.46M0.05%-4,94813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,182$1.41M<0.01%new13F-HRTimelineGroup
Americana Partners, LLC39,978$1.3M0.03%-18,49313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,783$1.3M<0.01%+13,74613F-HRTimelineGroup
SIGNATUREFD, LLC36,920$1.2M0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,746$1.1M<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC27,179$885K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,790$872K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers25,970$846K<0.01%-2,61013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,949$845K<0.01%-17,91813F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC25,760$839K0.24%+80513F-HRTimeline
LPL Financial LLC21,873$712K<0.01%-6513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC20,526$668K0.09%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,892$583K<0.01%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …17,256$562K0.09%-4013F-HRTimelineGroup
Financial Solutions Advisory Group, Inc.17,124$558K0.08%13F-HRTimeline
WEALTH ALLIANCE, LLC14,641$477K0.05%013F-HRTimeline
Outlook Wealth Advisors, LLC14,431$470K0.11%new13F-HRTimeline
Beacon Pointe Advisors, LLC14,220$463K<0.01%+5,35513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC14,170$461K0.13%-4913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC13,360$435K0.06%013F-HRTimeline
Private Advisor Group, LLC13,145$428K<0.01%013F-HRTimeline
Diligent Investors, LLC11,640$379K0.09%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,170$364K<0.01%new13F-HRTimelineGroup
First City Capital Management, Inc.10,019$326K0.17%-19213F-HRTimeline
Liberty Atlantic Advisors LLC9,215$300K0.26%-46313F-HRTimeline
OneDigital Investment Advisors LLC9,000$293K<0.01%new13F-HRTimeline
PFS Partners, LLC8,334$271K0.12%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,061$262K0.14%new13F-HRTimeline
D.B. Root & Company, LLC7,349$239K0.06%013F-HRTimeline
HighTower Advisors, LLC7,181$234K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.7,148$233K0.08%+2013F-HRTimeline
NorthCrest Asset Manangement, LLC6,984$228K0.01%013F-HRTimeline
Occidental Asset Management, LLC6,650$217K0.03%013F-HRTimeline
Ballast Rock Private Wealth LLC6,419$209K0.12%013F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…5,418$175K0.01%013F-HRTimelineGroup
AE Wealth Management LLC4,333$141K<0.01%-54513F-HRTimeline
IFP Advisors, Inc3,638$118K<0.01%-3013F-HRTimeline
Steward Partners Investment Advisory, L…3,241$106K<0.01%+75013F-HRTimeline
AdvisorNet Financial, Inc2,171$70.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,926$62.7K<0.01%-10413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,409$46.5K<0.01%+6,31713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,298$42.3K<0.01%-8,42813F-HRTimeline
CoreCap Advisors, LLC522$17K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC315$10.3K0.01%-17713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO257$8.19K<0.01%+10813F-HR/ATimelineGroup
Advisory Services Network, LLC217$7.07K<0.01%new13F-HRTimeline