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Disclosery

IOCT INNOVATOR ETFS TRUST

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INTERNATIONAL DV (fund)

68 managers (68 13F filers) reported a position in IOCT shares at 2024-12-31, 2,288,813 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
68
13F filers
68
New
15
Added
16
Reduced
17
Sold out
5
Shares held by filers
2,288,813

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Global Strategic Investment Solutions, …447,610$13.1M1.53%-19,96913F-HRTimeline
IFP Advisors, Inc234,762$6.88M0.23%-148,82513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC219,681$6.44M0.01%+58,06913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,590$3.65M0.01%+3,64613F-HR/ATimelineGroup
NewEdge Advisors, LLC112,545$3.3M0.02%-47,04413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS70,395$2.06M0.01%-1,84313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,833$2.05M0.05%new13F-HRTimelineGroup
WPWealth LLP69,031$2.02M0.41%-47,67013F-HRTimeline
HighTower Advisors, LLC62,217$1.82M<0.01%+39,33613F-HRTimeline
Lantz Financial LLC61,653$1.81M0.48%+73113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,558$1.48M0.01%+44,02113F-HRTimelineGroup
Berger Financial Group, Inc50,474$1.48M0.1%+24,07713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,310$1.42M<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC45,491$1.33M0.01%+2,24913F-HRTimelineGroup
SageView Advisory Group, LLC41,664$1.22M0.05%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC35,880$1.05M0.02%-27,26213F-HRTimeline
Cetera Investment Advisers33,978$996K<0.01%+6,00213F-HRTimeline
CORRADO ADVISORS, LLC29,154$854K0.56%+13,83713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.28,601$838K0.01%+7,45113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,516$748K<0.01%-2913F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…21,737$637K0.27%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,198$563K<0.01%13F-HR/ATimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …18,163$532K0.13%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth18,090$530K<0.01%013F-HR/ATimelineGroup
LPL Financial LLC17,937$526K<0.01%-11,09013F-HRTimeline
Wealthspire Retirement, LLC17,569$515K0.04%+7,71513F-HRTimeline
SIGNATUREFD, LLC16,079$471K0.01%013F-HRTimeline
Tradition Wealth Management, LLC15,358$450K0.04%-2813F-HRTimeline
Jacobi Capital Management LLC15,292$448K0.03%-2,10013F-HRTimeline
BCS Wealth Management15,178$445K0.11%+3,18613F-HRTimeline
Long Island Wealth Management, Inc.14,400$422K0.26%013F-HRTimeline
WEALTHGARDEN F.S. LLC13,851$406K0.38%013F-HRTimeline
Fragasso Financial Advisors Inc12,862$377K0.03%new13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC12,304$361K0.13%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC12,120$355K0.14%+1,58913F-HRTimeline
Worth Financial Advisory Group, LLC12,004$352K0.22%new13F-HRTimeline
Allen Capital Group, LLC11,883$348K0.04%013F-HRTimeline
Summit Wealth Partners, LLC11,503$337K0.07%-2,58913F-HRTimeline
Claro Advisors Inc.10,485$307K0.04%-80713F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,452$306K0.01%+38613F-HRTimeline
WEDBUSH SECURITIES INC10,000$293K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,742$285K<0.01%new13F-HRTimeline
Helium Advisors LLC9,665$283K0.22%13F-HRTimeline
HRT FINANCIAL LP9,566$280K<0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC9,555$280K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,967$263K<0.01%-3,86413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,327$244K0.01%+2,29913F-HRTimeline
Trek Financial, LLC8,041$236K0.02%-72913F-HRTimeline
WorthPointe, LLC7,613$223K0.09%new13F-HRTimeline
Diligent Investors, LLC7,289$214K0.05%-1,00013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,279$213K0.05%new13F-HRTimeline
Arete Wealth Advisors, LLC7,205$211K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,535$104K<0.01%-50,76613F-HRTimelineGroup
Atlantic Private Wealth, LLC3,079$90.2K0.07%new13F-HRTimeline
Global Trust Asset Management, LLC3,000$87.9K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,417$71K<0.01%+65213F-HRTimelineGroup
MAI Capital Management2,336$68.4K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,136$62.6K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,049$60K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC2,047$60K0.01%13F-HRTimeline
Sunbelt Securities, Inc.2,040$59.8K0.01%-3,57213F-HRTimeline
Sugarloaf Wealth Management, LLC1,500$44K0.01%013F-HRTimeline
Continuum Advisory, LLC1,068$31.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc959$28.1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.620$18.2K0.01%013F-HRTimeline
Empowered Funds, LLC279$8.18K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC91$2.67K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.