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Disclosery

IOCT INNOVATOR ETFS TRUST

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INTERNATIONAL DV (fund)

82 managers (82 13F filers) reported a position in IOCT shares at 2025-03-31, 2,520,608 shares in all. 22 filers opened a position and 7 filers sold out during the quarter.

Managers
82
13F filers
82
New
22
Added
20
Reduced
23
Sold out
7
Shares held by filers
2,520,608

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Global Strategic Investment Solutions, …407,210$12.5M1.44%-40,40013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC220,800$6.77M0.01%+1,11913F-HRTimeline
IFP Advisors, Inc219,104$6.72M0.21%-15,65813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,623$3.88M0.01%+2,03313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS74,995$2.3M0.01%+4,60013F-HRTimeline
WPWealth LLP68,476$2.1M0.41%-55513F-HRTimeline
SageView Advisory Group, LLC68,101$2.09M0.09%+26,43713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,833$2.05M0.05%013F-HRTimelineGroup
HighTower Advisors, LLC63,826$1.96M<0.01%+1,60913F-HRTimeline
First Heartland Consultants, Inc.59,231$1.82M0.19%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.58,650$1.8M0.45%new13F-HRTimeline
NorthCoast Asset Management LLC55,559$1.7M0.01%new13F-HR/ATimeline
Americana Partners, LLC52,915$1.62M0.06%new13F-HRTimeline
NewEdge Advisors, LLC51,735$1.59M0.01%-60,81013F-HRTimeline
Berger Financial Group, Inc51,201$1.57M0.11%+72713F-HRTimeline
Lantz Financial LLC49,422$1.51M0.41%-12,23113F-HRTimeline
CWM, LLCin group CWM, LLC46,245$1.42M0.01%+75413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,914$1.32M0.01%-7,64413F-HRTimelineGroup
Cetera Investment Advisers39,053$1.2M<0.01%+5,07513F-HRTimeline
OPTIMA CAPITAL LLC31,512$966K0.62%new13F-HRTimeline
CORRADO ADVISORS, LLC28,847$884K0.59%-30713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.26,177$802K<0.01%-2,42413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC26,119$801K<0.01%+60313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,225$773K<0.01%-23,08513F-HRTimelineGroup
PFG Advisors22,957$704K0.04%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,109$678K0.02%-13,77113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …21,590$662K0.16%+3,42713F-HRTimelineGroup
Long Island Wealth Management, Inc.21,581$661K0.4%+7,18113F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…20,433$626K0.26%-1,30413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,045$584K<0.01%-15313F-HRTimelineGroup
Fragasso Financial Advisors Inc18,846$578K0.04%+5,98413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,090$554K<0.01%013F-HR/ATimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC18,597$551K0.12%+11,31813F-HRTimeline
Wealthspire Retirement, LLC17,523$537K0.04%-4613F-HRTimeline
LPL Financial LLC16,202$497K<0.01%-1,73513F-HRTimeline
SIGNATUREFD, LLC16,079$493K0.01%013F-HRTimeline
Tradition Wealth Management, LLC15,343$470K0.04%-1513F-HRTimeline
Atlantic Private Wealth, LLC14,818$454K0.34%+11,73913F-HRTimeline
MAI Capital Management14,754$452K<0.01%+12,41813F-HRTimeline
Jacobi Capital Management LLC14,124$433K0.03%-1,16813F-HRTimeline
WEALTHGARDEN F.S. LLC13,851$425K0.41%013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,321$408K0.01%+4,99413F-HRTimeline
Compass Advisory Group LLC13,289$407K0.14%new13F-HRTimeline
BCS Wealth Management13,061$400K0.1%-2,11713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC12,684$398K0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,939$397K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,386$380K<0.01%+3,41913F-HRTimelineGroup
Allen Capital Group, LLC11,883$364K0.04%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,576$355K0.13%-72813F-HRTimeline
Summit Wealth Partners, LLC11,503$353K0.07%013F-HRTimeline
Worth Financial Advisory Group, LLC11,337$347K0.22%-66713F-HRTimeline
Claro Advisors Inc.10,585$324K0.04%+10013F-HRTimeline
Triad Wealth Partners, LLC10,385$318K0.1%new13F-HRTimeline
WEALTH ALLIANCE, LLC9,555$293K0.04%013F-HRTimeline
Sugar Maple Asset Management, LLC9,150$280K0.22%new13F-HRTimeline
Diligent Investors, LLC9,089$279K0.07%+1,80013F-HRTimeline
Steward Partners Investment Advisory, L…8,890$272K<0.01%-85213F-HRTimeline
Trek Financial, LLC7,715$236K0.02%-32613F-HRTimeline
WorthPointe, LLC7,602$233K0.11%-1113F-HRTimeline
Arete Wealth Advisors, LLC7,205$221K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,190$220K<0.01%new13F-HR/ATimelineGroup
Waterloo Capital, L.P.6,968$214K0.02%new13F-HRTimeline
Belpointe Asset Management LLC6,676$205K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,535$108K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC3,529$108K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,532$78K<0.01%+11513F-HRTimelineGroup
CoreCap Advisors, LLC2,136$65.5K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,049$62.8K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC2,047$62.7K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,800$55.2K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,153$35.3K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,140$34.9K<0.01%-90013F-HRTimeline
Continuum Advisory, LLC1,068$32.7K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC1,027$31.5K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…976$29.9K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc959$29.4K<0.01%013F-HRTimeline
PFS Partners, LLC722$22.1K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.620$19K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC294$9.01K0.01%new13F-HRTimeline
DAGCO, INC.226$6.93K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC91$2.79K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.