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Disclosery

IOCT INNOVATOR ETFS TRUST

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INTERNATIONAL DV (fund)

75 managers (75 13F filers) reported a position in IOCT shares at 2025-06-30, 2,667,462 shares in all. 3 filers opened a position and 10 filers sold out during the quarter.

Managers
75
13F filers
75
New
3
Added
23
Reduced
24
Sold out
10
Shares held by filers
2,667,462

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, …385,904$12.7M1.36%-21,30613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC385,735$12.7M0.02%+164,93513F-HRTimeline
IFP Advisors, Inc210,837$6.93M0.2%-8,26713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.152,976$5.03M0.01%+26,35313F-HR/ATimelineGroup
SageView Advisory Group, LLC124,256$4.07M0.15%+56,15513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS85,395$2.81M0.01%+10,40013F-HRTimeline
PFG Advisors80,957$2.66M0.12%+58,00013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC68,245$2.24M0.04%-1,58813F-HRTimelineGroup
WPWealth LLP66,735$2.19M0.4%-1,74113F-HRTimeline
HighTower Advisors, LLC63,826$2.1M<0.01%013F-HRTimeline
NewEdge Advisors, LLC55,853$1.84M0.01%+4,11813F-HRTimeline
NorthCoast Asset Management LLC55,394$1.82M0.01%-16513F-HRTimeline
Berger Financial Group, Inc49,691$1.63M0.11%-1,51013F-HRTimeline
Lantz Financial LLC49,404$1.62M0.4%-1813F-HRTimeline
CWM, LLCin group CWM, LLC48,454$1.59M0.01%+2,20913F-HRTimelineGroup
Americana Partners, LLC48,278$1.59M0.05%-4,63713F-HRTimeline
Cetera Investment Advisers41,035$1.35M<0.01%+1,98213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,615$1.3M0.01%-3,29913F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV36,237$1.19M1.08%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC35,515$1.17M<0.01%+9,39613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,271$896K<0.01%+2,04613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.23,921$786K<0.01%-2,25613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,277$732K<0.01%+3,23213F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC20,237$665K0.01%-1,87213F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…20,433$665K0.26%013F-HRTimeline
Triad Wealth Partners, LLC19,410$638K0.13%+9,02513F-HRTimeline
Fragasso Financial Advisors Inc19,233$632K0.04%+38713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC18,786$616K0.11%+18913F-HRTimeline
LPL Financial LLC18,590$611K<0.01%+2,38813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,090$595K<0.01%013F-HRTimelineGroup
Long Island Wealth Management, Inc.17,536$576K0.3%-4,04513F-HRTimeline
Compass Advisory Group LLC16,539$544K0.17%+3,25013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC16,522$543K0.04%+3,83813F-HRTimeline
SIGNATUREFD, LLC16,079$529K0.01%013F-HRTimeline
Worth Financial Advisory Group, LLC15,734$517K0.32%+4,39713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,478$509K<0.01%+3,09213F-HRTimelineGroup
Tradition Wealth Management, LLC15,305$503K0.04%-3813F-HRTimeline
CORRADO ADVISORS, LLC14,788$486K0.3%-14,05913F-HRTimeline
MAI Capital Management14,754$485K<0.01%013F-HRTimeline
Jacobi Capital Management LLC14,124$464K0.03%013F-HRTimeline
Wealthspire Retirement, LLC13,760$452K0.03%-3,76313F-HRTimeline
WEALTHGARDEN F.S. LLC13,851$447K0.37%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,384$440K0.1%-8,20613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,939$425K<0.01%013F-HRTimelineGroup
BCS Wealth Management12,762$420K0.09%-29913F-HRTimeline
Allen Capital Group, LLC11,883$391K0.04%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,653$383K0.13%+7713F-HRTimeline
Summit Wealth Partners, LLC11,147$366K0.07%-35613F-HRTimeline
Claro Advisors Inc.10,032$330K0.05%-55313F-HRTimeline
WEALTH ALLIANCE, LLC9,555$314K0.04%013F-HRTimeline
Sugar Maple Asset Management, LLC9,150$301K0.23%013F-HRTimeline
Diligent Investors, LLC9,089$299K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…8,807$290K<0.01%-8313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,527$280K<0.01%new13F-HRTimelineGroup
WorthPointe, LLC7,467$245K0.1%-13513F-HRTimeline
Arete Wealth Advisors, LLC7,190$236K0.02%-1513F-HRTimeline
Waterloo Capital, L.P.6,968$229K0.02%013F-HRTimeline
Belpointe Asset Management LLC6,676$219K0.01%013F-HRTimeline
Trek Financial, LLC6,132$202K0.01%-1,58313F-HRTimeline
Farther Finance Advisors, LLC5,870$193K<0.01%+2,34113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,535$116K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,532$83K<0.01%013F-HRTimelineGroup
PFS Partners, LLC2,361$77.6K0.04%+1,63913F-HRTimeline
CoreCap Advisors, LLC2,136$70.2K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,049$67.4K0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,040$59.8K0.01%+90013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,800$59.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,153$37.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc959$31.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.806$26.5K<0.01%-12,51513F-HRTimeline
Allworth Financial LP795$26.1K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.620$20.4K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC294$9.66K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC91$2.99K<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.