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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 2025-09-30, 2,649,086 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
75
13F filers
75
New
6
Added
19
Reduced
26
Sold out
4
Shares held by filers
2,649,086

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
COMMONWEALTH EQUITY SERVICES, LLC379,901$13M0.02%-5,83413F-HRTimeline
Global Strategic Investment Solutions, …338,184$11.6M1.15%-47,72013F-HRTimeline
IFP Advisors, Inc206,139$7.04M0.18%-4,69813F-HR/ATimeline
SageView Advisory Group, LLC172,785$5.9M0.2%+48,52913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.146,045$4.95M0.01%-6,93113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS87,025$2.97M0.01%+1,63013F-HRTimeline
PFG Advisors85,367$2.92M0.12%+4,41013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC67,970$2.32M0.04%-27513F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC67,850$2.32M1.96%new13F-HRTimeline
WPWealth LLP66,735$2.28M0.37%013F-HRTimeline
HighTower Advisors, LLC62,237$2.13M<0.01%-1,58913F-HRTimeline
Cetera Investment Advisers59,882$2.05M<0.01%+18,84713F-HRTimeline
NorthCoast Asset Management LLC58,297$1.99M0.01%+2,90313F-HRTimeline
Americana Partners, LLC54,081$1.85M0.06%+5,80313F-HRTimeline
Lantz Financial LLC49,404$1.69M0.37%013F-HRTimeline
NewEdge Advisors, LLC48,826$1.67M0.01%-7,02713F-HRTimeline
CWM, LLCin group CWM, LLC46,999$1.61M<0.01%-1,45513F-HRTimelineGroup
Berger Financial Group, Inc43,715$1.49M0.09%-5,97613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,691$1.32M<0.01%+3,17613F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV36,812$1.26M1.08%+57513F-HRTimeline
Triad Wealth Partners, LLC33,584$1.15M0.15%+14,17413F-HRTimeline
WEALTHGARDEN F.S. LLC26,432$911K0.65%+12,58113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,915$817K<0.01%+1,63813F-HRTimelineGroup
LPL Financial LLC21,820$746K<0.01%+3,23013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC20,852$713K0.05%+4,33013F-HRTimeline
Fragasso Financial Advisors Inc19,700$680K0.04%+46713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,805$677K<0.01%-19,81013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC18,786$642K0.1%013F-HRTimeline
Long Island Wealth Management, Inc.17,500$598K0.29%-3613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,190$553K<0.01%-1,90013F-HRTimelineGroup
SIGNATUREFD, LLC16,079$549K0.01%013F-HRTimeline
Worth Financial Advisory Group, LLC15,974$546K0.31%+24013F-HRTimeline
Tradition Wealth Management, LLC15,305$523K0.04%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC14,145$483K0.01%-6,09213F-HRTimeline
Jacobi Capital Management LLC14,124$483K0.03%013F-HRTimeline
MAI Capital Management13,748$470K<0.01%-1,00613F-HRTimeline
Wealthspire Retirement, LLC13,670$467K0.03%-9013F-HR/ATimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,384$457K0.08%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,939$442K<0.01%013F-HRTimelineGroup
BCS Wealth Management12,762$436K0.1%013F-HRTimeline
Allen Capital Group, LLC11,883$406K0.04%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,609$397K0.12%-4413F-HRTimeline
Summit Wealth Partners, LLC11,147$381K0.07%013F-HRTimeline
Caliber Wealth Management, LLC / KS10,340$353K0.04%new13F-HRTimeline
Diligent Investors, LLC10,089$345K0.09%+1,00013F-HRTimeline
Compass Advisory Group LLC9,749$333K0.09%-6,79013F-HRTimeline
Claro Advisors Inc.9,730$332K0.05%-30213F-HRTimeline
WEALTH ALLIANCE, LLC9,555$326K0.03%013F-HRTimeline
Sugar Maple Asset Management, LLC9,150$313K0.22%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,480$290K<0.01%-4713F-HRTimelineGroup
Arete Wealth Advisors, LLC8,325$284K0.02%+1,13513F-HRTimeline
WorthPointe, LLC7,467$255K0.1%013F-HRTimeline
Waterloo Capital, L.P.6,968$238K0.02%013F-HRTimeline
Belpointe Asset Management LLC6,576$225K0.01%-10013F-HRTimeline
Trek Financial, LLC6,030$206K0.01%-10213F-HRTimeline
MMA ASSET MANAGEMENT LLC4,740$162K0.05%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,835$96.9K<0.01%-70013F-HR/ATimelineGroup
Farther Finance Advisors, LLC2,670$91.2K<0.01%-3,20013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,532$87K<0.01%013F-HRTimelineGroup
PFS Partners, LLC2,361$80.7K0.04%013F-HRTimeline
CoreCap Advisors, LLC2,313$79K<0.01%+17713F-HRTimeline
Steward Partners Investment Advisory, L…2,062$70.5K<0.01%-6,74513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,049$70K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,034$69.5K<0.01%+1,22813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,800$61.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,786$61K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC1,569$53.6K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,153$39.4K<0.01%013F-HRTimeline
AE Wealth Management LLC1,111$38K<0.01%new13F-HRTimeline
Allworth Financial LP795$27.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc774$26.4K<0.01%-18513F-HRTimeline
Sunbelt Securities, Inc.740$25.3K<0.01%-1,30013F-HRTimeline
DHJJ Financial Advisors, Ltd.620$21.2K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC294$10K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC91$3.11K<0.01%013F-HRTimelineGroup