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Disclosery

IOCT INNOVATOR ETFS TRUST

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INTERNATIONAL DV (fund)

103 managers (103 13F filers) reported a position in IOCT shares at 2025-12-31, 4,208,032 shares in all. 28 filers opened a position and 6 filers sold out during the quarter.

Managers
103
13F filers
103
New
28
Added
35
Reduced
13
Sold out
6
Shares held by filers
4,208,032

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COMMONWEALTH EQUITY SERVICES, LLC445,046$15.5M0.02%+65,14513F-HRTimeline
Broussard Financial Group LLC380,927$13.3M10.77%13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.292,095$10.2M3.71%new13F-HRTimeline
Global Strategic Investment Solutions, …291,282$10.2M0.99%-46,90213F-HRTimeline
IFP Advisors, Inc218,242$7.61M0.17%+12,10313F-HRTimeline
SageView Advisory Group, LLC214,847$7.49M0.25%+42,06213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.139,684$4.87M0.01%-6,36113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\134,108$4.68M0.01%+132,32213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth112,406$3.92M<0.01%+96,21613F-HRTimelineGroup
PFG Advisors96,054$3.35M0.16%+10,68713F-HRTimeline
Cetera Investment Advisers86,768$3.02M<0.01%+26,88613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS79,435$2.77M0.01%-7,59013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC67,417$2.35M1.92%-43313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC67,305$2.35M0.04%-66513F-HRTimelineGroup
WPWealth LLP66,735$2.33M0.36%013F-HRTimeline
HighTower Advisors, LLC62,726$2.19M<0.01%+48913F-HRTimeline
Berger Financial Group, Inc54,146$1.89M0.11%+10,43113F-HRTimeline
CORRADO ADVISORS, LLC53,805$1.88M0.94%new13F-HRTimeline
Americana Partners, LLC53,495$1.86M0.05%-58613F-HRTimeline
Lantz Financial LLC52,590$1.83M0.39%+3,18613F-HRTimeline
NewEdge Advisors, LLC49,458$1.72M0.01%+63213F-HRTimeline
CWM, LLCin group CWM, LLC48,754$1.7M<0.01%+1,75513F-HRTimelineGroup
BFI Wealth Solutions, LLC47,165$1.64M1.57%13F-HRTimeline
Sigma Planning Corp46,093$1.61M0.04%new13F-HRTimeline
Signal Advisors Wealth, LLC44,778$1.56M0.12%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,197$1.54M<0.01%+20,28213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC43,533$1.52M<0.01%+4,84213F-HRTimelineGroup
Triad Wealth Partners, LLC39,224$1.37M0.13%+5,64013F-HRTimeline
GILL CAPITAL PARTNERS, LLC35,145$1.23M0.37%new13F-HRTimeline
LPL Financial LLC34,669$1.21M<0.01%+12,84913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,370$1.2M<0.01%+14,56513F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC29,426$1.03M0.32%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC28,995$1.01M0.14%+10,20913F-HRTimeline
WEALTHGARDEN F.S. LLC26,432$944K0.62%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED26,534$928K0.06%new13F-HRTimeline
World Investment Advisors26,085$909K0.01%new13F-HR/ATimeline
OLD MISSION CAPITAL LLC24,858$867K0.03%new13F-HRTimeline
BCS Wealth Management24,844$866K0.09%+12,08213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,757$863K0.02%new13F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC24,243$845K0.05%+3,39113F-HRTimeline
Atlantic Private Wealth, LLC22,345$779K0.5%new13F-HRTimeline
Fragasso Financial Advisors Inc20,048$699K0.04%+34813F-HRTimeline
Long Island Wealth Management, Inc.18,399$641K0.3%+89913F-HRTimeline
SIGNATUREFD, LLC16,079$561K0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC15,790$550K0.2%+11,05013F-HRTimeline
Tradition Wealth Management, LLC14,753$514K0.04%-55213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC14,145$493K0.01%013F-HRTimeline
Jacobi Capital Management LLC14,124$492K0.03%013F-HRTimeline
MAI Capital Management13,748$479K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC13,401$467K<0.01%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,384$467K0.08%013F-HRTimelineGroup
Rothschild Wealth LLC13,354$466K0.04%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,939$451K<0.01%013F-HRTimelineGroup
Opus Financial Solutions LLC12,894$449K0.42%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,504$436K<0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC12,178$425K0.04%+2,62313F-HRTimeline
Liberty Atlantic Advisors LLC11,948$417K0.41%13F-HRTimeline
Allen Capital Group, LLC11,883$414K0.04%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,538$404K0.11%-7113F-HRTimeline
Diligent Investors, LLC11,219$391K0.1%+1,13013F-HRTimeline
WealthPlan Investment Management, LLC11,151$389K0.02%new13F-HRTimeline
Summit Wealth Partners, LLC11,147$389K0.07%013F-HRTimeline
TrustBankin group TrustBank11,065$386K0.16%13F-HRTimelineGroup
Worth Financial Advisory Group, LLC10,829$377K0.18%-5,14513F-HRTimeline
Caliber Wealth Management, LLC / KS10,340$360K0.04%013F-HRTimeline
AdvisorNet Financial, Inc10,214$356K0.02%+9,44013F-HRTimeline
Wealthspire Retirement, LLC10,194$355K0.02%-3,47613F-HRTimeline
Compass Advisory Group LLC9,749$340K0.09%013F-HRTimeline
Claro Advisors Inc.9,730$339K0.05%013F-HRTimeline
Trek Financial, LLC9,222$321K0.02%+3,19213F-HRTimeline
Sugar Maple Asset Management, LLC9,150$319K0.21%013F-HRTimeline
Sound View Wealth Advisors Group, LLC8,729$304K0.02%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,668$302K<0.01%+18813F-HRTimelineGroup
Sequoia Financial Advisors, LLC8,590$299K<0.01%new13F-HRTimeline
NewCorp Financial Services, Inc.8,572$299K0.26%13F-HRTimeline
Dana Investment Advisors, Inc.8,484$296K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,206$286K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC8,205$286K0.01%new13F-HRTimeline
Freedom Investment Management, Inc.7,834$273K0.08%new13F-HRTimeline
Private Advisor Group, LLC7,761$271K<0.01%new13F-HRTimeline
Waterloo Capital, L.P.6,968$243K0.02%013F-HRTimeline
WorthPointe, LLC6,660$232K0.06%-80713F-HRTimeline
HRT FINANCIAL LP6,167$214K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…5,983$209K<0.01%new13F-HRTimeline
PFS Partners, LLC5,602$195K0.09%+3,24113F-HRTimeline
Sunbelt Securities, Inc.3,022$105K0.01%+2,28213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,742$95.6K<0.01%+70813F-HRTimeline
Farther Finance Advisors, LLC2,645$92.2K<0.01%-2513F-HRTimeline
AE Wealth Management LLC2,586$90.1K<0.01%+1,47513F-HRTimeline
DHJJ Financial Advisors, Ltd.2,553$89K0.03%+1,93313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,532$88K<0.01%013F-HR/ATimelineGroup
CoreCap Advisors, LLC2,313$80.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,062$71.9K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,049$71.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,750$61K<0.01%-5013F-HRTimeline
Capital Investment Advisory Services, L…1,303$45.4K<0.01%+15013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,174$40.9K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC873$30.4K0.03%+57913F-HRTimeline
Allworth Financial LP795$27.7K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates405$14.1K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC303$10.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG268$9.34K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC91$3.17K<0.01%013F-HRTimelineGroup