LOCT INNOVATOR ETFS TRUST
FollowFUND (fund)
12 managers (12 13F filers) reported a position in LOCT shares at 2025-03-31, 410,877 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 2
- Added
- 2
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 410,877
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MTM FINANCIAL GROUP, LLC | 270,273 | $6.4M | 3.74% | -153 | 13F-HRTimeline |
| Schulz Wealth, LTD. | 29,500 | $698K | 0.53% | 0 | 13F-HRTimeline |
| KFG WEALTH MANAGEMENT, LLC | 29,419 | $696K | 0.13% | new | 13F-HRTimeline |
| Cannon Advisors, Inc. | 27,568 | $652K | 0.6% | +528 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 23,911 | $566K | <0.01% | +13,560 | 13F-HRTimelineGroup |
| Cetera Investment Advisers | 14,190 | $336K | <0.01% | -18,429 | 13F-HRTimeline |
| Steward Partners Investment Advisory, L… | 11,037 | $261K | <0.01% | 0 | 13F-HRTimeline |
| BARCLAYS PLCin group BARCLAYS PLC | 2,193 | $51.9K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 2,100 | $50K | <0.01% | 0 | 13F-HRTimelineGroup |
| CoreCap Advisors, LLC | 425 | $10.1K | <0.01% | -6,617 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 261 | $6.17K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |