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Disclosery

LOCT INNOVATOR ETFS TRUST

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FUND (fund)

13 managers (13 13F filers) reported a position in LOCT shares at 2025-09-30, 259,585 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
13
13F filers
13
New
1
Added
2
Reduced
5
Sold out
2
Shares held by filers
259,585

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
MTM FINANCIAL GROUP, LLC96,564$2.3M1.13%-2,06713F-HRTimeline
Schulz Wealth, LTD.29,500$702K0.46%013F-HRTimeline
Cannon Advisors, Inc.26,069$623K0.42%-2,17613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,474$583K0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC23,610$562K0.02%+15,15113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC21,775$518K0.07%-7,75813F-HRTimeline
Cetera Investment Advisers15,323$365K<0.01%+67913F-HRTimeline
Steward Partners Investment Advisory, L…11,037$263K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC6,183$147K<0.01%-26413F-HR/ATimelineGroup
Farther Finance Advisors, LLC2,272$54.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,100$50K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC418$9.95K<0.01%013F-HRTimeline
IFP Advisors, Inc260$6.19K<0.01%-113F-HR/ATimeline