LOCT INNOVATOR ETFS TRUST
FollowFUND (fund)
14 managers (14 13F filers) reported a position in LOCT shares at 2026-03-31, 276,852 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 1
- Added
- 4
- Reduced
- 6
- Sold out
- 2
- Shares held by filers
- 276,852
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 121,064 | $2.85M | 1.34% | +6,077 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 30,327 | $715K | 0.02% | +15,668 | 13F-HRTimeline |
| Cetera Investment Advisers | 25,997 | $612K | <0.01% | -7,490 | 13F-HRTimeline |
| Cannon Advisors, Inc. | 24,434 | $576K | 0.43% | -405 | 13F-HRTimeline |
| CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC | 23,452 | $553K | 0.01% | -1,407 | 13F-HRTimelineGroup |
| Arista Wealth Management, LLC | 16,224 | $382K | 0.05% | 0 | 13F-HRTimeline |
| KFG WEALTH MANAGEMENT, LLC | 12,762 | $301K | 0.04% | -634 | 13F-HRTimeline |
| World Investment Advisors | 8,798 | $207K | <0.01% | +44 | 13F-HRTimeline |
| Steward Partners Investment Advisory, L… | 6,869 | $162K | <0.01% | -4,168 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 3,961 | $93.6K | <0.01% | -310 | 13F-HRTimeline |
| RED REEF ADVISORS LLC | 2,101 | $49.5K | 0.05% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 418 | $9.85K | <0.01% | 0 | 13F-HRTimeline |
| IFP Advisors, Inc | 290 | $6.83K | <0.01% | +30 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 155 | $3.65K | <0.01% | new | 13F-HRTimelineGroup |