Skip to content

OCTJ INNOVATOR ETFS TRUST

Follow

ETF (fund)

23 managers (23 13F filers) reported a position in OCTJ shares at 2025-12-31, 427,760 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
23
13F filers
23
New
6
Added
4
Reduced
9
Sold out
1
Shares held by filers
427,760

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
HARBOUR INVESTMENTS, INC.127,864$3.06M0.06%-28,79913F-HRTimeline
Outlook Wealth Advisors, LLC60,122$1.44M0.33%-45,63513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management48,577$1.16M0.01%-10,51413F-HRTimelineGroup
Sunbelt Securities, Inc.32,481$778K0.05%+30,33613F-HRTimeline
MTM FINANCIAL GROUP, LLC27,589$661K0.32%-14,02513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,302$582K<0.01%-16,07513F-HRTimelineGroup
OLD MISSION CAPITAL LLC21,459$514K0.02%-12,25313F-HRTimeline
CoreCap Advisors, LLC17,739$425K0.01%+2,67713F-HRTimeline
Trek Financial, LLC15,965$382K0.02%-83013F-HRTimeline
Steward Partners Investment Advisory, L…14,432$346K<0.01%-19113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,628$302K<0.01%+63413F-HRTimeline
World Investment Advisors10,420$250K<0.01%new13F-HR/ATimeline
WINNACLE WEALTH LLC7,143$171K0.13%new13F-HRTimeline
Archer Investment Corp1,771$42.4K0.01%013F-HRTimeline
Bullseye Investment Management, LLC1,644$39.4K0.02%-197,02113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,263$30.3K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,070$25.6K<0.01%+39513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV800$19.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC209$5.01K<0.01%new13F-HRTimeline
AE Wealth Management LLC157$3.76K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.82$1.97K<0.01%013F-HRTimeline
IFP Advisors, Inc25$599<0.01%013F-HRTimeline
Wealth Watch Advisors, INC18$431<0.01%new13F-HRTimeline