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Disclosery

ZOCT INNOVATOR ETFS TRUST

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ETF (fund)

74 managers (74 13F filers) reported a position in ZOCT shares at 2026-06-30, 2,357,763 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
74
13F filers
74
New
5
Added
10
Reduced
29
Sold out
5
Shares held by filers
2,357,763

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
COMMONWEALTH EQUITY SERVICES, LLC703,351$19.4M0.02%-150,75613F-HRTimeline
Pachira Investments Inc.248,097$6.85M2.58%+2,76113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC70,501$1.95M0.22%-2,60313F-HRTimeline
CENTAURUS FINANCIAL, INC.67,473$1.86M0.07%-3,27813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,094$1.85M<0.01%+47,79913F-HRTimelineGroup
HighTower Advisors, LLC61,561$1.7M<0.01%-13,66813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management58,804$1.62M0.02%+10313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,910$1.49M<0.01%+1,17013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,956$1.32M<0.01%-1,02613F-HRTimelineGroup
Strategic Blueprint, LLC45,166$1.25M0.06%-1,19913F-HRTimeline
WealthPLAN Partners, LLC39,889$1.1M0.21%013F-HRTimeline
Cetera Investment Advisers39,416$1.09M<0.01%-56,54713F-HRTimeline
Cypress Wealth Services, LLC38,956$1.08M0.13%-3,68513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,701$1.07M<0.01%-27,10313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …37,971$1.05M0.05%-6,01713F-HRTimeline
HARBOUR INVESTMENTS, INC.36,264$1M0.01%-5,78713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…33,100$914K0.08%13F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC32,543$899K0.11%-2013F-HRTimeline
Advisory Services Network, LLC31,542$871K0.01%013F-HRTimeline
HRT FINANCIAL LP27,778$766K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,259$725K<0.01%-151,71913F-HRTimelineGroup
FC Advisory LLC26,165$722K0.19%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC24,790$684K0.18%-67613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,900$660K<0.01%013F-HRTimeline
Sovran Advisors, LLC23,236$644K0.05%013F-HRTimeline
Cambridge Investment Research Advisors,…21,457$592K<0.01%-1,05113F-HR/ATimeline
Chris Bulman Inc20,314$561K0.2%-26413F-HRTimeline
Southland Equity Partners LLC19,833$548K0.1%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,997$525K0.01%+1,39713F-HRTimeline
OLD MISSION CAPITAL LLC18,471$510K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,705$489K0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC16,522$456K0.01%-1913F-HRTimeline
MML INVESTORS SERVICES, LLC16,449$454K<0.01%+2,18413F-HRTimeline
LPL Financial LLC15,155$418K<0.01%-6,13413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,325$396K<0.01%+5,45413F-HRTimelineGroup
IMG Wealth Management, Inc.13,302$367K0.2%-2,16213F-HRTimeline
MTM FINANCIAL GROUP, LLC12,912$357K0.15%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,410$343K<0.01%-3613F-HRTimelineGroup
Independent Advisor Alliance11,799$326K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.11,722$324K0.02%+2,49213F-HRTimeline
Integrity Advisory Solutions, LLC10,474$289K0.03%-33513F-HRTimeline
AssuredPartners Investment Advisors, LLC10,385$287K0.03%013F-HRTimeline
BridgePort Financial Solutions, LLC10,313$285K0.07%-5013F-HRTimeline
Soltis Investment Advisors LLC10,302$284K0.02%013F-HRTimeline
CFO4Life Group, LLC9,927$274K0.04%013F-HRTimeline
NewEdge Advisors, LLC9,726$269K<0.01%-4,02713F-HRTimeline
Steward Partners Investment Advisory, L…9,722$268K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC9,439$261K0.07%013F-HRTimeline
Continuum Advisory, LLC9,398$259K0.02%013F-HRTimeline
FSA Advisors, Inc.9,037$250K0.11%-18313F-HR/ATimeline
TrustBankin group TrustBank9,000$249K0.08%013F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC8,750$242K0.02%013F-HRTimeline
Main Street Financial Solutions, LLC8,695$240K0.02%013F-HRTimeline
IFP Advisors, Inc8,672$239K<0.01%-77613F-HRTimeline
Farther Finance Advisors, LLC8,597$237K<0.01%013F-HRTimeline
Trek Financial, LLC8,490$234K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC8,339$230K0.13%013F-HRTimeline
Archer Investment Corp8,321$230K0.04%-28213F-HR/ATimeline
Tradition Wealth Management, LLC7,976$220K0.01%013F-HRTimeline
Bluesphere Advisors LLC7,958$220K0.07%013F-HRTimeline
Allworth Financial LP6,384$176K<0.01%013F-HRTimeline
CoreCap Advisors, LLC5,710$158K<0.01%+37713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,874$79.3K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,420$66.8K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,996$55.1K<0.01%013F-HRTimeline
AE Wealth Management LLC1,947$53.8K<0.01%-95913F-HRTimeline
Financial Network Wealth Advisors LLC1,464$40.4K0.04%013F-HRTimeline
Investors Portfolio Services LLC1,100$30.4K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG1,064$29.4K<0.01%+47113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.995$27.5K0.01%-45013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC992$27K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC900$24.9K<0.01%013F-HRTimeline
IFG Advisory, LLC500$13.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC100$2.76K<0.01%-55013F-HRTimeline