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Disclosery

ZOCT INNOVATOR ETFS TRUST

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ETF (fund)

50 managers (50 13F filers) reported a position in ZOCT shares at 2024-12-31, 1,750,415 shares in all. 47 filers opened a position and 0 filers sold out during the quarter.

Managers
50
13F filers
50
New
47
Added
0
Reduced
1
Sold out
0
Shares held by filers
1,750,415

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NewEdge Advisors, LLC248,914$6.29M0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…225,026$5.68M0.02%new13F-HRTimeline
Pachira Investments Inc.204,572$5.17M3.17%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.115,332$2.91M0.18%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC90,166$2.28M<0.01%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC73,931$1.87M0.35%new13F-HRTimeline
HighTower Advisors, LLC65,833$1.66M<0.01%new13F-HRTimeline
Maia Wealth LLC64,415$1.64M0.35%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC62,216$1.57M0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC55,022$1.39M0.08%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,271$1.04M0.02%new13F-HRTimelineGroup
WealthPLAN Partners, LLC39,889$1.01M0.14%new13F-HRTimeline
Cetera Investment Advisers39,785$1M<0.01%new13F-HRTimeline
Cypress Wealth Services, LLC38,881$982K0.2%new13F-HRTimeline
Arete Wealth Advisors, LLC28,726$726K0.05%new13F-HRTimeline
Vantage Financial Partners, LLC26,033$658K0.16%new13F-HRTimeline
Advisory Services Network, LLC24,678$623K0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,900$604K<0.01%new13F-HRTimeline
AE Wealth Management LLC21,272$537K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,785$525K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC20,061$507K0.01%new13F-HRTimeline
Southland Equity Partners LLC19,833$501K0.12%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.18,019$455K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,600$445K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC16,614$420K0.01%-33,38613F-HRTimeline
IMG Wealth Management, Inc.14,168$358K0.33%13F-HRTimeline
IFG Advisors, LLC13,950$352K0.07%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC13,385$338K0.2%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,568$317K<0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC11,813$298K0.02%new13F-HRTimeline
Independent Wealth Network Inc.11,770$297K0.12%new13F-HRTimeline
Archer Investment Corp11,742$297K0.08%new13F-HRTimeline
Chris Bulman Inc11,502$291K0.19%new13F-HRTimeline
Prostatis Group LLC10,514$266K0.08%new13F-HRTimeline
WPWealth LLP8,372$211K0.04%new13F-HRTimeline
Bluesphere Advisors LLC7,958$201K0.1%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,382$85.4K<0.01%new13F-HRTimeline
Continuum Advisory, LLC3,301$83.4K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,795$70.6K0.02%new13F-HRTimeline
Bellwether Advisors, LLC2,400$60.6K0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,996$50.4K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,795$45.3K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,562$39.5K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC992$25K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC650$16.4K0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.400$10.1K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG339$8.56K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC187$5K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC100$2.53K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.