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Disclosery

ZOCT INNOVATOR ETFS TRUST

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ETF (fund)

51 managers (51 13F filers) reported a position in ZOCT shares at 2025-03-31, 1,647,688 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
51
13F filers
51
New
6
Added
6
Reduced
11
Sold out
5
Shares held by filers
1,647,688

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
NewEdge Advisors, LLC247,422$6.22M0.04%-1,49213F-HRTimeline
Pachira Investments Inc.214,521$5.39M3.79%+9,94913F-HRTimeline
CENTAURUS FINANCIAL, INC.115,332$2.9M0.18%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC95,485$2.4M<0.01%+5,31913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC67,186$1.69M0.31%-6,74513F-HRTimeline
HighTower Advisors, LLC65,833$1.66M<0.01%013F-HRTimeline
Maia Wealth LLC64,471$1.61M0.37%+5613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC61,742$1.55M0.01%-47413F-HRTimelineGroup
Strategic Blueprint, LLC55,022$1.38M0.08%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,930$1.28M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…46,775$1.18M<0.01%-178,25113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,271$1.04M0.02%013F-HRTimelineGroup
WealthPLAN Partners, LLC39,889$1M0.14%013F-HRTimeline
Cypress Wealth Services, LLC38,881$978K0.2%013F-HRTimeline
Cetera Investment Advisers37,164$935K<0.01%-2,62113F-HRTimeline
FC Advisory LLC30,949$778K0.26%new13F-HRTimeline
Arete Wealth Advisors, LLC28,726$721K0.06%013F-HRTimeline
Vantage Financial Partners, LLC26,033$655K0.16%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…26,000$654K0.07%new13F-HRTimelineGroup
Advisory Services Network, LLC24,678$621K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,900$601K<0.01%013F-HRTimeline
AE Wealth Management LLC21,534$542K<0.01%+26213F-HRTimeline
Southland Equity Partners LLC19,833$499K0.12%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,600$443K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.17,227$433K0.01%-79213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,457$389K0.01%new13F-HRTimelineGroup
IMG Wealth Management, Inc.14,168$356K0.32%013F-HRTimeline
IFG Advisors, LLC13,950$351K0.07%013F-HRTimeline
OLD MISSION CAPITAL LLC13,282$334K0.01%-3,33213F-HRTimeline
MTM FINANCIAL GROUP, LLC12,992$327K0.19%-39313F-HRTimeline
Archer Investment Corp11,742$295K0.08%013F-HRTimeline
Independent Wealth Network Inc.11,513$290K0.12%-25713F-HRTimeline
Chris Bulman Inc11,502$289K0.18%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,341$285K<0.01%-1,22713F-HRTimelineGroup
Farther Finance Advisors, LLC8,597$216K0.01%new13F-HRTimeline
WPWealth LLP8,372$211K0.04%013F-HRTimeline
Bluesphere Advisors LLC7,958$200K0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,605$191K<0.01%+7,20513F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,382$85.1K<0.01%013F-HRTimeline
Continuum Advisory, LLC3,301$83K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,795$70.3K0.02%013F-HRTimeline
Bellwether Advisors, LLC2,400$60.4K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,996$50.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,795$45.1K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,691$42.5K<0.01%+1,59113F-HR/ATimelineGroup
AdvisorNet Financial, Inc1,596$40.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC992$25K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC650$16.3K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC187$5K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG20$503<0.01%-31913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.