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Disclosery

ZOCT INNOVATOR ETFS TRUST

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ETF (fund)

53 managers (53 13F filers) reported a position in ZOCT shares at 2025-06-30, 1,520,770 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
53
13F filers
53
New
6
Added
5
Reduced
15
Sold out
3
Shares held by filers
1,520,770

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NewEdge Advisors, LLC232,042$6.03M0.03%-15,38013F-HRTimeline
Pachira Investments Inc.223,139$5.8M4.38%+8,61813F-HRTimeline
CENTAURUS FINANCIAL, INC.122,743$3.19M0.19%+7,41113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,622$1.91M<0.01%-21,86313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC67,186$1.75M0.28%013F-HRTimeline
HighTower Advisors, LLC65,833$1.71M<0.01%013F-HRTimeline
Strategic Blueprint, LLC54,804$1.42M0.07%-21813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,501$1.39M0.01%-8,24113F-HRTimelineGroup
Cetera Investment Advisers44,885$1.17M<0.01%+7,72113F-HRTimeline
WealthPLAN Partners, LLC39,889$1.04M0.17%013F-HRTimeline
Cypress Wealth Services, LLC38,881$1.01M0.18%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC38,699$1.01M0.02%-2,57213F-HRTimelineGroup
FC Advisory LLC30,949$804K0.25%013F-HRTimeline
Arete Wealth Advisors, LLC28,726$747K0.05%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…26,000$676K0.06%013F-HRTimelineGroup
Vantage Financial Partners, LLC25,878$673K0.16%-15513F-HRTimeline
Advisory Services Network, LLC24,678$647K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,900$621K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…21,387$556K<0.01%-25,38813F-HRTimeline
Southland Equity Partners LLC19,833$516K0.11%013F-HRTimeline
AE Wealth Management LLC18,393$478K<0.01%-3,14113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,600$457K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.17,227$448K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,457$402K0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,824$385K<0.01%new13F-HRTimelineGroup
IFG Advisors, LLC13,950$363K0.06%013F-HRTimeline
MTM FINANCIAL GROUP, LLC12,992$338K0.18%013F-HRTimeline
IMG Wealth Management, Inc.12,980$337K0.26%-1,18813F-HRTimeline
LPL Financial LLC12,624$328K<0.01%new13F-HRTimeline
Independent Wealth Network Inc.11,719$305K0.11%+20613F-HRTimeline
Archer Investment Corp11,642$303K0.07%-10013F-HRTimeline
Chris Bulman Inc11,502$299K0.17%013F-HRTimeline
OLD MISSION CAPITAL LLC9,728$253K0.01%-3,55413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,798$229K<0.01%-2,54313F-HRTimelineGroup
Farther Finance Advisors, LLC8,597$223K<0.01%013F-HRTimeline
WPWealth LLP8,372$218K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,242$214K<0.01%-42,68813F-HRTimelineGroup
Bluesphere Advisors LLC7,958$207K0.1%013F-HRTimeline
FSA Advisors, Inc.7,716$201K0.16%new13F-HRTimeline
UBS Group AGin group UBS Group AG5,873$153K<0.01%+5,85313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,455$142K<0.01%-2,15013F-HR/ATimelineGroup
IFP Advisors, Inc3,950$103K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,382$87.9K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,111$80.9K<0.01%new13F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC2,795$72.7K0.02%013F-HRTimeline
Bellwether Advisors, LLC2,400$62.4K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,996$51.9K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,795$46.7K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,752$45.5K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC992$26K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC187$5K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC186$4.83K<0.01%-1,50513F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.