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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 2025-09-30, 1,700,321 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
53
13F filers
53
New
8
Added
17
Reduced
8
Sold out
8
Shares held by filers
1,700,321

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC231,139$6.14M0.03%-90313F-HRTimeline
Pachira Investments Inc.223,897$5.95M3.34%+75813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC177,252$4.71M<0.01%+174,14113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC85,836$2.28M<0.01%+12,21413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC68,535$1.82M0.26%+1,34913F-HRTimeline
HighTower Advisors, LLC65,833$1.75M<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.62,629$1.67M0.08%-60,11413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,382$1.53M0.01%+3,88113F-HRTimelineGroup
Strategic Blueprint, LLC52,670$1.4M0.06%-2,13413F-HRTimeline
Sovran Advisors, LLC41,314$1.1M0.1%new13F-HRTimeline
WealthPLAN Partners, LLC39,889$1.06M0.16%013F-HRTimeline
Cypress Wealth Services, LLC38,881$1.03M0.17%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,556$839K<0.01%+23,31413F-HRTimelineGroup
FC Advisory LLC30,949$823K0.24%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…26,000$691K0.06%013F-HRTimelineGroup
Vantage Financial Partners, LLC25,878$688K0.14%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,030$665K0.01%+9,57313F-HRTimelineGroup
Advisory Services Network, LLC24,678$656K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,900$635K<0.01%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC23,591$627K0.19%new13F-HRTimeline
Cetera Investment Advisers22,524$599K<0.01%-22,36113F-HRTimeline
Cambridge Investment Research Advisors,…21,481$571K<0.01%+9413F-HRTimeline
Southland Equity Partners LLC19,833$527K0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,251$512K<0.01%+13,79613F-HRTimelineGroup
LPL Financial LLC19,124$508K<0.01%+6,50013F-HRTimeline
AE Wealth Management LLC18,393$489K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,600$468K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,361$435K<0.01%+7,56313F-HRTimelineGroup
Chris Bulman Inc16,119$428K0.21%+4,61713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,945$424K0.01%new13F-HRTimelineGroup
IMG Wealth Management, Inc.15,798$420K0.28%+2,81813F-HRTimeline
Summit Wealth Partners, LLC15,744$418K0.08%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.14,190$377K0.01%-3,03713F-HRTimeline
MTM FINANCIAL GROUP, LLC12,992$345K0.17%013F-HRTimeline
Independent Wealth Network Inc.11,128$296K0.1%-59113F-HRTimeline
Soltis Investment Advisors LLC10,542$280K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,722$258K<0.01%+6,34013F-HRTimeline
Farther Finance Advisors, LLC8,597$229K<0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC8,339$223K0.16%new13F-HRTimeline
WPWealth LLP8,372$223K0.04%013F-HRTimeline
Bluesphere Advisors LLC7,958$212K0.1%013F-HRTimeline
Archer Investment Corp6,744$179K0.04%-4,89813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,566$148K<0.01%+5,38013F-HR/ATimelineGroup
CoreCap Advisors, LLC4,620$123K<0.01%+2,86813F-HRTimeline
IFP Advisors, Inc4,150$110K<0.01%+20013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,919$104K<0.01%-34,78013F-HRTimelineGroup
Clearstead Advisors, LLC1,996$53.1K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,950$51.8K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,795$47.7K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC992$26K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC900$23.9K<0.01%new13F-HRTimeline
Noble Wealth Management PBC650$17.3K0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC187$5K<0.01%013F-HRTimelineGroup