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Disclosery

ZOCT INNOVATOR ETFS TRUST

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ETF (fund)

78 managers (78 13F filers) reported a position in ZOCT shares at 2025-12-31, 3,063,568 shares in all. 27 filers opened a position and 4 filers sold out during the quarter.

Managers
78
13F filers
78
New
27
Added
21
Reduced
9
Sold out
4
Shares held by filers
3,063,568

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COMMONWEALTH EQUITY SERVICES, LLC922,470$24.8M0.03%+836,63413F-HRTimeline
Pachira Investments Inc.235,323$6.32M3.07%+11,42613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC195,102$5.24M<0.01%+17,85013F-HRTimelineGroup
NewEdge Advisors, LLC162,736$4.37M0.02%-68,40313F-HRTimeline
Cetera Investment Advisers98,636$2.65M<0.01%+76,11213F-HRTimeline
HighTower Advisors, LLC75,229$2.02M<0.01%+9,39613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,874$1.98M0.01%+16,49213F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC73,664$1.98M0.26%+5,12913F-HRTimeline
CENTAURUS FINANCIAL, INC.71,574$1.92M0.09%+8,94513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management65,829$1.77M0.02%+40,79913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.57,206$1.54M0.03%+43,01613F-HRTimeline
Strategic Blueprint, LLC51,062$1.37M0.08%-1,60813F-HRTimeline
OLD MISSION CAPITAL LLC47,793$1.28M0.05%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …44,771$1.2M0.07%new13F-HRTimeline
Cypress Wealth Services, LLC42,641$1.14M0.16%+3,76013F-HRTimeline
Sovran Advisors, LLC41,314$1.11M0.09%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,102$1.08M<0.01%+20,85113F-HRTimelineGroup
WealthPLAN Partners, LLC39,889$1.07M0.16%013F-HRTimeline
Vantage Financial Partners, LLC33,159$890K0.18%+7,28113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…33,100$888K0.08%+7,10013F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC32,563$874K0.12%new13F-HRTimeline
Advisory Services Network, LLC31,542$846K0.01%+6,86413F-HRTimeline
FC Advisory LLC30,949$831K0.24%013F-HRTimeline
Cambridge Investment Research Advisors,…27,890$748K<0.01%+6,40913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,900$641K<0.01%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC23,591$633K0.19%013F-HRTimeline
LPL Financial LLC21,289$571K<0.01%+2,16513F-HRTimeline
Chris Bulman Inc20,773$557K0.25%+4,65413F-HRTimeline
MML INVESTORS SERVICES, LLC19,999$537K<0.01%new13F-HRTimeline
Southland Equity Partners LLC19,833$532K0.11%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,830$532K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,026$511K0.01%+3,08113F-HRTimelineGroup
Integrity Advisory Solutions, LLC18,282$491K0.07%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,971$482K<0.01%-13,58513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC17,823$478K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,600$472K0.01%013F-HRTimeline
IMG Wealth Management, Inc.15,798$424K0.27%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,079$405K<0.01%new13F-HR/ATimelineGroup
Summit Wealth Partners, LLC13,121$352K0.07%-2,62313F-HRTimeline
MTM FINANCIAL GROUP, LLC12,992$349K0.17%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,446$334K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.10,969$294K0.09%-15913F-HRTimeline
Archer Investment Corp10,783$289K0.07%+4,03913F-HRTimeline
Soltis Investment Advisors LLC10,542$283K0.02%013F-HR/ATimeline
AssuredPartners Investment Advisors, LLC10,385$279K0.04%new13F-HRTimeline
BridgePort Financial Solutions, LLC10,363$278K0.07%new13F-HRTimeline
First Heartland Consultants, Inc.9,973$268K0.02%new13F-HRTimeline
CFO4Life Group, LLC9,927$266K0.04%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,722$261K<0.01%013F-HRTimeline
IFP Advisors, Inc9,448$254K0.01%+5,29813F-HRTimeline
GILL CAPITAL PARTNERS, LLC9,439$253K0.08%new13F-HRTimeline
Continuum Advisory, LLC9,398$252K0.03%new13F-HRTimeline
FSA Advisors, Inc.9,220$247K0.17%new13F-HRTimeline
TrustBankin group TrustBank9,000$242K0.1%13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC8,750$235K0.02%new13F-HRTimeline
Main Street Financial Solutions, LLC8,695$233K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC8,597$231K<0.01%013F-HRTimeline
Trek Financial, LLC8,490$228K0.01%new13F-HRTimeline
WEALTHGARDEN F.S. LLC8,339$225K0.15%013F-HRTimeline
Tradition Wealth Management, LLC7,976$214K0.02%new13F-HRTimeline
Bluesphere Advisors LLC7,958$214K0.09%013F-HRTimeline
Allworth Financial LP6,384$171K<0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC4,956$133K0.06%new13F-HRTimeline
SageView Advisory Group, LLC4,517$121K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC4,055$109K<0.01%-56513F-HRTimeline
AE Wealth Management LLC2,925$78.5K<0.01%-15,46813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,420$64.9K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,223$59.7K<0.01%-3,34313F-HRTimelineGroup
Clearstead Advisors, LLC1,996$53.6K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,464$39.3K0.04%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,445$38.8K0.01%-35013F-HRTimeline
SIGNATUREFD, LLC1,173$31.5K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC1,100$29.5K0.03%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC992$27K<0.01%013F-HR/ATimelineGroup
EVERMAY WEALTH MANAGEMENT LLC900$24.2K<0.01%013F-HRTimeline
Noble Wealth Management PBC650$17.4K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG436$11.7K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC187$5K<0.01%013F-HRTimelineGroup