Skip to content
Disclosery

ZOCT INNOVATOR ETFS TRUST

Follow

ETF (fund)

76 managers (76 13F filers) reported a position in ZOCT shares at 2026-03-31, 2,709,171 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
76
13F filers
76
New
3
Added
8
Reduced
26
Sold out
5
Shares held by filers
2,709,171

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COMMONWEALTH EQUITY SERVICES, LLC854,107$22.8M0.03%-68,36313F-HRTimeline
Pachira Investments Inc.245,336$6.56M3.07%+10,01313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC177,978$4.76M<0.01%-17,12413F-HRTimelineGroup
Cetera Investment Advisers95,963$2.57M<0.01%-2,67313F-HRTimeline
HighTower Advisors, LLC75,229$2.01M<0.01%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC73,104$1.96M0.25%-56013F-HRTimeline
CENTAURUS FINANCIAL, INC.70,751$1.89M0.09%-82313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC65,804$1.76M0.01%-8,07013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management58,701$1.57M0.02%-7,12813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,740$1.41M<0.01%+32,91013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,982$1.31M<0.01%+8,88013F-HRTimelineGroup
Strategic Blueprint, LLC46,365$1.24M0.07%-4,69713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …43,988$1.18M0.07%-78313F-HRTimeline
Cypress Wealth Services, LLC42,641$1.14M0.16%013F-HRTimeline
HARBOUR INVESTMENTS, INC.42,051$1.12M0.02%-15,15513F-HRTimeline
WealthPLAN Partners, LLC39,889$1.07M0.21%013F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…33,100$885K0.08%13F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC32,563$871K0.12%013F-HRTimeline
Advisory Services Network, LLC31,542$844K0.01%013F-HRTimeline
FC Advisory LLC26,165$700K0.2%-4,78413F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC25,466$681K0.19%+1,87513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,900$639K<0.01%013F-HRTimeline
Sovran Advisors, LLC23,236$635K0.05%-18,07813F-HRTimeline
Cambridge Investment Research Advisors,…22,508$602K<0.01%-5,38213F-HRTimeline
LPL Financial LLC21,289$569K<0.01%013F-HRTimeline
Chris Bulman Inc20,578$550K0.24%-19513F-HRTimeline
Southland Equity Partners LLC19,833$530K0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,295$516K<0.01%+1,32413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,692$473K0.01%-1,33413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC17,600$471K0.01%013F-HR/ATimeline
Ashton Thomas Private Wealth, LLC16,541$442K0.01%-1,28213F-HRTimeline
IMG Wealth Management, Inc.15,464$414K0.26%-33413F-HRTimeline
MML INVESTORS SERVICES, LLC14,265$382K<0.01%-5,73413F-HRTimeline
NewEdge Advisors, LLC13,753$368K<0.01%-148,98313F-HR/ATimeline
Spectrum Advisors, Inc.13,700$366K0.29%13F-HRTimeline
MTM FINANCIAL GROUP, LLC12,912$345K0.16%-8013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,446$333K<0.01%013F-HRTimelineGroup
Integrity Advisory Solutions, LLC10,809$289K0.04%-7,47313F-HRTimeline
Summit Wealth Partners, LLC10,523$281K0.04%-2,59813F-HRTimeline
AssuredPartners Investment Advisors, LLC10,385$279K0.03%013F-HRTimeline
BridgePort Financial Solutions, LLC10,363$277K0.08%013F-HRTimeline
Soltis Investment Advisors LLC10,302$276K0.02%-24013F-HRTimeline
CFO4Life Group, LLC9,927$266K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…9,722$260K<0.01%013F-HRTimeline
IFP Advisors, Inc9,448$253K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC9,439$252K0.07%013F-HRTimeline
Continuum Advisory, LLC9,398$251K0.02%013F-HRTimeline
First Heartland Consultants, Inc.9,230$247K0.02%-74313F-HRTimeline
FSA Advisors, Inc.9,220$247K0.16%013F-HRTimeline
TrustBankin group TrustBank9,000$241K0.09%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,871$237K<0.01%new13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC8,750$234K0.02%013F-HRTimeline
Main Street Financial Solutions, LLC8,695$233K0.02%013F-HRTimeline
Farther Finance Advisors, LLC8,597$230K<0.01%013F-HRTimeline
Archer Investment Corp8,603$230K0.05%-2,18013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC8,559$229K<0.01%+6,33613F-HRTimelineGroup
Trek Financial, LLC8,490$227K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC8,339$223K0.15%013F-HRTimeline
Tradition Wealth Management, LLC7,976$213K0.02%013F-HRTimeline
Bluesphere Advisors LLC7,958$213K0.08%013F-HRTimeline
Allworth Financial LP6,384$171K<0.01%013F-HRTimeline
CoreCap Advisors, LLC5,333$143K<0.01%+1,27813F-HRTimeline
AE Wealth Management LLC2,906$77.7K<0.01%-1913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,420$64.7K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,996$53.4K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,464$39.2K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,445$38.7K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,173$31.4K<0.01%013F-HRTimeline
Investors Portfolio Services LLC1,100$29.4K0.03%013F-HRTimeline
TopTier Wealth Management, LLC1,047$28K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC992$27K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC900$24.1K<0.01%013F-HRTimeline
Noble Wealth Management PBC650$17.4K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG593$15.9K<0.01%+15713F-HRTimelineGroup
IFG Advisory, LLC500$13.4K0.04%new13F-HRTimeline
CWM, LLCin group CWM, LLC187$5K<0.01%013F-HRTimelineGroup