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Innovator U.S. Equity Buffer ETF - October (BOCT) Institutional Ownership

$52.99 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - October (BATS:BOCT)

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$100.78M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$62.63M
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BOCT Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - October Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026Wealthquest Corp43,921$2.11M0.1%-1.5%0.865%
6/3/2026NewEdge Advisors LLC27,142$1.30M0.0%+447.8%0.534%
5/19/2026NewEdge Advisors LLC27,142$1.30M0.0%+447.8%0.534%
5/19/2026Arkadios Wealth Advisors28,110$1.35M0.0%+19.3%0.553%
5/13/2026Cetera Investment Advisers156,613$7.52M0.0%+3.8%3.083%
5/6/2026FSA Advisors Inc.39,456$1.89M1.2%-0.8%0.777%
5/2/2026Diversify Wealth Management LLC37,450$1.92M0.0%N/A0.737%
4/30/2026Kestra Advisory Services LLC68,093$3.27M0.0%+2.4%1.340%
4/28/2026Integral Investment Advisors Inc.290,463$13.94M3.5%+1.6%5.718%
4/27/2026World Investment Advisors25,085$1.20M0.0%+1.9%0.494%
4/22/2026Janney Montgomery Scott LLC31,267$1.50M0.0%-7.0%0.615%
4/22/2026My Personal CFO LLC23,735$1.14M0.5%-8.5%0.467%
4/20/2026RFG Advisory LLC5,059$243K0.0%+8.0%0.100%
4/18/2026BCS Wealth Management9,544$458K0.1%-50.7%0.188%
4/17/2026XML Financial LLC8,477$407K0.0%-12.2%0.167%
4/17/2026Brookstone Capital Management621,564$29.83M0.3%+8.0%12.236%
4/16/2026Triad Wealth Partners LLC12,249$588K0.0%N/A0.241%
3/13/2026World Investment Advisors24,612$1.22M0.0%N/A0.484%
2/19/2026BFI Wealth Solutions LLC12,101$598K0.6%N/A0.238%
2/19/2026Axxcess Wealth Management LLC5,814$287K0.0%-14.8%0.114%
2/18/2026Beacon Pointe Advisors LLC41,386$2.05M0.0%+2.5%0.815%
2/18/2026OLD Mission Capital LLC22,372$1.11M0.0%N/A0.440%
2/17/2026Cetera Investment Advisers150,884$7.46M0.0%-3.2%2.970%
2/17/2026Osaic Holdings Inc.155,818$7.70M0.0%+8.7%3.067%
2/17/2026Advisory Services Network LLC6,729$333K0.0%+46.5%0.132%
2/17/2026Captrust Financial Advisors66,727$3.30M0.0%-28.3%1.314%
2/17/2026Rothschild Wealth LLC6,000$297K0.0%N/A0.118%
2/17/2026Beacon Financial Advisory LLC6,540$323K0.1%+11.5%0.129%
2/16/2026MML Investors Services LLC75,577$3.74M0.0%+231.4%1.488%
2/16/2026Motiv8 Investments LLC39,080$1.93M1.1%-29.8%0.769%
2/16/2026Arax Advisory Partners11,754$581K0.0%N/A0.231%
2/13/2026CreativeOne Wealth LLC7,672$379K0.0%+6.2%0.151%
2/13/2026Kestra Advisory Services LLC66,471$3.29M0.0%-5.8%1.308%
2/13/2026Visionary Wealth Advisors4,437$219K0.0%N/A0.087%
2/13/2026Arkadios Wealth Advisors23,564$1.17M0.0%N/A0.464%
2/12/2026TopTier Wealth Management LLC10,380$513K0.3%N/A0.204%
2/12/2026Commonwealth Equity Services LLC273,168$13.50M0.0%-13.3%5.377%
2/12/2026Principal Securities Inc.8,650$428K0.0%+2.5%0.170%
2/11/2026Janney Montgomery Scott LLC33,620$1.66M0.0%-0.7%0.662%
2/11/2026GWN Securities Inc.17,452$863K0.2%+315.5%0.344%
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2/11/2026Cerity Partners LLC200,596$9.91M0.0%+93.5%3.949%
2/11/2026LPL Financial LLC76,538$3.78M0.0%+5.2%1.507%
2/11/2026XML Financial LLC9,651$477K0.0%-2.8%0.190%
2/10/2026Evolution Wealth Management Inc.3,012$149K0.1%N/A0.059%
2/10/2026COFG Advisors LLC377,098$18.64M4.6%N/A7.423%
2/10/2026Rothschild Wealth LLC6,000$297K0.0%N/A0.118%
2/10/2026Weaver Consulting Group28,741$1.42M0.3%+67.5%0.566%
2/10/2026Corrado Advisors LLC9,215$455K0.2%N/A0.181%
2/9/2026Kingsview Wealth Management LLC7,449$368K0.0%+66.3%0.147%
2/9/2026Valtinson Bruner Financial Planning LLC14,214$703K0.2%+4.3%0.280%
2/9/2026Blue Bell Private Wealth Management LLC37,968$1.88M0.3%-1.7%0.747%
2/9/2026Harbour Investments Inc.3,991$197K0.0%-42.1%0.079%
2/9/2026Wealthquest Corp44,597$2.20M0.2%-3.2%0.878%
2/6/2026Axxcess Wealth Management LLC5,814$287K0.0%-14.8%0.114%
2/6/2026IFP Advisors Inc9,639$476K0.0%+53.3%0.190%
2/6/2026Integral Investment Advisors Inc.285,759$14.12M3.5%+7.0%5.625%
2/6/2026HighTower Advisors LLC166,367$8.22M0.0%+2.7%3.275%
2/5/2026IMG Wealth Management Inc.8,899$440K0.3%+492.9%0.175%
2/4/2026World Investment Advisors24,612$1.22M0.0%N/A0.484%
2/3/2026Vantage Financial Partners LLC8,930$441K0.1%N/A0.176%
2/3/2026Retirement Planning Group LLC4,492$222K0.0%N/A0.088%
2/3/2026RFG Advisory LLC4,683$231K0.0%-27.9%0.092%
2/3/2026Foronjy Financial LLC11,921$589K0.2%N/A0.235%
2/2/2026FSA Advisors Inc.39,780$1.97M0.3%+2.3%0.783%
2/2/2026AlphaStar Capital Management LLC16,586$820K0.1%N/A0.326%
2/2/2026Grantvest Financial Group LLC10,724$530K0.3%N/A0.211%
1/29/2026Ashton Thomas Private Wealth LLC5,321$263K0.0%N/A0.105%
1/28/2026Global Trust Wealth Management LLC10,200$504K0.4%N/A0.201%
1/27/2026PFG Advisors5,511$272K0.0%N/A0.108%
1/27/2026Berkshire Money Management Inc.55,587$2.75M0.3%-1.4%1.094%
1/26/2026Merit Financial Group LLC4,196$207K0.0%N/A0.083%
1/26/2026Private Trust Co. NA515$25K0.0%N/A0.010%
1/26/2026BCS Wealth Management19,352$956K0.1%+92.9%0.381%
1/23/2026Farther Finance Advisors LLC3,697$183K0.0%+33.9%0.073%
1/23/2026U.S. Capital Wealth Advisors LLC5,598$277K0.0%N/A0.110%
1/23/2026Diligent Investors LLC26,173$1.29M0.3%+9.2%0.515%
1/23/2026DHJJ Financial Advisors Ltd.22,179$1.10M0.4%+42.3%0.437%
1/21/2026KFG Wealth Management LLC10,425$515K0.1%N/A0.205%
1/20/2026Secure Asset Management LLC12,979$641K0.1%N/A0.255%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,518$223K0.0%N/A0.089%
1/16/2026HFG Wealth Management LLC40,546$2.00M1.1%+0.8%0.798%
1/15/2026My Personal CFO LLC25,935$1.28M0.5%N/A0.511%
1/15/2026Brookstone Capital Management575,691$28.45M0.3%+8,824.1%11.333%
1/14/2026Lantz Financial LLC23,011$1.14M0.2%+21.9%0.453%
1/14/2026Spire Wealth Management18,241$901K0.0%+163.7%0.359%
1/14/2026Chris Bulman Inc13,655$675K0.3%N/A0.269%
1/9/2026First Heartland Consultants Inc.4,184$207K0.0%N/A0.082%
1/8/2026Wealth Enhancement Advisory Services LLC132,892$6.63M0.0%+0.9%2.616%
1/8/2026Old Port Advisors4,500$222K0.1%N/A0.089%
1/7/2026Fragasso Financial Advisors Inc68,882$3.40M0.2%+4.6%1.356%
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1/5/2026City Center Advisors LLC16,032$792K0.7%+5.2%0.316%
1/1/2026JPMorgan Chase & Co.15,299$741K0.0%N/A0.301%
11/19/2025First Commonwealth Financial Corp PA30,086$1.46M0.2%+9.0%0.592%
11/19/2025Captrust Financial Advisors93,112$4.51M0.0%-6.2%1.833%
11/17/2025Citadel Advisors LLC9,233$447K0.0%-34.6%0.182%
11/14/2025Raymond James Financial Inc.38,897$1.88M0.0%+0.9%0.766%
11/14/2025Diligent Investors LLC23,968$1.16M0.3%+9.4%0.472%
11/13/2025Diversify Advisory Services LLC37,369$1.83M0.1%-1.1%0.736%
11/13/2025CreativeOne Wealth LLC7,224$350K0.0%-4.9%0.142%
11/12/2025FSA Advisors Inc.38,897$1.88M1.5%+2.0%0.766%


BOCT Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - October. The most heavily invested institutionals were Stuart Chaussee & Associates Inc. ($74.71M), Brookstone Capital Management ($29.83M), Penserra Capital Management LLC ($18.85M), COFG Advisors LLC ($18.64M), Integral Investment Advisors Inc. ($13.94M), Commonwealth Equity Services LLC ($13.50M), and Cerity Partners LLC ($9.91M).Learn more on Innovator U.S. Equity Buffer ETF - October's institutional investors.

Of the 110 institutional investors that purchased Innovator U.S. Equity Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stuart Chaussee & Associates Inc. ($1.78M), Brookstone Capital Management ($1.14M), COFG Advisors LLC ($377.10K), Commonwealth Equity Services LLC ($357.18K), Cerity Partners LLC ($158.63K), Penserra Capital Management LLC ($126.85K), and Wealth Enhancement Advisory Services LLC ($126.39K).

Institutional investors have bought a total of 2,053,496 shares in the last 24 months. This purchase volume represents approximately $100.78M in transactions.

Of the 36 institutional investors that sold Innovator U.S. Equity Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($582.20K), Brookstone Capital Management ($523.46K), Osaic Holdings Inc. ($38.12K), Captrust Financial Advisors ($33.59K), Penserra Capital Management LLC ($27.34K), Cetera Investment Advisers ($19.42K), and Motiv8 Investments LLC ($16.58K).

Institutional investors have sold a total of 1,332,571 shares in the last 24 months. This volume of shares sold represents approximately $62.63M in transactions.


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This page (BATS:BOCT) was last updated on 7/5/2026 by MarketBeat.com Staff.
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