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Innovator U.S. Small Cap Power Buffer ETF - October (KOCT) Institutional Ownership

$30.42 -0.61 (-1.97%)
As of 08/1/2025 03:54 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - October (BATS:KOCT)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$37.83M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$18.35M
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KOCT Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - October Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.72,833$2.22M0.0%-16.8%2.155%
7/29/2025 Forvis Mazars Wealth Advisors LLC13,002$397K0.0%-11.2%0.385%
7/29/2025 Stratos Wealth Advisors LLC37,975$1.16M0.1%-7.4%1.124%
7/29/2025 Commons Capital LLC10,772$329K0.2%N/A0.319%
7/25/2025 CWM LLC36,601$1.12M0.0%+2.8%1.083%
7/24/2025 IFP Advisors Inc10,265$313K0.0%-18.7%0.304%
7/22/2025 Global Strategic Investment Solutions LLC89,135$2.72M0.3%-10.7%2.637%
7/18/2025 Truist Financial Corp86,804$2.65M0.0%-3.0%2.568%
7/15/2025 BCS Wealth Management12,195$372K0.1%-9.0%0.361%
7/14/2025 U.S. Capital Wealth Advisors LLC25,379$774K0.0%-5.1%0.751%
7/10/2025 Wealth Enhancement Advisory Services LLC9,749$303K0.0%N/A0.288%
5/20/2025Focus Partners Wealth46,980$1.38M0.0%-1.3%1.323%
5/19/2025SageView Advisory Group LLC49,203$1.44M0.1%+75.1%1.386%
5/16/2025NewEdge Advisors LLC13,450$394K0.0%-9.9%0.379%
5/15/2025OLD Mission Capital LLC37,445$1.10M0.0%N/A1.055%
5/14/2025Kestra Advisory Services LLC28,045$821K0.0%-38.5%0.790%
5/14/2025Capital Analysts LLC10,473$307K0.0%+49.3%0.295%
5/14/2025Tradition Wealth Management LLC31,128$911K0.1%-4.2%0.877%
5/13/2025Leigh Baldwin & CO. LLC7,900$231K0.2%-20.2%0.223%
5/13/2025 Compass Advisory Group LLC20,677$605K0.2%-4.0%0.582%
5/13/2025Long Island Wealth Management Inc.19,386$567K0.3%-46.1%0.546%
5/12/2025 Red Crane Wealth Management LLC70,700$2.07M2.0%-0.9%1.992%
5/8/2025FSA Advisors Inc.10,602$310K0.2%+22.7%0.299%
5/6/2025Cetera Investment Advisers95,825$2.81M0.0%-73.3%2.699%
5/6/2025Avantax Advisory Services Inc.26,300$770K0.0%-6.9%0.741%
5/5/2025Blue Bell Private Wealth Management LLC37,928$1.11M0.2%+3.5%1.068%
5/2/2025Acas LLC15,053$437K0.3%-4.3%0.418%
5/2/2025Sigma Planning Corp13,687$401K0.0%-20.1%0.380%
5/1/2025 CWM LLC35,587$1.04M0.0%+3.5%0.989%
4/29/2025 U.S. Capital Wealth Advisors LLC26,732$782K0.0%+3.3%0.743%
4/29/2025Wood Tarver Financial Group LLC13,747$402K0.1%+7.7%0.382%
4/29/2025Envestnet Asset Management Inc.87,563$2.56M0.0%-3.2%2.432%
4/28/2025 Global Strategic Investment Solutions LLC99,780$2.92M0.3%-9.6%2.772%
4/28/2025 Elmwood Wealth Management Inc.7,600$222K0.1%-7.3%0.211%
4/24/2025Sunbelt Securities Inc.22,540$660K0.1%-2.8%0.626%
4/23/2025 Retirement Guys Formula LLC18,703$547K0.3%N/A0.520%
4/22/2025 Cambridge Investment Research Advisors Inc.36,725$1.08M0.0%-1.9%1.020%
4/18/2025 DHJJ Financial Advisors Ltd.46,355$1.36M0.5%-2.2%1.288%
4/15/2025Noble Wealth Management PBC1,500$44K0.0%N/A0.042%
4/14/2025 BCS Wealth Management13,398$392K0.1%-4.7%0.372%
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4/10/2025Maltin Wealth Management Inc.23,670$693K0.3%N/A0.648%
4/9/2025 Fragasso Financial Advisors Inc18,881$553K0.0%-50.6%0.517%
3/6/2025Wood Tarver Financial Group LLC12,762$390K0.1%N/A0.338%
2/25/2025Leigh Baldwin & CO. LLC9,900$303K0.2%N/A0.262%
2/19/2025ARQ Wealth Advisors LLC7,559$231K0.1%N/A0.200%
2/18/2025First Heartland Consultants Inc.13,614$416K0.0%+4.5%0.442%
2/17/2025Wolverine Trading LLC13,314$407K0.0%N/A0.432%
2/17/2025Focus Partners Wealth47,580$1.46M0.0%-2.1%1.545%
2/17/2025 Diligent Investors LLC13,306$407K0.1%-4.2%0.432%
2/17/2025CoreCap Advisors LLC4,467$137K0.0%-33.0%0.145%
2/17/2025Cetera Investment Advisers359,160$10.98M0.0%+376.3%11.661%
2/17/2025Citadel Advisors LLC8,082$247K0.0%-54.1%0.262%
2/14/2025Jane Street Group LLC10,383$317K0.0%N/A0.337%
2/14/2025Bellwether Advisors LLC4,110$126K0.0%N/A0.133%
2/14/2025 Berger Financial Group Inc10,601$324K0.0%+36.9%0.344%
2/14/2025Capital Analysts LLC7,016$214K0.0%+10.5%0.228%
2/14/2025Tradition Wealth Management LLC32,478$993K0.1%-2.0%1.054%
2/13/2025First Commonwealth Financial Corp PA10,536$322K0.1%+9.2%0.342%
2/13/2025NewEdge Advisors LLC14,925$456K0.0%+2.3%0.485%
2/13/2025SageView Advisory Group LLC28,105$859K0.0%N/A0.913%
2/13/2025Raymond James Financial Inc.44,644$1.37M0.0%N/A1.449%
2/13/2025Envestnet Asset Management Inc.90,425$2.76M0.0%+23.8%2.936%
2/12/2025Arete Wealth Advisors LLC6,983$214K0.0%N/A0.227%
2/12/2025Bullseye Investment Management LLC15,022$459K0.3%-85.5%0.488%
2/12/2025JPMorgan Chase & Co.6,623$202K0.0%-66.8%0.215%
2/11/2025LPL Financial LLC34,218$1.05M0.0%+4.7%1.111%
2/11/2025Atlantic Private Wealth LLC2,479$76K0.1%N/A0.080%
2/10/2025 Harbour Investments Inc.7,424$227K0.0%+152.2%0.241%
2/10/2025Valtinson Bruner Financial Planning LLC122,110$3.73M1.3%-5.3%3.965%
2/10/2025Commonwealth Equity Services LLC110,467$3.38M0.0%+27.7%3.587%
2/10/2025Avantax Advisory Services Inc.28,256$864K0.0%+6.5%0.917%
2/7/2025HighTower Advisors LLC42,801$1.31M0.0%+122.1%1.390%
2/7/2025Acas LLC15,723$492K0.4%+32.4%0.510%
2/7/2025Blue Bell Private Wealth Management LLC36,628$1.12M0.2%+5.3%1.189%
2/6/2025Raymond James Financial Inc.44,644$1.37M0.0%N/A1.449%
2/6/2025Steward Partners Investment Advisory LLC4,354$133K0.0%+82.4%0.141%
2/6/2025 Global Strategic Investment Solutions LLC110,353$3.37M0.4%-7.2%3.583%
2/5/2025Cape Investment Advisory Inc.19,750$604K0.2%+12.9%0.641%
2/5/2025Compass Financial Group Inc.253,727$7.76M3.7%-2.4%8.238%
2/5/2025 Whipplewood Advisors LLC19,172$586K0.3%N/A0.622%
2/5/2025Corrado Advisors LLC23,312$713K0.5%N/A0.757%
2/5/2025 Red Crane Wealth Management LLC71,349$2.18M2.1%N/A2.317%
2/4/2025 IFP Advisors Inc12,632$386K0.0%+100.1%0.410%
2/4/2025WealthShield Partners LLC3,250$99K0.0%N/A0.106%
2/4/2025 Forvis Mazars Wealth Advisors LLC25,203$770K0.0%-34.6%0.818%
2/3/2025Sigma Planning Corp17,131$524K0.0%N/A0.556%
2/3/2025Wealth Alliance19,419$594K0.1%+42.7%0.630%
1/31/2025 Truist Financial Corp87,971$2.69M0.0%+7.3%2.856%
1/30/2025Principal Securities Inc.8,451$258K0.0%+17.8%0.274%
1/30/2025 DHJJ Financial Advisors Ltd.47,400$1.45M0.6%-1.9%1.539%
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1/29/2025 Stonebridge Financial Group LLC4,216$129K0.0%N/A0.137%
1/28/2025Kingsview Wealth Management LLC35,971$1.10M0.0%N/A1.168%
1/27/2025 Stratos Wealth Advisors LLC41,022$1.25M0.1%+3.0%1.332%
1/27/2025 PFS Partners LLC2,614$80K0.0%N/A0.085%
1/24/2025 Vantage Point Financial LLC9,024$276K0.1%N/A0.293%
1/24/2025 U.S. Capital Wealth Advisors LLC25,884$791K0.0%+5.3%0.840%
1/23/2025FSA Advisors Inc.8,640$262K0.3%-5.3%0.281%
1/23/2025Capital Investment Advisory Services LLC880$27K0.0%+1,366.7%0.029%
1/17/2025 Janney Montgomery Scott LLC24,540$750K0.0%N/A0.797%
1/16/2025Diversify Advisory Services LLC9,295$282K0.0%-17.7%0.302%
(Data available from 1/1/2016 forward)

KOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KOCT shares?

During the previous two years, 97 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - October. The most heavily invested institutionals were Compass Financial Group Inc. ($7.76M), Valtinson Bruner Financial Planning LLC ($3.73M), Commonwealth Equity Services LLC ($3.38M), Cetera Investment Advisers ($2.81M), Global Strategic Investment Solutions LLC ($2.72M), Truist Financial Corp ($2.65M), and Envestnet Asset Management Inc. ($2.22M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - October's institutional investors.

Which institutional investors have been buying Innovator U.S. Small Cap Power Buffer ETF - October's stock?

Of the 85 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($339.87K), Compass Financial Group Inc. ($259.87K), Global Strategic Investment Solutions LLC ($251.30K), Bullseye Investment Management LLC ($109.99K), Raymond James Financial Inc. ($89.29K), SageView Advisory Group LLC ($87.86K), and Truist Financial Corp ($73.69K).

How much institutional buying is happening at Innovator U.S. Small Cap Power Buffer ETF - October?

Institutional investors have bought a total of 1,245,333 shares in the last 24 months. This purchase volume represents approximately $37.83M in transactions.

Which of Innovator U.S. Small Cap Power Buffer ETF - October's major shareholders have been selling company stock?

Of the 38 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($265.04K), Bullseye Investment Management LLC ($88.35K), Global Strategic Investment Solutions LLC ($84.61K), Fragasso Financial Advisors Inc ($19.37K), Envestnet Asset Management Inc. ($17.59K), Kestra Advisory Services LLC ($17.55K), and Long Island Wealth Management Inc. ($16.60K).

How much institutional selling is happening at Innovator U.S. Small Cap Power Buffer ETF - October?

Institutional investors have sold a total of 615,877 shares in the last 24 months. This volume of shares sold represents approximately $18.35M in transactions.


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This page (BATS:KOCT) was last updated on 8/2/2025 by MarketBeat.com Staff
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