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

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+0.10 (+0.36%)
(As of 04/29/2024 ET)
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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)
40
Total
Institutional Inflows
(last 12 months)
$19.96M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$20.84M
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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
4/24/2024 Blue Bell Private Wealth Management LLC42,275$1.20M0.3%-3.9%1.373%
4/23/2024 Nations Financial Group Inc. IA ADV21,934$624K0.1%-9.3%0.712%
4/19/2024 FORVIS Wealth Advisors LLC53,554$1.52M0.0%-8.2%1.739%
4/16/2024 Maltin Wealth Management Inc.24,209$689K0.4%+82.0%0.786%
4/15/2024 Brookstone Capital Management19,385$552K0.0%-66.6%0.629%
4/15/2024 Sunbelt Securities Inc.24,281$691K0.1%-33.8%0.788%
3/6/2024SageView Advisory Group LLC19,328$531K0.0%N/A0.891%
2/14/2024Personal CFO Solutions LLC14,684$404K0.1%N/A0.677%
2/12/2024Cape Investment Advisory Inc.4,725$130K0.1%N/A0.218%
2/9/2024Advisory Services Network LLC14,954$412K0.0%N/A0.689%
2/9/2024SageView Advisory Group LLC19,328$531K0.0%N/A0.891%
2/9/2024 Cambridge Investment Research Advisors Inc.48,489$1.33M0.0%+48.4%2.235%
2/7/2024Avantax Advisory Services Inc.26,613$732K0.0%-65.2%1.226%
2/7/2024 NBC Securities Inc.3,846$105K0.0%N/A0.177%
2/7/2024 Berger Financial Group Inc10,348$285K0.0%N/A0.477%
2/7/2024Principal Securities Inc.6,691$184K0.0%N/A0.308%
2/6/2024Valtinson Bruner Financial Planning LLC132,530$3.65M1.9%+2.8%6.107%
2/6/2024Lincoln National Corp23,209$639K0.0%+30.9%1.070%
2/5/2024 Epic Trust Investment Advisors LLC22,523$620K0.8%+5.9%1.038%
2/2/2024Truist Financial Corp86,947$2.39M0.0%+316.2%4.007%
2/2/2024Atria Wealth Solutions Inc.9,850$271K0.0%N/A0.454%
2/2/2024Acas LLC9,311$256K0.3%-8.9%0.429%
2/1/2024Corrado Advisors LLC37,411$1.03M0.8%+91.9%1.724%
2/1/2024 CWM LLC27,244$750K0.0%+21.0%1.255%
2/1/2024 CRA Financial Services LLC10,295$283K0.1%+13.4%0.474%
1/30/2024Wealth Alliance13,609$375K0.1%+7.8%0.627%
1/30/2024 DHJJ Financial Advisors Ltd.58,358$1.61M0.8%+1.6%2.689%
1/29/2024 Outlook Wealth Advisors LLC9,785$269K0.1%N/A0.451%
1/29/2024Compass Advisory Group LLC22,643$623K0.3%+5.0%1.043%
1/25/2024 Blue Bell Private Wealth Management LLC43,997$1.21M0.3%-2.4%2.028%
1/24/2024 Stratos Wealth Advisors LLC24,276$668K0.0%N/A1.119%
1/23/2024Beacon Financial Advisory LLC45,546$1.25M0.6%+11.7%2.099%
1/19/2024 AdvisorNet Financial Inc3,306$91K0.0%+114.0%0.152%
1/18/2024 Maltin Wealth Management Inc.13,299$366K0.2%N/A0.613%
1/16/2024 Raymond James & Associates23,527$647K0.0%N/A1.084%
1/16/2024Wealthsource Partners LLC12,295$338K0.0%+4.0%0.567%
1/12/2024Global Strategic Investment Solutions LLC286,932$7.90M1.0%+705.3%13.223%
1/11/2024 Brookstone Capital Management57,991$1.60M0.0%+69.2%2.672%
1/11/2024 FORVIS Wealth Advisors LLC58,318$1.61M0.0%-17.1%2.687%
1/11/2024 BCS Wealth Management15,040$414K0.2%+53.4%0.693%
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1/11/2024Diligent Investors LLC14,083$388K0.1%N/A0.649%
1/10/2024 Marcum Wealth LLC7,942$219K0.0%N/A0.366%
1/10/2024 Sugarloaf Wealth Management LLC5,479$151K0.0%+603.3%0.252%
11/13/2023Kestra Advisory Services LLC10,182$261K0.0%-4.3%0.469%
11/9/2023Wealth Alliance12,623$324K0.1%+12.1%0.582%
11/8/2023HighTower Advisors LLC9,666$247K0.0%-98.3%0.445%
11/8/2023Avantax Advisory Services Inc.76,532$1.97M0.0%+8.6%3.527%
11/6/2023Lincoln National Corp17,724$455K0.0%-7.2%0.817%
10/30/2023 Blue Bell Private Wealth Management LLC45,083$1.16M0.3%-0.9%2.078%
10/26/2023 FORVIS Wealth Advisors LLC70,356$1.81M0.1%-4.7%3.242%
10/25/2023Beacon Financial Advisory LLC40,771$1.05M0.6%-2.5%1.879%
10/24/2023Acas LLC10,218$262K0.3%-8.5%0.471%
10/24/2023Compass Advisory Group LLC21,565$554K0.3%-8.0%0.994%
10/24/2023Valtinson Bruner Financial Planning LLC128,974$3.31M1.8%-2.6%5.944%
10/24/2023 Cambridge Investment Research Advisors Inc.32,683$839K0.0%+9.8%1.506%
10/23/2023Commonwealth Equity Services LLC42,554$1.09M0.0%-16.8%1.961%
10/20/2023 Brookstone Capital Management34,277$856K0.0%N/A1.580%
10/20/2023U.S. Capital Wealth Advisors LLC26,394$678K0.0%-20.8%1.216%
10/16/2023 Epic Trust Investment Advisors LLC21,260$546K0.9%-2.7%0.980%
10/13/2023Global Strategic Investment Solutions LLC35,631$915K0.1%-56.1%1.642%
10/12/2023IFP Advisors Inc3,131$80K0.0%+95.9%0.144%
10/12/2023 AdvisorNet Financial Inc1,545$40K0.0%N/A0.071%
10/11/2023 CWM LLC22,515$578K0.0%+30.0%1.038%
10/10/2023 DHJJ Financial Advisors Ltd.57,428$1.48M0.7%-15.7%2.646%
8/11/2023SageView Advisory Group LLC15,210$412K0.0%-44.3%0.701%
8/10/2023First Commonwealth Financial Corp PA10,102$274K0.1%-54.7%0.466%
8/10/2023Commonwealth Equity Services LLC51,148$1.39M0.0%-2.0%2.357%
8/10/2023Cetera Advisor Networks LLC35,938$973K0.0%-7.4%1.656%
8/8/2023 FORVIS Wealth Advisors LLC73,852$2M0.1%-2.0%3.403%
8/8/2023Brown Wealth Management LLC8,951$242K0.1%N/A0.412%
8/7/2023Lincoln National Corp19,100$517K0.0%+5.5%0.880%
8/3/2023Atria Wealth Solutions Inc.8,828$239K0.0%-5.7%0.407%
8/3/2023 CWM LLC17,324$469K0.0%+34.1%0.798%
8/2/2023Bank of Montreal Can1,700$46K0.0%N/A0.078%
7/28/2023 DHJJ Financial Advisors Ltd.68,099$1.84M1.0%-3.7%3.138%
7/26/2023Acas LLC11,168$302K0.4%-6.3%0.379%
7/24/2023Valtinson Bruner Financial Planning LLC132,431$3.59M1.9%-0.5%4.489%
7/24/2023 Accurate Wealth Management LLC8,310$229K0.1%N/A0.282%
7/19/2023 BCS Wealth Management9,805$266K0.2%-26.4%0.332%
7/13/2023 Cambridge Investment Research Advisors Inc.29,754$806K0.0%-4.2%1.009%
5/12/2023HighTower Advisors LLC551,101$14.30M0.0%+2.5%17.893%
5/11/2023U.S. Capital Wealth Advisors LLC33,148$860K0.0%+20.6%1.076%
5/8/2023 Blue Bell Private Wealth Management LLC45,494$1.18M0.4%+4.2%1.477%
5/5/2023Valtinson Bruner Financial Planning LLC133,082$3.45M2.0%-0.7%4.321%
5/2/2023 DHJJ Financial Advisors Ltd.70,698$1.83M1.0%-2.2%2.295%
5/2/2023Lincoln National Corp18,100$470K0.0%+7.7%0.588%
5/1/2023 CWM LLC12,923$335K0.0%N/A0.420%
4/28/2023Avantax Advisory Services Inc.67,669$1.76M0.0%+1.1%2.197%
4/27/2023 FORVIS Wealth Advisors LLC75,397$1.96M0.1%-2.2%2.448%
4/20/2023Compass Advisory Group LLC23,628$613K0.4%-7.0%0.767%
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4/18/2023Beacon Financial Advisory LLC41,996$1.09M0.7%-8.7%1.364%
4/18/2023IFP Advisors Inc1,598$39K0.0%-78.4%0.052%
4/17/2023 Gradient Investments LLC1,491$39K0.0%-99.7%0.048%
3/6/2023OLD Mission Capital LLC5,582$141K0.0%N/A0.000%
2/15/2023 Epic Trust Investment Advisors LLC21,860$552K0.8%-2.1%0.000%
2/14/2023First Commonwealth Financial Corp PA22,356$564K0.2%N/A0.000%
2/13/2023Wealth Alliance11,258$284K0.1%N/A0.000%
2/10/2023CoreCap Advisors LLC7,308$184K0.0%N/A0.000%
2/10/2023 Arlington Capital Management Inc.12,127$306K0.3%N/A0.000%
2/10/2023Wealthsource Partners LLC11,820$298K0.0%N/A0.000%
(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, 54 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - October. The most heavily invested institutionals were Global Strategic Investment Solutions LLC ($7.90M), Valtinson Bruner Financial Planning LLC ($3.65M), Truist Financial Corp ($2.39M), InterOcean Capital Group LLC ($1.79M), DHJJ Financial Advisors Ltd. ($1.61M), FORVIS Wealth Advisors LLC ($1.52M), and Cambridge Investment Research Advisors Inc. ($1.33M).Learn more on KOCT's institutional investors.

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

Of the 51 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($551.10K), Gradient Investments LLC ($505.17K), Global Strategic Investment Solutions LLC ($309.39K), Valtinson Bruner Financial Planning LLC ($137.58K), Truist Financial Corp ($66.06K), Brookstone Capital Management ($57.99K), and InterOcean Capital Group LLC ($57.59K).

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

Institutional investors have bought a total of 2,300,196 shares in the last 24 months. This purchase volume represents approximately $59.57M in transactions.

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

Of the 27 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HighTower Advisors LLC ($547.35K), Gradient Investments LLC ($503.68K), Avantax Advisory Services Inc. ($49.92K), Global Strategic Investment Solutions LLC ($45.55K), Brookstone Capital Management ($38.61K), FORVIS Wealth Advisors LLC ($23.53K), and Sunbelt Securities Inc. ($19.40K).

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

Institutional investors have sold a total of 1,324,930 shares in the last 24 months. This volume of shares sold represents approximately $34.49M in transactions.


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This page (BATS:KOCT) was last updated on 4/29/2024 by MarketBeat.com Staff

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