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

$36.21 +0.26 (+0.72%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - October (BATS:KOCT)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$32.59M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$20.74M
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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
5/5/2026Compass Financial Group Inc.240,533$8.16M3.7%-0.3%7.116%
5/5/2026 Sigma Planning Corp9,299$315K0.0%-75.4%0.275%
5/4/2026 Vantage Point Financial LLC7,155$243K0.1%-20.7%0.212%
4/30/2026 Kestra Advisory Services LLC42,178$1.43M0.0%+35.3%1.248%
4/29/2026 Global Strategic Investment Solutions LLC55,148$1.87M0.2%-18.1%1.632%
4/21/2026 Long Island Wealth Management Inc.19,598$665K0.3%+7.7%0.580%
4/18/2026 BCS Wealth Management9,865$335K0.1%-50.0%0.292%
4/16/2026 Founders Financial Securities LLC33,179$1.16M0.1%+17.4%0.982%
4/15/2026 Nations Financial Group Inc. IA ADV17,537$595K0.0%-2.3%0.519%
3/13/2026 World Investment Advisors7,376$248K0.0%N/A0.218%
2/20/2026Sunbelt Securities Inc.26,482$892K0.1%+35.6%0.783%
2/19/2026BFI Wealth Solutions LLC72,386$2.44M2.3%N/A2.142%
2/18/2026Mercer Global Advisors Inc. ADV18,658$628K0.0%-42.0%0.552%
2/17/2026Cetera Investment Advisers180,301$6.07M0.0%+54.3%5.334%
2/17/2026Osaic Holdings Inc.185,583$6.25M0.0%+7.7%5.491%
2/16/2026 MML Investors Services LLC12,502$421K0.0%N/A0.370%
2/16/2026Financial Network Wealth Advisors LLC1,553$52K0.1%+60.9%0.046%
2/13/2026Arete Wealth Advisors LLC8,734$294K0.0%+13.8%0.258%
2/13/2026 Kestra Advisory Services LLC31,176$1.05M0.0%+42.9%0.922%
2/12/2026TopTier Wealth Management LLC10,033$338K0.2%N/A0.297%
2/12/2026 Commonwealth Equity Services LLC143,369$4.83M0.0%+42.3%4.242%
2/12/2026Wood Tarver Financial Group LLC23,056$776K0.2%+43.9%0.682%
2/12/2026Principal Securities Inc.167,161$5.63M0.1%+2,206.6%4.946%
2/11/2026Capital Analysts LLC10,070$339K0.0%-3.8%0.298%
2/11/2026Winnow Wealth LLC6,822$232K0.2%-13.3%0.202%
2/11/2026LPL Financial LLC55,103$1.86M0.0%+19.3%1.630%
2/11/2026Tradition Wealth Management LLC11,850$399K0.0%-61.9%0.351%
2/11/2026Atlantic Private Wealth LLC17,553$591K0.4%N/A0.519%
2/10/2026 Founders Financial Securities LLC28,264$952K0.1%+15.9%0.836%
2/10/2026 Corrado Advisors LLC34,507$1.16M0.6%+49.5%1.021%
2/9/2026Valtinson Bruner Financial Planning LLC42,954$1.45M0.4%-63.8%1.271%
2/9/2026Blue Bell Private Wealth Management LLC38,753$1.31M0.2%+3.6%1.147%
2/9/2026Harbour Investments Inc.10,210$344K0.0%+794.8%0.302%
2/6/2026 IFP Advisors Inc24,835$836K0.0%+118.8%0.735%
2/6/2026HighTower Advisors LLC42,455$1.43M0.0%+5.6%1.256%
2/5/2026Compass Financial Group Inc.241,182$8.12M3.6%-0.8%7.136%
2/2/2026 Truist Financial Corp52,756$1.78M0.0%-30.7%1.561%
1/30/2026 Sigma Planning Corp37,793$1.27M0.0%N/A1.118%
1/29/2026 Global Strategic Investment Solutions LLC67,296$2.27M0.2%-9.6%1.991%
1/26/2026 Nations Financial Group Inc. IA ADV17,957$605K0.0%-2.3%0.531%
1/26/2026CWM LLC28,323$954K0.0%-3.0%0.838%
1/26/2026 BCS Wealth Management19,730$664K0.1%+100.0%0.584%
1/23/2026 U.S. Capital Wealth Advisors LLC30,567$1.03M0.0%+19.2%0.904%
1/23/2026 DHJJ Financial Advisors Ltd.51,118$1.72M0.6%+13.5%1.512%
1/21/2026Capital Investment Advisory Services LLC36,434$1.23M0.1%+1.4%1.078%
1/21/2026Prime Capital Investment Advisors LLC7,965$268K0.0%N/A0.236%
1/16/2026 PFS Partners LLC10,776$363K0.2%+325.4%0.319%
1/16/2026 CRA Financial Services LLC10,120$341K0.0%-4.7%0.299%
1/12/2026 Fiduciary Financial Group LLC13,699$461K0.1%N/A0.405%
1/8/2026 Elmwood Wealth Management Inc.8,450$285K0.1%+38.5%0.250%
1/8/2026 Wealth Enhancement Advisory Services LLC12,437$429K0.0%+26.5%0.368%
1/7/2026 Fragasso Financial Advisors Inc19,974$673K0.0%+10.1%0.591%
1/5/2026 Commons Capital LLC44,495$1.50M1.0%+319.6%1.316%
1/5/2026 Noble Wealth Management PBC1,800$61K0.0%+20.0%0.053%
1/1/2026JPMorgan Chase & Co.10,557$349K0.0%+59.4%0.312%
12/2/2025 IFP Advisors Inc11,349$375K0.0%+10.6%0.336%
11/19/2025Sunbelt Securities Inc.19,525$645K0.0%-15.8%0.578%
11/19/2025 GM Advisory Group LLC12,668$418K0.0%N/A0.375%
11/18/2025Advisory Services Network LLC14,954$494K0.0%-4.6%0.442%
11/17/2025NewEdge Advisors LLC7,656$253K0.0%-43.1%0.227%
11/17/2025Mercer Global Advisors Inc. ADV32,158$1.06M0.0%N/A0.951%
11/17/2025Focus Partners Wealth41,180$1.36M0.0%-12.3%1.218%
11/14/2025Raymond James Financial Inc.18,216$601K0.0%-47.7%0.539%
11/14/2025Wood Tarver Financial Group LLC16,023$529K0.2%+16.6%0.474%
11/14/2025 Diligent Investors LLC14,306$472K0.1%+7.5%0.423%
11/13/2025SageView Advisory Group LLC54,829$1.81M0.1%+1.1%1.622%
11/12/2025FSA Advisors Inc.12,210$403K0.3%+15.2%0.361%
11/12/2025Kingsview Wealth Management LLC9,319$308K0.0%-73.2%0.276%
11/12/2025Arete Wealth Advisors LLC7,678$254K0.0%+10.0%0.227%
11/10/2025 First Heartland Consultants Inc.8,668$286K0.0%-5.7%0.256%
11/10/2025OneDigital Investment Advisors LLC11,037$364K0.0%N/A0.327%
11/7/2025 Axxcess Wealth Management LLC12,228$404K0.0%N/A0.362%
11/7/2025JPMorgan Chase & Co.10,557$349K0.0%+59.4%0.312%
11/6/2025 Elmwood Wealth Management Inc.6,100$201K0.1%N/A0.180%
11/6/2025 Stratos Wealth Advisors LLC33,371$1.10M0.1%-12.1%0.987%
11/5/2025Capital Investment Advisory Services LLC35,937$1.19M0.1%+3,983.8%1.063%
11/5/2025Compass Financial Group Inc.243,165$8.03M3.6%-4.2%7.194%
11/5/2025 Envestnet Asset Management Inc.69,188$2.29M0.0%-5.0%2.047%
11/4/2025Valtinson Bruner Financial Planning LLC118,562$3.92M1.2%-0.6%3.508%
11/4/2025 Wealthgarden F.S. LLC8,568$287K0.2%N/A0.253%
11/4/2025Winnow Wealth LLC7,871$268K0.2%N/A0.233%
11/3/2025 Truist Financial Corp76,088$2.51M0.0%-12.3%2.251%
10/30/2025 Accredited Investors Inc.19,278$637K0.0%N/A0.570%
10/30/2025 Forvis Mazars Wealth Advisors LLC6,314$208K0.0%-51.4%0.187%
10/29/2025 NorthCrest Asset Manangement LLC8,546$283K0.0%N/A0.253%
10/28/2025 Nations Financial Group Inc. IA ADV18,389$607K0.0%-6.0%0.544%
10/27/2025 Concurrent Investment Advisors LLC25,042$827K0.0%N/A0.741%
10/22/2025 BCS Wealth Management9,865$326K0.1%-19.1%0.292%
10/22/2025 Crown Wealth Group LLC41,123$1.36M0.4%N/A1.217%
10/20/2025 DHJJ Financial Advisors Ltd.45,038$1.49M0.5%-2.3%1.332%
10/15/2025CWM LLC29,193$964K0.0%-20.2%0.864%
10/15/2025 Founders Financial Securities LLC24,383$805K0.1%+25.8%0.721%
10/6/2025 Fragasso Financial Advisors Inc18,144$604K0.0%-3.9%0.537%
9/4/2025Osaic Holdings Inc.178,832$5.45M0.0%+24.0%5.291%
8/19/2025Cape Investment Advisory Inc.18,500$564K0.2%-5.9%0.547%
8/14/2025Raymond James Financial Inc.34,801$1.06M0.0%+2.4%1.030%
8/13/2025SageView Advisory Group LLC54,223$1.69M0.1%+10.2%1.604%
8/12/2025Steward Partners Investment Advisory LLC3,725$114K0.0%-14.4%0.110%
8/8/2025Kingsview Wealth Management LLC34,711$1.06M0.0%-4.0%1.027%
8/8/2025Cetera Investment Advisers88,471$2.70M0.0%-7.7%2.617%


KOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KOCT shares?

During the previous two years, 102 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. ($8.16M), Osaic Holdings Inc. ($6.25M), Cetera Investment Advisers ($6.07M), Principal Securities Inc. ($5.63M), Commonwealth Equity Services LLC ($4.83M), BFI Wealth Solutions LLC ($2.44M), and Envestnet Asset Management Inc. ($2.29M).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 87 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 ($403.30K), Compass Financial Group Inc. ($259.87K), Principal Securities Inc. ($161.19K), Bullseye Investment Management LLC ($109.99K), Raymond James Financial Inc. ($90.10K), BFI Wealth Solutions LLC ($72.39K), and Red Crane Wealth Management LLC ($71.35K).

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

Institutional investors have bought a total of 987,562 shares in the last 24 months. This purchase volume represents approximately $32.59M in transactions.

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

Of the 37 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 ($270.69K), Valtinson Bruner Financial Planning LLC ($78.26K), Truist Financial Corp ($36.76K), Global Strategic Investment Solutions LLC ($29.94K), Sigma Planning Corp ($28.49K), Kingsview Wealth Management LLC ($26.82K), and Tradition Wealth Management LLC ($20.63K).

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

Institutional investors have sold a total of 662,484 shares in the last 24 months. This volume of shares sold represents approximately $20.74M in transactions.


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