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

$40.37 +0.16 (+0.40%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - October (BATS:UOCT)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$130.62M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$88.30M
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Skip Chart & View Institutional Buying and Selling Data

UOCT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 Kellett Wealth Advisors LLC11,459$438K0.2%-48.6%0.260%
5/1/2026 Simplicity Wealth LLC10,614$406K0.0%-6.9%0.241%
4/30/2026 ATX Financial Planning LLC5,903$226K0.2%-45.2%0.134%
4/30/2026 Kestra Advisory Services LLC104,299$3.99M0.0%+14.6%2.370%
4/30/2026 Money Concepts Capital Corp8,102$310K0.0%-36.3%0.184%
4/21/2026 Compass Advisory Group LLC20,885$799K0.2%-2.1%0.475%
4/21/2026 KFG Wealth Management LLC124,403$4.76M0.6%-9.3%2.827%
4/17/2026 Brookstone Capital Management1,681,168$64.29M0.7%+0.7%38.208%
4/16/2026 Triad Wealth Partners LLC22,733$869K0.1%+49.6%0.517%
2/23/2026Sonoma Allocations LLC39,103$1.54M0.5%+50.2%0.889%
2/19/2026BFI Wealth Solutions LLC7,375$288K0.3%N/A0.168%
2/19/2026 ATX Financial Planning LLC10,781$421K0.3%N/A0.245%
2/19/2026 Axxcess Wealth Management LLC15,167$592K0.0%N/A0.345%
2/18/2026Mercer Global Advisors Inc. ADV107,375$4.19M0.0%-7.0%2.440%
2/18/2026NewEdge Advisors LLC5,224$204K0.0%N/A0.119%
2/18/2026OLD Mission Capital LLC9,245$361K0.0%N/A0.210%
2/18/2026IHT Wealth Management LLC13,731$536K0.0%-81.1%0.312%
2/17/2026Cetera Investment Advisers46,884$1.83M0.0%+17.4%1.066%
2/17/2026Osaic Holdings Inc.71,324$2.79M0.0%+16.5%1.621%
2/17/2026Advisory Services Network LLC90,684$3.54M0.1%+4.4%2.061%
2/17/2026 Beacon Financial Advisory LLC6,736$263K0.1%+16.6%0.153%
2/16/2026 MML Investors Services LLC38,276$1.49M0.0%+310.9%0.870%
2/13/2026Arete Wealth Advisors LLC6,865$268K0.0%+13.8%0.156%
2/13/2026Arkadios Wealth Advisors12,790$499K0.0%N/A0.291%
2/13/2026Ausdal Financial Partners Inc.5,511$215K0.0%N/A0.125%
2/12/2026Orion Porfolio Solutions LLC54,056$2.11M0.0%+8.8%1.229%
2/12/2026 Commonwealth Equity Services LLC387,635$15.13M0.0%+21.2%8.810%
2/12/2026Wood Tarver Financial Group LLC41,327$1.61M0.5%-4.4%0.939%
2/11/2026LPL Financial LLC53,922$2.11M0.0%+1.0%1.226%
2/11/2026Tradition Wealth Management LLC5,377$210K0.0%N/A0.122%
2/10/2026 NewCorp Financial Services Inc.10,922$426K0.4%N/A0.248%
2/10/2026Rothschild Investment LLC5,500$215K0.0%-9.2%0.125%
2/10/2026Foundations Investment Advisors LLC53,001$2.07M0.0%+191.4%1.205%
2/9/2026Integrity Advisory Solutions LLC7,709$301K0.0%N/A0.175%
2/9/2026Harbour Investments Inc.23,924$934K0.0%+9.6%0.544%
2/6/2026 Axxcess Wealth Management LLC15,167$592K0.0%N/A0.345%
2/6/2026HighTower Advisors LLC6,909$270K0.0%N/A0.157%
2/5/2026IMG Wealth Management Inc.66,681$2.60M1.7%-4.0%1.515%
2/5/2026Allworth Financial LP23,438$915K0.0%-55.7%0.533%
2/4/2026Meridian Wealth Management LLC12,478$487K0.0%N/A0.284%
2/4/2026 Money Concepts Capital Corp12,721$497K0.0%+4.0%0.289%
2/4/2026Trek Financial LLC31,379$1.23M0.1%+276.1%0.713%
2/3/2026 WealthShield Partners LLC1,303$51K0.0%+46.7%0.030%
2/3/2026 Encompass More Asset Management7,723$302K0.1%+19.1%0.176%
2/3/2026 RFG Advisory LLC12,198$476K0.0%-7.3%0.277%
2/3/2026 AssuredPartners Investment Advisors LLC15,184$593K0.1%N/A0.345%
2/2/2026 Truist Financial Corp43,851$1.71M0.0%-0.7%0.997%
2/2/2026Benjamin Edwards Inc.5,204$203K0.0%N/A0.118%
2/2/2026 Vantage Point Financial LLC16,273$635K0.2%-2.1%0.370%
1/30/2026 Simplicity Wealth LLC11,400$445K0.0%+7.4%0.259%
1/30/2026 Archer Investment Corp955$37K0.0%N/A0.022%
1/30/2026 Strategic Blueprint LLC9,189$359K0.0%-29.8%0.209%
1/29/2026 Concurrent Investment Advisors LLC8,331$325K0.0%N/A0.189%
1/27/2026 Berger Financial Group Inc34,116$1.33M0.1%+155.8%0.775%
1/26/2026 Cornerstone Wealth Group LLC12,844$501K0.0%N/A0.292%
1/26/2026CWM LLC122,419$4.78M0.0%+8.9%2.782%
1/26/2026WorthPointe LLC12,654$494K0.1%-21.4%0.288%
1/23/2026 Farther Finance Advisors LLC2,189$85K0.0%+33.5%0.050%
1/23/2026Optima Capital LLC805$31K0.0%N/A0.018%
1/23/2026 Kellett Wealth Advisors LLC22,292$870K0.5%+1.4%0.507%
1/23/2026 DHJJ Financial Advisors Ltd.6,293$246K0.1%N/A0.143%
1/22/2026 Triad Wealth Partners LLC15,192$593K0.1%+15.3%0.345%
1/21/2026Capital Investment Advisory Services LLC8,328$325K0.0%-3.0%0.189%
1/21/2026 Compass Advisory Group LLC21,326$833K0.2%-12.4%0.485%
1/21/2026 KFG Wealth Management LLC137,124$5.35M0.7%+134.1%3.116%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors140,047$5.47M0.3%-35.3%3.183%
1/15/2026 Brookstone Capital Management1,669,155$65.17M0.7%+2,011.4%37.935%
1/14/2026 Lantz Financial LLC5,904$231K0.0%N/A0.134%
1/14/2026 Spire Wealth Management86,868$3.39M0.1%+300.8%1.974%
1/14/2026 Chris Bulman Inc9,002$351K0.2%N/A0.205%
1/13/2026 CoreCap Advisors LLC3,691$144K0.0%-10.4%0.084%
1/12/2026 Central Valley Advisors LLC62,146$2.43M0.7%+0.6%1.412%
1/9/2026 First Heartland Consultants Inc.5,170$202K0.0%N/A0.118%
12/23/2025Triumph Capital Management1,130$43K0.0%N/A0.026%
11/20/2025Centaurus Financial Inc.18,106$696K0.0%-2.5%0.412%
11/17/2025Triumph Capital Management1,130$43K0.0%N/A0.026%
11/17/2025Mercer Global Advisors Inc. ADV115,518$4.44M0.0%N/A2.625%
11/17/2025Citadel Advisors LLC20,811$800K0.0%N/A0.473%
11/14/2025Raymond James Financial Inc.30,260$1.16M0.0%-91.6%0.688%
11/14/2025Wood Tarver Financial Group LLC43,214$1.66M0.5%-7.0%0.982%
11/13/2025Betterment LLC6,411$246K0.0%-74.8%0.146%
11/12/2025Orion Porfolio Solutions LLC49,696$1.91M0.0%+16.0%1.129%
11/12/2025Arete Wealth Advisors LLC6,030$232K0.0%-22.1%0.137%
11/7/2025 Bedel Financial Consulting Inc.36,171$1.39M0.2%-2.6%0.822%
11/6/2025 Compass Advisory Group LLC24,348$936K0.3%-3.1%0.553%
11/5/2025IMG Wealth Management Inc.69,448$2.67M1.8%+12.2%1.578%
11/5/2025 Envestnet Asset Management Inc.68,698$2.64M0.0%+38.4%1.561%
11/4/2025 Money Concepts Capital Corp12,234$470K0.0%+16.0%0.278%
11/4/2025 Wealthgarden F.S. LLC12,383$477K0.3%N/A0.281%
11/3/2025Foundations Investment Advisors LLC18,191$699K0.0%N/A0.413%
11/3/2025AE Wealth Management LLC25,928$996K0.0%+2.4%0.589%
11/3/2025 Truist Financial Corp44,150$1.70M0.0%-1.9%1.003%
10/30/2025 Simplicity Wealth LLC10,614$408K0.0%N/A0.241%
10/30/2025 Triad Wealth Partners LLC13,179$506K0.1%+117.7%0.300%
10/29/2025 Wealth Enhancement Advisory Services LLC7,203$277K0.0%-4.2%0.164%
10/29/2025 Beacon Financial Advisory LLC5,776$222K0.1%-21.8%0.131%
10/27/2025Financial Network Wealth Advisors LLC5,091$196K0.2%+10.8%0.116%
10/24/2025 Vantage Point Financial LLC16,626$639K0.2%-10.6%0.378%
10/24/2025Sonoma Allocations LLC26,027$997K0.4%N/A0.592%
10/23/2025 Strategic Blueprint LLC13,098$503K0.0%+39.0%0.298%


UOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UOCT shares?

During the previous two years, 103 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - October. The most heavily invested institutionals were Brookstone Capital Management ($64.29M), Talon Private Wealth LLC ($32.76M), Commonwealth Equity Services LLC ($15.13M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.47M), CWM LLC ($4.78M), KFG Wealth Management LLC ($4.76M), and Mercer Global Advisors Inc. ADV ($4.19M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - October's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - October's stock?

Of the 94 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($3.17M), Talon Private Wealth LLC ($672.24K), Raymond James Financial Inc. ($375.70K), Encompass More Asset Management ($169.09K), KFG Wealth Management LLC ($120.04K), Mercer Global Advisors Inc. ADV ($115.52K), and CWM LLC ($105.58K).

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - October?

Institutional investors have bought a total of 3,451,469 shares in the last 24 months. This purchase volume represents approximately $130.62M in transactions.

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

Of the 43 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - October's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.53M), Raymond James Financial Inc. ($345.44K), Encompass More Asset Management ($121.37K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($76.33K), IHT Wealth Management LLC ($76.22K), KFG Wealth Management LLC ($38.05K), and Allworth Financial LP ($29.52K).

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - October?

Institutional investors have sold a total of 2,368,092 shares in the last 24 months. This volume of shares sold represents approximately $88.30M in transactions.


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