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

$40.39 -2.65 (-6.16%)
Closing price 04/17/2025 03:28 PM Eastern
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$40.21 -0.18 (-0.44%)
As of 04/17/2025 04:05 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)
61
Total
Institutional Inflows
(last 12 months)
$61.28M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$39.89M
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BOCT Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Sagespring Wealth Partners LLC5,841$246K0.0%N/A0.079%
4/17/2025 Janney Montgomery Scott LLC31,203$1.31M0.0%+7.0%0.420%
4/15/2025 Integral Investment Advisors Inc.265,502$11.16M3.6%+2.5%3.573%
4/14/2025 City Center Advisors LLC12,523$526K0.6%+5.7%0.169%
4/9/2025 RFG Advisory LLC17,108$719K0.0%-14.2%0.230%
4/9/2025 Fragasso Financial Advisors Inc74,683$3.14M0.2%-1.8%1.005%
4/8/2025 HFG Wealth Management LLC39,759$1.72M1.0%N/A0.535%
4/7/2025 AdvisorNet Financial Inc641$27K0.0%-43.8%0.009%
3/17/2025 Wealth Enhancement Advisory Services LLC6,875$297K0.0%+5.7%0.106%
3/12/2025Centaurus Financial Inc.15,641$676K0.0%N/A0.283%
3/6/2025Wood Tarver Financial Group LLC5,713$246K0.1%N/A0.103%
2/25/2025Armis Advisers LLC27,186$1.18M0.1%N/A0.647%
2/17/2025Snowden Capital Advisors LLC8,158$353K0.0%+15.0%0.194%
2/17/2025CoreCap Advisors LLC11,520$498K0.0%-47.9%0.274%
2/17/2025Cresset Asset Management LLC18,954$819K0.0%-25.5%0.451%
2/17/2025Cetera Investment Advisers177,437$7.67M0.0%+130.8%4.225%
2/17/2025Citadel Advisors LLC13,578$587K0.0%N/A0.323%
2/17/2025Captrust Financial Advisors108,330$4.68M0.0%-15.3%2.579%
2/14/2025Jane Street Group LLC15,576$673K0.0%N/A0.371%
2/14/2025Bellwether Advisors LLC8,147$352K0.1%N/A0.194%
2/14/2025Beacon Pointe Advisors LLC33,123$1.43M0.0%+17.3%0.789%
2/14/2025Three Seasons Wealth LLC5,570$241K0.1%N/A0.133%
2/14/2025WPWealth LLP13,385$579K0.1%+4.6%0.319%
2/14/2025MML Investors Services LLC53,065$2.29M0.0%+252.3%1.263%
2/13/2025First Commonwealth Financial Corp PA26,362$1.14M0.3%+11.1%0.628%
2/13/2025NewEdge Advisors LLC4,755$206K0.0%+10,466.7%0.113%
2/13/2025CreativeOne Wealth LLC7,686$332K0.0%N/A0.183%
2/13/2025SageView Advisory Group LLC8,064$349K0.0%+12.2%0.192%
2/13/2025Townsquare Capital LLC4,738$205K0.0%-42.4%0.113%
2/13/2025Raymond James Financial Inc.41,280$1.78M0.0%N/A0.983%
2/13/2025Cerity Partners LLC76,043$3.29M0.0%-1.6%1.811%
2/13/2025Trek Financial LLC8,015$346K0.0%N/A0.191%
2/13/2025Envestnet Asset Management Inc.98,893$4.28M0.0%+47.2%2.355%
2/12/2025Bullseye Investment Management LLC26,528$1.15M0.8%N/A0.632%
2/12/2025Blair William & Co. IL8,857$383K0.0%+1,476.0%0.211%
2/11/2025LPL Financial LLC63,163$2.73M0.0%-4.1%1.504%
2/10/2025Axxcess Wealth Management LLC6,665$288K0.0%N/A0.159%
2/10/2025IMG Wealth Management Inc.1,519$66K0.1%N/A0.036%
2/10/2025Harbour Investments Inc.7,541$326K0.0%+214.7%0.180%
2/10/2025Commonwealth Equity Services LLC326,212$14.10M0.0%-49.5%7.767%
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2/7/2025HighTower Advisors LLC184,486$7.97M0.0%+18.4%4.393%
2/7/2025Blue Bell Private Wealth Management LLC40,080$1.73M0.3%+4.7%0.954%
2/6/2025Raymond James Financial Inc.41,280$1.78M0.0%N/A0.983%
2/6/2025Jones Financial Companies Lllp800$35K0.0%N/A0.019%
2/5/2025Motiv8 Investments LLC48,007$2.08M1.5%+24.8%1.143%
2/5/2025Siligmueller & Norvid Wealth Advisors LLC6,000$259K0.1%N/A0.143%
2/4/2025IFP Advisors Inc5,721$247K0.0%+11.4%0.136%
2/4/2025 Integral Investment Advisors Inc.259,058$11.20M3.6%+4.8%6.168%
2/3/2025Sigma Planning Corp17,609$761K0.0%+1.5%0.419%
1/30/2025Principal Securities Inc.8,463$366K0.0%+22.7%0.202%
1/30/2025 DHJJ Financial Advisors Ltd.18,665$807K0.3%+3.6%0.444%
1/28/2025Wilmington Savings Fund Society FSB3,317$143K0.0%N/A0.079%
1/27/2025Beacon Financial Advisory LLC7,194$311K0.1%+15.8%0.171%
1/27/2025Berkshire Money Management Inc.56,376$2.44M0.3%-8.8%1.342%
1/24/2025McAdam LLC18,733$810K0.0%-1.7%0.446%
1/24/2025Spire Wealth Management17,038$737K0.0%+17.5%0.406%
1/24/2025My Personal CFO LLC25,935$1.12M0.6%+41.7%0.618%
1/23/2025FSA Advisors Inc.35,820$1.52M1.9%-2.6%0.853%
1/21/2025 Lantz Financial LLC19,073$824K0.2%+7.3%0.454%
1/21/2025 RFG Advisory LLC19,947$862K0.0%+50.0%0.475%
1/17/2025 Janney Montgomery Scott LLC29,153$1.26M0.0%+17.7%0.694%
1/17/2025 Daymark Wealth Partners LLC26,397$1.14M0.0%N/A0.629%
1/17/2025 Global Trust Asset Management LLC11,600$501K0.2%-15.3%0.276%
1/17/2025XML Financial LLC11,134$481K0.0%+5.1%0.265%
1/16/2025 Sugar Maple Asset Management LLC2,353$102K0.1%N/A0.056%
1/16/2025Wealthquest Corp69,304$3.00M0.2%-8.3%1.650%
1/14/2025 Outlook Wealth Advisors LLC6,616$286K0.1%N/A0.158%
1/13/2025 BCS Wealth Management12,556$543K0.1%+24.1%0.299%
1/13/2025 Fragasso Financial Advisors Inc76,089$3.29M0.3%+4.4%1.812%
1/13/2025Brookstone Capital Management482,860$20.87M0.3%+9,323.5%11.497%
11/21/2024Wealthquest Corp75,562$3.19M0.3%-9.2%1.799%
11/19/2024Barclays PLC13,597$577K0.0%N/A0.324%
11/15/2024Barclays PLC13,597$577K0.0%N/A0.324%
11/15/2024Continuum Advisory LLC2,081$90K0.0%-66.6%0.050%
11/15/2024MML Investors Services LLC15,064$639K0.0%+2.6%0.359%
11/15/2024SageView Advisory Group LLC7,189$305K0.0%N/A0.171%
11/15/2024HighTower Advisors LLC155,859$6.62M0.0%+0.4%3.711%
11/14/2024Captrust Financial Advisors127,937$5.43M0.0%-10.1%3.046%
11/14/2024First Commonwealth Financial Corp PA23,724$1.01M0.2%+18.3%0.565%
11/13/2024Townsquare Capital LLC8,220$349K0.0%+22.0%0.196%
11/12/2024Penserra Capital Management LLC298,452$12.67M0.3%+26.1%7.106%
11/12/2024Cerity Partners LLC77,306$3.28M0.0%+130.8%1.841%
11/6/2024Straight Path Wealth Management8,772$372K0.2%+46.2%0.209%
11/5/2024Ashton Thomas Private Wealth LLC8,222$349K0.0%-29.8%0.196%
10/30/2024Beacon Financial Advisory LLC6,212$264K0.1%-72.2%0.148%
10/29/2024 Janney Montgomery Scott LLC24,776$1.05M0.0%+9.7%0.590%
10/28/2024Summit Wealth Partners LLC9,637$409K0.1%N/A0.229%
10/25/2024Diversify Advisory Services LLC41,564$1.78M0.1%-4.6%0.990%
10/24/2024Motiv8 Investments LLC38,462$1.63M1.1%+1.7%0.916%
10/24/2024 Wealth Enhancement Advisory Services LLC6,507$276K0.0%-26.4%0.155%
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10/22/2024 DHJJ Financial Advisors Ltd.18,014$765K0.3%-2.2%0.429%
10/17/2024 BCS Wealth Management10,119$430K0.2%-6.0%0.241%
10/9/2024 Maltin Wealth Management Inc.23,849$1.01M0.5%-1.3%0.568%
10/8/2024 City Center Advisors LLC11,737$498K0.6%-3.6%0.279%
8/26/2024Wealthquest Corp83,218$3.46M0.4%-6.2%1.981%
8/22/2024Cetera Investment Advisers66,920$2.78M0.0%-14.7%1.593%
8/8/2024Envestnet Asset Management Inc.66,396$2.76M0.0%-8.5%1.581%
8/8/2024CoreCap Advisors LLC23,330$969K0.1%N/A0.555%
8/8/2024WPWealth LLP12,267$510K0.1%-43.2%0.292%
8/7/2024Vantage Financial Partners LLC5,084$211K0.1%-7.5%0.121%
(Data available from 1/1/2016 forward)

BOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOCT shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - October. The most heavily invested institutionals were Brookstone Capital Management ($20.87M), Commonwealth Equity Services LLC ($14.10M), Penserra Capital Management LLC ($12.67M), Integral Investment Advisors Inc. ($11.16M), HighTower Advisors LLC ($7.97M), Cetera Investment Advisers ($7.67M), and Captrust Financial Advisors ($4.68M).Learn more on BOCT's institutional investors.

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

Of the 77 institutional investors that purchased Innovator U.S. Equity Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($648.47K), SageView Advisory Group LLC ($455.09K), Cetera Investment Advisers ($179.05K), Commonwealth Equity Services LLC ($126.55K), Penserra Capital Management LLC ($107.95K), Michael S. Ryan Inc. ($91.70K), and Raymond James Financial Inc. ($82.56K).

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

Institutional investors have bought a total of 2,677,053 shares in the last 24 months. This purchase volume represents approximately $107.71M in transactions.

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

Of the 55 institutional investors that sold Innovator U.S. Equity Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Money Management Inc. ($1.64M), Commonwealth Equity Services LLC ($361.90K), Wealthquest Corp ($262.98K), Brookstone Capital Management ($197.29K), Ashton Thomas Private Wealth LLC ($172.78K), Raymond James & Associates ($142.94K), and Maltin Wealth Management Inc. ($135.00K).

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

Institutional investors have sold a total of 3,294,784 shares in the last 24 months. This volume of shares sold represents approximately $121.60M in transactions.



This page (BATS:BOCT) was last updated on 4/20/2025 by MarketBeat.com Staff
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