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

$43.35 +0.30 (+0.71%)
(As of 12/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$42.85M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$33.99M
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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
11/21/2024 Wealthquest Corp75,562$3.19M0.3%-9.2%1.799%
11/19/2024 Barclays PLC13,597$577K0.0%N/A0.324%
11/15/2024 Barclays PLC13,597$577K0.0%N/A0.324%
11/15/2024 Continuum Advisory LLC2,081$90K0.0%-66.6%0.050%
11/15/2024 MML Investors Services LLC15,064$639K0.0%+2.6%0.359%
11/15/2024 SageView Advisory Group LLC7,189$305K0.0%N/A0.171%
11/15/2024 HighTower Advisors LLC155,859$6.62M0.0%+0.4%3.711%
11/14/2024 Captrust Financial Advisors127,937$5.43M0.0%-10.1%3.046%
11/14/2024 First Commonwealth Financial Corp PA23,724$1.01M0.2%+18.3%0.565%
11/13/2024 Townsquare Capital LLC8,220$349K0.0%+22.0%0.196%
11/12/2024 Penserra Capital Management LLC298,452$12.67M0.3%+26.1%7.106%
11/12/2024 Cerity Partners LLC77,306$3.28M0.0%+130.8%1.841%
11/6/2024 Straight Path Wealth Management8,772$372K0.2%+46.2%0.209%
11/5/2024 Ashton Thomas Private Wealth LLC8,222$349K0.0%-29.8%0.196%
10/30/2024 Beacon 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%
10/28/2024 Summit Wealth Partners LLC9,637$409K0.1%N/A0.229%
10/25/2024 Diversify Advisory Services LLC41,564$1.78M0.1%-4.6%0.990%
10/24/2024 Motiv8 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%
10/22/2024 DHJJ Financial Advisors Ltd.18,014$765K0.3%-2.2%0.429%
10/17/2024BCS 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%
8/26/2024 Wealthquest Corp83,218$3.46M0.4%-6.2%1.981%
8/22/2024 Cetera Investment Advisers66,920$2.78M0.0%-14.7%1.593%
8/8/2024 Envestnet Asset Management Inc.66,396$2.76M0.0%-8.5%1.581%
8/8/2024 CoreCap Advisors LLC23,330$969K0.1%N/A0.555%
8/8/2024 WPWealth LLP12,267$510K0.1%-43.2%0.292%
8/7/2024 Vantage Financial Partners LLC5,084$211K0.1%-7.5%0.121%
8/7/2024 Ashton Thomas Private Wealth LLC11,714$487K0.0%-93.3%0.279%
8/6/2024 Motiv8 Investments LLC37,829$1.57M1.2%+5.3%0.901%
8/6/2024 Valtinson Bruner Financial Planning LLC13,637$567K0.2%-4.9%0.325%
8/5/2024 Blue Bell Private Wealth Management LLC39,028$1.62M0.3%-0.8%0.929%
7/31/2024Commonwealth Equity Services LLC577,223$24.00M0.0%-1.6%13.743%
7/30/2024 Integral Investment Advisors Inc.241,034$10.02M3.7%+1.3%5.739%
7/26/2024 Cambridge Investment Research Advisors Inc.46,466$1.93M0.0%-2.7%1.106%
7/22/2024 Krilogy Financial LLC17,885$744K0.1%-11.7%0.426%
7/18/2024 Brookstone Capital Management5,189$217K0.0%-26.8%0.124%
7/16/2024BCS Wealth Management10,768$448K0.2%-14.5%0.256%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

7/15/2024RFG Advisory LLC13,865$576K0.0%+29.0%0.330%
7/12/2024 Diversify Advisory Services LLC43,564$1.82M0.1%-8.6%1.037%
7/12/2024 DHJJ Financial Advisors Ltd.18,419$766K0.3%-4.0%0.439%
7/9/2024 Fragasso Financial Advisors Inc66,837$2.78M0.2%-5.1%1.591%
5/30/2024 Motiv8 Investments LLC35,915$1.45M1.1%+10.6%0.855%
5/24/2024Cetera Advisors LLC64,700$2.62M0.0%-6.1%1.540%
5/24/2024 Cetera Investment Advisers78,481$3.18M0.0%N/A1.869%
5/23/2024 FSA Advisors Inc.36,985$1.50M1.6%-1.3%0.881%
5/14/2024 First Commonwealth Financial Corp PA 19,220$778K0.2%+14.4%0.458%
5/9/2024 Wealthquest Corp88,720$3.59M0.4%-65.9%2.112%
5/8/2024 Berkshire Money Management Inc.62,027$2.51M0.3%-53.7%1.477%
5/2/2024 Vantage Financial Partners LLC5,494$222K0.1%-5.6%0.130%
5/1/2024 Janney Montgomery Scott LLC26,198$1.06M0.0%-4.0%0.619%
5/1/2024 Diversify Advisory Services LLC47,674$1.93M0.1%N/A1.127%
4/29/2024Commonwealth Equity Services LLC586,465$23.73M0.0%-3.9%13.864%
4/25/2024 Cambridge Investment Research Advisors Inc.47,769$1.93M0.0%-16.1%1.129%
4/24/2024 Blue Bell Private Wealth Management LLC39,338$1.59M0.3%-1.9%0.930%
4/24/2024 Spire Wealth Management15,629$633K0.0%-17.4%0.369%
4/23/2024 McAdam LLC19,052$771K0.0%N/A0.450%
4/22/2024 Ashton Thomas Private Wealth LLC175,232$7.09M0.4%-3.2%4.143%
4/16/2024 Weaver Consulting Group4,987$202K0.1%N/A0.120%
4/15/2024 Brookstone Capital Management7,091$287K0.0%-96.4%0.171%
4/11/2024RFG Advisory LLC10,746$435K0.0%N/A0.259%
4/10/2024BCS Wealth Management12,598$510K0.2%-10.1%0.304%
3/6/2024 SageView Advisory Group LLC155,209$5.97M0.2%+2,402.6%3.740%
2/16/2024 SageView Advisory Group LLC155,209$5.97M0.2%+2,402.6%3.740%
2/16/2024 Wealthquest Corp260,056$10.00M1.1%-21.7%6.266%
2/9/2024 SageView Advisory Group LLC155,209$5.97M0.2%+2,402.6%3.740%
2/9/2024 Cambridge Investment Research Advisors Inc.56,942$2.19M0.0%+13.4%1.372%
2/8/2024 Bedel Financial Consulting Inc.16,461$633K0.1%-2.6%0.397%
2/8/2024 Beacon Pointe Advisors LLC28,570$1.10M0.0%+1.3%0.688%
2/8/2024 Janney Montgomery Scott LLC27,294$1.05M0.0%+2.2%0.658%
2/7/2024 Avantax Advisory Services Inc.7,015$270K0.0%-12.6%0.169%
2/7/2024 Principal Securities Inc.2,908$112K0.0%N/A0.070%
2/6/2024 Valtinson Bruner Financial Planning LLC14,342$552K0.3%+20.5%0.346%
2/6/2024 Spire Wealth Management18,925$736K0.0%N/A0.456%
2/6/2024 Axxcess Wealth Management LLC7,603$292K0.0%N/A0.183%
2/6/2024 SRS Capital Advisors Inc.11,464$441K0.0%-3.1%0.276%
2/6/2024Commonwealth Equity Services LLC609,977$23.47M0.0%+17.5%14.698%
2/1/2024 Sigma Planning Corp19,558$752K0.1%+63.0%0.471%
1/31/2024 Integral Investment Advisors Inc.228,608$8.80M5.6%+27.9%5.509%
1/30/2024 DHJJ Financial Advisors Ltd.19,368$745K0.3%+3.8%0.467%
1/26/2024 Cerity Partners LLC52,777$2.03M0.0%+52.7%1.272%
1/26/2024 Krilogy Financial LLC20,260$779K0.1%-10.6%0.488%
1/25/2024 Blue Bell Private Wealth Management LLC40,099$1.54M0.4%+6.5%0.966%
1/24/2024Stratos Wealth Advisors LLC5,256$202K0.0%N/A0.127%
1/23/2024 Beacon Financial Advisory LLC24,080$926K0.4%+19.8%0.580%
1/19/2024 AdvisorNet Financial Inc2,041$79K0.0%-18.5%0.049%
1/18/2024 Maltin Wealth Management Inc.24,151$929K0.6%-3.3%0.582%
1/16/2024Raymond James Financial Services Advisors Inc.18,951$729K0.0%+19.3%0.457%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

1/16/2024 CoreCap Advisors LLC19,877$765K0.0%+7.4%0.479%
1/12/2024 Lantz Financial LLC17,869$687K0.2%+7.5%0.431%
1/11/2024 Brookstone Capital Management195,692$7.53M0.2%+12.6%4.715%
1/11/2024BCS Wealth Management14,019$539K0.2%N/A0.338%
1/10/2024Dfpg Investments LLC70,116$2.67M0.2%-1.2%1.690%
1/8/2024 Fragasso Group Inc.70,457$2.71M0.2%+38.5%1.698%
12/6/2023 Fragasso Group Inc.50,886$1.81M0.2%+16.9%1.226%
11/16/2023 Penserra Capital Management LLC133,871$4.75M0.1%+43.5%3.226%
11/15/2023 SRS Capital Advisors Inc.11,832$420K0.1%-3.7%0.285%
11/13/2023 Envestnet Asset Management Inc.93,913$3.33M0.0%+4.0%2.263%
(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, 78 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - October. The most heavily invested institutionals were Commonwealth Equity Services LLC ($24.00M), Trustcore Financial Services LLC ($18.97M), Penserra Capital Management LLC ($12.67M), Integral Investment Advisors Inc. ($10.02M), HighTower Advisors LLC ($6.62M), Captrust Financial Advisors ($5.43M), and Cerity Partners LLC ($3.28M).Learn more on BOCT's institutional investors.

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

Of the 61 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: Trustcore Financial Services LLC ($526.19K), Commonwealth Equity Services LLC ($460.14K), SageView Advisory Group LLC ($454.21K), Brookstone Capital Management ($176.88K), Penserra Capital Management LLC ($148.16K), Wealthquest Corp ($142.72K), and WPWealth LLP ($98.15K).

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

Institutional investors have bought a total of 3,070,234 shares in the last 24 months. This purchase volume represents approximately $107.66M in transactions.

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

Of the 53 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. ($1.63M), Brookstone Capital Management ($357.28K), Wealthquest Corp ($256.73K), Ashton Thomas Private Wealth LLC ($172.78K), Raymond James & Associates ($149.92K), Maltin Wealth Management Inc. ($135.00K), and XML Financial LLC ($50.99K).

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

Institutional investors have sold a total of 3,094,183 shares in the last 24 months. This volume of shares sold represents approximately $111.14M in transactions.



This page (BATS:BOCT) was last updated on 12/22/2024 by MarketBeat.com Staff
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