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

$31.46 +0.19 (+0.61%)
(As of 11/22/2024 ET)
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)
44
Total
Institutional Inflows
(last 12 months)
$30.95M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$6.50M
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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
11/18/2024 Sunbelt Securities Inc.22,926$696K0.1%-2.5%0.744%
11/15/2024 Continuum Advisory LLC985$31K0.0%N/A0.032%
11/14/2024 Tradition Wealth Management LLC33,141$1.01M0.1%-1.8%1.076%
11/13/2024 Townsquare Capital LLC8,343$253K0.0%-3.9%0.271%
11/6/2024 Valtinson Bruner Financial Planning LLC128,949$3.92M1.4%-0.6%4.187%
11/5/2024 First Heartland Consultants Inc.13,030$396K0.0%+3.6%0.423%
11/5/2024 Compass Financial Group Inc.259,873$7.89M3.7%N/A8.437%
11/5/2024 Nations Financial Group Inc. IA ADV19,465$591K0.0%-10.1%0.632%
11/1/2024 TCTC Holdings LLC872$26K0.0%N/A0.028%
10/31/2024 Global Strategic Investment Solutions LLC118,891$3.61M0.4%-31.6%3.860%
10/22/2024 DHJJ Financial Advisors Ltd.48,342$1.47M0.6%-8.5%1.570%
10/22/2024 Signaturefd LLC6,527$198K0.0%N/A0.212%
10/18/2024Stratos Wealth Advisors LLC39,841$1.21M0.1%-9.8%1.294%
10/11/2024 Elmwood Wealth Management Inc.7,000$213K0.1%N/A0.227%
10/8/2024 CWM LLC34,021$1.03M0.0%+9.9%1.105%
8/22/2024 Cetera Investment Advisers77,727$2.22M0.0%-2.1%2.524%
8/21/2024 Truist Financial Corp81,876$2.34M0.0%+2.1%2.658%
8/16/2024 Sunbelt Securities Inc.23,506$672K0.1%-3.2%0.763%
8/8/2024 Envestnet Asset Management Inc.68,438$1.96M0.0%+2.5%2.222%
8/6/2024 Valtinson Bruner Financial Planning LLC129,772$3.71M1.5%-1.1%4.213%
8/5/2024 Blue Bell Private Wealth Management LLC38,038$1.09M0.2%-10.0%1.235%
7/26/2024 Cambridge Investment Research Advisors Inc.39,666$1.13M0.0%-14.0%1.288%
7/18/2024 Brookstone Capital Management18,299$542K0.0%-5.6%0.594%
7/18/2024 Outlook Wealth Advisors LLC8,817$252K0.1%-9.9%0.286%
7/16/2024BCS Wealth Management13,235$378K0.2%-12.0%0.430%
7/12/2024 Diversify Advisory Services LLC11,295$322K0.0%N/A0.367%
7/12/2024 Maltin Wealth Management Inc.25,134$719K0.4%+3.8%0.816%
7/12/2024 DHJJ Financial Advisors Ltd.52,834$1.51M0.6%-9.4%1.715%
7/11/2024 U.S. Capital Wealth Advisors LLC25,424$727K0.0%-1.9%0.825%
7/10/2024 CWM LLC30,961$885K0.0%+6.0%1.005%
6/21/2024 Cape Investment Advisory Inc.4,025$115K0.1%-14.8%0.131%
5/24/2024Cetera Advisors LLC17,508$498K0.0%+39.0%0.568%
5/24/2024 Cetera Investment Advisers79,430$2.26M0.0%+240.6%2.579%
5/20/2024 Bullseye Investment Management LLC158,508$4.51M2.6%+226.7%5.146%
5/9/2024 SageView Advisory Group LLC13,235$377K0.0%-31.5%0.430%
5/8/2024 Avantax Advisory Services Inc.25,198$717K0.0%-5.3%0.818%
4/30/2024 Valtinson Bruner Financial Planning LLC131,281$3.74M1.6%-0.9%4.262%
4/29/2024Commonwealth Equity Services LLC96,401$2.74M0.0%+3.6%3.130%
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%
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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%
3/6/2024 SageView Advisory Group LLC19,328$531K0.0%N/A0.891%
2/14/2024 Personal CFO Solutions LLC14,684$404K0.1%N/A0.677%
2/12/2024 Cape Investment Advisory Inc.4,725$130K0.1%N/A0.218%
2/9/2024 Advisory Services Network LLC14,954$412K0.0%N/A0.689%
2/9/2024 SageView 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%
2/7/2024 Avantax 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%
2/7/2024 Principal Securities Inc.6,691$184K0.0%N/A0.308%
2/6/2024 Valtinson Bruner Financial Planning LLC132,530$3.65M1.9%+2.8%6.107%
2/6/2024 Lincoln National Corp23,209$639K0.0%+30.9%1.070%
2/5/2024Epic Trust Investment Advisors LLC22,523$620K0.8%+5.9%1.038%
2/2/2024 Truist Financial Corp86,947$2.39M0.0%+316.2%4.007%
2/2/2024 Atria Wealth Solutions Inc.9,850$271K0.0%N/A0.454%
2/2/2024 Acas LLC9,311$256K0.3%-8.9%0.429%
2/1/2024 Corrado 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%
1/30/2024 Wealth 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%
1/29/2024 Compass 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%
1/24/2024Stratos Wealth Advisors LLC24,276$668K0.0%N/A1.119%
1/23/2024 Beacon 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%
1/16/2024Raymond James & Associates23,527$647K0.0%N/A1.084%
1/16/2024Wealthsource Partners LLC12,295$338K0.0%+4.0%0.567%
1/12/2024 Global 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%
1/11/2024BCS Wealth Management15,040$414K0.2%+53.4%0.693%
1/11/2024 Diligent 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%
11/13/2023 Kestra Advisory Services LLC10,182$261K0.0%-4.3%0.469%
11/9/2023 Wealth Alliance12,623$324K0.1%+12.1%0.582%
11/8/2023 HighTower Advisors LLC9,666$247K0.0%-98.3%0.445%
11/8/2023 Avantax Advisory Services Inc.76,532$1.97M0.0%+8.6%3.527%
11/6/2023 Lincoln 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%
10/25/2023 Beacon Financial Advisory LLC40,771$1.05M0.6%-2.5%1.879%
10/24/2023 Acas LLC10,218$262K0.3%-8.5%0.471%
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10/24/2023 Compass Advisory Group LLC21,565$554K0.3%-8.0%0.994%
10/24/2023 Valtinson 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%
10/20/2023 U.S. Capital Wealth Advisors LLC26,394$678K0.0%-20.8%1.216%
10/16/2023Epic Trust Investment Advisors LLC21,260$546K0.9%-2.7%0.980%
10/13/2023 Global 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%
(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, 67 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. ($7.89M), Bullseye Investment Management LLC ($4.51M), Valtinson Bruner Financial Planning LLC ($3.92M), Global Strategic Investment Solutions LLC ($3.61M), Commonwealth Equity Services LLC ($2.74M), Truist Financial Corp ($2.34M), and Cetera Investment Advisers ($2.22M).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 62 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), Compass Financial Group Inc. ($259.87K), Valtinson Bruner Financial Planning LLC ($137.58K), Bullseye Investment Management LLC ($109.99K), and Truist Financial Corp ($67.72K).

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

Institutional investors have bought a total of 2,770,580 shares in the last 24 months. This purchase volume represents approximately $73.49M in transactions.

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

Of the 33 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), Global Strategic Investment Solutions LLC ($100.41K), Avantax Advisory Services Inc. ($51.33K), Brookstone Capital Management ($39.69K), DHJJ Financial Advisors Ltd. ($25.77K), and FORVIS Wealth Advisors LLC ($23.53K).

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

Institutional investors have sold a total of 1,427,107 shares in the last 24 months. This volume of shares sold represents approximately $37.53M in transactions.


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This page (BATS:KOCT) was last updated on 11/24/2024 by MarketBeat.com Staff
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