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

$30.51 0.00 (-0.01%)
As of 02/21/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - October (BATS:KOCT)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$39.40M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$9.47M
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KOCT Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2025 ARQ Wealth Advisors LLC7,559$231K0.1%N/A0.200%
2/18/2025 First Heartland Consultants Inc.13,614$416K0.0%+4.5%0.442%
2/17/2025 Wolverine Trading LLC13,314$407K0.0%N/A0.432%
2/17/2025 Focus Partners Wealth47,580$1.46M0.0%-2.1%1.545%
2/17/2025 Diligent Investors LLC13,306$407K0.1%-4.2%0.432%
2/17/2025 CoreCap Advisors LLC4,467$137K0.0%-33.0%0.145%
2/17/2025 Cetera Investment Advisers359,160$10.98M0.0%+376.3%11.661%
2/17/2025 Citadel Advisors LLC8,082$247K0.0%-54.1%0.262%
2/14/2025 Jane Street Group LLC10,383$317K0.0%N/A0.337%
2/14/2025 Bellwether Advisors LLC4,110$126K0.0%N/A0.133%
2/14/2025 Berger Financial Group Inc10,601$324K0.0%+36.9%0.344%
2/14/2025 Capital Analysts LLC7,016$214K0.0%+10.5%0.228%
2/14/2025 Tradition Wealth Management LLC32,478$993K0.1%-2.0%1.054%
2/13/2025 First Commonwealth Financial Corp PA 10,536$322K0.1%+9.2%0.342%
2/13/2025 NewEdge Advisors LLC14,925$456K0.0%+2.3%0.485%
2/13/2025 SageView Advisory Group LLC28,105$859K0.0%N/A0.913%
2/13/2025 Raymond James Financial Inc.44,644$1.37M0.0%N/A1.449%
2/13/2025 Envestnet Asset Management Inc.90,425$2.76M0.0%+23.8%2.936%
2/12/2025 Arete Wealth Advisors LLC6,983$214K0.0%N/A0.227%
2/12/2025 Bullseye Investment Management LLC15,022$459K0.3%-85.5%0.488%
2/12/2025 JPMorgan Chase & Co.6,623$202K0.0%-66.8%0.215%
2/11/2025 LPL Financial LLC34,218$1.05M0.0%+4.7%1.111%
2/11/2025 Atlantic Private Wealth LLC2,479$76K0.1%N/A0.080%
2/10/2025 Harbour Investments Inc.7,424$227K0.0%+152.2%0.241%
2/10/2025 Valtinson Bruner Financial Planning LLC122,110$3.73M1.3%-5.3%3.965%
2/10/2025 Commonwealth Equity Services LLC110,467$3.38M0.0%+27.7%3.587%
2/10/2025 Avantax Advisory Services Inc.28,256$864K0.0%+6.5%0.917%
2/7/2025 HighTower Advisors LLC42,801$1.31M0.0%+122.1%1.390%
2/7/2025 Acas LLC15,723$492K0.4%+32.4%0.510%
2/7/2025 Blue Bell Private Wealth Management LLC36,628$1.12M0.2%+5.3%1.189%
2/6/2025 Raymond James Financial Inc.44,644$1.37M0.0%N/A1.449%
2/6/2025 Steward Partners Investment Advisory LLC4,354$133K0.0%+82.4%0.141%
2/6/2025 Global Strategic Investment Solutions LLC110,353$3.37M0.4%-7.2%3.583%
2/5/2025 Cape Investment Advisory Inc.19,750$604K0.2%+12.9%0.641%
2/5/2025 Compass Financial Group Inc.253,727$7.76M3.7%-2.4%8.238%
2/5/2025 Whipplewood Advisors LLC19,172$586K0.3%N/A0.622%
2/5/2025 Corrado Advisors LLC23,312$713K0.5%N/A0.757%
2/5/2025 Red Crane Wealth Management LLC71,349$2.18M2.1%N/A2.317%
2/4/2025 IFP Advisors Inc12,632$386K0.0%+100.1%0.410%
2/4/2025 WealthShield Partners LLC3,250$99K0.0%N/A0.106%
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2/4/2025 Forvis Mazars Wealth Advisors LLC25,203$770K0.0%-34.6%0.818%
2/3/2025 Sigma Planning Corp17,131$524K0.0%N/A0.556%
2/3/2025 Wealth Alliance19,419$594K0.1%+42.7%0.630%
1/31/2025 Truist Financial Corp87,971$2.69M0.0%+7.3%2.856%
1/30/2025 Principal Securities Inc.8,451$258K0.0%+17.8%0.274%
1/30/2025 DHJJ Financial Advisors Ltd.47,400$1.45M0.6%-1.9%1.539%
1/29/2025 Stonebridge Financial Group LLC4,216$129K0.0%N/A0.137%
1/28/2025 Kingsview Wealth Management LLC35,971$1.10M0.0%N/A1.168%
1/27/2025 Stratos Wealth Advisors LLC41,022$1.25M0.1%+3.0%1.332%
1/27/2025 PFS Partners LLC2,614$80K0.0%N/A0.085%
1/24/2025 Vantage Point Financial LLC9,024$276K0.1%N/A0.293%
1/24/2025 U.S. Capital Wealth Advisors LLC25,884$791K0.0%+5.3%0.840%
1/23/2025 FSA Advisors Inc.8,640$262K0.3%-5.3%0.281%
1/23/2025 Capital Investment Advisory Services LLC880$27K0.0%+1,366.7%0.029%
1/17/2025 Janney Montgomery Scott LLC24,540$750K0.0%N/A0.797%
1/16/2025 Diversify Advisory Services LLC9,295$282K0.0%-17.7%0.302%
1/13/2025 BCS Wealth Management14,062$430K0.1%+6.2%0.457%
1/13/2025 Elmwood Wealth Management Inc.8,200$251K0.1%+17.1%0.266%
1/13/2025 Fragasso Financial Advisors Inc38,247$1.17M0.1%+33.3%1.242%
1/13/2025 Brookstone Capital Management17,395$532K0.0%-4.3%0.565%
1/10/2025 Sugarloaf Wealth Management LLC13,743$420K0.1%+150.8%0.446%
12/26/2024 JPMorgan Chase & Co.19,961$606K0.0%N/A0.648%
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%
10/18/2024 Stratos 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%
7/16/2024 BCS 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%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

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%
4/29/2024 Commonwealth Equity Services LLC96,401$2.74M0.0%+3.6%3.130%
(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, 92 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - October. The most heavily invested institutionals were Cetera Investment Advisers ($10.98M), Compass Financial Group Inc. ($7.76M), Valtinson Bruner Financial Planning LLC ($3.73M), Commonwealth Equity Services LLC ($3.38M), Global Strategic Investment Solutions LLC ($3.37M), Envestnet Asset Management Inc. ($2.76M), and Truist Financial Corp ($2.69M).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 79 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: Cetera Investment Advisers ($339.87K), Compass Financial Group Inc. ($259.87K), Global Strategic Investment Solutions LLC ($251.30K), Bullseye Investment Management LLC ($109.99K), Raymond James Financial Inc. ($89.29K), Truist Financial Corp ($73.69K), 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 2,014,482 shares in the last 24 months. This purchase volume represents approximately $58.68M in transactions.

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

Of the 42 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 ($108.94K), Bullseye Investment Management LLC ($88.35K), Avantax Advisory Services Inc. ($51.33K), Brookstone Capital Management ($40.48K), and DHJJ Financial Advisors Ltd. ($25.78K).

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

Institutional investors have sold a total of 1,572,002 shares in the last 24 months. This volume of shares sold represents approximately $42.02M in transactions.



This page (BATS:KOCT) was last updated on 2/22/2025 by MarketBeat.com Staff
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