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

$31.26 +0.74 (+2.43%)
As of 01/21/2025 03:59 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)
40
Total
Institutional Inflows
(last 12 months)
$23.39M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$6.25M
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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
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%
12/26/2024JPMorgan Chase & Co.19,961$606K0.0%N/A0.648%
11/18/2024Sunbelt Securities Inc.22,926$696K0.1%-2.5%0.744%
11/15/2024Continuum Advisory LLC985$31K0.0%N/A0.032%
11/14/2024Tradition Wealth Management LLC33,141$1.01M0.1%-1.8%1.076%
11/13/2024Townsquare Capital LLC8,343$253K0.0%-3.9%0.271%
11/6/2024Valtinson Bruner Financial Planning LLC128,949$3.92M1.4%-0.6%4.187%
11/5/2024First Heartland Consultants Inc.13,030$396K0.0%+3.6%0.423%
11/5/2024Compass Financial Group Inc.259,873$7.89M3.7%N/A8.437%
11/5/2024Nations Financial Group Inc. IA ADV19,465$591K0.0%-10.1%0.632%
11/1/2024TCTC Holdings LLC872$26K0.0%N/A0.028%
10/31/2024Global Strategic Investment Solutions LLC118,891$3.61M0.4%-31.6%3.860%
10/22/2024DHJJ Financial Advisors Ltd.48,342$1.47M0.6%-8.5%1.570%
10/22/2024Signaturefd 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%
10/8/2024CWM LLC34,021$1.03M0.0%+9.9%1.105%
8/22/2024Cetera Investment Advisers77,727$2.22M0.0%-2.1%2.524%
8/21/2024Truist Financial Corp81,876$2.34M0.0%+2.1%2.658%
8/16/2024Sunbelt Securities Inc.23,506$672K0.1%-3.2%0.763%
8/8/2024Envestnet Asset Management Inc.68,438$1.96M0.0%+2.5%2.222%
8/6/2024Valtinson Bruner Financial Planning LLC129,772$3.71M1.5%-1.1%4.213%
8/5/2024Blue Bell Private Wealth Management LLC38,038$1.09M0.2%-10.0%1.235%
7/26/2024Cambridge 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%
7/12/2024DHJJ Financial Advisors Ltd.52,834$1.51M0.6%-9.4%1.715%
7/11/2024U.S. Capital Wealth Advisors LLC25,424$727K0.0%-1.9%0.825%
7/10/2024CWM LLC30,961$885K0.0%+6.0%1.005%
6/21/2024Cape Investment Advisory Inc.4,025$115K0.1%-14.8%0.131%
5/24/2024Cetera Advisors LLC17,508$498K0.0%+39.0%0.568%
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5/24/2024Cetera Investment Advisers79,430$2.26M0.0%+240.6%2.579%
5/20/2024Bullseye Investment Management LLC158,508$4.51M2.6%+226.7%5.146%
5/9/2024SageView Advisory Group LLC13,235$377K0.0%-31.5%0.430%
5/8/2024Avantax Advisory Services Inc.25,198$717K0.0%-5.3%0.818%
4/30/2024Valtinson 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%
4/24/2024Blue Bell Private Wealth Management LLC42,275$1.20M0.3%-3.9%1.373%
4/23/2024Nations Financial Group Inc. IA ADV21,934$624K0.1%-9.3%0.712%
4/19/2024FORVIS 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%
4/15/2024Sunbelt Securities Inc.24,281$691K0.1%-33.8%0.788%
3/6/2024SageView Advisory Group LLC19,328$531K0.0%N/A0.891%
2/14/2024Personal CFO Solutions LLC14,684$404K0.1%N/A0.677%
2/12/2024Cape Investment Advisory Inc.4,725$130K0.1%N/A0.218%
2/9/2024Advisory Services Network LLC14,954$412K0.0%N/A0.689%
2/9/2024SageView Advisory Group LLC19,328$531K0.0%N/A0.891%
2/9/2024Cambridge Investment Research Advisors Inc.48,489$1.33M0.0%+48.4%2.235%
2/7/2024Avantax Advisory Services Inc.26,613$732K0.0%-65.2%1.226%
2/7/2024NBC Securities Inc.3,846$105K0.0%N/A0.177%
2/7/2024Berger Financial Group Inc10,348$285K0.0%N/A0.477%
2/7/2024Principal Securities Inc.6,691$184K0.0%N/A0.308%
2/6/2024Valtinson Bruner Financial Planning LLC132,530$3.65M1.9%+2.8%6.107%
2/6/2024Lincoln National Corp23,209$639K0.0%+30.9%1.070%
2/5/2024Epic Trust Investment Advisors LLC22,523$620K0.8%+5.9%1.038%
2/2/2024Truist Financial Corp86,947$2.39M0.0%+316.2%4.007%
2/2/2024Atria Wealth Solutions Inc.9,850$271K0.0%N/A0.454%
2/2/2024Acas LLC9,311$256K0.3%-8.9%0.429%
2/1/2024Corrado Advisors LLC37,411$1.03M0.8%+91.9%1.724%
2/1/2024CWM LLC27,244$750K0.0%+21.0%1.255%
2/1/2024CRA Financial Services LLC10,295$283K0.1%+13.4%0.474%
1/30/2024Wealth Alliance13,609$375K0.1%+7.8%0.627%
1/30/2024DHJJ 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%
1/29/2024Compass Advisory Group LLC22,643$623K0.3%+5.0%1.043%
1/25/2024Blue 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%
1/23/2024Beacon 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%
1/12/2024Global 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%
1/11/2024FORVIS Wealth Advisors LLC58,318$1.61M0.0%-17.1%2.687%
1/11/2024 BCS Wealth Management15,040$414K0.2%+53.4%0.693%
1/11/2024Diligent 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%
11/13/2023Kestra Advisory Services LLC10,182$261K0.0%-4.3%0.469%
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11/9/2023Wealth Alliance12,623$324K0.1%+12.1%0.582%
11/8/2023HighTower Advisors LLC9,666$247K0.0%-98.3%0.445%
11/8/2023Avantax Advisory Services Inc.76,532$1.97M0.0%+8.6%3.527%
11/6/2023Lincoln National Corp17,724$455K0.0%-7.2%0.817%
10/30/2023Blue Bell Private Wealth Management LLC45,083$1.16M0.3%-0.9%2.078%
10/26/2023FORVIS Wealth Advisors LLC70,356$1.81M0.1%-4.7%3.242%
10/25/2023Beacon Financial Advisory LLC40,771$1.05M0.6%-2.5%1.879%
10/24/2023Acas LLC10,218$262K0.3%-8.5%0.471%
10/24/2023Compass Advisory Group LLC21,565$554K0.3%-8.0%0.994%
10/24/2023Valtinson Bruner Financial Planning LLC128,974$3.31M1.8%-2.6%5.944%
(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, 69 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 63 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), Compass Financial Group Inc. ($259.87K), Global Strategic Investment Solutions LLC ($251.30K), Bullseye Investment Management LLC ($109.99K), Truist Financial Corp ($67.72K), Janney Montgomery Scott LLC ($66.60K), and Brookstone Capital Management ($57.99K).

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

Institutional investors have bought a total of 2,122,284 shares in the last 24 months. This purchase volume represents approximately $57.47M in transactions.

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

Of the 34 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 ($40.48K), 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 1,422,879 shares in the last 24 months. This volume of shares sold represents approximately $37.45M in transactions.


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This page (BATS:KOCT) was last updated on 1/22/2025 by MarketBeat.com Staff
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