Who Owns BOCT?
Innovator U.S. Equity Buffer ETF — Institutional Ownership & 13F Holdings
$51.14
-0.18 (-0.36%)
Market Cap
$233.0M
Shares Outstanding
4,726,841
Institutional Holders
94
Total Inst. Value
$174.0M
% of Float Held
—
QoQ Holder Change
+38
Institutional data as of Q1 2025
New Positions
20
Closed Positions
9
Increased
19
Decreased
25
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Stuart Chaussee & Associates, Inc.New | $74.7M | 1,777,329 |
| 2 | Penserra Capital Management LLC | $17.3M | 412,085 |
| 3 | INTEGRAL INVESTMENT ADVISORS, INC. | $11.2M | 265,502 |
| 4 | Cetera Investment Advisers | $7.8M | 186,369 |
| 5 | OSAIC HOLDINGS, INC. | $7.8M | 186,313 |
| 6 | HighTower Advisors, LLC | $7.8M | 184,536 |
| 7 | GWN SECURITIES INC.New | $3.2M | 74,177 |
| 8 | Fragasso Financial Advisors Inc | $3.1M | 74,683 |
| 9 | Motiv8 Investments LLC | $2.3M | 55,201 |
| 10 | Cambridge Investment Research Advisors, Inc. | $1.8M | 43,605 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Stuart Chaussee & Associates, Inc.New | +1.8M | $74.7M |
| Penserra Capital Management LLC | +60K | $17.3M |
| INTEGRAL INVESTMENT ADVISORS, INC. | +6K | $11.2M |
| Cetera Investment Advisers | +9K | $7.8M |
| OSAIC HOLDINGS, INC. | +94K | $7.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | -29K | $1.0M |
| ENVESTNET ASSET MANAGEMENT INC | -27K | $3K |
| CAPTRUST FINANCIAL ADVISORS | -8K | $4K |
| Spire Wealth Management | -6K | $463K |
| LPL Financial LLC | -5K | $2K |
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Frequently Asked Questions
How many institutional investors hold BOCT?
As of Q1 2025, 94 institutional investors report holding BOCT (Innovator U.S. Equity Buffer ETF) in their 13F filings.
Which hedge fund owns the most BOCT?
The largest institutional holder of BOCT is Stuart Chaussee & Associates, Inc. with $74.7M in shares.
Are institutions buying or selling BOCT?
This quarter, 20 institutions opened new positions in BOCT and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.