Who Owns Innovator U.S. Equity Buffer ETF (BOCT)?Hedge Fund & Institutional Holders

$48.56-0.13 (-0.27%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.8453186371800016e+183T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$38.50$41.41$44.31$47.21$50.12Sep 24Jun 25Mar 26

BOCT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COFG Advisors, LLCNew Position+377K+$18.6M
Penserra Capital Management LLCNew Position+373K+$18.0M
INTEGRAL INVESTMENT ADVISORS, INC.New Position+286K+$14.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+273K+$13.0M
Cerity Partners LLCNew Position+201K+$9.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+133K+$6.6M
ENVESTNET ASSET MANAGEMENT INCNew Position+119K+$5.0M
Wealthquest CorpNew Position+45K+$2.2M
Global Assets Advisory, LLCNew Position+41K+$2.0M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+38K+$1.9M
TRUIST FINANCIAL CORPNew Position+36K+$1.8M
FIRST COMMONWEALTH FINANCIAL CORP /PA/New Position+30K+$1.5M
My Personal CFO, LLCNew Position+26K+$1.3M
Maltin Wealth Management, Inc.New Position+23K+$1.2M
Lantz Financial LLCNew Position+23K+$1.1M

BOCT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-5K-$7.5B
CAPTRUST FINANCIAL ADVISORSDecreased-26K-$4.5B
Kestra Advisory Services, LLCDecreased-4K-$3.4B
Berkshire Money Management, Inc.Decreased-789-$2.7B
HFG Wealth Management, LLCDecreased-645-$1.9B
Gradient Investments LLCClosed Position-21K-$1.0B
JPMORGAN CHASE & CODecreased-10K-$740.8M
CITADEL ADVISORS LLCClosed Position-9K-$447.1M
SageView Advisory Group, LLCDecreased-4K-$390.5M
HARBOUR INVESTMENTS, INC.Decreased-3K-$333.3M
AXXCESS WEALTH MANAGEMENT, LLCDecreased-1K-$330.0M
RFG Advisory, LLCDecreased-2K-$314.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Brookstone Capital Management575,691$28.5M0.33%Share
2COFG Advisors, LLC377,098$18.6M4.60%Share
3Penserra Capital Management LLC373,415$18.0M0.21%Share
4INTEGRAL INVESTMENT ADVISORS, INC.285,759$14.1M3.50%Share
5COMMONWEALTH EQUITY SERVICES, LLC273,168$13.0M0.02%Share
6Cerity Partners LLC200,596$9.0M0.01%Share
7HighTower Advisors, LLC166,367$8.0M0.01%Share
8Cetera Investment Advisers150,884$7.0M0.01%Share
9OSAIC HOLDINGS, INC.152,093$7.0M0.01%Share
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC132,892$6.6M0.01%Share
11ENVESTNET ASSET MANAGEMENT INC119,481$5.0M0.00%Share
12Fragasso Financial Advisors Inc68,882$3.4M0.21%Share
13MML INVESTORS SERVICES, LLC75,577$3.0M0.01%Share
14LPL Financial LLC76,538$3.0M0.00%Share
15Kestra Advisory Services, LLC66,471$3.0M0.01%Share
16CAPTRUST FINANCIAL ADVISORS66,727$3.0M0.01%Share
17Berkshire Money Management, Inc.55,587$2.7M0.26%Share
18Wealthquest Corp44,597$2.2M0.17%Share
19HFG Wealth Management, LLC40,546$2.0M1.10%Share
20Global Assets Advisory, LLC41,467$2.0M0.57%Share
21Beacon Pointe Advisors, LLC41,386$2.0M0.01%Share
22FSA Advisors, Inc.39,780$2.0M1.37%Share
23BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC37,968$1.9M0.28%Share
24Diversify Advisory Services, LLC37,449$1.9M0.06%Share
25TRUIST FINANCIAL CORP36,482$1.8M0.00%Share
26FIRST COMMONWEALTH FINANCIAL CORP /PA/30,028$1.5M0.24%Share
27Weaver Consulting Group28,741$1.4M0.35%Share
28Diligent Investors, LLC26,173$1.3M0.32%Share
29My Personal CFO, LLC25,935$1.3M0.53%Share
30Maltin Wealth Management, Inc.23,473$1.2M0.46%Share
31Lantz Financial LLC23,011$1.1M0.24%Share
32OLD MISSION CAPITAL LLC22,372$1.1M0.03%Share
33DHJJ Financial Advisors, Ltd.22,179$1.1M0.36%Share
34Bullseye Investment Management, LLC25,896$1.1M0.66%Share
35Cambridge Investment Research Advisors, Inc.35,346$1.0M0.00%Share
36Janney Montgomery Scott LLC33,620$1.0M0.00%Share
37Arkadios Wealth Advisors20,474$1.0M0.02%Share
38RAYMOND JAMES FINANCIAL INC37,204$1.0M0.00%Share
39BCS Wealth Management19,352$956K0.10%Share
40Spire Wealth Management18,241$901K0.03%Share
41GWN SECURITIES INC.17,452$862K0.17%Share
42Sigma Planning Corp17,298$854K0.02%Share
43Mutual Advisors, LLC16,902$835K0.02%Share
44AlphaStar Capital Management, LLC16,586$819K0.06%Share
45City Center Advisors, LLC16,032$792K0.73%Share
46CALIBER WEALTH MANAGEMENT, LLC / KS14,681$725K0.08%Share
47Krilogy Financial LLC14,085$703K0.02%Share
48Valtinson Bruner Financial Planning LLC14,214$702K0.20%Share
49Chris Bulman Inc13,655$674K0.30%Share
50Secure Asset Management, LLC12,979$641K0.10%Share

BOCT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025119$205.7M+69
Q3 202550$62.3B-29
Q2 202579$86.5B-15
Q1 202594$197.6B+11
Q4 202483$33.9T+28
Q3 202455$20.7T-6
Q2 202461$21.4T+5
Q1 202456$54.0T—

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As of Q4 2025, 50 institutional investors hold BOCT (Innovator U.S. Equity Buffer ETF). The largest holder is Brookstone Capital Management with $28.5M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own BOCT?

As of Q4 2025, 50 institutional investors report holding BOCT (Innovator U.S. Equity Buffer ETF) in their 13F filings.

Who is the largest institutional holder of BOCT?

The largest institutional holder of BOCT is Brookstone Capital Management with $28.5M in shares.

Is institutional ownership of BOCT increasing or decreasing?

This quarter, 15 institutions opened new positions in BOCT and 2 closed their positions.