Who Owns IOCT?
INNOVATOR ETFS TRUST — Institutional Ownership & 13F Holdings
$36.09
+0.17 (+0.46%)
Market Cap
—
Shares Outstanding
3,948,050
Institutional Holders
80
Total Inst. Value
$90.1M
% of Float Held
—
QoQ Holder Change
+47
Institutional data as of Q1 2025
New Positions
26
Closed Positions
8
Increased
20
Decreased
19
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $29.9M | 976 |
| 2 | Global Strategic Investment Solutions, LLC | $12.5M | 407,210 |
| 3 | IFP Advisors, Inc | $6.7M | 219,104 |
| 4 | OSAIC HOLDINGS, INC. | $3.9M | 126,623 |
| 5 | SageView Advisory Group, LLC | $2.1M | 68,101 |
| 6 | PRINCIPAL SECURITIES, INC. | $2.0M | 69,833 |
| 7 | HighTower Advisors, LLC | $2.0M | 63,826 |
| 8 | First Heartland Consultants, Inc.New | $1.8M | 59,231 |
| 9 | Stuart Chaussee & Associates, Inc.New | $1.8M | 58,650 |
| 10 | Americana Partners, LLCNew | $1.6M | 52,915 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +976 | $29.9M |
| OSAIC HOLDINGS, INC. | +6K | $3.9M |
| SageView Advisory Group, LLC | +26K | $2.1M |
| HighTower Advisors, LLC | +2K | $2.0M |
| First Heartland Consultants, Inc.New | +59K | $1.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NewEdge Advisors, LLC | -61K | $1.6M |
| Global Strategic Investment Solutions, LLC | -40K | $12.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -23K | $773K |
| IFP Advisors, Inc | -16K | $6.7M |
| Forvis Mazars Wealth Advisors, LLC | -14K | $678K |
Frequently Asked Questions
How many institutional investors hold IOCT?
As of Q1 2025, 80 institutional investors report holding IOCT (INNOVATOR ETFS TRUST) in their 13F filings.
Which hedge fund owns the most IOCT?
The largest institutional holder of IOCT is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $29.9M in shares.
Are institutions buying or selling IOCT?
This quarter, 26 institutions opened new positions in IOCT and 8 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.