Who Owns Innovator U.S. Small Cap Power Buffer ETF (KOCT)?Hedge Fund & Institutional Holders

$33.73+0.13 (+0.39%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.120600050005001e+164T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$26.95$28.97$30.99$33.01$35.03Sep 24Jun 25Mar 26

KOCT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Compass Financial Group, Inc.New Position+241K+$8.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+143K+$4.0M
BFI Wealth Solutions, LLCNew Position+72K+$2.4M
TRUIST FINANCIAL CORPNew Position+53K+$1.8M
DHJJ Financial Advisors, Ltd.New Position+51K+$1.7M
Valtinson Bruner Financial Planning LLCNew Position+43K+$1.4M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+39K+$1.3M
Sigma Planning CorpNew Position+38K+$1.3M
Capital Investment Advisory Services, LLCNew Position+36K+$1.2M
CORRADO ADVISORS, LLCNew Position+35K+$1.2M
Stratos Wealth Advisors, LLCNew Position+33K+$1.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+51K+$1.0M
CWM, LLCNew Position+28K+$954K
FOUNDERS FINANCIAL SECURITIES LLCNew Position+28K+$951K
Concurrent Investment Advisors, LLCNew Position+25K+$848K

KOCT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Global Strategic Investment Solutions, LLCDecreased-7K-$2.5B
Focus Partners WealthDecreased-3K-$1.4B
MERCER GLOBAL ADVISORS INC /ADVDecreased-14K-$1.1B
Tradition Wealth Management, LLCDecreased-19K-$1.0B
LEIGH BALDWIN & CO., LLCClosed Position-15K-$561.9M
Brookstone Capital ManagementDecreased-48-$546.0M
GM Advisory Group, LLCClosed Position-13K-$418.3M
JPMORGAN CHASE & CODecreased-2K-$348.6M
Kingsview Wealth Management, LLCClosed Position-9K-$307.7M
WOLVERINE TRADING, LLCClosed Position-7K-$233.2M
UBS Group AGClosed Position-2K-$50.7M
Capital Analysts, LLCDecreased-403-$7K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Compass Financial Group, Inc.241,182$8.1M3.58%Share
2Cetera Investment Advisers180,301$6.0M0.01%Share
3SageView Advisory Group, LLC163,041$5.0M0.17%Share
4PRINCIPAL SECURITIES, INC.167,161$5.0M0.08%Share
5OSAIC HOLDINGS, INC.169,160$5.0M0.01%Share
6COMMONWEALTH EQUITY SERVICES, LLC143,369$4.0M0.01%Share
7BFI Wealth Solutions, LLC72,386$2.4M2.32%Share
8Global Strategic Investment Solutions, LLC67,296$2.3M0.22%Share
9TRUIST FINANCIAL CORP52,756$1.8M0.00%Share
10DHJJ Financial Advisors, Ltd.51,118$1.7M0.57%Share
11COMMONS CAPITAL, LLC44,495$1.5M1.00%Share
12Valtinson Bruner Financial Planning LLC42,954$1.4M0.42%Share
13BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC38,753$1.3M0.19%Share
14Sigma Planning Corp37,793$1.3M0.04%Share
15Capital Investment Advisory Services, LLC36,434$1.2M0.09%Share
16CORRADO ADVISORS, LLC34,507$1.2M0.58%Share
17Stratos Wealth Advisors, LLC33,371$1.1M0.05%Share
18U.S. Capital Wealth Advisors, LLC30,567$1.0M0.03%Share
19Kestra Advisory Services, LLC31,176$1.0M0.00%Share
20HighTower Advisors, LLC42,455$1.0M0.00%Share
21ENVESTNET ASSET MANAGEMENT INC51,473$1.0M0.00%Share
22Focus Partners Wealth38,580$1.0M0.00%Share
23OneDigital Investment Advisors LLC35,937$1.0M0.01%Share
24LPL Financial LLC55,103$1.0M0.00%Share
25CWM, LLC28,323$954K0.00%Share
26FOUNDERS FINANCIAL SECURITIES LLC28,264$951K0.06%Share
27Sunbelt Securities, Inc.26,482$891K0.06%Share
28Concurrent Investment Advisors, LLC25,206$848K0.01%Share
29Wood Tarver Financial Group, LLC23,056$776K0.22%Share
30WEALTH ALLIANCE, LLC20,780$699K0.07%Share
31Compass Advisory Group LLC20,441$688K0.19%Share
32Fragasso Financial Advisors Inc19,974$672K0.04%Share
33BCS Wealth Management19,730$664K0.07%Share
34RETIREMENT GUYS FORMULA LLC18,703$629K0.29%Share
35Long Island Wealth Management, Inc.18,199$612K0.29%Share
36NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,957$604K0.03%Share
37Atlantic Private Wealth, LLC17,553$591K0.38%Share
38Brookstone Capital Management16,505$555K0.01%Share
39Diligent Investors, LLC14,536$489K0.12%Share
40FIDUCIARY FINANCIAL GROUP, LLC13,699$461K0.07%Share
41Keating Financial Advisory Services, Inc.13,352$449K0.06%Share
42WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,437$428K0.00%Share
43AXXCESS WEALTH MANAGEMENT, LLC12,228$411K0.00%Share
44FSA Advisors, Inc.12,210$411K0.29%Share
45Tradition Wealth Management, LLC11,850$398K0.03%Share
46Bullseye Investment Management, LLC13,100$383K0.23%Share
47PFS Partners, LLC10,776$362K0.17%Share
48AE Wealth Management LLC10,377$349K0.00%Share
49HARBOUR INVESTMENTS, INC.10,210$343K0.01%Share
50CRA Financial Services, LLC10,120$340K0.04%Share

KOCT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202593$76.8M+48
Q3 202545$31.2B-31
Q2 202576$52.1B-12
Q1 202588$61.8B+11
Q4 202477$6.2T+28
Q3 202449$14.9T-2
Q2 202451$13.7T+4
Q1 202447$13.0T—

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As of Q4 2025, 50 institutional investors hold KOCT (Innovator U.S. Small Cap Power Buffer ETF). The largest holder is Compass Financial Group, Inc. with $8.1M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own KOCT?

As of Q4 2025, 50 institutional investors report holding KOCT (Innovator U.S. Small Cap Power Buffer ETF) in their 13F filings.

Who is the largest institutional holder of KOCT?

The largest institutional holder of KOCT is Compass Financial Group, Inc. with $8.1M in shares.

Is institutional ownership of KOCT increasing or decreasing?

This quarter, 15 institutions opened new positions in KOCT and 5 closed their positions.