Who Owns KOCT?
Innovator U.S. Small Cap Power Buffer ETF — Institutional Ownership & 13F Holdings
$35.75
-0.13 (-0.35%)
Market Cap
$108.4M
Shares Outstanding
3,167,603
Institutional Holders
88
Total Inst. Value
$55.8M
% of Float Held
—
QoQ Holder Change
+41
Institutional data as of Q1 2025
New Positions
18
Closed Positions
7
Increased
12
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Compass Financial Group, Inc. | $7.4M | 254,027 |
| 2 | OSAIC HOLDINGS, INC. | $4.2M | 144,217 |
| 3 | Valtinson Bruner Financial Planning LLC | $3.5M | 121,216 |
| 4 | Global Strategic Investment Solutions, LLC | $2.9M | 99,780 |
| 5 | Cetera Investment Advisers | $2.8M | 95,825 |
| 6 | TRUIST FINANCIAL CORP | $2.6M | 89,515 |
| 7 | RED CRANE WEALTH MANAGEMENT, LLC | $2.1M | 70,700 |
| 8 | SageView Advisory Group, LLC | $1.4M | 49,203 |
| 9 | Focus Partners Wealth | $1.4M | 46,980 |
| 10 | DHJJ Financial Advisors, Ltd.New | $1.4M | 46,355 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Compass Financial Group, Inc. | +300 | $7.4M |
| TRUIST FINANCIAL CORP | +2K | $2.6M |
| SageView Advisory Group, LLC | +21K | $1.4M |
| DHJJ Financial Advisors, Ltd.New | +46K | $1.4M |
| U.S. Capital Wealth Advisors, LLC | +848 | $782K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LEIGH BALDWIN & CO., LLC | -295K | $231K |
| Cetera Investment Advisers | -263K | $2.8M |
| Fragasso Financial Advisors Inc | -19K | $553K |
| Kestra Advisory Services, LLC | -18K | $820 |
| Long Island Wealth Management, Inc. | -17K | $567K |
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Frequently Asked Questions
How many institutional investors hold KOCT?
As of Q1 2025, 88 institutional investors report holding KOCT (Innovator U.S. Small Cap Power Buffer ETF) in their 13F filings.
Which hedge fund owns the most KOCT?
The largest institutional holder of KOCT is Compass Financial Group, Inc. with $7.4M in shares.
Are institutions buying or selling KOCT?
This quarter, 18 institutions opened new positions in KOCT and 7 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.