BOCT institutional holders

Innovator U.S. Equity Buffer ETF - October · 126 reporting institutions · $179.4M reported value

Funds that can replace BOCT · BOCT return decomposition

Institutional holdings

Institutions reporting BOCT, largest first
InstitutionReported positionAdvisors at firmReport period
Chicago Oakbrook Financial Group$19.7M102026-06-30
Integral Wealth Management$15.7M52026-06-30
Commonwealth Equity Services, LLC$13.6M2,8632026-06-30
Cerity Partners LLC$8.7M7772026-06-30
Hightower Advisors, LLC$8.6M1,0462026-06-30
Osaic Holdings, Inc.$7.4M02026-06-30
Cetera Investment Advisers$6.6M10,3702026-06-30
Envestnet Pmc$5.9M602026-06-30
Old Mission Capital LLC$4M02026-06-30
Susquehanna International Group, LLP$3.9M02026-06-30
MML Investors Services, LLC$3.8M5,1202026-06-30
Lpl Financial LLC$3.6M23,4582026-06-30
Captrust Financial Advisors$3.5M9622026-06-30
Fragasso Financial Advisors Inc$3.4M252026-06-30
Kestra Advisory Services, LLC$3M1,4792026-06-30
Berkshire Money Management, Inc.$2.9M102026-06-30
Raymond James Financial Inc$2.7M02026-06-30
Wealthquest Corporation$2.3M162026-06-30
Global Assets Advisory, LLC$2.2M302026-06-30
Blue Bell Private Wealth Management, LLC$2M112026-06-30
Fsa Advisors, Inc.$2M02026-06-30
Diversify Advisory Services, LLC$1.9M1162026-06-30
Diversify Wealth Management, LLC$1.9M782026-06-30
Truist Financial Corp$1.9M02026-06-30
Beacon Pointe Advisors, LLC$1.9M4662026-06-30
Orion Porfolio Solutions, LLC$1.8M1992026-06-30
Jpmorgan Chase & Co$1.8M02026-06-30
Newedge Advisors$1.6M6012026-06-30
First Commonwealth Financial Corp /PA$1.6M02026-06-30
Weaver Consulting Group, LLC$1.4M42026-06-30
Diligent Investors, LLC$1.3M32026-06-30
World Investment Advisors$1.3M3592026-06-30
Maltin Wealth Management, Inc.$1.2M42026-06-30
Lantz Financial LLC$1.2M72026-06-30
Dhjj Financial Advisors, Ltd.$1.2M72026-06-30
Atria Investments, Inc$1.1M62026-06-30
Bullseye Investment Management, LLC$1.1M42025-09-30
Foronjy Financial$1M42026-06-30
My Personal Cfo, LLC$1M22026-06-30
Spire Wealth Management$967.1K32026-06-30
Cwm, LLC$903.6K6672026-03-31
Mutual Advisors, LLC$892.9K1532026-06-30
Sigma Planning Corp$871.1K4742026-06-30
City Center Advisors, LLC$845.5K72026-06-30
Caliber Wealth Management, LLC / Ks$778.4K142026-06-30
Valtinson Bruner Financial Planning LLC$726.2K72026-06-30
Dynamic$721.7K752026-06-30
Krilogy$684.9K642026-06-30
Arax Advisory Partners$652.4K2322026-06-30
Bfi Wealth Solutions, LLC$641.6K12026-06-30
Corecap Advisors, LLC$554.2K1182026-06-30
Kfg Wealth Management, LLC$552.7K492026-06-30
Toptier Wealth Management, LLC$550.3K22026-06-30
Global Trust Wealth Management LLC$540.8K32026-06-30
Brookstone Capital Management$538.9K3372026-06-30
Wpwealth LLP$508.1K152026-06-30
Snowden Capital Advisors LLC$490.1K1222026-06-30
Grantvest Financial Group LLC$479.8K52026-06-30
Triad Wealth Partners, LLC$476.4K492026-06-30
Bcs Wealth Management, LLC$475.3K82026-06-30
Blair William & Co/il$469.6K3292026-06-30
Principal Securities, Inc.$467.3K1,4632026-06-30
Ifp Advisors, Inc$466.8K3182026-06-30
Straight Path Wealth Management$448.5K102026-06-30
Vantage Financial Partners, LLC$441.4K02025-12-31
Arkadios Wealth Advisors$438.6K2262026-06-30
Xml Financial, LLC$433.5K282026-06-30
Bellwether Advisors, LLC$432K82026-06-30
Simplicity Wealth, LLC$429.7K02026-06-30
Img Wealth Management, Inc.$426.9K72026-06-30
Trek Financial, LLC$424.7K632026-06-30
J.W. Cole Advisors, Inc.$411.3K4992026-06-30
Ashton Thomas Private Wealth, LLC$405.9K962026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$397.6K1032026-06-30
Kingsview Wealth Management, LLC$395K1152026-06-30
Creativeone Wealth, LLC$394.6K2212026-06-30
Citadel Advisors LLC$374.7K02026-06-30
Advisory Services Network$356.8K2532026-06-30
Beacon Financial Advisory LLC$346.8K132026-06-30
Wealth Enhancement Advisory Services, LLC$325K1,0262026-06-30
Rothschild Wealth LLC$318.1K312026-06-30
Gwn Securities Inc.$316.1K4492026-06-30
Axxcess Wealth Management, LLC$308.1K382026-06-30
Cresset Asset Management, LLC$305.1K2122026-06-30
Three Seasons Wealth$295.3K72026-06-30
Rfg Advisory, LLC$261.4K1912026-06-30
Old Port Advisors$238.6K112026-06-30
Retirement Planning Group, LLC$238.2K02026-06-30
Harbour Investments, Inc.$232.1K2472026-06-30
Mtm Financial Group, LLC$230.6K82026-06-30
Merit Financial Group, LLC$217.3K2952026-06-30
First Heartland Consultants, Inc.$216.5K992026-06-30
Alphastar Capital Management, LLC$216.1K1572026-06-30
Visionary Wealth Advisors$211K462026-06-30
Gts Financial, LLC$211K32026-06-30
Farther Finance Advisors, LLC$196K3342026-06-30
Steward Partners Investment Advisory, LLC$160.1K4812026-06-30
Evolution Wealth Management Inc.$159.7K32026-06-30
Continuum Advisory, LLC$153.2K402026-06-30
Morgan Stanley$148.9K23,1852026-06-30
Weaver Capital Management LLC$129.9K32026-06-30
Operose Advisors LLC$109.3K142026-06-30
Financial Network Wealth Advisors LLC$77.3K72026-06-30
Ae Wealth Management LLC$75.2K4712026-06-30
Advisornet Wealth Partners$43K582026-06-30
Vision Retirement, LLC$39K72026-06-30
Keating Financial Advisory Services, Inc.$38.4K252026-06-30
Sunbelt Securities, Inc.$36K632026-03-31
Cape Investment Advisory, Inc.$31.8K352026-06-30
Private Trust Co NA$27.3K02026-06-30
Chapman Financial Group, LLC$26.5K02026-06-30
Penserra Capital Management LLC$26.4K92026-06-30
Ifg Advisory, LLC$23.5K1102026-06-30
Creative Financial Designs Inc /adv$21.2K02026-06-30
Caitlin John, LLC$19.6K242026-06-30
Lanark Financial, Inc.$15.3K692026-06-30
Bullock Wealth Management Group$7.8K92026-06-30
Fiduciary Financial Advisors$6.2K512026-06-30
Eversource Wealth Advisors, LLC$5.3K772026-06-30
Country Trust Bank$4.1K02026-06-30
Larson Financial Group LLC$3.8K672026-06-30
Motiv8 Investments LLC$1.9K102025-12-31
Cambridge Investment Research Advisors, Inc.$1.7K3,9402026-03-31
Janney Montgomery Scott LLC$1.6K1,3422026-06-30
Hrt Financial LP$1K02026-06-30
Thoroughbred Financial Services, LLC$538342026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30