KOCT institutional holders

Innovator U.S. Small Cap Power Buffer ETF - October · 101 reporting institutions · $111.1M reported value

Funds that can replace KOCT · KOCT return decomposition

Institutional holdings

Institutions reporting KOCT, largest first
InstitutionReported positionAdvisors at firmReport period
Hightower Advisors, LLC$11.1M1,0462026-06-30
Compass Financial Group, Inc.$8.9M02026-06-30
Osaic Holdings, Inc.$6.8M02026-06-30
Principal Securities, Inc.$6.2M1,4632026-06-30
Sageview Advisory Group, LLC$6.1M942026-06-30
Creative Planning$6.1M1,1712026-06-30
Cetera Investment Advisers$5.1M10,3702026-06-30
Commonwealth Equity Services, LLC$4.7M2,8632026-06-30
Bfi Wealth Solutions, LLC$3.7M12026-06-30
Susquehanna International Group, LLP$2.6M02026-06-30
Lpl Financial LLC$2.3M23,4582026-06-30
Global Strategic Investment Solutions, LLC$1.9M42026-06-30
Dhjj Financial Advisors, Ltd.$1.9M72026-06-30
Old Mission Capital LLC$1.8M02026-06-30
Blue Bell Private Wealth Management, LLC$1.7M112026-06-30
Valtinson Bruner Financial Planning LLC$1.6M72026-06-30
Onedigital Investment Advisors LLC$1.6M3862026-06-30
Focus Partners Wealth$1.4M1,0482026-06-30
Truist Financial Corp$1.4M02026-06-30
Envestnet Pmc$1.4M602026-06-30
Founders Financial Securities LLC$1.4M1172026-06-30
Kestra Advisory Services, LLC$1.3M1,4792026-06-30
Capital Investment Advisory Services, LLC$1.3M1032026-06-30
Stratos Wealth Advisors, LLC$1.2M712026-06-30
Sunbelt Securities, Inc.$1.1M632026-03-31
Arax Advisory Partners$1.1M2322026-06-30
Independent Financial Group, LLC$1M4812026-06-30
Raymond James Financial Inc$987.7K02026-06-30
U.S. Capital Wealth Advisors, LLC$962.2K02026-03-31
Ifp Advisors, Inc$957.1K3182026-06-30
Concurrent Investment Advisors, LLC$851K3492026-06-30
Goldman Sachs Group Inc$833K02026-06-30
Fragasso Financial Advisors Inc$760.4K252026-06-30
Compass Advisors$759.4K52026-06-30
Long Island Wealth Management, Inc.$732.2K12026-06-30
The Wealth Alliance, LLC$723.9K122026-06-30
Cwm, LLC$706.5K6672026-03-31
Retirement Guys Formula LLC$692.7K62026-06-30
Cape Investment Advisory, Inc.$691.2K352026-06-30
Nations Financial Group Inc, /ia/ /adv$651.8K02026-06-30
Advisory Services Network$558.7K2532026-06-30
Fiduciary Financial Group, LLC$511.8K92026-06-30
Keating Financial Advisory Services, Inc.$498.8K252026-06-30
Cornerstone Wealth, Llc/tn$495K02026-06-30
Diligent Investors, LLC$487K32026-06-30
Axxcess Wealth Management, LLC$456.8K382026-06-30
Fsa Advisors, Inc.$447.7K02026-06-30
Quantinno Capital Management LP$427.3K02026-06-30
Tradition Wealth Management, LLC$405.4K232026-06-30
Pfs Partners, LLC$402.6K102026-06-30
First Commonwealth Financial Corp /PA$398.1K02026-06-30
Bullseye Investment Management, LLC$383.4K42025-09-30
Ae Wealth Management LLC$376.5K4712026-06-30
Toptier Wealth Management, LLC$365.2K22026-06-30
MML Investors Services, LLC$358.4K5,1202026-06-30
Sigma Planning Corp$349.7K4742026-06-30
Captrust Financial Advisors$347.4K9622026-06-30
Bcs Wealth Management, LLC$339.6K82026-06-30
Newedge Advisors$331.3K6012026-06-30
Northcrest Asset Manangement, LLC$328K02026-06-30
Prime Capital Financial$325K2652026-06-30
Wealthgarden F.S. LLC$319.6K52026-06-30
Advisor Os, LLC$315.1K22026-06-30
Private Advisor Group, LLC$290.3K9272026-06-30
Cra Financial Services, LLC$284.7K122026-06-30
Citadel Advisors LLC$281.5K02026-06-30
Vantage Point Financial LLC$267.3K162026-06-30
World Investment Advisors$263K3592026-06-30
First Heartland Consultants, Inc.$260.1K992026-06-30
Corecap Advisors, LLC$259.9K1182026-06-30
Outlook Wealth Advisors, LLC$254.3K62026-06-30
Signaturefd, LLC$243.8K492026-06-30
Mai Capital Management$239.7K3082026-06-30
Wealth Enhancement Advisory Services, LLC$235.2K1,0262026-06-30
Wolverine Trading, LLC$233.2K02025-09-30
Elmwood Wealth Management, Inc.$227.9K42026-06-30
Schulz Wealth, Ltd.$221.5K32026-06-30
Winnacle Wealth, LLC$219.5K62026-06-30
Red Reef Advisors LLC$169.1K32026-06-30
Ashton Thomas Private Wealth, LLC$139.7K962026-06-30
Advisornet Wealth Partners$123.5K582026-06-30
Wealthshield Partners, LLC$121.4K02026-06-30
Steward Partners Investment Advisory, LLC$89.2K4812026-06-30
Noble Wealth Management Pbc.$67.2K42026-06-30
Financial Network Wealth Advisors LLC$46.3K72026-06-30
Harbour Investments, Inc.$42.6K2472026-06-30
Gilpin Wealth Management, LLC$14.9K42026-06-30
Larson Financial Group LLC$13.2K672026-06-30
Planvest Financial, Inc$13.1K62026-06-30
Luminist Capital LLC$12.2K52026-06-30
O'Shaughnessy Asset Management, LLC$11.5K582026-06-30
Vision Retirement, LLC$11.4K72026-06-30
Rockefeller Capital Management LP$8.6K3462026-06-30
Farther Finance Advisors, LLC$6.7K3342026-06-30
Evolution Wealth Management Inc.$3.7K32026-06-30
Wood Tarver Financial$86152026-06-30
Janney Montgomery Scott LLC$7841,3422026-06-30
Cambridge Investment Research Advisors, Inc.$7573,9402026-03-31
Wedbush Securities Inc$4222202026-06-30
Capital Analysts, LLC$3766082026-06-30
Morgan Stanley$3723,1852026-06-30

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