Who owns KOCT?
Innovator U.S. Small Cap Power Buffer ETF - Oct · Innovator
96 institutions reported holding KOCT, worth $111.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of KOCT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HighTower Advisors, LLC | Chicago, IL | $11.1M | 297,483 | +9,929 shares |
| Compass Financial Group, Inc. | Deerfield Beach, FL | $8.9M | 239,489 | −1,044 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $6.8M | 181,221 | +13,799 shares |
| Principal Securities, Inc. | Des Moines, IA | $6.2M | 166,573 | −127 shares |
| SageView Advisory Group, LLC | Newport Beach, CA | $6.1M | 163,752 | New position |
| Creative Planning | Overland Park, KS | $6.1M | 163,752 | −8,135 shares |
| Cetera Investment Advisers | Schaumburg, IL | $5.1M | 136,706 | −40,193 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.7M | 125,507 | −3,033 shares |
| BFI Wealth Solutions, LLC | Dallas, TX | $3.7M | 98,837 | +9,747 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.6M | 70,589 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns KOCT?
96 institutional managers reported holding KOCT in Form 13F filings for June 30, 2026, worth $111.5M in total. The largest reported position was held by HighTower Advisors, LLC, at $11.1M.
Did institutions buy or sell KOCT last quarter?
Reported 13F value rose 19.3% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is KOCT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.