Innovator U.S. Small Cap Power Buffer ETF(KOCT)

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Innovator U.S. Small Cap Power Buffer ETF(KOCT)

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$37.34—

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KOCT(KOCT)

KOCT

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 116 Institutional Holders

Holder	Shares	Date	Change	% Held
HighTower Advisors, LLC	287.55K	Mar 31, 26	+245.10K	9.08%
Compass Financial Group, Inc.	240.53K	Mar 31, 26	-649	7.59%
Cetera Investment Advisers	176.90K	Mar 31, 26	-3.40K	5.58%
Creative Planning	171.89K	Mar 31, 26	+171.89K	5.43%
ADVISOR GROUP HOLDINGS, INC.	167.42K	Mar 31, 26	-18.16K	5.29%
PRINCIPAL SECURITIES, INC.	166.70K	Mar 31, 26	-461	5.26%
COMMONWEALTH EQUITY SERVICES, LLC	128.54K	Mar 31, 26	-14.83K	4.06%
LPL Financial LLC	56.27K	Mar 31, 26	+1.17K	1.78%
Global Strategic Investment Solutions, LLC	55.15K	Mar 31, 26	-12.15K	1.74%
TRUIST FINANCIAL CORP	53.67K	Mar 31, 26	+917	1.69%
ENVESTNET ASSET MANAGEMENT INC	52.46K	Mar 31, 26	+983	1.66%
DHJJ Financial Advisors, Ltd.	49.71K	Mar 31, 26	-1.41K	1.57%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	44.47K	Mar 31, 26	+5.72K	1.40%
Valtinson Bruner Financial Planning LLC	42.39K	Mar 31, 26	-566	1.34%
Kestra Advisory Services, LLC	42.18K	Mar 31, 26	+11.00K	1.33%
OLD MISSION CAPITAL LLC	39.09K	Mar 31, 26	+39.09K	1.23%
Colony Group, LLC	38.58K	Mar 31, 26	--	1.22%
Resources Investment Advisors, LLC.	35.94K	Mar 31, 26	--	1.13%
Capital Investment Advisory Services, LLC	35.03K	Mar 31, 26	-1.41K	1.11%
Stratos Wealth Advisors, LLC	33.37K	Mar 31, 26	--	1.05%
FOUNDERS FINANCIAL SECURITIES LLC	33.18K	Mar 31, 26	+4.92K	1.05%
Sunbelt Securities, Inc.	33.01K	Mar 31, 26	+6.53K	1.04%
U.S. Capital Wealth Advisors, LLC	28.36K	Mar 31, 26	-2.21K	0.90%
IFP Advisors, Inc	27.32K	Mar 31, 26	+2.48K	0.86%
INDEPENDENT FINANCIAL GROUP, LLC	26.84K	Mar 31, 26	--	0.85%
RAYMOND JAMES FINANCIAL INC	26.58K	Mar 31, 26	-12.18K	0.84%
GOLDMAN SACHS GROUP INC	25.00K	Mar 31, 26	+25.00K	0.79%
Concurrent Investment Advisors, LLC	23.74K	Mar 31, 26	-1.47K	0.75%
Wood Tarver Financial Group, LLC	23.06K	Mar 31, 26	--	0.73%
Cambridge Investment Research Advisors, Inc.	22.32K	Mar 31, 26	-1.77K	0.70%
Janney Montgomery Scott LLC	21.07K	Mar 31, 26	--	0.67%
CWM, LLC	20.82K	Mar 31, 26	-7.50K	0.66%
Wealth Alliance	20.78K	Mar 31, 26	--	0.66%
Compass Advisory Group LLC	20.38K	Mar 31, 26	-60	0.64%
Fragasso Group Inc.	20.35K	Mar 31, 26	+379	0.64%
Long Island Wealth Management, Inc.	19.60K	Mar 31, 26	+1.40K	0.62%
RETIREMENT GUYS FORMULA LLC	18.70K	Mar 31, 26	--	0.59%
Cape Investment Advisory, Inc.	18.50K	Mar 31, 26	-100	0.58%
Atlantic Private Wealth, LLC	17.55K	Mar 31, 26	--	0.55%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17.54K	Mar 31, 26	-420	0.55%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16.21K	Mar 31, 26	+3.77K	0.51%
Advisory Services Network, LLC	14.95K	Mar 31, 26	--	0.47%
Diligent Investors, LLC	14.04K	Mar 31, 26	-500	0.44%
FIDUCIARY FINANCIAL GROUP, LLC	13.70K	Mar 31, 26	--	0.43%
AXXCESS WEALTH MANAGEMENT, LLC	12.23K	Mar 31, 26	--	0.39%
FSA Advisors, Inc.	12.12K	Mar 31, 26	-88	0.38%
Tradition Wealth Management, LLC	11.85K	Mar 31, 26	--	0.37%
Quantinno Capital Management LP	11.44K	Mar 31, 26	--	0.36%
WEDBUSH SECURITIES INC	11.30K	Mar 31, 26	--	0.36%
PFS Partners, LLC	10.78K	Mar 31, 26	--	0.34%
AE Wealth Management LLC	10.38K	Mar 31, 26	--	0.33%
Capital Analysts, LLC	10.07K	Mar 31, 26	--	0.32%
BCS Wealth Management	9.87K	Mar 31, 26	-9.87K	0.31%
Prime Capital Investment Advisors, LLC	9.46K	Mar 31, 26	+1.50K	0.30%
CAPTRUST FINANCIAL ADVISORS	9.30K	Mar 31, 26	--	0.29%
Sigma Planning Corp	9.30K	Mar 31, 26	-28.49K	0.29%
NorthCrest Asset Manangement, LLC	8.78K	Mar 31, 26	--	0.28%
Outlook Wealth Advisors, LLC	8.76K	Mar 31, 26	--	0.28%
Advisor OS, LLC	8.73K	Mar 31, 26	+8.73K	0.28%
WEALTHGARDEN F.S. LLC	8.55K	Mar 31, 26	--	0.27%
Elmwood Wealth Management, Inc.	8.45K	Mar 31, 26	--	0.27%
First Heartland Consultants, Inc.	8.25K	Mar 31, 26	-542	0.26%
Private Advisor Group, LLC	7.77K	Mar 31, 26	--	0.25%
NewEdge Advisors, LLC	7.66K	Mar 31, 26	--	0.24%
CRA Financial Services, LLC	7.62K	Mar 31, 26	-2.50K	0.24%
Pensionmark Financial Group, LLC	7.48K	Mar 31, 26	+108	0.24%
Vantage Point Financial LLC	7.16K	Mar 31, 26	-1.87K	0.23%
MML INVESTORS SERVICES, LLC	7.10K	Mar 31, 26	-5.40K	0.22%
CITADEL ADVISORS LLC	6.70K	Mar 31, 26	+6.70K	0.21%
SIGNATUREFD, LLC	6.53K	Mar 31, 26	--	0.21%
MAI Capital Management	6.42K	Mar 31, 26	+630	0.20%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	6.21K	Mar 31, 26	-1.29K	0.20%
WINNOW WEALTH LLC	6.01K	Mar 31, 26	-810	0.19%
CoreCap Advisors, LLC	4.69K	Mar 31, 26	+353	0.15%
Ashton Thomas Private Wealth, LLC	3.74K	Mar 31, 26	+3.74K	0.12%
AdvisorNet Financial, Inc	3.31K	Mar 31, 26	--	0.10%
WealthShield Partners, LLC	3.25K	Mar 31, 26	--	0.10%
Steward Partners Investment Advisory, LLC	2.39K	Mar 31, 26	--	0.08%
HARBOUR INVESTMENTS, INC.	1.32K	Mar 31, 26	-8.89K	0.04%
Financial Network Wealth Advisors LLC	1.24K	Mar 31, 26	-315	0.04%
Larson Financial Group LLC	500	Mar 31, 26	--	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	307	Mar 31, 26	--	0.01%
Rockefeller Capital Management L.P.	230	Mar 31, 26	-1.00K	0.01%
Farther Finance Advisors, LLC	180	Mar 31, 26	+180	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	100	Mar 31, 26	--	0.00%
MORGAN STANLEY	1	Mar 31, 26	--	0.00%
Brookstone Capital Management	--	Mar 31, 26	-16.50K	--
JPMORGAN CHASE & CO	--	Mar 31, 26	-8.06K	--
CORRADO ADVISORS, LLC	--	Mar 31, 26	-34.51K	--
FORVIS Wealth Advisors, LLC	--	Mar 31, 26	-6.31K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-8.73K	--
Luminist Capital LLC	--	Mar 31, 26	-501	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-19.64K	--
COMMONS CAPITAL, LLC	--	Mar 31, 26	-44.49K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-18.66K	--
SageView Advisory Group, LLC	163.04K	Dec 31, 25	+108.21K	5.15%
Bullseye Investment Management, LLC	13.10K	Sep 30, 25	--	0.41%
WOLVERINE TRADING, LLC	7.08K	Sep 30, 25	+7.08K	0.22%
AVANTAX ADVISORY SERVICES, INC.	24.48K	Jun 30, 25	-1.82K	0.77%
ACAS, LLC	15.19K	Jun 30, 25	+140	0.48%
Sugarloaf Wealth Management, LLC	13.74K	Dec 31, 24	+8.26K	0.43%
Raymond James Financial Services Advisors, Inc.	7.96K	Sep 30, 24	+724	0.25%
RAYMOND JAMES & ASSOCIATES	--	Sep 30, 24	-9.42K	--
Epic Trust Investment Advisors, LLC	22.52K	Jun 30, 24	--	0.71%
InterOcean Capital Group, LLC	48.62K	Mar 31, 24	--	1.53%
Cetera Advisor Networks LLC	45.48K	Mar 31, 24	-2.89K	1.44%
Cetera Advisors LLC	17.51K	Mar 31, 24	+4.91K	0.55%
WEALTHSOURCE PARTNERS, LLC	12.29K	Dec 31, 23	+475	0.39%
Truadvice, LLC	9.50K	Sep 30, 23	--	0.30%
ACG Wealth	--	Sep 30, 22	-120	--
Frontier Wealth Management LLC	10.80K	Jun 30, 22	--	0.34%
Dixon Hughes Goodman Wealth Advisors LLC	49.64K	Mar 31, 22	-313	1.57%
NEXT Financial Group, Inc	528	Dec 31, 21	+346	0.02%
INVESTMENT SECURITY GROUP INC /CO/ /ADV	11.43K	Sep 30, 21	-13.27K	0.36%
OLD MISSION CAPITAL, LLC	16.08K	Dec 31, 20	+16.08K	0.51%
Advisor Group, Inc.	9.20K	Dec 31, 19	+9.20K	0.29%

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Holder

Date

Change

% Held

HighTower Advisors, LLC

287.55K

Mar 31, 26

+245.10K

9.08%

Compass Financial Group, Inc.

240.53K

Mar 31, 26

-649

7.59%

Cetera Investment Advisers

176.90K

Mar 31, 26

-3.40K

5.58%

Creative Planning

171.89K

Mar 31, 26

+171.89K

5.43%

ADVISOR GROUP HOLDINGS, INC.

167.42K

Mar 31, 26

-18.16K

5.29%

PRINCIPAL SECURITIES, INC.

166.70K

Mar 31, 26

-461

5.26%

COMMONWEALTH EQUITY SERVICES, LLC

128.54K

Mar 31, 26

-14.83K

4.06%

LPL Financial LLC

56.27K

Mar 31, 26

+1.17K

1.78%

Global Strategic Investment Solutions, LLC

55.15K

Mar 31, 26

-12.15K

1.74%

TRUIST FINANCIAL CORP

53.67K

Mar 31, 26

+917

1.69%

ENVESTNET ASSET MANAGEMENT INC

52.46K

Mar 31, 26

+983

1.66%

DHJJ Financial Advisors, Ltd.

49.71K

Mar 31, 26

-1.41K

1.57%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

44.47K

Mar 31, 26

+5.72K

1.40%

Valtinson Bruner Financial Planning LLC

42.39K

Mar 31, 26

-566

1.34%

Kestra Advisory Services, LLC

42.18K

Mar 31, 26

+11.00K

1.33%

OLD MISSION CAPITAL LLC

39.09K

Mar 31, 26

+39.09K

1.23%

Colony Group, LLC

38.58K

Mar 31, 26

1.22%

Resources Investment Advisors, LLC.

35.94K

Mar 31, 26

1.13%

Capital Investment Advisory Services, LLC

35.03K

Mar 31, 26

-1.41K

1.11%

Stratos Wealth Advisors, LLC

33.37K

Mar 31, 26

1.05%

FOUNDERS FINANCIAL SECURITIES LLC

33.18K

Mar 31, 26

+4.92K

1.05%

Sunbelt Securities, Inc.

33.01K

Mar 31, 26

+6.53K

1.04%

U.S. Capital Wealth Advisors, LLC

28.36K

Mar 31, 26

-2.21K

0.90%

IFP Advisors, Inc

27.32K

Mar 31, 26

+2.48K

0.86%

INDEPENDENT FINANCIAL GROUP, LLC

26.84K

Mar 31, 26

0.85%

RAYMOND JAMES FINANCIAL INC

26.58K

Mar 31, 26

-12.18K

0.84%

GOLDMAN SACHS GROUP INC

25.00K

Mar 31, 26

+25.00K

0.79%

Concurrent Investment Advisors, LLC

23.74K

Mar 31, 26

-1.47K

0.75%

Wood Tarver Financial Group, LLC

23.06K

Mar 31, 26

0.73%

Cambridge Investment Research Advisors, Inc.

22.32K

Mar 31, 26

-1.77K

0.70%

Janney Montgomery Scott LLC

21.07K

Mar 31, 26

0.67%

CWM, LLC

20.82K

Mar 31, 26

-7.50K

0.66%

Wealth Alliance

20.78K

Mar 31, 26

0.66%

Compass Advisory Group LLC

20.38K

Mar 31, 26

-60

0.64%

Fragasso Group Inc.

20.35K

Mar 31, 26

+379

0.64%

Long Island Wealth Management, Inc.

19.60K

Mar 31, 26

+1.40K

0.62%

RETIREMENT GUYS FORMULA LLC

18.70K

Mar 31, 26

0.59%

Cape Investment Advisory, Inc.

18.50K

Mar 31, 26

-100

0.58%

Atlantic Private Wealth, LLC

17.55K

Mar 31, 26

0.55%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

17.54K

Mar 31, 26

-420

0.55%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

16.21K

Mar 31, 26

+3.77K

0.51%

Advisory Services Network, LLC

14.95K

Mar 31, 26

0.47%

Diligent Investors, LLC

14.04K

Mar 31, 26

-500

0.44%

FIDUCIARY FINANCIAL GROUP, LLC

13.70K

Mar 31, 26

0.43%

AXXCESS WEALTH MANAGEMENT, LLC

12.23K

Mar 31, 26

0.39%

FSA Advisors, Inc.

12.12K

Mar 31, 26

-88

0.38%

Tradition Wealth Management, LLC

11.85K

Mar 31, 26

0.37%

Quantinno Capital Management LP

11.44K

Mar 31, 26

0.36%

WEDBUSH SECURITIES INC

11.30K

Mar 31, 26

0.36%

PFS Partners, LLC

10.78K

Mar 31, 26

0.34%

AE Wealth Management LLC

10.38K

Mar 31, 26

0.33%

Capital Analysts, LLC

10.07K

Mar 31, 26

0.32%

BCS Wealth Management

9.87K

Mar 31, 26

-9.87K

0.31%

Prime Capital Investment Advisors, LLC

9.46K

Mar 31, 26

+1.50K

0.30%

CAPTRUST FINANCIAL ADVISORS

9.30K

Mar 31, 26

0.29%

Sigma Planning Corp

9.30K

Mar 31, 26

-28.49K

0.29%

NorthCrest Asset Manangement, LLC

8.78K

Mar 31, 26

0.28%

Outlook Wealth Advisors, LLC

8.76K

Mar 31, 26

0.28%

Advisor OS, LLC

8.73K

Mar 31, 26

+8.73K

0.28%

WEALTHGARDEN F.S. LLC

8.55K

Mar 31, 26

0.27%

Elmwood Wealth Management, Inc.

8.45K

Mar 31, 26

0.27%

First Heartland Consultants, Inc.

8.25K

Mar 31, 26

-542

0.26%

Private Advisor Group, LLC

7.77K

Mar 31, 26

0.25%

NewEdge Advisors, LLC

7.66K

Mar 31, 26

0.24%

CRA Financial Services, LLC

7.62K

Mar 31, 26

-2.50K

0.24%

Pensionmark Financial Group, LLC

7.48K

Mar 31, 26

+108

0.24%

Vantage Point Financial LLC

7.16K

Mar 31, 26

-1.87K

0.23%

MML INVESTORS SERVICES, LLC

7.10K

Mar 31, 26

-5.40K

0.22%

CITADEL ADVISORS LLC

6.70K

Mar 31, 26

+6.70K

0.21%

SIGNATUREFD, LLC

6.53K

Mar 31, 26

0.21%

MAI Capital Management

6.42K

Mar 31, 26

+630

0.20%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

6.21K

Mar 31, 26

-1.29K

0.20%

WINNOW WEALTH LLC

6.01K

Mar 31, 26

-810

0.19%

CoreCap Advisors, LLC

4.69K

Mar 31, 26

+353

0.15%

Ashton Thomas Private Wealth, LLC

3.74K

Mar 31, 26

+3.74K

0.12%

AdvisorNet Financial, Inc

3.31K

Mar 31, 26

0.10%

WealthShield Partners, LLC

3.25K

Mar 31, 26

0.10%

Steward Partners Investment Advisory, LLC

2.39K

Mar 31, 26

0.08%

HARBOUR INVESTMENTS, INC.

1.32K

Mar 31, 26

-8.89K

0.04%

Financial Network Wealth Advisors LLC

1.24K

Mar 31, 26

-315

0.04%

Larson Financial Group LLC

500

Mar 31, 26

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

307

Mar 31, 26

0.01%

Rockefeller Capital Management L.P.

230

Mar 31, 26

-1.00K

0.01%

Farther Finance Advisors, LLC

180

Mar 31, 26

+180

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

100

Mar 31, 26

0.00%

MORGAN STANLEY

Mar 31, 26

0.00%

Brookstone Capital Management

Mar 31, 26

-16.50K

JPMORGAN CHASE & CO

Mar 31, 26

-8.06K

CORRADO ADVISORS, LLC

Mar 31, 26

-34.51K

FORVIS Wealth Advisors, LLC

Mar 31, 26

-6.31K

Arete Wealth Advisors, LLC

Mar 31, 26

-8.73K

Luminist Capital LLC

Mar 31, 26

-501

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-19.64K

COMMONS CAPITAL, LLC

Mar 31, 26

-44.49K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-18.66K

SageView Advisory Group, LLC

163.04K

Dec 31, 25

+108.21K

5.15%

Bullseye Investment Management, LLC

13.10K

Sep 30, 25

0.41%

WOLVERINE TRADING, LLC

7.08K

Sep 30, 25

+7.08K

0.22%

AVANTAX ADVISORY SERVICES, INC.

24.48K

Jun 30, 25

-1.82K

0.77%

ACAS, LLC

15.19K

Jun 30, 25

+140

0.48%

Sugarloaf Wealth Management, LLC

13.74K

Dec 31, 24

+8.26K

0.43%

Raymond James Financial Services Advisors, Inc.

7.96K

Sep 30, 24

+724

0.25%

RAYMOND JAMES & ASSOCIATES

Sep 30, 24

-9.42K

Epic Trust Investment Advisors, LLC

22.52K

Jun 30, 24

0.71%

InterOcean Capital Group, LLC

48.62K

Mar 31, 24

1.53%

Cetera Advisor Networks LLC

45.48K

Mar 31, 24

-2.89K

1.44%

Cetera Advisors LLC

17.51K

Mar 31, 24

+4.91K

0.55%

WEALTHSOURCE PARTNERS, LLC

12.29K

Dec 31, 23

+475

0.39%

Truadvice, LLC

9.50K

Sep 30, 23

0.30%

ACG Wealth

Sep 30, 22

-120

Frontier Wealth Management LLC

10.80K

Jun 30, 22

0.34%

Dixon Hughes Goodman Wealth Advisors LLC

49.64K

Mar 31, 22

-313

1.57%

NEXT Financial Group, Inc

528

Dec 31, 21

+346

0.02%

INVESTMENT SECURITY GROUP INC /CO/ /ADV

11.43K

Sep 30, 21

-13.27K

0.36%

OLD MISSION CAPITAL, LLC

16.08K

Dec 31, 20

+16.08K

0.51%

Advisor Group, Inc.

9.20K

Dec 31, 19

+9.20K

0.29%