Innovator U.S. Equity Ultra Buffer ETF(UOCT)

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Innovator U.S. Equity Ultra Buffer ETF(UOCT)

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$41.22—

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UOCT(UOCT)

UOCT

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

Institutional Ownership

Top 104 Institutional Holders

Holder	Shares	Date	Change	% Held
Brookstone Capital Management	1.68M	Mar 31, 26	+12.01K	46.56%
Talon Private Wealth, LLC	943.20K	Mar 31, 26	+943.20K	26.12%
COMMONWEALTH EQUITY SERVICES, LLC	383.73K	Mar 31, 26	-3.91K	10.63%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	149.98K	Mar 31, 26	+9.93K	4.15%
CWM, LLC	125.37K	Mar 31, 26	+2.95K	3.47%
KFG WEALTH MANAGEMENT, LLC	124.40K	Mar 31, 26	-12.72K	3.45%
Kestra Advisory Services, LLC	104.30K	Mar 31, 26	+13.26K	2.89%
Advisory Services Network, LLC	90.28K	Mar 31, 26	-399	2.50%
ADVISOR GROUP HOLDINGS, INC.	84.91K	Mar 31, 26	+13.58K	2.35%
Spire Wealth Management	82.20K	Mar 31, 26	-4.67K	2.28%
ENVESTNET ASSET MANAGEMENT INC	75.97K	Mar 31, 26	+2.60K	2.10%
IMG Wealth Management, Inc.	65.88K	Mar 31, 26	-805	1.82%
CENTRAL VALLEY ADVISORS, LLC	60.92K	Mar 31, 26	-1.23K	1.69%
Brinker Capital Investments, LLC	59.58K	Mar 31, 26	+5.52K	1.65%
Foundations Investment Advisors, LLC	56.22K	Mar 31, 26	+3.22K	1.56%
MERCER GLOBAL ADVISORS INC /ADV	55.62K	Mar 31, 26	-51.75K	1.54%
LPL Financial LLC	53.84K	Mar 31, 26	-82	1.49%
Creative Planning	49.33K	Mar 31, 26	+49.33K	1.37%
RAYMOND JAMES FINANCIAL INC	48.82K	Mar 31, 26	-1.42K	1.35%
Cetera Investment Advisers	46.74K	Mar 31, 26	-144	1.29%
TRUIST FINANCIAL CORP	43.62K	Mar 31, 26	-227	1.21%
Wood Tarver Financial Group, LLC	40.58K	Mar 31, 26	-751	1.12%
Bedel Financial Consulting, Inc.	36.17K	Mar 31, 26	--	1.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	35.26K	Mar 31, 26	+14.77K	0.98%
Berger Financial Group, Inc	34.12K	Mar 31, 26	--	0.94%
Trek Financial, LLC	30.08K	Mar 31, 26	-1.30K	0.83%
OLD MISSION CAPITAL LLC	29.91K	Mar 31, 26	+20.66K	0.83%
AE Wealth Management LLC	25.02K	Mar 31, 26	-2.04K	0.69%
Allworth Financial LP	23.44K	Mar 31, 26	--	0.65%
Triad Wealth Partners, LLC	22.73K	Mar 31, 26	+7.54K	0.63%
Compass Advisory Group LLC	20.89K	Mar 31, 26	-441	0.58%
WEDBUSH SECURITIES INC	19.57K	Mar 31, 26	--	0.54%
MML INVESTORS SERVICES, LLC	17.27K	Mar 31, 26	-21.01K	0.48%
CENTAURUS FINANCIAL, INC.	17.25K	Mar 31, 26	-1.15K	0.48%
Vantage Point Financial LLC	16.27K	Mar 31, 26	--	0.45%
GTS SECURITIES LLC	14.35K	Mar 31, 26	+400	0.40%
Arkadios Wealth Advisors	14.15K	Mar 31, 26	+1.36K	0.39%
IHT Wealth Management, LLC	13.73K	Mar 31, 26	--	0.38%
Cornerstone Wealth Group, LLC	12.84K	Mar 31, 26	--	0.36%
Meridian Wealth Management, LLC	12.48K	Mar 31, 26	--	0.35%
WEALTHGARDEN F.S. LLC	12.38K	Mar 31, 26	--	0.34%
Long Island Wealth Management, Inc.	12.05K	Mar 31, 26	--	0.33%
RFG Advisory, LLC	12.02K	Mar 31, 26	-178	0.33%
Atria Investments, Inc	11.78K	Mar 31, 26	+568	0.33%
CITADEL ADVISORS LLC	11.64K	Mar 31, 26	+11.64K	0.32%
Kellett Wealth Advisors, LLC	11.46K	Mar 31, 26	-10.83K	0.32%
AssuredPartners Investment Advisors, LLC	11.42K	Mar 31, 26	-3.76K	0.32%
WorthPointe, LLC	11.24K	Mar 31, 26	-1.42K	0.31%
Janney Montgomery Scott LLC	10.79K	Mar 31, 26	--	0.30%
Simplicity Wealth,LLC	10.61K	Mar 31, 26	-786	0.29%
Cambridge Investment Research Advisors, Inc.	10.61K	Mar 31, 26	-45	0.29%
Strategic Blueprint, LLC	9.19K	Mar 31, 26	--	0.25%
Concurrent Investment Advisors, LLC	8.76K	Mar 31, 26	+429	0.24%
Chris Bulman Inc	8.56K	Mar 31, 26	-443	0.24%
Encompass More Asset Management	8.50K	Mar 31, 26	+775	0.24%
MONEY CONCEPTS CAPITAL CORP	8.10K	Mar 31, 26	-4.62K	0.22%
Capital Investment Advisory Services, LLC	7.87K	Mar 31, 26	-455	0.22%
Madison Wealth Partners, Inc	7.26K	Mar 31, 26	+7.26K	0.20%
HighTower Advisors, LLC	6.91K	Mar 31, 26	--	0.19%
Beacon Financial Advisory LLC	6.74K	Mar 31, 26	--	0.19%
DHJJ Financial Advisors, Ltd.	6.29K	Mar 31, 26	--	0.17%
HARBOUR INVESTMENTS, INC.	6.17K	Mar 31, 26	-17.75K	0.17%
CREATIVE FINANCIAL DESIGNS INC /ADV	6.10K	Mar 31, 26	--	0.17%
Lantz Financial LLC	5.74K	Mar 31, 26	-164	0.16%
Retirement Planning Group	5.59K	Mar 31, 26	--	0.15%
ROTHSCHILD INVESTMENT LLC	5.50K	Mar 31, 26	--	0.15%
Tradition Wealth Management, LLC	5.38K	Mar 31, 26	--	0.15%
Financial Network Wealth Advisors LLC	5.36K	Mar 31, 26	+155	0.15%
Ausdal Financial Partners, Inc.	5.32K	Mar 31, 26	-188	0.15%
CoreCap Advisors, LLC	3.67K	Mar 31, 26	-25	0.10%
Aptus Capital Advisors, LLC	3.25K	Mar 31, 26	--	0.09%
GUARDIAN WEALTH ADVISORS, LLC / NC	3.25K	Mar 31, 26	+3.25K	0.09%
Farther Finance Advisors, LLC	2.19K	Mar 31, 26	--	0.06%
WealthShield Partners, LLC	1.28K	Mar 31, 26	-19	0.04%
Ashton Thomas Private Wealth, LLC	1.02K	Mar 31, 26	+1.02K	0.03%
Steward Partners Investment Advisory, LLC	982	Mar 31, 26	--	0.03%
MORGAN STANLEY	962	Mar 31, 26	--	0.03%
Archer Investment Corp	955	Mar 31, 26	--	0.03%
ROYAL BANK OF CANADA	500	Mar 31, 26	--	0.01%
ASSETMARK, INC	445	Mar 31, 26	+51	0.01%
Triumph Capital Management	330	Mar 31, 26	-700	0.01%
UBS Group AG	299	Mar 31, 26	+299	0.01%
JPMORGAN CHASE & CO	144	Mar 31, 26	--	0.00%
Arete Wealth Advisors, LLC	--	Mar 31, 26	-6.87K	--
BENJAMIN EDWARDS INC	--	Mar 31, 26	-5.20K	--
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-100	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-805	--
BARCLAYS PLC	--	Mar 31, 26	-2	--
First Heartland Consultants, Inc.	--	Mar 31, 26	-5.17K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-5.22K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-7.20K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-15.17K	--
SageView Advisory Group, LLC	48.46K	Dec 31, 25	+4.97K	1.34%
Donald L. Hagan, LLC	--	Sep 30, 25	-53.55K	--
Orion Portfolio Solutions, LLC	17.47K	Mar 31, 25	+17.47K	0.48%
Raymond James Financial Services Advisors, Inc.	11.50K	Sep 30, 24	+4.62K	0.32%
RAYMOND JAMES & ASSOCIATES	--	Sep 30, 24	-8.18K	--
Cetera Advisor Networks LLC	11.17K	Mar 31, 24	-3.18K	0.31%
BEDEL FINANCIAL CONSULTING INC	46.78K	Sep 30, 23	+46.78K	1.30%
V Wealth Advisors LLC	--	Sep 30, 23	-15.96K	--
NEXT Financial Group, Inc	517	Dec 31, 21	--	0.01%
Ameritas Investment Company, LLC	10.72K	Sep 30, 21	-881	0.30%
Advisor Group, Inc.	33.34K	Dec 31, 19	-11.23K	0.92%
LADENBURG THALMANN FINANCIAL SERVICES INC.	7.78K	Dec 31, 19	+5.74K	0.22%

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Holder

Date

Change

% Held

Brookstone Capital Management

1.68M

Mar 31, 26

+12.01K

46.56%

Talon Private Wealth, LLC

943.20K

Mar 31, 26

+943.20K

26.12%

COMMONWEALTH EQUITY SERVICES, LLC

383.73K

Mar 31, 26

-3.91K

10.63%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

149.98K

Mar 31, 26

+9.93K

4.15%

CWM, LLC

125.37K

Mar 31, 26

+2.95K

3.47%

KFG WEALTH MANAGEMENT, LLC

124.40K

Mar 31, 26

-12.72K

3.45%

Kestra Advisory Services, LLC

104.30K

Mar 31, 26

+13.26K

2.89%

Advisory Services Network, LLC

90.28K

Mar 31, 26

-399

2.50%

ADVISOR GROUP HOLDINGS, INC.

84.91K

Mar 31, 26

+13.58K

2.35%

Spire Wealth Management

82.20K

Mar 31, 26

-4.67K

2.28%

ENVESTNET ASSET MANAGEMENT INC

75.97K

Mar 31, 26

+2.60K

2.10%

IMG Wealth Management, Inc.

65.88K

Mar 31, 26

-805

1.82%

CENTRAL VALLEY ADVISORS, LLC

60.92K

Mar 31, 26

-1.23K

1.69%

Brinker Capital Investments, LLC

59.58K

Mar 31, 26

+5.52K

1.65%

Foundations Investment Advisors, LLC

56.22K

Mar 31, 26

+3.22K

1.56%

MERCER GLOBAL ADVISORS INC /ADV

55.62K

Mar 31, 26

-51.75K

1.54%

LPL Financial LLC

53.84K

Mar 31, 26

-82

1.49%

Creative Planning

49.33K

Mar 31, 26

+49.33K

1.37%

RAYMOND JAMES FINANCIAL INC

48.82K

Mar 31, 26

-1.42K

1.35%

Cetera Investment Advisers

46.74K

Mar 31, 26

-144

1.29%

TRUIST FINANCIAL CORP

43.62K

Mar 31, 26

-227

1.21%

Wood Tarver Financial Group, LLC

40.58K

Mar 31, 26

-751

1.12%

Bedel Financial Consulting, Inc.

36.17K

Mar 31, 26

1.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

35.26K

Mar 31, 26

+14.77K

0.98%

Berger Financial Group, Inc

34.12K

Mar 31, 26

0.94%

Trek Financial, LLC

30.08K

Mar 31, 26

-1.30K

0.83%

OLD MISSION CAPITAL LLC

29.91K

Mar 31, 26

+20.66K

0.83%

AE Wealth Management LLC

25.02K

Mar 31, 26

-2.04K

0.69%

Allworth Financial LP

23.44K

Mar 31, 26

0.65%

Triad Wealth Partners, LLC

22.73K

Mar 31, 26

+7.54K

0.63%

Compass Advisory Group LLC

20.89K

Mar 31, 26

-441

0.58%

WEDBUSH SECURITIES INC

19.57K

Mar 31, 26

0.54%

MML INVESTORS SERVICES, LLC

17.27K

Mar 31, 26

-21.01K

0.48%

CENTAURUS FINANCIAL, INC.

17.25K

Mar 31, 26

-1.15K

0.48%

Vantage Point Financial LLC

16.27K

Mar 31, 26

0.45%

GTS SECURITIES LLC

14.35K

Mar 31, 26

+400

0.40%

Arkadios Wealth Advisors

14.15K

Mar 31, 26

+1.36K

0.39%

IHT Wealth Management, LLC

13.73K

Mar 31, 26

0.38%

Cornerstone Wealth Group, LLC

12.84K

Mar 31, 26

0.36%

Meridian Wealth Management, LLC

12.48K

Mar 31, 26

0.35%

WEALTHGARDEN F.S. LLC

12.38K

Mar 31, 26

0.34%

Long Island Wealth Management, Inc.

12.05K

Mar 31, 26

0.33%

RFG Advisory, LLC

12.02K

Mar 31, 26

-178

0.33%

Atria Investments, Inc

11.78K

Mar 31, 26

+568

0.33%

CITADEL ADVISORS LLC

11.64K

Mar 31, 26

+11.64K

0.32%

Kellett Wealth Advisors, LLC

11.46K

Mar 31, 26

-10.83K

0.32%

AssuredPartners Investment Advisors, LLC

11.42K

Mar 31, 26

-3.76K

0.32%

WorthPointe, LLC

11.24K

Mar 31, 26

-1.42K

0.31%

Janney Montgomery Scott LLC

10.79K

Mar 31, 26

0.30%

Simplicity Wealth,LLC

10.61K

Mar 31, 26

-786

0.29%

Cambridge Investment Research Advisors, Inc.

10.61K

Mar 31, 26

-45

0.29%

Strategic Blueprint, LLC

9.19K

Mar 31, 26

0.25%

Concurrent Investment Advisors, LLC

8.76K

Mar 31, 26

+429

0.24%

Chris Bulman Inc

8.56K

Mar 31, 26

-443

0.24%

Encompass More Asset Management

8.50K

Mar 31, 26

+775

0.24%

MONEY CONCEPTS CAPITAL CORP

8.10K

Mar 31, 26

-4.62K

0.22%

Capital Investment Advisory Services, LLC

7.87K

Mar 31, 26

-455

0.22%

Madison Wealth Partners, Inc

7.26K

Mar 31, 26

+7.26K

0.20%

HighTower Advisors, LLC

6.91K

Mar 31, 26

0.19%

Beacon Financial Advisory LLC

6.74K

Mar 31, 26

0.19%

DHJJ Financial Advisors, Ltd.

6.29K

Mar 31, 26

0.17%

HARBOUR INVESTMENTS, INC.

6.17K

Mar 31, 26

-17.75K

0.17%

CREATIVE FINANCIAL DESIGNS INC /ADV

6.10K

Mar 31, 26

0.17%

Lantz Financial LLC

5.74K

Mar 31, 26

-164

0.16%

Retirement Planning Group

5.59K

Mar 31, 26

0.15%

ROTHSCHILD INVESTMENT LLC

5.50K

Mar 31, 26

0.15%

Tradition Wealth Management, LLC

5.38K

Mar 31, 26

0.15%

Financial Network Wealth Advisors LLC

5.36K

Mar 31, 26

+155

0.15%

Ausdal Financial Partners, Inc.

5.32K

Mar 31, 26

-188

0.15%

CoreCap Advisors, LLC

3.67K

Mar 31, 26

-25

0.10%

Aptus Capital Advisors, LLC

3.25K

Mar 31, 26

0.09%

GUARDIAN WEALTH ADVISORS, LLC / NC

3.25K

Mar 31, 26

+3.25K

0.09%

Farther Finance Advisors, LLC

2.19K

Mar 31, 26

0.06%

WealthShield Partners, LLC

1.28K

Mar 31, 26

-19

0.04%

Ashton Thomas Private Wealth, LLC

1.02K

Mar 31, 26

+1.02K

0.03%

Steward Partners Investment Advisory, LLC

982

Mar 31, 26

0.03%

MORGAN STANLEY

962

Mar 31, 26

0.03%

Archer Investment Corp

955

Mar 31, 26

0.03%

ROYAL BANK OF CANADA

500

Mar 31, 26

0.01%

ASSETMARK, INC

445

Mar 31, 26

+51

0.01%

Triumph Capital Management

330

Mar 31, 26

-700

0.01%

UBS Group AG

299

Mar 31, 26

+299

0.01%

JPMORGAN CHASE & CO

144

Mar 31, 26

0.00%

Arete Wealth Advisors, LLC

Mar 31, 26

-6.87K

BENJAMIN EDWARDS INC

Mar 31, 26

-5.20K

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Mar 31, 26

-100

OPTIMA CAPITAL LLC

Mar 31, 26

-805

BARCLAYS PLC

Mar 31, 26

-2

First Heartland Consultants, Inc.

Mar 31, 26

-5.17K

NewEdge Advisors, LLC

Mar 31, 26

-5.22K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-7.20K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-15.17K

SageView Advisory Group, LLC

48.46K

Dec 31, 25

+4.97K

1.34%

Donald L. Hagan, LLC

Sep 30, 25

-53.55K

Orion Portfolio Solutions, LLC

17.47K

Mar 31, 25

+17.47K

0.48%

Raymond James Financial Services Advisors, Inc.

11.50K

Sep 30, 24

+4.62K

0.32%

RAYMOND JAMES & ASSOCIATES

Sep 30, 24

-8.18K

Cetera Advisor Networks LLC

11.17K

Mar 31, 24

-3.18K

0.31%

BEDEL FINANCIAL CONSULTING INC

46.78K

Sep 30, 23

+46.78K

1.30%

V Wealth Advisors LLC

Sep 30, 23

-15.96K

NEXT Financial Group, Inc

517

Dec 31, 21

0.01%

Ameritas Investment Company, LLC

10.72K

Sep 30, 21

-881

0.30%

Advisor Group, Inc.

33.34K

Dec 31, 19

-11.23K

0.92%

LADENBURG THALMANN FINANCIAL SERVICES INC.

7.78K

Dec 31, 19

+5.74K

0.22%