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

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

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$41.98—

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UOCT(UOCT)

UOCT

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 115 Institutional Holders

Holder	Shares	Date	Change	% Held
COMMONWEALTH EQUITY SERVICES, LLC	366.15K	Jun 30, 26	-17.58K	8.47%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	158.71K	Jun 30, 26	+8.73K	3.67%
Advisory Services Network, LLC	89.92K	Jun 30, 26	-370	2.08%
ADVISOR GROUP HOLDINGS, INC.	88.01K	Jun 30, 26	+3.10K	2.03%
Brookstone Capital Management	86.95K	Jun 30, 26	-1.59M	2.01%
Kestra Advisory Services, LLC	81.31K	Jun 30, 26	-22.99K	1.88%
KFG WEALTH MANAGEMENT, LLC	79.80K	Jun 30, 26	-44.61K	1.84%
Spire Wealth Management	78.77K	Jun 30, 26	-3.43K	1.82%
ENVESTNET ASSET MANAGEMENT INC	69.41K	Jun 30, 26	-6.56K	1.60%
IMG Wealth Management, Inc.	66.60K	Jun 30, 26	+722	1.54%
Brinker Capital Investments, LLC	65.51K	Jun 30, 26	+5.93K	1.51%
CENTRAL VALLEY ADVISORS, LLC	58.13K	Jun 30, 26	-2.79K	1.34%
LPL Financial LLC	57.57K	Jun 30, 26	+3.73K	1.33%
Foundations Investment Advisors, LLC	57.04K	Jun 30, 26	+819	1.32%
RAYMOND JAMES FINANCIAL INC	55.41K	Jun 30, 26	+6.58K	1.28%
MERCER GLOBAL ADVISORS INC /ADV	50.86K	Jun 30, 26	-4.76K	1.18%
Cetera Investment Advisers	46.74K	Jun 30, 26	--	1.08%
TRUIST FINANCIAL CORP	43.41K	Jun 30, 26	-217	1.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	40.03K	Jun 30, 26	+4.77K	0.93%
Triad Wealth Partners, LLC	37.61K	Jun 30, 26	+14.88K	0.87%
MML INVESTORS SERVICES, LLC	37.31K	Jun 30, 26	+20.05K	0.86%
Sonoma Allocations LLC	36.80K	Jun 30, 26	-1.57K	0.85%
Bedel Financial Consulting, Inc.	36.17K	Jun 30, 26	--	0.84%
Wood Tarver Financial Group, LLC	35.67K	Jun 30, 26	-4.90K	0.82%
Berger Financial Group, Inc	34.12K	Jun 30, 26	--	0.79%
Trek Financial, LLC	30.08K	Jun 30, 26	--	0.70%
AE Wealth Management LLC	24.80K	Jun 30, 26	-220	0.57%
Allworth Financial LP	23.86K	Jun 30, 26	+427	0.55%
Compass Advisory Group LLC	20.70K	Jun 30, 26	-181	0.48%
Steel Peak Wealth Management LLC	20.46K	Jun 30, 26	+20.46K	0.47%
WEDBUSH SECURITIES INC	19.57K	Jun 30, 26	--	0.45%
CITADEL ADVISORS LLC	19.44K	Jun 30, 26	+7.80K	0.45%
CENTAURUS FINANCIAL, INC.	17.04K	Jun 30, 26	-212	0.39%
MTM FINANCIAL GROUP, LLC	15.38K	Jun 30, 26	--	0.36%
AXXCESS WEALTH MANAGEMENT, LLC	15.17K	Jun 30, 26	+15.17K	0.35%
Vantage Point Financial LLC	15.15K	Jun 30, 26	-1.12K	0.35%
Simplicity Wealth,LLC	14.33K	Jun 30, 26	+3.71K	0.33%
IHT Wealth Management, LLC	13.73K	Jun 30, 26	--	0.32%
Cornerstone Wealth Group, LLC	12.84K	Jun 30, 26	--	0.30%
Meridian Wealth Management, LLC	12.48K	Jun 30, 26	--	0.29%
WEALTHGARDEN F.S. LLC	12.38K	Jun 30, 26	--	0.29%
Long Island Wealth Management, Inc.	12.05K	Jun 30, 26	--	0.28%
Atria Investments, Inc	11.87K	Jun 30, 26	+87	0.27%
Kellett Wealth Advisors, LLC	11.50K	Jun 30, 26	+37	0.27%
AssuredPartners Investment Advisors, LLC	11.42K	Jun 30, 26	--	0.26%
WorthPointe, LLC	11.24K	Jun 30, 26	--	0.26%
RFG Advisory, LLC	11.20K	Jun 30, 26	-816	0.26%
NewCorp Financial Services, Inc.	10.92K	Jun 30, 26	--	0.25%
Janney Montgomery Scott LLC	10.63K	Jun 30, 26	-150	0.25%
Encompass More Asset Management	10.49K	Jun 30, 26	+2.00K	0.24%
Cambridge Investment Research Advisors, Inc.	9.90K	Jun 30, 26	-716	0.23%
Concurrent Investment Advisors, LLC	9.80K	Jun 30, 26	+1.04K	0.23%
Strategic Blueprint, LLC	9.19K	Jun 30, 26	--	0.21%
OLD MISSION CAPITAL LLC	8.47K	Jun 30, 26	-21.43K	0.20%
Ameritas Advisory Services, LLC	8.04K	Jun 30, 26	+8.04K	0.19%
Capital Investment Advisory Services, LLC	7.87K	Jun 30, 26	--	0.18%
MONEY CONCEPTS CAPITAL CORP	7.48K	Jun 30, 26	-621	0.17%
BFI Wealth Solutions, LLC	7.38K	Jun 30, 26	--	0.17%
HighTower Advisors, LLC	6.91K	Jun 30, 26	--	0.16%
Beacon Financial Advisory LLC	6.74K	Jun 30, 26	--	0.16%
PRINCIPAL SECURITIES, INC.	6.47K	Jun 30, 26	+6.47K	0.15%
DHJJ Financial Advisors, Ltd.	6.29K	Jun 30, 26	--	0.15%
Creative Planning	6.27K	Jun 30, 26	-43.06K	0.14%
CREATIVE FINANCIAL DESIGNS INC /ADV	6.10K	Jun 30, 26	--	0.14%
SageView Advisory Group, LLC	6.06K	Jun 30, 26	-42.40K	0.14%
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	5.84K	Jun 30, 26	+5.84K	0.14%
Lantz Financial LLC	5.68K	Jun 30, 26	-61	0.13%
Retirement Planning Group	5.59K	Jun 30, 26	--	0.13%
ATX Financial Planning, LLC	5.52K	Jun 30, 26	-383	0.13%
ROTHSCHILD INVESTMENT LLC	5.50K	Jun 30, 26	--	0.13%
Tradition Wealth Management, LLC	5.37K	Jun 30, 26	-4	0.12%
Ausdal Financial Partners, Inc.	5.34K	Jun 30, 26	+21	0.12%
Financial Network Wealth Advisors LLC	5.34K	Jun 30, 26	-25	0.12%
Hiley Hunt Wealth Management	5.12K	Jun 30, 26	+5.12K	0.12%
Galvin, Gaustad & Stein, LLC	5.02K	Jun 30, 26	+5.02K	0.12%
HARBOUR INVESTMENTS, INC.	4.96K	Jun 30, 26	-1.21K	0.11%
NewEdge Advisors, LLC	4.92K	Jun 30, 26	+4.92K	0.11%
CoreCap Advisors, LLC	4.16K	Jun 30, 26	+498	0.10%
Continuum Advisory, LLC	3.57K	Jun 30, 26	+3.57K	0.08%
Aptus Capital Advisors, LLC	3.25K	Jun 30, 26	--	0.08%
Farther Finance Advisors, LLC	2.21K	Jun 30, 26	+16	0.05%
IFP Advisors, Inc	1.40K	Jun 30, 26	+1.40K	0.03%
Keating Financial Advisory Services, Inc.	1.20K	Jun 30, 26	--	0.03%
Archer Investment Corp	1.06K	Jun 30, 26	+108	0.02%
MORGAN STANLEY	962	Jun 30, 26	--	0.02%
WealthShield Partners, LLC	911	Jun 30, 26	-373	0.02%
Ashton Thomas Private Wealth, LLC	716	Jun 30, 26	-304	0.02%
ROYAL BANK OF CANADA	500	Jun 30, 26	--	0.01%
ASSETMARK, INC	445	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	400	Jun 30, 26	-582	0.01%
Triumph Capital Management	330	Jun 30, 26	--	0.01%
Bullock Wealth Management Group	173	Jun 30, 26	+173	0.00%
JPMORGAN CHASE & CO	144	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	123	Jun 30, 26	+123	0.00%
Integrity Advisory Solutions, LLC	--	Jun 30, 26	-7.71K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-3.25K	--
Chris Bulman Inc	--	Jun 30, 26	-8.56K	--
Madison Wealth Partners, Inc	--	Jun 30, 26	-7.26K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-14.15K	--
GTS SECURITIES LLC	--	Jun 30, 26	-14.35K	--
UBS Group AG	--	Jun 30, 26	-299	--
TopTier Wealth Management, LLC	--	Jun 30, 26	-1.42K	--
Talon Private Wealth, LLC	943.20K	Mar 31, 26	+943.20K	21.81%
CWM, LLC	125.37K	Mar 31, 26	+2.95K	2.90%
Donald L. Hagan, LLC	--	Sep 30, 25	-53.55K	--
Orion Portfolio Solutions, LLC	17.47K	Mar 31, 25	+17.47K	0.40%
Raymond James Financial Services Advisors, Inc.	11.50K	Sep 30, 24	+4.62K	0.27%
RAYMOND JAMES & ASSOCIATES	--	Sep 30, 24	-8.18K	--
Cetera Advisor Networks LLC	11.17K	Mar 31, 24	-3.18K	0.26%
BEDEL FINANCIAL CONSULTING INC	46.78K	Sep 30, 23	+46.78K	1.08%
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	0.25%
Advisor Group, Inc.	33.34K	Dec 31, 19	-11.23K	0.77%
LADENBURG THALMANN FINANCIAL SERVICES INC.	7.78K	Dec 31, 19	+5.74K	0.18%

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Holder

Date

Change

% Held

COMMONWEALTH EQUITY SERVICES, LLC

366.15K

Jun 30, 26

-17.58K

8.47%

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

158.71K

Jun 30, 26

+8.73K

3.67%

Advisory Services Network, LLC

89.92K

Jun 30, 26

-370

2.08%

ADVISOR GROUP HOLDINGS, INC.

88.01K

Jun 30, 26

+3.10K

2.03%

Brookstone Capital Management

86.95K

Jun 30, 26

-1.59M

2.01%

Kestra Advisory Services, LLC

81.31K

Jun 30, 26

-22.99K

1.88%

KFG WEALTH MANAGEMENT, LLC

79.80K

Jun 30, 26

-44.61K

1.84%

Spire Wealth Management

78.77K

Jun 30, 26

-3.43K

1.82%

ENVESTNET ASSET MANAGEMENT INC

69.41K

Jun 30, 26

-6.56K

1.60%

IMG Wealth Management, Inc.

66.60K

Jun 30, 26

+722

1.54%

Brinker Capital Investments, LLC

65.51K

Jun 30, 26

+5.93K

1.51%

CENTRAL VALLEY ADVISORS, LLC

58.13K

Jun 30, 26

-2.79K

1.34%

LPL Financial LLC

57.57K

Jun 30, 26

+3.73K

1.33%

Foundations Investment Advisors, LLC

57.04K

Jun 30, 26

+819

1.32%

RAYMOND JAMES FINANCIAL INC

55.41K

Jun 30, 26

+6.58K

1.28%

MERCER GLOBAL ADVISORS INC /ADV

50.86K

Jun 30, 26

-4.76K

1.18%

Cetera Investment Advisers

46.74K

Jun 30, 26

1.08%

TRUIST FINANCIAL CORP

43.41K

Jun 30, 26

-217

1.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

40.03K

Jun 30, 26

+4.77K

0.93%

Triad Wealth Partners, LLC

37.61K

Jun 30, 26

+14.88K

0.87%

MML INVESTORS SERVICES, LLC

37.31K

Jun 30, 26

+20.05K

0.86%

Sonoma Allocations LLC

36.80K

Jun 30, 26

-1.57K

0.85%

Bedel Financial Consulting, Inc.

36.17K

Jun 30, 26

0.84%

Wood Tarver Financial Group, LLC

35.67K

Jun 30, 26

-4.90K

0.82%

Berger Financial Group, Inc

34.12K

Jun 30, 26

0.79%

Trek Financial, LLC

30.08K

Jun 30, 26

0.70%

AE Wealth Management LLC

24.80K

Jun 30, 26

-220

0.57%

Allworth Financial LP

23.86K

Jun 30, 26

+427

0.55%

Compass Advisory Group LLC

20.70K

Jun 30, 26

-181

0.48%

Steel Peak Wealth Management LLC

20.46K

Jun 30, 26

+20.46K

0.47%

WEDBUSH SECURITIES INC

19.57K

Jun 30, 26

0.45%

CITADEL ADVISORS LLC

19.44K

Jun 30, 26

+7.80K

0.45%

CENTAURUS FINANCIAL, INC.

17.04K

Jun 30, 26

-212

0.39%

MTM FINANCIAL GROUP, LLC

15.38K

Jun 30, 26

0.36%

AXXCESS WEALTH MANAGEMENT, LLC

15.17K

Jun 30, 26

+15.17K

0.35%

Vantage Point Financial LLC

15.15K

Jun 30, 26

-1.12K

0.35%

Simplicity Wealth,LLC

14.33K

Jun 30, 26

+3.71K

0.33%

IHT Wealth Management, LLC

13.73K

Jun 30, 26

0.32%

Cornerstone Wealth Group, LLC

12.84K

Jun 30, 26

0.30%

Meridian Wealth Management, LLC

12.48K

Jun 30, 26

0.29%

WEALTHGARDEN F.S. LLC

12.38K

Jun 30, 26

0.29%

Long Island Wealth Management, Inc.

12.05K

Jun 30, 26

0.28%

Atria Investments, Inc

11.87K

Jun 30, 26

+87

0.27%

Kellett Wealth Advisors, LLC

11.50K

Jun 30, 26

+37

0.27%

AssuredPartners Investment Advisors, LLC

11.42K

Jun 30, 26

0.26%

WorthPointe, LLC

11.24K

Jun 30, 26

0.26%

RFG Advisory, LLC

11.20K

Jun 30, 26

-816

0.26%

NewCorp Financial Services, Inc.

10.92K

Jun 30, 26

0.25%

Janney Montgomery Scott LLC

10.63K

Jun 30, 26

-150

0.25%

Encompass More Asset Management

10.49K

Jun 30, 26

+2.00K

0.24%

Cambridge Investment Research Advisors, Inc.

9.90K

Jun 30, 26

-716

0.23%

Concurrent Investment Advisors, LLC

9.80K

Jun 30, 26

+1.04K

0.23%

Strategic Blueprint, LLC

9.19K

Jun 30, 26

0.21%

OLD MISSION CAPITAL LLC

8.47K

Jun 30, 26

-21.43K

0.20%

Ameritas Advisory Services, LLC

8.04K

Jun 30, 26

+8.04K

0.19%

Capital Investment Advisory Services, LLC

7.87K

Jun 30, 26

0.18%

MONEY CONCEPTS CAPITAL CORP

7.48K

Jun 30, 26

-621

0.17%

BFI Wealth Solutions, LLC

7.38K

Jun 30, 26

0.17%

HighTower Advisors, LLC

6.91K

Jun 30, 26

0.16%

Beacon Financial Advisory LLC

6.74K

Jun 30, 26

0.16%

PRINCIPAL SECURITIES, INC.

6.47K

Jun 30, 26

+6.47K

0.15%

DHJJ Financial Advisors, Ltd.

6.29K

Jun 30, 26

0.15%

Creative Planning

6.27K

Jun 30, 26

-43.06K

0.14%

CREATIVE FINANCIAL DESIGNS INC /ADV

6.10K

Jun 30, 26

0.14%

SageView Advisory Group, LLC

6.06K

Jun 30, 26

-42.40K

0.14%

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

5.84K

Jun 30, 26

+5.84K

0.14%

Lantz Financial LLC

5.68K

Jun 30, 26

-61

0.13%

Retirement Planning Group

5.59K

Jun 30, 26

0.13%

ATX Financial Planning, LLC

5.52K

Jun 30, 26

-383

0.13%

ROTHSCHILD INVESTMENT LLC

5.50K

Jun 30, 26

0.13%

Tradition Wealth Management, LLC

5.37K

Jun 30, 26

-4

0.12%

Ausdal Financial Partners, Inc.

5.34K

Jun 30, 26

+21

0.12%

Financial Network Wealth Advisors LLC

5.34K

Jun 30, 26

-25

0.12%

Hiley Hunt Wealth Management

5.12K

Jun 30, 26

+5.12K

0.12%

Galvin, Gaustad & Stein, LLC

5.02K

Jun 30, 26

+5.02K

0.12%

HARBOUR INVESTMENTS, INC.

4.96K

Jun 30, 26

-1.21K

0.11%

NewEdge Advisors, LLC

4.92K

Jun 30, 26

+4.92K

0.11%

CoreCap Advisors, LLC

4.16K

Jun 30, 26

+498

0.10%

Continuum Advisory, LLC

3.57K

Jun 30, 26

+3.57K

0.08%

Aptus Capital Advisors, LLC

3.25K

Jun 30, 26

0.08%

Farther Finance Advisors, LLC

2.21K

Jun 30, 26

+16

0.05%

IFP Advisors, Inc

1.40K

Jun 30, 26

+1.40K

0.03%

Keating Financial Advisory Services, Inc.

1.20K

Jun 30, 26

0.03%

Archer Investment Corp

1.06K

Jun 30, 26

+108

0.02%

MORGAN STANLEY

962

Jun 30, 26

0.02%

WealthShield Partners, LLC

911

Jun 30, 26

-373

0.02%

Ashton Thomas Private Wealth, LLC

716

Jun 30, 26

-304

0.02%

ROYAL BANK OF CANADA

500

Jun 30, 26

0.01%

ASSETMARK, INC

445

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

400

Jun 30, 26

-582

0.01%

Triumph Capital Management

330

Jun 30, 26

0.01%

Bullock Wealth Management Group

173

Jun 30, 26

+173

0.00%

JPMORGAN CHASE & CO

144

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

123

Jun 30, 26

+123

0.00%

Integrity Advisory Solutions, LLC

Jun 30, 26

-7.71K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-3.25K

Chris Bulman Inc

Jun 30, 26

-8.56K

Madison Wealth Partners, Inc

Jun 30, 26

-7.26K

Arkadios Wealth Advisors

Jun 30, 26

-14.15K

GTS SECURITIES LLC

Jun 30, 26

-14.35K

UBS Group AG

Jun 30, 26

-299

TopTier Wealth Management, LLC

Jun 30, 26

-1.42K

Talon Private Wealth, LLC

943.20K

Mar 31, 26

+943.20K

21.81%

CWM, LLC

125.37K

Mar 31, 26

+2.95K

2.90%

Donald L. Hagan, LLC

Sep 30, 25

-53.55K

Orion Portfolio Solutions, LLC

17.47K

Mar 31, 25

+17.47K

0.40%

Raymond James Financial Services Advisors, Inc.

11.50K

Sep 30, 24

+4.62K

0.27%

RAYMOND JAMES & ASSOCIATES

Sep 30, 24

-8.18K

Cetera Advisor Networks LLC

11.17K

Mar 31, 24

-3.18K

0.26%

BEDEL FINANCIAL CONSULTING INC

46.78K

Sep 30, 23

+46.78K

1.08%

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

0.25%

Advisor Group, Inc.

33.34K

Dec 31, 19

-11.23K

0.77%

LADENBURG THALMANN FINANCIAL SERVICES INC.

7.78K

Dec 31, 19

+5.74K

0.18%