Institutional Ownership Innovator Laddered Fund Of U.S (KOCT)
This table provides information about the institutional ownership of Innovator Laddered Fund Of U.S (KOCT). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
259,873
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
143,159
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
128,949
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
118,891
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 31.57%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
103,375
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 34.43%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
87,971
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
86,514
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
75,402
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
73,018
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
48,620
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 31.55%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
47,400
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
41,022
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
38,556
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
38,247
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 33.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
35,971
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
35,960
shares
|
$0
0.72% of portfolio
|
Q3 2024
Added 85.74%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
34,779
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
34,021
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
33,141
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
32,684
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,380
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 20.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
26,773
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 61.12%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
26,542
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
25,884
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
25,100
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.68%
|