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 93 institutions that hold shares in the stock, with a total of 2.95 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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
359,160
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 376.33%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
302,643
shares
|
$0
0.26% of portfolio
|
Q4 2024
Reduced 96.73%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
253,727
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
148,186
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
122,110
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
110,467
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 27.69%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
99,780
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
89,515
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
87,563
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
71,349
shares
|
$0
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
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.
|
Apr 18, 2025 Q1 2025 |
46,355
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
45,597
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 208.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
44,644
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
42,801
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 122.14%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
41,022
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,725
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
36,628
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
36,143
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
35,986
shares
|
$0
0.69% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
35,587
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
34,218
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
32,478
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
28,256
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
28,105
shares
|
$0
0.04% of portfolio
|
Q4 2024
New holding
|