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 96 institutions that hold shares in the stock, with a total of 2.42 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.
|
May 06, 2025 Q1 2025 |
254,027
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
144,217
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
121,216
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
114,610
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
99,780
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
95,825
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 73.32%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
87,563
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
86,804
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
70,700
shares
|
$0
1.98% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
49,203
shares
|
$0
0.06% of portfolio
|
Q1 2025
Added 75.07%
|
|
|
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%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
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%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
37,928
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
37,445
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,725
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
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%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
35,587
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
33,993
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
31,823
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
31,128
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
28,045
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 38.49%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
26,300
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
25,379
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.06%
|