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 76 institutions that hold shares in the stock, with a total of 2.05 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 |
Aug 13, 2024 Q2 2024 |
146,759
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 10.4%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
129,772
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
118,891
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 31.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
86,514
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
81,876
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
77,727
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Bullseye Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
76,900
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 51.49%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
68,438
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
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.
|
Oct 22, 2024 Q3 2024 |
48,342
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
44,445
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
39,841
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
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
|
Aug 12, 2024 Q2 2024 |
33,741
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,380
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 20.89%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
30,056
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 10.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
28,770
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
28,690
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 54.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
25,109
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
25,100
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
24,584
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
23,506
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
22,523
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 5.94%
|