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 88 institutions that hold shares in the stock, with a total of 2.23 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.
|
Aug 07, 2025 Q2 2025 |
253,952
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
178,832
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
119,242
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
110,971
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
89,135
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
88,471
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
86,804
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
72,833
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
54,223
shares
|
$0
0.06% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
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.
|
Jul 21, 2025 Q2 2025 |
46,105
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
40,195
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
37,975
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
37,534
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
36,601
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
36,330
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
34,801
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
34,711
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
34,348
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 22.47%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
31,128
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
25,669
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 31.45%
|
|
|
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%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
24,478
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,564
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 35.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
23,190
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.88%
|