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 |
|---|---|---|---|---|---|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
13,100
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
12,632
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,295
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 4.02%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
12,195
shares
|
$0
0.08% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
11,300
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
10,800
shares
|
$0
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
10,620
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 3.16%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
10,602
shares
|
$0
0.25% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
10,601
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 36.88%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
10,536
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,473
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 49.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
9,749
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,500
shares
|
$0
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
9,480
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,300
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,295
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
9,024
shares
|
$0
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,817
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,471
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,451
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,963
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
7,900
shares
|
$0
0.19% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
7,676
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
7,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,424
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 152.17%
|