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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
10,800
shares
|
$0
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
10,772
shares
|
$0
0.0% of portfolio
|
Q2 2025
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 |
Aug 01, 2025 Q2 2025 |
10,602
shares
|
$0
0.26% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
10,473
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 49.27%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
10,265
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
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
|
Jul 28, 2025 Q2 2025 |
9,480
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
9,300
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,295
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
9,196
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 32.45%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
9,024
shares
|
$0
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
8,756
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
7,900
shares
|
$0
0.16% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,676
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
7,499
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 28.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,424
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 152.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
7,247
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,983
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,623
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 66.82%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
6,527
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,367
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,110
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|