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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 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
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,503
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,367
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,354
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 82.4%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
4,216
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,110
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,908
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,306
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 113.98%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,250
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
2,533
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,479
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,500
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
965
shares
|
$0
0.04% of portfolio
|
Q4 2024
Added 387.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
880
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1366.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
500
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
310
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
94
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|