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 94 institutions that hold shares in the stock, with a total of 2.29 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 05, 2025 Q3 2025 |
243,165
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
172,351
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
118,562
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
116,872
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
100,727
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
76,088
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
74,445
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
69,188
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
54,829
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
46,191
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.14%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
45,038
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
41,123
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
40,195
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
37,415
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
35,937
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3983.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
33,371
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
32,158
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
31,128
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
29,193
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 20.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
25,635
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
25,042
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
24,478
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
24,383
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 25.85%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
23,076
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|