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 95 institutions that hold shares in the stock, with a total of 2.31 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 |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
22,523
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 5.94%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
21,821
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 36.47%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
21,340
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
21,338
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
20,541
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
19,525
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 15.8%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
19,419
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 42.69%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
19,278
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
18,703
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
18,500
shares
|
$0
0.21% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
18,389
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
18,216
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 47.66%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
18,199
shares
|
$0
0.29% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
18,144
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
16,553
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
16,023
shares
|
$0
0.16% of portfolio
|
Q3 2025
Added 16.56%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
15,193
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
14,954
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
14,759
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 39.7%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
14,306
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,743
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 150.83%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
13,100
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
12,668
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,295
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 4.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
12,228
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|