Innovator ETFs Trust - BOCT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Penserra Capital Management LLC History No change 497,836 26,396 0.2% 0.2% 1 0 0.0% Q2 2026 Aug 13, 2026
COFG Advisors, LLC History No change 370,725 19,656 3.39% 3.39% 2 0 0.0% Q2 2026 Aug 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 296,890 16,337 3.51% 3.46% 3 +335 0.11% Q3 2026 Nov 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 244,920 13,477 0.02% 0.02% 4 -11,303 -4.41% Q3 2026 Nov 02, 2026
Cerity Partners LLC History No change 164,026 8,696 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 162,570 8,619 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 139,210 7,380 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 124,423 6,597 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 111,361 5,904 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 23, 2026
OLD MISSION CAPITAL LLC History No change 74,509 3,950 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 72,829 3,861 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 72,096 3,822 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 68,577 3,636 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 65,227 3,458 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
Fragasso Financial Advisors Inc History Reduced 60,083 3,357 0.17% 0.18% 15 -3,424 -5.39% Q3 2026 Oct 13, 2026
Kestra Advisory Services, LLC History Added to 58,501 3,219 0.01% 0.01% 16 +1,175 2.05% Q3 2026 Nov 02, 2026
Berkshire Money Management, Inc. History No change 55,587 3,058 0.26% 0.27% 17 0 0.0% Q3 2026 Oct 21, 2026
RAYMOND JAMES FINANCIAL INC History No change 50,090 2,655 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Wealthquest Corp History No change 43,921 2,328 0.15% 0.15% 19 0 0.0% Q2 2026 Jul 23, 2026
Global Assets Advisory, LLC History Reduced 39,854 2,218 0.49% 0.47% 20 -861 -2.11% Q3 2026 Oct 28, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 38,112 2,097 0.25% 0.25% 21 -381 -0.99% Q3 2026 Oct 29, 2026
FSA Advisors, Inc. History No change 38,464 2,039 0.94% 0.94% 22 0 0.0% Q2 2026 Aug 17, 2026
Diversify Advisory Services, LLC History No change 36,710 2,039 0.03% 0.03% 23 0 0.0% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 36,710 2,039 0.03% 0.03% 24 0 0.0% Q3 2026 Oct 20, 2026
TRUIST FINANCIAL CORP History Reduced 35,119 1,932 0.0% 0.0% 25 -1,201 -3.31% Q3 2026 Oct 30, 2026
Beacon Pointe Advisors, LLC History No change 35,022 1,856 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 18, 2026
Orion Porfolio Solutions, LLC History No change 34,619 1,835 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 33,473 1,766 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 31,601 1,739 0.0% 0.0% 29 -6,399 -16.84% Q3 2026 Nov 02, 2026
NewEdge Advisors, LLC History No change 30,347 1,609 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 12, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 30,338 1,608 0.23% 0.23% 31 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 29,869 1,584 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 05, 2026
Weaver Consulting Group History No change 27,090 1,490 0.29% 0.29% 33 0 0.0% Q3 2026 Oct 07, 2026
Diligent Investors, LLC History Added to 25,531 1,404 0.31% 0.3% 34 +400 1.59% Q3 2026 Oct 21, 2026
Encompass More Asset Management History New 23,580 1,297 0.18% — 35 +23,580 New Q3 2026 Oct 16, 2026
Maltin Wealth Management, Inc. History No change 23,473 1,291 0.42% 0.42% 36 0 0.0% Q3 2026 Oct 13, 2026
Lantz Financial LLC History No change 22,899 1,260 0.23% 0.22% 37 0 0.0% Q3 2026 Oct 15, 2026
World Investment Advisors History No change 23,990 1,255 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History Added to 21,344 1,174 0.01% 0.01% 39 +638 3.08% Q3 2026 Oct 15, 2026
My Personal CFO, LLC History Added to 20,450 1,125 0.4% 0.4% 40 +1,050 5.41% Q3 2026 Oct 13, 2026
FORONJY FINANCIAL LLC History Added to 20,349 1,119 0.39% 0.38% 41 +934 4.81% Q3 2026 Oct 14, 2026
HRT FINANCIAL LP History No change 19,591 1,038 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History New 18,445 1,015 0.01% — 43 +18,445 New Q3 2026 Oct 16, 2026
Spire Wealth Management History No change 18,240 1,003 0.03% 0.03% 44 0 0.0% Q3 2026 Oct 30, 2026
Sigma Planning Corp History Added to 16,630 915 0.02% 0.02% 45 +200 1.22% Q3 2026 Oct 23, 2026
City Center Advisors, LLC History Added to 16,362 900 0.69% 0.68% 46 +416 2.61% Q3 2026 Oct 07, 2026
DHJJ Financial Advisors, Ltd. History Reduced 16,258 894 0.26% 0.34% 47 -5,703 -25.97% Q3 2026 Oct 23, 2026
Mutual Advisors, LLC History No change 16,841 892 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History Added to 16,195 891 0.03% 0.02% 49 +2,584 18.98% Q3 2026 Oct 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 14,681 807 0.08% 0.08% 50 0 0.0% Q3 2026 Nov 04, 2026
Brookstone Capital Management History Added to 13,801 759 0.01% 0.01% 51 +3,638 35.8% Q3 2026 Oct 22, 2026
Krilogy Financial LLC History No change 12,918 721 0.02% 0.02% 52 0 0.0% Q3 2026 Oct 13, 2026
BFI Wealth Solutions, LLC History No change 12,101 665 0.46% 0.47% 53 0 0.0% Q3 2026 Oct 16, 2026
Arax Advisory Partners History No change 12,304 652 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 10, 2026
Valtinson Bruner Financial Planning LLC History Reduced 10,627 584 0.14% 0.18% 55 -3,070 -22.41% Q3 2026 Nov 02, 2026
Seven Hills Financial, LLC History New 10,590 582 0.35% — 57 +10,590 New Q3 2026 Oct 13, 2026
CoreCap Advisors, LLC History Added to 10,593 582 0.02% 0.02% 56 +140 1.34% Q3 2026 Oct 08, 2026
KFG WEALTH MANAGEMENT, LLC History No change 10,425 573 0.06% 0.06% 58 0 0.0% Q3 2026 Oct 16, 2026
TopTier Wealth Management, LLC History No change 10,379 571 0.33% 0.33% 59 0 0.0% Q3 2026 Oct 16, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 10,163 538 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 11, 2026
Triad Wealth Partners, LLC History Added to 9,483 521 0.03% 0.03% 61 +623 7.03% Q3 2026 Oct 26, 2026
WPWealth LLP History No change 9,582 508 0.08% 0.08% 62 0 0.0% Q2 2026 Aug 10, 2026
Grantvest Financial Group LLC History No change 9,049 497 0.29% 0.28% 63 0 0.0% Q3 2026 Oct 21, 2026
BCS Wealth Management History No change 8,964 493 0.09% 0.09% 64 0 0.0% Q3 2026 Nov 03, 2026
Snowden Capital Advisors LLC History No change 9,243 490 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 8,857 469 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 8,814 467 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 04, 2026
Straight Path Wealth Management History Reduced 8,438 464 0.1% 0.1% 68 -21 -0.25% Q3 2026 Oct 23, 2026
IMG Wealth Management, Inc. History Added to 8,243 453 0.23% 0.24% 69 +192 2.38% Q3 2026 Oct 26, 2026
Global Trust Wealth Management LLC History Reduced 8,200 451 0.32% 0.37% 70 -2,000 -19.61% Q3 2026 Oct 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 7,987 439 0.01% 0.01% 72 +332 4.34% Q3 2026 Nov 02, 2026
Trek Financial, LLC History Reduced 7,980 439 0.02% 0.02% 71 -30 -0.37% Q3 2026 Oct 29, 2026
Arkadios Wealth Advisors History No change 8,273 438 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 10, 2026
Bellwether Advisors, LLC History No change 8,147 431 0.06% 0.06% 74 0 0.0% Q2 2026 Aug 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 7,500 412 0.02% 0.02% 75 +1 0.01% Q3 2026 Oct 14, 2026
J.W. COLE ADVISORS, INC. History No change 7,758 411 0.01% 0.01% 76 0 0.0% Q2 2026 Jul 21, 2026
XML Financial, LLC History Reduced 7,257 399 0.03% 0.03% 77 -918 -11.23% Q3 2026 Oct 29, 2026
IFP Advisors, Inc History Reduced 7,204 396 0.01% 0.01% 78 -1,600 -18.17% Q3 2026 Oct 16, 2026
CreativeOne Wealth, LLC History No change 7,442 394 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
Kingsview Wealth Management, LLC History No change 7,449 394 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 18, 2026
CITADEL ADVISORS LLC History No change 7,066 374 0.0% 0.0% 81 0 0.0% Q2 2026 Sep 02, 2026
Beacon Financial Advisory LLC History No change 6,540 359 0.07% 0.07% 82 0 0.0% Q3 2026 Oct 16, 2026
Advisory Services Network, LLC History No change 6,729 356 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 6,123 340 0.0% 0.0% 84 +44 0.72% Q3 2026 Oct 13, 2026
Cornerstone Wealth, LLC/TN History New 6,067 333 0.16% — 85 +6,067 New Q3 2026 Oct 27, 2026
Rothschild Wealth LLC History No change 6,000 318 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 11, 2026
GWN SECURITIES INC. History No change 5,962 316 0.05% 0.05% 87 0 0.0% Q2 2026 Aug 05, 2026
Three Seasons Wealth, LLC History No change 5,570 306 0.03% 0.03% 88 0 0.0% Q3 2026 Nov 03, 2026
Cresset Asset Management, LLC History No change 5,754 305 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History Reduced 4,834 266 0.0% 0.0% 90 -97 -1.97% Q3 2026 Nov 03, 2026
Retirement Planning Group, LLC History No change 4,492 247 0.01% 0.01% 91 0 0.0% Q3 2026 Oct 19, 2026
Old Port Advisors History No change 4,500 247 0.05% 0.05% 92 0 0.0% Q3 2026 Oct 23, 2026
Blue Sky Capital Consultants Group, Inc. History New 4,237 233 0.1% — 93 +4,237 New Q3 2026 Oct 13, 2026
Simplicity Wealth,LLC History Reduced 4,217 232 0.01% 0.01% 95 -3,888 -47.97% Q3 2026 Oct 23, 2026
HARBOUR INVESTMENTS, INC. History No change 4,378 232 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
MTM FINANCIAL GROUP, LLC History No change 4,350 230 0.1% 0.1% 96 0 0.0% Q2 2026 Jul 27, 2026
First Heartland Consultants, Inc. History Reduced 4,029 221 0.01% 0.01% 97 -55 -1.35% Q3 2026 Oct 08, 2026
Merit Financial Group, LLC History No change 4,098 217 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 20, 2026
Visionary Wealth Advisors History Reduced 3,880 213 0.01% 0.01% 99 -100 -2.51% Q3 2026 Nov 04, 2026
GTS FINANCIAL, LLC History No change 4,642 210 0.15% 0.15% 100 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History New 3,743 205 0.0% — 101 +3,743 New Q3 2026 Nov 02, 2026
Farther Finance Advisors, LLC History No change 3,697 203 0.0% 0.0% 102 0 0.0% Q3 2026 Oct 08, 2026
Syntegra Private Wealth Group, LLC History New 3,661 201 0.02% — 103 +3,661 New Q3 2026 Oct 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 3,012 165 0.09% 0.09% 104 0 0.0% Q3 2026 Oct 28, 2026
Steward Partners Investment Advisory, LLC History No change 3,019 160 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 2,890 153 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 06, 2026
MORGAN STANLEY History No change 2,809 148 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
Weaver Capital Management LLC History Reduced 2,448 134 0.03% 0.03% 108 -258 -9.53% Q3 2026 Oct 15, 2026
Operose Advisors LLC History No change 2,061 109 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 13, 2026
Financial Network Wealth Advisors LLC History Added to 1,492 82 0.08% 0.08% 110 +34 2.33% Q3 2026 Oct 27, 2026
AE Wealth Management LLC History No change 1,418 75 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 03, 2026
Vision Retirement, LLC History No change 735 38 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 21, 2026
Keating Financial Advisory Services, Inc. History No change 725 38 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 600 33 0.01% 0.01% 114 0 0.0% Q3 2026 Oct 13, 2026
PRIVATE TRUST CO NA History No change 515 28 0.0% 0.0% 115 0 0.0% Q3 2026 Oct 20, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 500 27 0.02% 0.02% 116 0 0.0% Q3 2026 Oct 26, 2026
IFG Advisory, LLC History No change 444 23 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 400 22 0.0% 0.0% 118 0 0.0% Q3 2026 Nov 04, 2026
Caitlin John, LLC History No change 370 19 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 17, 2026
William Mack & Associates, Inc. History New 323 17 0.01% — 120 +323 New Q3 2026 Oct 27, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 224 11 0.0% 0.0% 121 0 0.0% Q2 2026 Oct 30, 2026
BFC Planning, Inc. History No change 224 11 0.0% 0.0% 122 0 0.0% Q2 2026 Oct 29, 2026
Bullock Wealth Management Group History No change 147 8 0.0% 0.0% 123 0 0.0% Q3 2026 Oct 09, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 116 6 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 100 5 0.0% 0.0% 125 0 0.0% Q3 2026 Nov 04, 2026
COUNTRY TRUST BANK History No change 77 4 0.0% 0.0% 126 0 0.0% Q3 2026 Oct 30, 2026
Larson Financial Group LLC History No change 71 3 0.0% 0.0% 127 0 0.0% Q3 2026 Nov 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -5,811 -100.0% Q3 2026 Oct 21, 2026
AlphaStar Capital Management, LLC History Closed out 0 0 — 0.01% — -4,076 -100.0% Q3 2026 Oct 16, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -811 -100.0% Q3 2026 Oct 15, 2026
LANARK FINANCIAL, INC. History Closed out 0 0 — 0.0% — -289 -100.0% Q3 2026 Oct 26, 2026