Innovator ETFs Trust - BOCT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | History | Added to | 575,691 | 28,453 | 0.33% | 0.0% | 1 | +569,240 | 8824.06% | Q4 2025 | Jan 15, 2026 |
| COFG Advisors, LLC | History | New | 377,098 | 18,637 | 4.6% | — | 2 | +377,098 | New | Q4 2025 | Feb 10, 2026 |
| Penserra Capital Management LLC | History | Reduced | 373,415 | 18,455 | 0.22% | 0.23% | 3 | -15,988 | -4.11% | Q4 2025 | Feb 12, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 285,759 | 14,123 | 3.5% | 3.49% | 4 | +18,584 | 6.96% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 273,168 | 13,501 | 0.02% | 0.02% | 5 | -41,978 | -13.32% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 200,596 | 9,914 | 0.01% | 0.01% | 6 | +96,946 | 93.53% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 166,367 | 8,222 | 0.01% | 0.01% | 7 | +4,446 | 2.75% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 155,818 | 7,700 | 0.01% | 0.01% | 8 | +12,439 | 8.68% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 150,884 | 7,457 | 0.01% | 0.01% | 9 | -4,944 | -3.17% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 132,892 | 6,625 | 0.01% | 0.01% | 10 | +1,235 | 0.94% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 119,481 | 5,905 | 0.0% | 0.0% | 11 | +4,881 | 4.26% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 76,538 | 3,782 | 0.0% | 0.0% | 12 | +3,777 | 5.19% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 75,577 | 3,735 | 0.01% | 0.0% | 13 | +52,774 | 231.43% | Q4 2025 | Feb 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 68,882 | 3,404 | 0.21% | 0.2% | 14 | +3,001 | 4.56% | Q4 2025 | Jan 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 66,727 | 3,297 | 0.01% | 0.01% | 15 | -26,385 | -28.34% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 66,471 | 3,285 | 0.01% | 0.02% | 16 | -4,106 | -5.82% | Q4 2025 | Feb 13, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 55,587 | 2,747 | 0.26% | 0.28% | 17 | -789 | -1.4% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 53,086 | 2,623 | 0.0% | 0.0% | 18 | +14,189 | 36.48% | Q4 2025 | Feb 18, 2026 |
| Wealthquest Corp | History | Reduced | 44,597 | 2,204 | 0.17% | 0.18% | 19 | -1,452 | -3.15% | Q4 2025 | Feb 09, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 41,467 | 2,049 | 0.59% | 0.6% | 20 | -162 | -0.39% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 41,386 | 2,045 | 0.01% | 0.02% | 21 | +991 | 2.45% | Q4 2025 | Feb 18, 2026 |
| HFG Wealth Management, LLC | History | Added to | 40,546 | 2,003 | 1.1% | 1.06% | 22 | +302 | 0.75% | Q4 2025 | Jan 16, 2026 |
| FSA Advisors, Inc. | History | Added to | 39,780 | 1,966 | 1.37% | 1.49% | 23 | +883 | 2.27% | Q4 2025 | Feb 02, 2026 |
| Motiv8 Investments LLC | History | Reduced | 39,080 | 1,932 | 1.05% | 1.43% | 24 | -16,578 | -29.79% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 37,968 | 1,876 | 0.28% | 0.28% | 25 | -654 | -1.69% | Q4 2025 | Feb 09, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 37,449 | 1,867 | 0.06% | 0.06% | 26 | +80 | 0.21% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 36,482 | 1,803 | 0.0% | 0.0% | 27 | +64 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 35,346 | 1,747 | 0.0% | 0.0% | 28 | +4,063 | 12.99% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 33,620 | 1,662 | 0.0% | 0.0% | 29 | -252 | -0.74% | Q4 2025 | Feb 11, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 30,028 | 1,484 | 0.24% | — | 30 | +30,028 | New | Q4 2025 | Feb 18, 2026 |
| Weaver Consulting Group | History | Added to | 28,741 | 1,420 | 0.35% | 0.21% | 31 | +11,580 | 67.48% | Q4 2025 | Feb 10, 2026 |
| Diligent Investors, LLC | History | Added to | 26,173 | 1,293 | 0.32% | 0.29% | 32 | +2,205 | 9.2% | Q4 2025 | Jan 23, 2026 |
| My Personal CFO, LLC | History | New | 25,935 | 1,281 | 0.53% | — | 33 | +25,935 | New | Q4 2025 | Jan 15, 2026 |
| World Investment Advisors | History | New | 24,612 | 1,216 | 0.02% | — | 34 | +24,612 | New | Q4 2025 | Mar 12, 2026 |
| Arkadios Wealth Advisors | History | New | 23,564 | 1,164 | 0.02% | — | 35 | +23,564 | New | Q4 2025 | Feb 13, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 23,473 | 1,160 | 0.46% | 0.47% | 36 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lantz Financial LLC | History | Added to | 23,011 | 1,137 | 0.24% | 0.2% | 37 | +4,131 | 21.88% | Q4 2025 | Jan 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 22,372 | 1,105 | 0.03% | — | 38 | +22,372 | New | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 22,179 | 1,096 | 0.36% | 0.26% | 39 | +6,592 | 42.29% | Q4 2025 | Jan 23, 2026 |
| BCS Wealth Management | History | Added to | 19,352 | 956 | 0.1% | 0.11% | 40 | +9,320 | 92.9% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 19,172 | 947 | 0.0% | — | 41 | +19,172 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 18,241 | 901 | 0.03% | 0.01% | 42 | +11,324 | 163.71% | Q4 2025 | Jan 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 17,452 | 862 | 0.17% | 0.05% | 43 | +13,252 | 315.52% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 17,298 | 854 | 0.02% | 0.02% | 44 | +105 | 0.61% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | No change | 16,902 | 835 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AlphaStar Capital Management, LLC | History | New | 16,586 | 819 | 0.06% | — | 46 | +16,586 | New | Q4 2025 | Feb 02, 2026 |
| City Center Advisors, LLC | History | Added to | 16,032 | 792 | 0.73% | 0.72% | 47 | +789 | 5.18% | Q4 2025 | Jan 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,290 | 755 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 14,681 | 725 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Krilogy Financial LLC | History | No change | 14,085 | 703 | 0.02% | 0.03% | 50 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 14,214 | 702 | 0.2% | 0.2% | 51 | +588 | 4.32% | Q4 2025 | Feb 09, 2026 |
| Chris Bulman Inc | History | New | 13,655 | 674 | 0.3% | — | 52 | +13,655 | New | Q4 2025 | Jan 14, 2026 |
| Secure Asset Management, LLC | History | New | 12,979 | 641 | 0.1% | — | 53 | +12,979 | New | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,161 | 601 | 0.02% | 0.02% | 54 | -46 | -0.38% | Q4 2025 | Jan 13, 2026 |
| BFI Wealth Solutions, LLC | History | New | 12,101 | 598 | 0.57% | — | 55 | +12,101 | New | Q4 2025 | Feb 19, 2026 |
| FORONJY FINANCIAL LLC | History | New | 11,921 | 589 | 0.25% | — | 56 | +11,921 | New | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | New | 11,754 | 580 | 0.02% | — | 57 | +11,754 | New | Q4 2025 | Feb 13, 2026 |
| Grantvest Financial Group LLC | History | New | 10,724 | 530 | 0.34% | — | 58 | +10,724 | New | Q4 2025 | Feb 02, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 10,425 | 515 | 0.07% | — | 59 | +10,425 | New | Q4 2025 | Jan 21, 2026 |
| TopTier Wealth Management, LLC | History | New | 10,380 | 513 | 0.35% | — | 60 | +10,380 | New | Q4 2025 | Feb 12, 2026 |
| Global Trust Wealth Management LLC | History | New | 10,200 | 504 | 0.37% | — | 61 | +10,200 | New | Q4 2025 | Jan 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,163 | 502 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 9,639 | 476 | 0.01% | 0.01% | 63 | +3,352 | 53.32% | Q4 2025 | Feb 06, 2026 |
| XML Financial, LLC | History | Reduced | 9,651 | 476 | 0.04% | 0.04% | 64 | -276 | -2.78% | Q4 2025 | Feb 11, 2026 |
| WPWealth LLP | History | Added to | 9,582 | 473 | 0.07% | 0.07% | 65 | +121 | 1.28% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,243 | 456 | 0.01% | 0.01% | 66 | +685 | 8.0% | Q4 2025 | Feb 17, 2026 |
| CORRADO ADVISORS, LLC | History | New | 9,215 | 455 | 0.23% | — | 67 | +9,215 | New | Q4 2025 | Feb 10, 2026 |
| Vantage Financial Partners, LLC | History | New | 8,930 | 441 | 0.09% | — | 68 | +8,930 | New | Q4 2025 | Feb 03, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 8,899 | 439 | 0.28% | 0.05% | 69 | +7,398 | 492.87% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,857 | 437 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,650 | 427 | 0.01% | 0.01% | 71 | +209 | 2.48% | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,637 | 426 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Straight Path Wealth Management | History | Added to | 8,561 | 423 | 0.11% | 0.11% | 73 | +5 | 0.06% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,306 | 410 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bellwether Advisors, LLC | History | No change | 8,147 | 402 | 0.06% | 0.07% | 75 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Selby Wealth Management, LLC | History | New | 8,100 | 400 | 0.16% | — | 76 | +8,100 | New | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | No change | 7,980 | 394 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 7,672 | 379 | 0.01% | 0.01% | 78 | +448 | 6.2% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 7,565 | 373 | 0.01% | — | 79 | +7,565 | New | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,449 | 368 | 0.01% | 0.0% | 80 | +2,969 | 66.27% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,729 | 332 | 0.0% | 0.0% | 81 | +2,137 | 46.54% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 6,540 | 323 | 0.07% | 0.07% | 82 | +673 | 11.47% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 6,000 | 296 | 0.03% | — | 83 | +6,000 | New | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 5,814 | 287 | 0.0% | 0.01% | 84 | -1,007 | -14.76% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,755 | 284 | 0.0% | 0.0% | 85 | -9,544 | -62.38% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 5,598 | 276 | 0.01% | — | 86 | +5,598 | New | Q4 2025 | Jan 23, 2026 |
| Three Seasons Wealth, LLC | History | No change | 5,570 | 275 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PFG Advisors | History | New | 5,511 | 272 | 0.01% | — | 88 | +5,511 | New | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 5,321 | 262 | 0.01% | — | 89 | +5,321 | New | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,955 | 244 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,683 | 231 | 0.0% | 0.01% | 91 | -1,811 | -27.89% | Q4 2025 | Feb 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 4,518 | 223 | 0.01% | — | 92 | +4,518 | New | Q4 2025 | Jan 20, 2026 |
| Old Port Advisors | History | New | 4,500 | 222 | 0.05% | — | 94 | +4,500 | New | Q4 2025 | Jan 08, 2026 |
| Retirement Planning Group, LLC | History | New | 4,492 | 222 | 0.01% | — | 93 | +4,492 | New | Q4 2025 | Feb 03, 2026 |
| Visionary Wealth Advisors | History | New | 4,437 | 219 | 0.01% | — | 95 | +4,437 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | New | 4,196 | 207 | 0.0% | — | 96 | +4,196 | New | Q4 2025 | Jan 26, 2026 |
| First Heartland Consultants, Inc. | History | New | 4,184 | 206 | 0.02% | — | 97 | +4,184 | New | Q4 2025 | Jan 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,991 | 197 | 0.0% | 0.01% | 98 | -2,897 | -42.06% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 3,743 | 184 | 0.01% | 0.01% | 99 | -4,321 | -53.58% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,697 | 182 | 0.0% | 0.0% | 100 | +937 | 33.95% | Q4 2025 | Jan 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 3,012 | 148 | 0.12% | — | 101 | +3,012 | New | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | No change | 2,887 | 142 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,800 | 138 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Weaver Capital Management LLC | History | Reduced | 2,706 | 133 | 0.03% | 0.03% | 104 | -6 | -0.22% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | New | 1,418 | 70 | 0.0% | — | 105 | +1,418 | New | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 811 | 40 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 750 | 37 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 725 | 35 | 0.0% | — | 108 | +725 | New | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | New | 600 | 29 | 0.01% | — | 109 | +600 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | New | 515 | 25 | 0.0% | — | 110 | +515 | New | Q4 2025 | Jan 26, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 500 | 24 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 468 | 23 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 400 | 19 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Caitlin John, LLC | History | No change | 370 | 18 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 132 | 6 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -25,896 | -100.0% | Q3 2025 | Feb 02, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,765 | -100.0% | Q3 2025 | Oct 06, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,233 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,316 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q3 2025 | Jan 05, 2026 |