Innovator ETFs Trust - IOCT
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 445,046 | 15,514 | 0.02% | 0.02% | 1 | +65,145 | 17.15% | Q4 2025 | Feb 12, 2026 |
| Broussard Financial Group LLC | History | New | 380,927 | 13,279 | 10.77% | — | 2 | +380,927 | New | Q4 2025 | Feb 02, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | New | 292,095 | 10,182 | 3.71% | — | 3 | +292,095 | New | Q4 2025 | Jan 21, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 291,282 | 10,154 | 0.99% | 1.15% | 4 | -46,902 | -13.87% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 218,242 | 7,607 | 0.17% | 0.18% | 5 | +12,103 | 5.87% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | Added to | 214,847 | 7,489 | 0.25% | 0.2% | 6 | +42,062 | 24.34% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 139,684 | 4,869 | 0.01% | 0.01% | 7 | -6,361 | -4.36% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 134,108 | 4,675 | 0.01% | 0.0% | 8 | +132,322 | 7408.85% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Added to | 112,406 | 3,918 | 0.0% | 0.0% | 9 | +96,216 | 594.29% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Added to | 96,054 | 3,348 | 0.16% | 0.12% | 10 | +10,687 | 12.52% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 86,768 | 3,024 | 0.0% | 0.0% | 11 | +26,886 | 44.9% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 79,435 | 2,769 | 0.01% | 0.01% | 12 | -7,590 | -8.72% | Q4 2025 | Feb 17, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 67,417 | 2,350 | 1.92% | 1.95% | 13 | -433 | -0.64% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 67,305 | 2,346 | 0.04% | 0.04% | 14 | -665 | -0.98% | Q4 2025 | Feb 12, 2026 |
| WPWealth LLP | History | No change | 66,735 | 2,326 | 0.36% | 0.37% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 62,726 | 2,186 | 0.0% | 0.0% | 16 | +489 | 0.79% | Q4 2025 | Feb 06, 2026 |
| Berger Financial Group, Inc | History | Added to | 54,146 | 1,887 | 0.11% | 0.09% | 17 | +10,431 | 23.86% | Q4 2025 | Jan 27, 2026 |
| CORRADO ADVISORS, LLC | History | New | 53,805 | 1,875 | 0.94% | — | 18 | +53,805 | New | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Reduced | 53,495 | 1,864 | 0.05% | 0.06% | 19 | -586 | -1.08% | Q4 2025 | Feb 06, 2026 |
| Lantz Financial LLC | History | Added to | 52,590 | 1,833 | 0.39% | 0.37% | 20 | +3,186 | 6.45% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 49,458 | 1,724 | 0.01% | 0.01% | 21 | +632 | 1.29% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 48,754 | 1,700 | 0.0% | 0.0% | 22 | +1,755 | 3.73% | Q4 2025 | Jan 26, 2026 |
| BFI Wealth Solutions, LLC | History | New | 47,165 | 1,644 | 1.57% | — | 23 | +47,165 | New | Q4 2025 | Feb 19, 2026 |
| Sigma Planning Corp | History | New | 46,093 | 1,605 | 0.04% | — | 24 | +46,093 | New | Q4 2025 | Jan 30, 2026 |
| Signal Advisors Wealth, LLC | History | New | 44,778 | 1,560 | 0.12% | — | 25 | +44,778 | New | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,197 | 1,540 | 0.0% | 0.0% | 26 | +20,282 | 84.81% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 43,533 | 1,517 | 0.0% | 0.0% | 27 | +4,842 | 12.51% | Q4 2025 | Feb 10, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 39,224 | 1,367 | 0.13% | 0.15% | 28 | +5,640 | 16.79% | Q4 2025 | Jan 22, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 35,145 | 1,225 | 0.37% | — | 29 | +35,145 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 34,669 | 1,208 | 0.0% | 0.0% | 30 | +12,849 | 58.89% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,370 | 1,198 | 0.0% | 0.0% | 31 | +14,565 | 73.54% | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 29,426 | 1,025 | 0.32% | — | 32 | +29,426 | New | Q4 2025 | Jan 07, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 28,995 | 1,010 | 0.14% | 0.1% | 33 | +10,209 | 54.34% | Q4 2025 | Jan 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 26,432 | 943 | 0.62% | 0.65% | 34 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 26,534 | 928 | 0.06% | — | 35 | +26,534 | New | Q4 2025 | Jan 15, 2026 |
| World Investment Advisors | History | New | 26,085 | 909 | 0.01% | — | 36 | +26,085 | New | Q4 2025 | Mar 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 24,858 | 866 | 0.02% | — | 37 | +24,858 | New | Q4 2025 | Feb 17, 2026 |
| BCS Wealth Management | History | Added to | 24,844 | 866 | 0.09% | 0.1% | 38 | +12,082 | 94.67% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | New | 24,757 | 863 | 0.02% | — | 39 | +24,757 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 24,243 | 845 | 0.05% | 0.05% | 40 | +3,391 | 16.26% | Q4 2025 | Feb 10, 2026 |
| Atlantic Private Wealth, LLC | History | New | 22,345 | 778 | 0.5% | — | 41 | +22,345 | New | Q4 2025 | Feb 11, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 20,048 | 698 | 0.04% | 0.04% | 42 | +348 | 1.77% | Q4 2025 | Jan 07, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 18,399 | 641 | 0.3% | 0.29% | 43 | +899 | 5.14% | Q4 2025 | Jan 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 16,079 | 560 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 15,790 | 550 | 0.2% | 0.05% | 45 | +11,050 | 233.12% | Q4 2025 | Feb 03, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 14,753 | 514 | 0.04% | 0.04% | 46 | -552 | -3.61% | Q4 2025 | Feb 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 14,145 | 493 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Jacobi Capital Management LLC | History | No change | 14,124 | 492 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 13,748 | 479 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 13,401 | 467 | 0.0% | — | 50 | +13,401 | New | Q4 2025 | Feb 18, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 13,384 | 466 | 0.08% | — | 51 | +13,384 | New | Q4 2025 | Feb 18, 2026 |
| Rothschild Wealth LLC | History | New | 13,354 | 465 | 0.04% | — | 52 | +13,354 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,939 | 451 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Opus Financial Solutions LLC | History | New | 12,894 | 449 | 0.42% | — | 54 | +12,894 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 12,504 | 435 | 0.0% | — | 55 | +12,504 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 12,178 | 424 | 0.04% | 0.03% | 56 | +2,623 | 27.45% | Q4 2025 | Feb 13, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 11,948 | 416 | 0.41% | — | 57 | +11,948 | New | Q4 2025 | Feb 03, 2026 |
| Allen Capital Group, LLC | History | No change | 11,883 | 414 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 11,538 | 403 | 0.11% | 0.12% | 59 | -71 | -0.61% | Q4 2025 | Jan 14, 2026 |
| Diligent Investors, LLC | History | Added to | 11,219 | 391 | 0.1% | 0.09% | 60 | +1,130 | 11.2% | Q4 2025 | Jan 23, 2026 |
| WealthPlan Investment Management, LLC | History | New | 11,151 | 388 | 0.02% | — | 61 | +11,151 | New | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Partners, LLC | History | No change | 11,147 | 388 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TrustBank | History | New | 11,065 | 385 | 0.16% | — | 63 | +11,065 | New | Q4 2025 | Feb 09, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 10,829 | 377 | 0.18% | 0.31% | 64 | -5,145 | -32.21% | Q4 2025 | Jan 16, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 10,340 | 360 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 10,214 | 356 | 0.02% | 0.0% | 66 | +9,440 | 1219.64% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 10,194 | 355 | 0.02% | 0.03% | 67 | -3,476 | -25.43% | Q4 2025 | Feb 18, 2026 |
| Compass Advisory Group LLC | History | No change | 9,749 | 339 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Claro Advisors Inc. | History | No change | 9,730 | 339 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 9,345 | 326 | 0.02% | 0.02% | 70 | +1,020 | 12.25% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 9,222 | 321 | 0.02% | 0.01% | 71 | +3,192 | 52.94% | Q4 2025 | Feb 04, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 9,150 | 318 | 0.21% | 0.22% | 72 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 8,729 | 304 | 0.02% | — | 73 | +8,729 | New | Q4 2025 | Jan 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 8,668 | 302 | 0.0% | 0.0% | 74 | +188 | 2.22% | Q4 2025 | Feb 02, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 8,590 | 299 | 0.0% | — | 75 | +8,590 | New | Q4 2025 | Feb 03, 2026 |
| NewCorp Financial Services, Inc. | History | New | 8,572 | 298 | 0.26% | — | 76 | +8,572 | New | Q4 2025 | Feb 10, 2026 |
| Dana Investment Advisors, Inc. | History | New | 8,484 | 295 | 0.01% | — | 77 | +8,484 | New | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,206 | 286 | 0.0% | — | 78 | +8,206 | New | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 8,205 | 286 | 0.01% | — | 79 | +8,205 | New | Q4 2025 | Jan 23, 2026 |
| Freedom Investment Management, Inc. | History | New | 7,834 | 273 | 0.08% | — | 80 | +7,834 | New | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | New | 7,761 | 270 | 0.0% | — | 81 | +7,761 | New | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | No change | 6,968 | 242 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WorthPointe, LLC | History | Reduced | 6,660 | 232 | 0.06% | 0.1% | 83 | -807 | -10.81% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | New | 6,167 | 214 | 0.0% | — | 84 | +6,167 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 5,983 | 209 | 0.0% | — | 85 | +5,983 | New | Q4 2025 | Feb 05, 2026 |
| PFS Partners, LLC | History | Added to | 5,602 | 195 | 0.09% | 0.04% | 86 | +3,241 | 137.27% | Q4 2025 | Jan 16, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,022 | 105 | 0.01% | 0.0% | 87 | +2,282 | 308.38% | Q4 2025 | Feb 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,742 | 95 | 0.0% | 0.0% | 88 | +708 | 34.81% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,645 | 92 | 0.0% | 0.0% | 89 | -25 | -0.94% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 2,586 | 90 | 0.0% | 0.0% | 90 | +1,475 | 132.76% | Q4 2025 | Jan 26, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 2,553 | 88 | 0.03% | 0.01% | 92 | +1,933 | 311.77% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | No change | 2,532 | 88 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,313 | 80 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,049 | 71 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,062 | 71 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,750 | 61 | 0.0% | 0.0% | 96 | -50 | -2.78% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,303 | 45 | 0.0% | 0.0% | 97 | +150 | 13.01% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,174 | 40 | 0.0% | — | 98 | +1,174 | New | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 873 | 30 | 0.03% | 0.01% | 99 | +579 | 196.94% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 795 | 27 | 0.0% | — | 100 | +795 | New | Q4 2025 | Feb 05, 2026 |
| Global Wealth Strategies & Associates | History | New | 405 | 14 | 0.0% | — | 101 | +405 | New | Q4 2025 | Jan 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 303 | 10 | 0.0% | — | 102 | +303 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | New | 268 | 9 | 0.0% | — | 103 | +268 | New | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | No change | 91 | 3 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -58,297 | -100.0% | Q3 2025 | Nov 10, 2025 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Closed out | 0 | 0 | — | 1.08% | — | -36,812 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,576 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,835 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,569 | -100.0% | Q3 2025 | Nov 18, 2025 |