Innovator ETFs Trust - KOCT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Added to | 287,554 | 9,755 | 0.01% | 0.0% | 1 | +245,099 | 577.31% | Q1 2026 | May 05, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 240,533 | 8,160 | 3.68% | 3.58% | 2 | -649 | -0.27% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 176,899 | 6,001 | 0.01% | 0.01% | 3 | -3,402 | -1.89% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | New | 171,887 | 5,831 | 0.0% | — | 4 | +171,887 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 167,422 | 5,680 | 0.01% | 0.01% | 5 | -18,161 | -9.79% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 166,700 | 5,655 | 0.08% | 0.09% | 6 | -461 | -0.28% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 163,041 | 5,489 | 0.19% | 0.19% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 128,540 | 4,360 | 0.01% | 0.01% | 8 | -14,829 | -10.34% | Q1 2026 | Apr 27, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 89,090 | 3,044 | 2.92% | 2.32% | 9 | +16,704 | 23.08% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 56,270 | 1,909 | 0.0% | 0.0% | 10 | +1,167 | 2.12% | Q1 2026 | May 06, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 55,148 | 1,871 | 0.18% | 0.22% | 11 | -12,148 | -18.05% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 53,673 | 1,820 | 0.0% | 0.0% | 12 | +917 | 1.74% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 52,456 | 1,779 | 0.0% | 0.0% | 13 | +983 | 1.91% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 49,708 | 1,686 | 0.56% | 0.57% | 14 | -1,410 | -2.76% | Q1 2026 | Apr 09, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 44,472 | 1,508 | 0.22% | 0.19% | 15 | +5,719 | 14.76% | Q1 2026 | May 11, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 42,388 | 1,438 | 0.4% | 0.42% | 16 | -566 | -1.32% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 42,178 | 1,430 | 0.01% | 0.0% | 17 | +11,002 | 35.29% | Q1 2026 | Apr 30, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 39,091 | 1,326 | 0.02% | — | 18 | +39,091 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | No change | 38,580 | 1,308 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 35,937 | 1,219 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 35,029 | 1,188 | 0.09% | 0.09% | 21 | -1,405 | -3.86% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 33,179 | 1,159 | 0.07% | 0.06% | 22 | +4,915 | 17.39% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 33,371 | 1,132 | 0.07% | 0.05% | 23 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 33,011 | 1,119 | 0.07% | 0.06% | 24 | +6,529 | 24.65% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 28,360 | 962 | 0.02% | 0.03% | 25 | -2,207 | -7.22% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 27,317 | 926 | 0.02% | 0.02% | 26 | +2,482 | 9.99% | Q1 2026 | Apr 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 26,844 | 910 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 26,582 | 901 | 0.0% | 0.0% | 28 | -12,180 | -31.42% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 25,000 | 848 | 0.0% | — | 29 | +25,000 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 23,739 | 805 | 0.01% | 0.01% | 30 | -1,467 | -5.82% | Q1 2026 | Apr 20, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 23,056 | 782 | 0.22% | 0.22% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,320 | 757 | 0.0% | 0.0% | 32 | -1,772 | -7.36% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 21,075 | 715 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 20,825 | 706 | 0.0% | 0.0% | 34 | -7,498 | -26.47% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 20,780 | 705 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 20,353 | 697 | 0.04% | 0.04% | 36 | +379 | 1.9% | Q1 2026 | Apr 07, 2026 |
| Compass Advisory Group LLC | History | Reduced | 20,381 | 691 | 0.18% | 0.19% | 37 | -60 | -0.29% | Q1 2026 | Apr 21, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 19,598 | 664 | 0.31% | 0.29% | 38 | +1,399 | 7.69% | Q1 2026 | Apr 21, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 18,703 | 634 | 0.29% | 0.29% | 39 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 18,500 | 627 | 0.21% | 0.19% | 40 | -100 | -0.54% | Q1 2026 | May 15, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 17,553 | 595 | 0.39% | 0.38% | 41 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 17,537 | 594 | 0.03% | 0.03% | 42 | -420 | -2.34% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | No change | 14,954 | 507 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Reduced | 14,036 | 476 | 0.12% | 0.12% | 44 | -500 | -3.44% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 13,210 | 471 | 0.27% | — | 45 | +13,210 | New | Q1 2026 | May 19, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 13,699 | 464 | 0.06% | 0.07% | 46 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 13,352 | 452 | 0.07% | 0.06% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 12,228 | 414 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FSA Advisors, Inc. | History | Reduced | 12,122 | 411 | 0.27% | 0.29% | 49 | -88 | -0.72% | Q1 2026 | May 06, 2026 |
| Tradition Wealth Management, LLC | History | No change | 11,850 | 402 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | No change | 11,438 | 388 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,300 | 383 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFS Partners, LLC | History | No change | 10,776 | 365 | 0.17% | 0.17% | 53 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | No change | 10,377 | 352 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 10,070 | 342 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 9,973 | 338 | 0.21% | 0.23% | 56 | -60 | -0.6% | Q1 2026 | May 05, 2026 |
| BCS Wealth Management | History | Reduced | 9,865 | 334 | 0.07% | 0.07% | 57 | -9,865 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 9,462 | 321 | 0.0% | 0.0% | 58 | +1,497 | 18.79% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Reduced | 9,299 | 315 | 0.01% | 0.04% | 59 | -28,494 | -75.39% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,300 | 315 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 8,776 | 300 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 8,756 | 297 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Advisor OS, LLC | History | New | 8,734 | 296 | 0.02% | — | 63 | +8,734 | New | Q1 2026 | May 07, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 8,555 | 290 | 0.2% | 0.2% | 64 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 8,450 | 286 | 0.08% | 0.09% | 65 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,252 | 279 | 0.02% | 0.02% | 66 | -542 | -6.16% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | No change | 7,770 | 263 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CRA Financial Services, LLC | History | Reduced | 7,620 | 258 | 0.03% | 0.04% | 68 | -2,500 | -24.7% | Q1 2026 | Apr 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,209 | 254 | 0.0% | 0.0% | 69 | +3,772 | 30.33% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Added to | 7,484 | 253 | 0.0% | 0.0% | 70 | +108 | 1.46% | Q1 2026 | Apr 27, 2026 |
| Vantage Point Financial LLC | History | Reduced | 7,155 | 242 | 0.08% | 0.11% | 71 | -1,869 | -20.71% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,103 | 240 | 0.0% | 0.0% | 72 | -5,399 | -43.19% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | New | 6,699 | 227 | 0.0% | — | 73 | +6,699 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 6,527 | 221 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 6,415 | 217 | 0.0% | 0.0% | 75 | +630 | 10.89% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 6,206 | 210 | 0.03% | 0.04% | 76 | -1,293 | -17.24% | Q1 2026 | May 14, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 6,012 | 203 | 0.16% | 0.17% | 77 | -810 | -11.87% | Q1 2026 | May 19, 2026 |
| RED REEF ADVISORS LLC | History | No change | 4,726 | 160 | 0.17% | 0.16% | 78 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,692 | 159 | 0.01% | 0.01% | 79 | +353 | 8.14% | Q1 2026 | Apr 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,740 | 126 | 0.0% | — | 80 | +3,740 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,306 | 112 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WealthShield Partners, LLC | History | No change | 3,250 | 110 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,387 | 80 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Noble Wealth Management PBC | History | No change | 1,800 | 61 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,323 | 44 | 0.0% | 0.01% | 85 | -8,887 | -87.04% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,238 | 42 | 0.04% | 0.05% | 86 | -315 | -20.28% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 500 | 16 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 400 | 13 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PlanVest Financial, Inc | History | New | 350 | 11 | 0.01% | — | 89 | +350 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 307 | 10 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 230 | 7 | 0.0% | 0.0% | 92 | -1,000 | -81.3% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,656 | 7 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 180 | 6 | 0.0% | — | 93 | +180 | New | Q1 2026 | Apr 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -44,495 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CORRADO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -34,507 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,641 | -100.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -18,658 | -100.0% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -16,505 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,734 | -100.0% | Q1 2026 | May 20, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,058 | -100.0% | Q1 2026 | May 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,314 | -100.0% | Q1 2026 | May 01, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -501 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |