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 | No change | 297,483 | 11,113 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compass Financial Group, Inc. | History | No change | 239,489 | 8,947 | 3.78% | 3.78% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 181,221 | 6,770 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 166,573 | 6,223 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 163,752 | 6,117 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 163,752 | 6,117 | 0.2% | 0.2% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 136,706 | 5,107 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 125,507 | 4,688 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 98,837 | 3,692 | 2.73% | 2.73% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 70,589 | 2,637 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 61,892 | 2,312 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 51,826 | 1,936 | 0.17% | 0.17% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 49,663 | 1,855 | 0.53% | 0.53% | 13 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 47,087 | 1,759 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 44,431 | 1,659 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 42,093 | 1,572 | 0.39% | 0.39% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 41,960 | 1,567 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 38,791 | 1,449 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 38,010 | 1,420 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 37,409 | 1,397 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 37,226 | 1,390 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 35,934 | 1,342 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 35,029 | 1,308 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 32,415 | 1,211 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 29,396 | 1,098 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 27,444 | 1,025 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 26,437 | 987 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 25,617 | 957 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 23,056 | 861 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 22,779 | 851 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 22,296 | 832 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 20,975 | 784 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 20,353 | 760 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Compass Advisory Group LLC | History | No change | 20,326 | 759 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 19,598 | 732 | 0.3% | 0.3% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 19,375 | 723 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 19,237 | 719 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 18,541 | 692 | 0.26% | 0.26% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 18,500 | 691 | 0.18% | 0.18% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 17,447 | 651 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 14,954 | 558 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 13,699 | 511 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 13,352 | 498 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 13,210 | 494 | 0.25% | 0.25% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diligent Investors, LLC | History | No change | 13,036 | 487 | 0.11% | 0.11% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 12,228 | 456 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FSA Advisors, Inc. | History | No change | 11,984 | 447 | 0.2% | 0.2% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantinno Capital Management LP | History | No change | 11,438 | 427 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,300 | 422 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradition Wealth Management, LLC | History | No change | 10,850 | 405 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFS Partners, LLC | History | No change | 10,776 | 402 | 0.16% | 0.16% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 10,656 | 398 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 10,070 | 376 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 10,077 | 376 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TopTier Wealth Management, LLC | History | No change | 9,774 | 365 | 0.22% | 0.22% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,593 | 358 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 9,359 | 349 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,300 | 347 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCS Wealth Management | History | No change | 9,090 | 339 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,867 | 331 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 8,776 | 327 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 8,700 | 325 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 8,555 | 319 | 0.18% | 0.18% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advisor OS, LLC | History | No change | 8,435 | 315 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bullseye Investment Management, LLC | History | No change | 8,240 | 307 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Private Advisor Group, LLC | History | No change | 7,770 | 290 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CRA Financial Services, LLC | History | No change | 7,620 | 284 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,535 | 281 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Vantage Point Financial LLC | History | No change | 7,155 | 267 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 7,224 | 263 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | No change | 6,961 | 260 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 6,957 | 259 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 6,808 | 254 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 6,527 | 243 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 6,415 | 239 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 15,063 | 235 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 6,100 | 227 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Schulz Wealth, LTD. | History | No change | 5,930 | 221 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| WINNACLE WEALTH LLC | History | No change | 5,876 | 219 | 0.15% | 0.15% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RED REEF ADVISORS LLC | History | No change | 4,526 | 169 | 0.16% | 0.16% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,740 | 139 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,306 | 123 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthShield Partners, LLC | History | No change | 3,250 | 121 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,387 | 89 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | No change | 1,800 | 67 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,238 | 46 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,141 | 42 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 400 | 14 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 353 | 13 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PlanVest Financial, Inc | History | No change | 350 | 13 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Luminist Capital LLC | History | No change | 337 | 12 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 307 | 11 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Retirement, LLC | History | No change | 305 | 11 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 230 | 8 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 180 | 6 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |