13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
KOCT

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER

100 institutions still hold INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 45782C599·100 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.1%
vs prior quarter
13F value held
$71M
54.0% inst. owned
of float
Holders
100
+30 QoQ
filers reporting
Activity
+38 / −45
+929 added · −922 reduced
this quarter
Concentration
13.69%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

100 institutions reported KOCT in Q1 2026. HighTower Advisors, LLC leads at 13.7% of the visible book. +30 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$10M288K0.01%Q1 202602
Compass Financial Group, Inc.
CIK 0001666910
$8M241K3.68%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$6M177K0.01%Q1 202604
Creative Planning
CIK 0001540235
$6M172K0.00%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M167K0.01%Q1 202606
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$6M167K0.08%Q1 202607
SageView Advisory Group, LLC
CIK 0001914558
$5M163K0.19%Q4 202508
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M129K0.01%Q1 202609
BFI Wealth Solutions, LLC
CIK 0002110651
$3M89K2.92%Q1 202610
LPL Financial LLC
CIK 0001403438
$2M56K0.00%Q1 202611
Global Strategic Investment Solutions, LLC
CIK 0001760076
$2M55K0.18%Q1 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$2M54K0.00%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M52K0.00%Q1 202614
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$2M50K0.56%Q1 202615
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M44K0.22%Q1 202616
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$1M42K0.40%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$1M42K0.01%Q1 202618
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M39K0.02%Q1 202619
Focus Partners Wealth
CIK 0001542153
$1M39K0.00%Q4 202520
OneDigital Investment Advisors LLC
CIK 0001690370
$1M36K0.01%Q1 2026
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