Innovator U.S. Equity BufferBOCTETF
13F holders, Q1 2024 (March 31)89holders
1famous investor
$40.47avg. 13F price*
At the end of Q1 2024, 89 institutions reported holding Innovator U.S. Equity Buffer (BOCT) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($23.7M), Integral Investment Advisors, Inc. ($9.6M) and Penserra Capital Management LLC ($8.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.0M |
| Exits | 6 | $4.7M |
Ownership 89 holders
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.9% | 586,465 | $23.7M |
| Integral Investment Advisors, Inc. | 3.99% | Add +4.1% | 238,053 | $9.6M |
| Penserra Capital Management LLC | 0.11% | Add +37.1% | 215,060 | $8.7M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Reduce -3.2% | 175,232 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Add +1.5% | 155,271 | $6.3M |
| Captrust Financial Advisors | 0.02% | Reduce -0.3% | 144,231 | $5.8M |
| Wealthquest Corp | 0.38% | Reduce -65.9% | 88,720 | $3.6M |
| Cetera Investment Advisers | 0.01% | New | 78,481 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.0% | 75,437 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.3% | 72,577 | $2.9M |
| Fragasso Financial Advisors Inc | 0.24% | No change | 70,457 | $2.9M |
| LPL Financial LLC | 0.00% | Add +24.8% | 63,636 | $2.6M |
| Berkshire Money Management, Inc. | 0.30% | Reduce -53.7% | 62,027 | $2.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +37.7% | 56,583 | $2.3M |
| Cerity Partners LLC | 0.01% | Add +0.5% | 53,027 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce 0.0% | 49,834 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -16.1% | 47,769 | $1.9M |
| Diversify Advisory Services, LLC | 0.11% | — | 47,674 | $1.9M |
| Blue Bell Private Wealth Management, LLC | 0.34% | Reduce -1.9% | 39,338 | $1.6M |
| Diligent Investors, LLC | 0.40% | No change | 39,328 | $1.6M |
| FSA Advisors, Inc. | 1.60% | Reduce -1.3% | 36,985 | $1.5M |
| Motiv8 Investments LLC | 1.13% | Add +10.6% | 35,915 | $1.5M |
| CoreCap Advisors, LLC | 0.08% | Add +79.9% | 35,759 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.5% | 28,153 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.0% | 26,198 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +37.5% | 24,922 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 24,767 | $1.0M |
| Maltin Wealth Management, Inc. | 0.55% | No change | 24,151 | $977K |
| Old Mission Capital LLC | 0.02% | Add +37.7% | 23,336 | $944K |
| Beacon Financial Advisory LLC | 0.44% | Reduce -7.3% | 22,318 | $903K |
| WPWealth LLP | 0.23% | No change | 21,591 | $874K |
| Krilogy Financial LLC | 0.06% | No change | 20,260 | $820K |
| First Commonwealth Financial Corp | 0.21% | Add +14.3% | 19,220 | $778K |
| DHJJ Financial Advisors, Ltd. | 0.34% | Reduce -1.0% | 19,183 | $776K |
| McAdam, LLC | 0.05% | New | 19,052 | $771K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.0% | 18,950 | $767K |
| My Personal CFO, LLC | 0.43% | No change | 18,300 | $741K |
| Lantz Financial LLC | 0.23% | Reduce -0.5% | 17,777 | $719K |
| Sigma Planning Corp | 0.02% | Reduce -10.2% | 17,563 | $711K |
| Bedel Financial Consulting, Inc. | 0.10% | Reduce -0.4% | 16,400 | $664K |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 15,895 | $643K |
| Spire Wealth Management | 0.01% | Reduce -17.4% | 15,629 | $633K |
| Jane Street Group, LLC | 0.00% | New | 14,512 | $587K |
| Valtinson Bruner Financial Planning LLC | 0.25% | No change | 14,342 | $580K |
| Global Trust Asset Management, LLC | 0.23% | No change | 13,700 | $554K |
| BCS Wealth Management | 0.16% | Reduce -10.1% | 12,598 | $510K |
| City Center Advisors, LLC | 0.58% | — | 12,171 | $493K |
| Raymond James & Associates | 0.00% | Add +5.5% | 11,763 | $476K |
| Arax Advisory Partners | 0.05% | Reduce -0.7% | 11,384 | $461K |
| Royal Bank of Canada | 0.00% | Add +61.0% | 11,231 | $455K |
| RFG Advisory, LLC | 0.01% | New | 10,746 | $435K |
| XML Financial, LLC | 0.04% | Add +0.9% | 10,593 | $429K |
| Thoroughbred Financial Services, LLC | 0.04% | No change | 10,163 | $411K |
| Townsquare Capital LLC | 0.01% | Reduce -31.1% | 10,043 | $406K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,847 | $358K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 8,142 | $330K |
| Citadel Advisors | 0.00% | Reduce -46.4% | 7,917 | $320K |
| Snowden Capital Advisors LLC | 0.01% | No change | 7,093 | $287K |
| Brookstone Capital Management | 0.01% | Reduce -96.4% | 7,091 | $287K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 7,015 | $284K |
| Betterment LLC | 0.00% | Reduce -3.9% | 6,366 | $258K |
| Continuum Advisory, LLC | 0.04% | Reduce -6.3% | 6,280 | $256K |
| Straight Path Wealth Management | 0.14% | No change | 6,000 | $243K |
| Trek Financial, LLC | 0.02% | No change | 5,850 | $237K |
| Epic Trust Investment Advisors, LLC | 0.28% | No change | 5,665 | $229K |
| Three Seasons Wealth, LLC | 0.16% | No change | 5,570 | $225K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -5.5% | 5,494 | $222K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 5,256 | $213K |
| IFP Advisors, Inc | 0.01% | No change | 5,036 | $204K |
| Weaver Consulting Group | 0.07% | New | 4,987 | $202K |
| Weaver Capital Management LLC | 0.04% | New | 3,096 | $125K |
| Principal Securities, Inc. | 0.00% | No change | 2,908 | $118K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,596 | $105K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,449 | $99K |
| Harbour Investments, Inc. | 0.00% | No change | 2,396 | $97K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -44.1% | 1,141 | $46K |
| UBS Group AG | 0.00% | Add +1759.1% | 818 | $33K |
| Sunbelt Securities, Inc. | 0.00% | No change | 750 | $30K |
| Morgan Stanley | 0.00% | No change | 619 | $25K |
| Capital Analysts, LLC | 0.00% | No change | 616 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 600 | $24K |
| Blair William & Co. | 0.00% | No change | 562 | $23K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 458 | $19K |
| Creative Financial Designs Inc. | 0.00% | No change | 400 | $16K |
| Caitlin John, LLC | 0.01% | No change | 370 | $15K |
| Larson Financial Group LLC | 0.00% | No change | 254 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $4K |
| NewEdge Advisors, LLC | 0.00% | New | 45 | $2K |
"% of holder's portfolio" is BOCT's weight in each manager's 13F, not the share of Innovator U.S. Equity Buffer the manager owns.