Innovator U.S. Equity BufferBOCTETF
13F holders, Q4 2024 (December 31)98holders +16
15new positions
4sold out
1famous investor
$43.21avg. 13F price*
At the end of Q4 2024, 98 institutions reported holding Innovator U.S. Equity Buffer (BOCT) in their 13F filings, up 16 from Q3 2024. 15 opened new positions and 4 sold out. The largest holders were Brookstone Capital Management ($20.9M), Penserra Capital Management LLC ($15.2M) and Commonwealth Equity Services, LLC ($14.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.4M |
| Exits | 4 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,042,081 shares bought and 418,338 shares sold, net +623,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Brookstone Capital Management | 0.30% | Add +9323.5% | 482,860 | $20.9M |
| Penserra Capital Management LLC | 0.28% | Add +17.8% | 351,674 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -49.5% | 326,212 | $14.1M |
| Integral Investment Advisors, Inc. | 3.63% | Add +4.8% | 259,058 | $11.2M |
| HighTower Advisors, LLC | 0.01% | Add +18.4% | 184,486 | $8.0M |
| Cetera Investment Advisers | 0.02% | Add +130.8% | 177,437 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Add +73.5% | 151,733 | $6.6M |
| Captrust Financial Advisors | 0.01% | Reduce -15.3% | 108,330 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +47.3% | 98,893 | $4.3M |
| Fragasso Financial Advisors Inc | 0.25% | Add +4.4% | 76,089 | $3.3M |
| Cerity Partners LLC | 0.01% | Reduce -1.6% | 76,043 | $3.3M |
| Wealthquest Corp | 0.24% | Reduce -8.3% | 69,304 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +24.1% | 63,210 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -4.0% | 63,163 | $2.7M |
| Berkshire Money Management, Inc. | 0.26% | Reduce -8.8% | 56,376 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +252.3% | 53,065 | $2.3M |
| Motiv8 Investments LLC | 1.46% | Add +24.8% | 48,007 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.5% | 44,728 | $1.9M |
| Diversify Advisory Services, LLC | 0.10% | No change | 41,564 | $1.8M |
| Raymond James Financial Inc. | 0.00% | — | 41,280 | $1.8M |
| Blue Bell Private Wealth Management, LLC | 0.33% | Add +4.7% | 40,080 | $1.7M |
| FSA Advisors, Inc. | 1.86% | Reduce -2.6% | 35,820 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +17.3% | 33,123 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +17.7% | 29,153 | $1.3M |
| Bison Wealth, LLC | 0.14% | — | 27,186 | $1.2M |
| Bullseye Investment Management, LLC | 0.80% | New | 26,528 | $1.1M |
| Daymark Wealth Partners, LLC | 0.05% | New | 26,397 | $1.1M |
| First Commonwealth Financial Corp | 0.27% | Add +11.1% | 26,362 | $1.1M |
| My Personal CFO, LLC | 0.57% | Add +41.7% | 25,935 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +0.4% | 24,858 | $1.1M |
| Maltin Wealth Management, Inc. | 0.51% | No change | 23,849 | $1.0M |
| Diligent Investors, LLC | 0.22% | Reduce -0.0% | 22,298 | $964K |
| RFG Advisory, LLC | 0.02% | Add +50.0% | 19,947 | $862K |
| Lantz Financial LLC | 0.22% | Add +7.3% | 19,073 | $824K |
| Cresset Asset Management, LLC | 0.00% | Reduce -25.4% | 18,954 | $819K |
| McAdam, LLC | 0.04% | Reduce -1.7% | 18,733 | $810K |
| DHJJ Financial Advisors, Ltd. | 0.31% | Add +3.6% | 18,665 | $807K |
| Sigma Planning Corp | 0.02% | Add +1.5% | 17,609 | $761K |
| Krilogy Financial LLC | 0.05% | No change | 17,135 | $741K |
| Spire Wealth Management | 0.02% | Add +17.4% | 17,038 | $737K |
| Centaurus Financial, Inc. | 0.04% | New | 15,641 | $676K |
| Jane Street Group, LLC | 0.00% | New | 15,576 | $673K |
| Valtinson Bruner Financial Planning LLC | 0.21% | Reduce -0.1% | 13,626 | $589K |
| Citadel Advisors | 0.00% | New | 13,578 | $587K |
| WPWealth LLP | 0.12% | Add +4.6% | 13,385 | $579K |
| Arax Advisory Partners | 0.03% | Reduce -0.4% | 12,635 | $546K |
| BCS Wealth Management | 0.14% | Add +24.1% | 12,556 | $543K |
| City Center Advisors, LLC | 0.57% | Add +0.9% | 11,844 | $512K |
| Global Trust Asset Management, LLC | 0.19% | Reduce -15.3% | 11,600 | $501K |
| CoreCap Advisors, LLC | 0.02% | Reduce -47.9% | 11,520 | $498K |
| XML Financial, LLC | 0.04% | Add +5.1% | 11,134 | $481K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 10,163 | $439K |
| Summit Wealth Partners, LLC | 0.09% | No change | 9,637 | $417K |
| Blair William & Co. | 0.00% | Add +1476.0% | 8,857 | $383K |
| Straight Path Wealth Management | 0.15% | Reduce -0.6% | 8,717 | $377K |
| Principal Securities, Inc. | 0.01% | Add +22.7% | 8,463 | $366K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 8,222 | $355K |
| Snowden Capital Advisors LLC | 0.01% | Add +15.0% | 8,158 | $353K |
| Bellwether Advisors, LLC | 0.06% | New | 8,147 | $352K |
| SageView Advisory Group, LLC | 0.01% | Add +12.2% | 8,064 | $349K |
| Trek Financial, LLC | 0.03% | New | 8,015 | $346K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,686 | $332K |
| Harbour Investments, Inc. | 0.01% | Add +214.7% | 7,541 | $326K |
| Beacon Financial Advisory LLC | 0.10% | Add +15.8% | 7,194 | $311K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 7,015 | $303K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.7% | 6,875 | $297K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,665 | $288K |
| Outlook Wealth Advisors, LLC | 0.08% | New | 6,616 | $286K |
| Chris Bulman Inc | 0.18% | New | 6,409 | $277K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.11% | — | 6,000 | $259K |
| IFP Advisors, Inc | 0.01% | Add +11.4% | 5,721 | $247K |
| Wood Tarver Financial Group, LLC | 0.08% | — | 5,713 | $246K |
| Three Seasons Wealth, LLC | 0.12% | No change | 5,570 | $241K |
| Weaver Consulting Group | 0.07% | No change | 4,987 | $216K |
| NewEdge Advisors, LLC | 0.00% | Add +10466.7% | 4,755 | $206K |
| Townsquare Capital LLC | 0.00% | Reduce -42.4% | 4,738 | $205K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,317 | $143K |
| Weaver Capital Management LLC | 0.04% | No change | 3,096 | $134K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,449 | $106K |
| Sugar Maple Asset Management, LLC | 0.08% | New | 2,353 | $102K |
| Continuum Advisory, LLC | 0.01% | Reduce -0.1% | 2,080 | $90K |
| IMG Wealth Management, Inc. | 0.06% | — | 1,519 | $66K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,141 | $49K |
| Jones Financial Companies LLLP | 0.00% | New | 800 | $35K |
| Morgan Stanley | 0.00% | No change | 790 | $34K |
| Sunbelt Securities, Inc. | 0.00% | No change | 750 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 600 | $26K |
| Chapman Financial Group, LLC | 0.02% | — | 500 | $22K |
| Financial Network Wealth Advisors LLC | 0.04% | Reduce -27.4% | 468 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 458 | $19K |
| Creative Financial Designs Inc. | 0.00% | No change | 400 | $17K |
| Caitlin John, LLC | 0.01% | No change | 370 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 280 | $12K |
| Noble Wealth Management PBC | 0.01% | — | 250 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 132 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 100 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 71 | $3K |
"% 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.