Innovator U.S. Equity BufferBOCTETF
13F holders, Q1 2025 (March 31)95holders −3
9new positions
10sold out
1famous investor
$42.06avg. 13F price*
At the end of Q1 2025, 95 institutions reported holding Innovator U.S. Equity Buffer (BOCT) in their 13F filings, down 3 from Q4 2024. 9 opened new positions and 10 sold out. The largest holders were Stuart Chaussee & Associates, Inc. ($74.7M), Commonwealth Equity Services, LLC ($28.7M) and Brookstone Capital Management ($22.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $83.2M |
| Exits | 10 | $3.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,535,053 shares bought and 182,426 shares sold, net +2,352,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Stuart Chaussee & Associates, Inc. | 18.61% | New | 1,777,329 | $74.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +109.5% | 683,387 | $28.7M |
| Brookstone Capital Management | 0.32% | Add +9.8% | 529,915 | $22.3M |
| Penserra Capital Management LLC | 0.31% | Add +17.2% | 412,085 | $17.3M |
| Integral Investment Advisors, Inc. | 3.56% | Add +2.5% | 265,502 | $11.2M |
| Cetera Investment Advisers | 0.02% | Add +5.0% | 186,369 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Add +22.8% | 186,313 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.0% | 184,536 | $7.8M |
| Captrust Financial Advisors | 0.01% | Reduce -7.4% | 100,314 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +13.7% | 86,431 | $3.6M |
| GWN Securities Inc. | 0.18% | New | 74,177 | $3.2M |
| Fragasso Financial Advisors Inc | 0.23% | Reduce -1.9% | 74,683 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.4% | 71,750 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.2% | 64,596 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -7.3% | 58,532 | $2.5M |
| Berkshire Money Management, Inc. | 0.27% | No change | 56,376 | $2.4M |
| Motiv8 Investments LLC | 1.54% | Add +15.0% | 55,201 | $2.3M |
| Wealthquest Corp | 0.17% | Reduce -28.3% | 49,677 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.5% | 43,605 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 41,152 | $1.7M |
| HFG Wealth Management, LLC | 1.04% | New | 39,759 | $1.7M |
| Blue Bell Private Wealth Management, LLC | 0.32% | Add +0.3% | 40,211 | $1.7M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -3.1% | 40,264 | $1.7M |
| FSA Advisors, Inc. | 1.23% | Add +2.7% | 36,796 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | No change | 33,123 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.0% | 31,203 | $1.3M |
| First Commonwealth Financial Corp | 0.30% | Add +16.7% | 30,775 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +15.4% | 28,696 | $1.2M |
| Bison Wealth, LLC | 0.11% | Add +5.2% | 28,603 | $1.2M |
| Daymark Wealth Partners, LLC | 0.05% | No change | 26,397 | $1.1M |
| My Personal CFO, LLC | 0.55% | No change | 25,935 | $1.1M |
| Bullseye Investment Management, LLC | 0.70% | Reduce -2.4% | 25,896 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 24,676 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -54.3% | 24,242 | $1.0M |
| Maltin Wealth Management, Inc. | 0.47% | No change | 23,849 | $1.0M |
| Diligent Investors, LLC | 0.23% | Reduce -0.0% | 22,293 | $937K |
| Old Mission Capital LLC | 0.02% | New | 21,626 | $909K |
| Arkadios Wealth Advisors | 0.03% | New | 20,522 | $863K |
| Cresset Asset Management, LLC | 0.00% | No change | 18,954 | $797K |
| Lantz Financial LLC | 0.22% | Reduce -1.3% | 18,823 | $791K |
| McAdam, LLC | 0.05% | No change | 18,733 | $787K |
| DHJJ Financial Advisors, Ltd. | 0.32% | No change | 18,665 | $785K |
| Sigma Planning Corp | 0.02% | Reduce -1.6% | 17,336 | $729K |
| Krilogy Financial LLC | 0.05% | No change | 17,135 | $720K |
| RFG Advisory, LLC | 0.02% | Reduce -14.2% | 17,108 | $719K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.8% | 15,517 | $652K |
| Valtinson Bruner Financial Planning LLC | 0.19% | No change | 13,626 | $573K |
| Weaver Consulting Group | 0.16% | Add +158.6% | 12,895 | $542K |
| City Center Advisors, LLC | 0.61% | Add +5.7% | 12,523 | $526K |
| Arax Advisory Partners | 0.03% | Reduce -1.9% | 12,400 | $521K |
| BCS Wealth Management | 0.13% | Reduce -1.9% | 12,321 | $518K |
| CoreCap Advisors, LLC | 0.02% | Add +5.8% | 12,194 | $513K |
| Spire Wealth Management | 0.01% | Reduce -35.4% | 11,014 | $463K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 10,163 | $427K |
| Citadel Advisors | 0.00% | Reduce -25.9% | 10,066 | $423K |
| XML Financial, LLC | 0.04% | Reduce -10.8% | 9,927 | $417K |
| Summit Wealth Partners, LLC | 0.08% | No change | 9,637 | $405K |
| Blair William & Co. | 0.00% | No change | 8,857 | $372K |
| Straight Path Wealth Management | 0.15% | Add +0.7% | 8,774 | $369K |
| Principal Securities, Inc. | 0.01% | No change | 8,463 | $366K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 8,306 | $349K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,158 | $343K |
| Bellwether Advisors, LLC | 0.07% | No change | 8,147 | $342K |
| SageView Advisory Group, LLC | 0.01% | No change | 8,064 | $339K |
| Trek Financial, LLC | 0.02% | No change | 8,015 | $337K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.6% | 7,637 | $321K |
| Beacon Financial Advisory LLC | 0.09% | No change | 7,194 | $302K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.5% | 7,124 | $299K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 6,875 | $289K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,665 | $280K |
| Chris Bulman Inc | 0.17% | Reduce -0.4% | 6,382 | $268K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.11% | No change | 6,000 | $252K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 5,841 | $246K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -16.8% | 5,835 | $245K |
| Three Seasons Wealth, LLC | 0.12% | No change | 5,570 | $234K |
| IFP Advisors, Inc | 0.01% | Reduce -14.0% | 4,921 | $207K |
| Morgan Stanley | 0.00% | Add +424.4% | 4,143 | $174K |
| Barclays PLC | 0.00% | New | 3,442 | $145K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,317 | $139K |
| Wood Tarver Financial Group, LLC | 0.04% | Reduce -52.2% | 2,733 | $115K |
| Weaver Capital Management LLC | 0.03% | Reduce -12.4% | 2,712 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,449 | $103K |
| Continuum Advisory, LLC | 0.01% | Add +12.7% | 2,344 | $99K |
| IMG Wealth Management, Inc. | 0.06% | No change | 1,519 | $64K |
| Sunbelt Securities, Inc. | 0.00% | No change | 750 | $32K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -43.8% | 641 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 600 | $25K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 468 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 400 | $17K |
| Noble Wealth Management PBC | 0.01% | No change | 250 | $11K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -50.4% | 139 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 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.