Innovator U.S. Equity BufferBOCTETF

13F holders, Q2 2026 (June 30)
121holders +5
16new positions
9sold out
1famous investor
$53.00avg. 13F price*

At the end of Q2 2026, 121 institutions reported holding Innovator U.S. Equity Buffer (BOCT) in their 13F filings, up 5 from Q1 2026. 16 opened new positions and 9 sold out. The largest holders were Penserra Capital Management LLC ($26.4M), COFG Advisors, LLC ($19.7M) and Integral Investment Advisors, Inc. ($15.7M). 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

050100150 Q1 2024: 89Q1 2024Q2 2024: 89Q2 2024Q3 2024: 82Q3 2024Q4 2024: 98Q4 2024Q1 2025: 95Q1 2025Q2 2025: 89Q2 2025Q3 2025: 89Q3 2025Q4 2025: 120Q4 2025Q1 2026: 116Q1 2026Q2 2026: 121Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions16$7.5M
Exits9$5.1M

All 13F filers, Q1 2026 → Q2 2026: 427,096 shares bought and 943,948 shares sold, net −516,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 121 holders

Penserra Capital Management LLC 0.20% Add +20.0% 497,836 $26.4M
COFG Advisors, LLC 3.39% Reduce -0.1% 370,725 $19.7M
Integral Investment Advisors, Inc. 3.46% Add +2.1% 296,555 $15.7M
Commonwealth Equity Services, LLC 0.02% Reduce -3.8% 256,223 $13.6M
Cerity Partners LLC 0.01% Reduce -9.7% 164,026 $8.7M
HighTower Advisors, LLC 0.01% Add +0.7% 162,570 $8.6M
Osaic Holdings, Inc. 0.01% Add +17.1% 139,210 $7.4M
Cetera Investment Advisers 0.01% Reduce -20.6% 124,423 $6.6M
Envestnet Asset Management Inc. 0.00% Reduce -7.9% 111,361 $5.9M
Old Mission Capital LLC 0.10% Add +152.4% 74,509 $4.0M
Susquehanna International Group, LLP 0.00% Add +79.8% 72,829 $3.9M
MML Investors Services, LLC 0.01% Add +220.1% 72,096 $3.8M
LPL Financial LLC 0.00% Reduce -3.0% 68,577 $3.6M
Captrust Financial Advisors 0.01% Reduce -2.3% 65,227 $3.5M
Fragasso Financial Advisors Inc 0.18% Reduce -2.9% 63,507 $3.4M
Kestra Advisory Services, LLC 0.01% Reduce -15.8% 57,326 $3.0M
Berkshire Money Management, Inc. 0.27% No change 55,587 $2.9M
Raymond James Financial Inc. 0.00% Reduce -0.8% 50,090 $2.7M
Wealthquest Corp 0.15% No change 43,921 $2.3M
Global Assets Advisory, LLC 0.47% New 40,715 $2.2M
Blue Bell Private Wealth Management, LLC 0.25% Reduce -2.8% 38,493 $2.0M
FSA Advisors, Inc. 0.94% Reduce -2.5% 38,464 $2.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.6% 38,000 $2.0M
Diversify Advisory Services, LLC 0.03% New 36,710 $1.9M
Diversify Wealth Management, LLC 0.03% Reduce -2.0% 36,710 $1.9M
Truist Financial Corp. 0.00% No change 36,320 $1.9M
Beacon Pointe Advisors, LLC 0.01% Reduce -19.0% 35,022 $1.9M
Orion Porfolio Solutions, LLC 0.01% Add +9.0% 34,619 $1.8M
JPMorgan Chase & Co. 0.00% Add +1707.4% 33,473 $1.8M
NewEdge Advisors, LLC 0.00% Add +11.8% 30,347 $1.6M
First Commonwealth Financial Corp 0.23% Reduce -1.8% 30,338 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -4.5% 29,869 $1.6M
Weaver Consulting Group 0.29% Reduce -0.3% 27,090 $1.4M
Diligent Investors, LLC 0.30% Reduce -0.2% 25,131 $1.3M
World Investment Advisors 0.02% Reduce -4.4% 23,990 $1.3M
Maltin Wealth Management, Inc. 0.42% No change 23,473 $1.2M
Lantz Financial LLC 0.22% Reduce -0.2% 22,899 $1.2M
DHJJ Financial Advisors, Ltd. 0.34% Reduce -0.8% 21,961 $1.2M
Atria Investments, Inc 0.01% Reduce -5.8% 20,706 $1.1M
HRT Financial LP 0.00% New 19,591 $1.0M
Foronjy Financial LLC 0.38% Add +35.7% 19,415 $1.0M
My Personal CFO, LLC 0.40% Reduce -18.3% 19,400 $1.0M
Spire Wealth Management 0.03% Add +0.0% 18,240 $967K
Mutual Advisors, LLC 0.02% Reduce -0.4% 16,841 $893K
Sigma Planning Corp 0.02% Reduce -4.7% 16,430 $871K
City Center Advisors, LLC 0.68% Reduce -2.2% 15,946 $845K
Caliber Wealth Management, LLC / KS 0.08% No change 14,681 $778K
Valtinson Bruner Financial Planning LLC 0.18% No change 13,697 $726K
Dynamic Advisor Solutions LLC 0.02% Reduce -0.1% 13,611 $722K
Krilogy Financial LLC 0.02% Reduce -8.3% 12,918 $685K
Arax Advisory Partners 0.00% Add +5.9% 12,304 $652K
BFI Wealth Solutions, LLC 0.48% No change 12,101 $642K
CoreCap Advisors, LLC 0.02% Reduce -12.6% 10,453 $554K
KFG Wealth Management, LLC 0.06% No change 10,425 $553K
TopTier Wealth Management, LLC 0.33% No change 10,379 $550K
Global Trust Wealth Management LLC 0.37% No change 10,200 $541K
Brookstone Capital Management 0.01% Reduce -98.4% 10,163 $539K
Thoroughbred Financial Services, LLC 0.03% No change 10,163 $538K
WPWealth LLP 0.08% No change 9,582 $508K
Snowden Capital Advisors LLC 0.01% No change 9,243 $490K
Grantvest Financial Group LLC 0.28% No change 9,049 $480K
Triad Wealth Partners, LLC 0.03% Reduce -27.7% 8,860 $476K
BCS Wealth Management 0.09% Reduce -6.1% 8,964 $475K
Blair William & Co. 0.00% No change 8,857 $470K
Principal Securities, Inc. 0.01% Add +0.7% 8,814 $467K
IFP Advisors, Inc 0.01% Reduce -8.5% 8,804 $467K
Straight Path Wealth Management 0.10% Reduce -0.8% 8,459 $449K
Arkadios Wealth Advisors 0.01% Reduce -70.6% 8,273 $439K
XML Financial, LLC 0.03% Reduce -3.6% 8,175 $433K
Bellwether Advisors, LLC 0.06% No change 8,147 $432K
Simplicity Wealth,LLC 0.01% New 8,105 $430K
IMG Wealth Management, Inc. 0.24% Reduce -9.1% 8,051 $427K
Trek Financial, LLC 0.02% Add +0.4% 8,010 $425K
J.W. Cole Advisors, Inc. 0.01% New 7,758 $411K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -7.6% 7,655 $406K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +66.0% 7,499 $398K
Kingsview Wealth Management, LLC 0.00% No change 7,449 $395K
CreativeOne Wealth, LLC 0.01% Reduce -2.4% 7,442 $395K
Citadel Advisors 0.00% New 7,066 $375K
Advisory Services Network, LLC 0.00% No change 6,729 $357K
Beacon Financial Advisory LLC 0.07% No change 6,540 $347K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -92.2% 6,079 $325K
Rothschild Wealth LLC 0.03% No change 6,000 $318K
GWN Securities Inc. 0.05% Reduce -66.0% 5,962 $316K
Axxcess Wealth Management, LLC 0.00% New 5,811 $308K
Cresset Asset Management, LLC 0.00% Reduce -0.9% 5,754 $305K
Three Seasons Wealth, LLC 0.03% No change 5,570 $295K
RFG Advisory, LLC 0.00% Reduce -2.5% 4,931 $261K
Old Port Advisors 0.05% No change 4,500 $239K
Retirement Planning Group, LLC 0.01% No change 4,492 $238K
Harbour Investments, Inc. 0.00% Reduce -4.0% 4,378 $232K
MTM Financial Group, LLC 0.10% No change 4,350 $231K
Merit Financial Group, LLC 0.00% Reduce -2.3% 4,098 $217K
First Heartland Consultants, Inc. 0.01% New 4,084 $217K
AlphaStar Capital Management, LLC 0.01% Reduce -52.9% 4,076 $216K
Visionary Wealth Advisors 0.01% Reduce -8.2% 3,980 $211K
GTS Financial, LLC 0.15% New 4,642 $211K
Farther Finance Advisors, LLC 0.00% No change 3,697 $196K
Steward Partners Investment Advisory, LLC 0.00% No change 3,019 $160K
Evolution Wealth Management Inc. 0.09% No change 3,012 $160K
Continuum Advisory, LLC 0.01% New 2,890 $153K
Morgan Stanley 0.00% No change 2,809 $149K
Weaver Capital Management LLC 0.03% No change 2,706 $130K
Operose Advisors LLC 0.02% New 2,061 $109K
Financial Network Wealth Advisors LLC 0.08% Add +12.9% 1,458 $77K
AE Wealth Management LLC 0.00% No change 1,418 $75K
AdvisorNet Financial, Inc 0.00% No change 811 $43K
Vision Retirement, LLC 0.01% New 735 $39K
Keating Financial Advisory Services, Inc. 0.01% No change 725 $38K
Cape Investment Advisory, Inc. 0.01% New 600 $32K
Private Trust Co. NA 0.00% No change 515 $27K
Chapman Financial Group, LLC 0.02% No change 500 $27K
IFG Advisory, LLC 0.00% New 444 $24K
Creative Financial Designs Inc. 0.00% No change 400 $21K
Caitlin John, LLC 0.01% No change 370 $20K
Lanark Financial, Inc. 0.00% Reduce -50.0% 289 $15K
Bullock Wealth Management Group 0.00% No change 147 $8K
Fiduciary Financial Advisors 0.00% New 116 $6K
EverSource Wealth Advisors, LLC 0.00% No change 100 $5K
Country Trust Bank 0.00% New 77 $4K
Larson Financial Group LLC 0.00% No change 71 $4K

"% 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.