Innovator U.S. Small Cap PowKOCTETF
13F holders, Q1 2026 (March 31)96holders +1
7new positions
8sold out
1famous investor
$33.86avg. 13F price*
At the end of Q1 2026, 96 institutions reported holding Innovator U.S. Small Cap Pow (KOCT) in their 13F filings, up 1 from Q4 2025. 7 opened new positions and 8 sold out. The largest holders were HighTower Advisors, LLC ($9.8M), Compass Financial Group, Inc. ($8.2M) and Cetera Investment Advisers ($6.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Small Cap Pow
- CUSIP
- 45782C599
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.7M |
| Exits | 8 | $5.0M |
All 13F filers, Q4 2025 → Q1 2026: 567,832 shares bought and 289,040 shares sold, net +278,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| HighTower Advisors, LLC | 0.01% | Add +577.3% | 287,554 | $9.8M |
| Compass Financial Group, Inc. | 3.68% | Reduce -0.3% | 240,533 | $8.2M |
| Cetera Investment Advisers | 0.01% | Reduce -1.9% | 176,899 | $6.0M |
| SageView Advisory Group, LLC | 0.21% | Add +5.4% | 171,887 | $5.8M |
| Creative Planning | 0.00% | New | 171,887 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.8% | 167,422 | $5.7M |
| Principal Securities, Inc. | 0.08% | Reduce -0.3% | 166,700 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.3% | 128,540 | $4.4M |
| BFI Wealth Solutions, LLC | 2.92% | Add +23.1% | 89,090 | $3.0M |
| LPL Financial LLC | 0.00% | Add +2.1% | 56,270 | $1.9M |
| Global Strategic Investment Solutions, LLC | 0.18% | Reduce -18.1% | 55,148 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +1.7% | 53,673 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 52,456 | $1.8M |
| DHJJ Financial Advisors, Ltd. | 0.56% | Reduce -2.8% | 49,708 | $1.7M |
| Blue Bell Private Wealth Management, LLC | 0.22% | Add +14.8% | 44,472 | $1.5M |
| Valtinson Bruner Financial Planning LLC | 0.40% | Reduce -1.3% | 42,388 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +35.3% | 42,178 | $1.4M |
| Old Mission Capital LLC | 0.03% | New | 39,091 | $1.3M |
| Focus Partners Wealth | 0.00% | No change | 38,580 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | No change | 35,937 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -3.9% | 35,029 | $1.2M |
| Founders Financial Securities LLC | 0.07% | Add +17.4% | 33,179 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | No change | 33,371 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Add +24.6% | 33,011 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -7.2% | 28,360 | $962K |
| IFP Advisors, Inc | 0.02% | Add +10.0% | 27,317 | $927K |
| Independent Financial Group, LLC | 0.02% | No change | 26,844 | $911K |
| Raymond James Financial Inc. | 0.00% | Reduce -31.4% | 26,582 | $902K |
| Goldman Sachs Group Inc. | 0.00% | New | 25,000 | $848K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -5.8% | 23,739 | $805K |
| Wood Tarver Financial Group, LLC | 0.22% | No change | 23,056 | $782K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.4% | 22,320 | $757K |
| Janney Montgomery Scott LLC | 0.00% | No change | 21,075 | $715K |
| Cwm, LLC | 0.00% | Reduce -26.5% | 20,825 | $707K |
| Wealth Alliance, LLC | 0.07% | No change | 20,780 | $705K |
| Fragasso Financial Advisors Inc | 0.04% | Add +1.9% | 20,353 | $698K |
| Compass Advisory Group LLC | 0.18% | Reduce -0.3% | 20,381 | $691K |
| Long Island Wealth Management, Inc. | 0.31% | Add +7.7% | 19,598 | $665K |
| Retirement Guys Formula LLC | 0.29% | No change | 18,703 | $635K |
| Cape Investment Advisory, Inc. | 0.21% | Reduce -0.5% | 18,500 | $628K |
| Atlantic Private Wealth, LLC | 0.39% | No change | 17,553 | $596K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -2.3% | 17,537 | $595K |
| Advisory Services Network, LLC | 0.01% | No change | 14,954 | $507K |
| Diligent Investors, LLC | 0.12% | Reduce -3.4% | 14,036 | $476K |
| Cornerstone Wealth, LLC | 0.27% | — | 13,210 | $472K |
| Fiduciary Financial Group, LLC | 0.06% | No change | 13,699 | $465K |
| Keating Financial Advisory Services, Inc. | 0.07% | No change | 13,352 | $453K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 12,228 | $415K |
| FSA Advisors, Inc. | 0.27% | Reduce -0.7% | 12,122 | $411K |
| Tradition Wealth Management, LLC | 0.03% | No change | 11,850 | $402K |
| Quantinno Capital Management LP | 0.00% | No change | 11,438 | $388K |
| Wedbush Securities Inc. | 0.01% | No change | 11,300 | $383K |
| PFS Partners, LLC | 0.17% | No change | 10,776 | $366K |
| AE Wealth Management LLC | 0.00% | No change | 10,377 | $352K |
| Capital Analysts, LLC | 0.01% | No change | 10,070 | $342K |
| TopTier Wealth Management, LLC | 0.21% | Reduce -0.6% | 9,973 | $338K |
| BCS Wealth Management | 0.07% | Reduce -50.0% | 9,865 | $335K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +18.8% | 9,462 | $321K |
| Captrust Financial Advisors | 0.00% | No change | 9,300 | $316K |
| Sigma Planning Corp | 0.01% | Reduce -75.4% | 9,299 | $315K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 8,776 | $300K |
| Outlook Wealth Advisors, LLC | 0.07% | No change | 8,756 | $297K |
| Advisor OS, LLC | 0.02% | New | 8,734 | $296K |
| Wealthgarden F.S. LLC | 0.20% | No change | 8,555 | $290K |
| Elmwood Wealth Management, Inc. | 0.08% | No change | 8,450 | $287K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -6.2% | 8,252 | $280K |
| Bullseye Investment Management, LLC | 0.15% | Reduce -0.1% | 8,240 | $280K |
| Private Advisor Group, LLC | 0.00% | No change | 7,770 | $264K |
| NewEdge Advisors, LLC | 0.00% | No change | 7,656 | $260K |
| CRA Financial Services, LLC | 0.03% | Reduce -24.7% | 7,620 | $259K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.3% | 16,209 | $254K |
| World Investment Advisors | 0.00% | Add +1.5% | 7,484 | $254K |
| Vantage Point Financial LLC | 0.09% | Reduce -20.7% | 7,155 | $243K |
| MML Investors Services, LLC | 0.00% | Reduce -43.2% | 7,103 | $241K |
| Citadel Advisors | 0.00% | New | 6,699 | $227K |
| Signaturefd, LLC | 0.00% | No change | 6,527 | $221K |
| MAI Capital Management | 0.00% | Add +10.9% | 6,415 | $218K |
| First Commonwealth Financial Corp | 0.03% | Reduce -17.2% | 6,206 | $211K |
| Winnacle Wealth LLC | 0.16% | Reduce -11.9% | 6,012 | $204K |
| Red Reef Advisors LLC | 0.17% | No change | 4,726 | $160K |
| CoreCap Advisors, LLC | 0.01% | Add +8.1% | 4,692 | $159K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,740 | $127K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,306 | $112K |
| WealthShield Partners, LLC | 0.01% | No change | 3,250 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,387 | $81K |
| Noble Wealth Management PBC | 0.03% | No change | 1,800 | $61K |
| Harbour Investments, Inc. | 0.00% | Reduce -87.0% | 1,323 | $45K |
| Financial Network Wealth Advisors LLC | 0.04% | Reduce -20.3% | 1,238 | $42K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $17K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 400 | $14K |
| PlanVest Financial, Inc | 0.01% | — | 350 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 307 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -81.3% | 230 | $8K |
| Farther Finance Advisors, LLC | 0.00% | New | 180 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 100 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $34 |
"% of holder's portfolio" is KOCT's weight in each manager's 13F, not the share of Innovator U.S. Small Cap Pow the manager owns.