INNOVATOR ETFS TRUST BOCT
US EQTY BUF OCT · ETP · CUSIP 45782C771
55
institutional holders
3.7m
shares reported held*
$112.5mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $30.07.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: Brookstone Capital Management (1.7%, 2026-05-04)
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Berkshire Money Management, Inc. 8.90% of their portfolio | 1.7m $51.8m | — |
| INTEGRAL INVESTMENT ADVISORS, INC. 4.68% of their portfolio | 191.3k $5.7m | — |
| Brookstone Capital Management 0.13% of their portfolio | 185.6k $5.5m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 159.7k $4.8m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 143.9k $4.3m | — |
| Maltin Wealth Management, Inc. 3.37% of their portfolio | 142.5k $4.3m | — |
| Ashton Thomas Private Wealth, LLC 0.34% of their portfolio | 100.2k $3.0m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 99.0k $3.0m | — |
| Wealthquest Corp 0.31% of their portfolio | 74.6k $2.2m | — |
| DFPG INVESTMENTS, LLC 0.95% of their portfolio | 73.0k $2.2m | — |
| TRUSTCORE FINANCIAL SERVICES, LLC 0.20% of their portfolio | 71.2k $2.1m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 65.6k $2.0m | — |
| Cetera Advisors LLC 0.04% of their portfolio | 56.2k $1.7m | — |
| Penserra Capital Management LLC 0.05% of their portfolio | 53.5k $1.6m | — |
| Fragasso Financial Advisors Inc 0.23% of their portfolio | 53.1k $1.6m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 50.0k $1.5m | — |
| Beacon Pointe Advisors, LLC 0.03% of their portfolio | 45.2k $1.4m | — |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 44.7k $1.3m | — |
| Diligent Investors, LLC 0.41% of their portfolio | 38.6k $1.2m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 32.7k $978.0k | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 29.3k $876.0k | — |
| LPL Financial LLC 0.00% of their portfolio | 25.2k $755.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 21.8k $651.0k | — |
| DHJJ Financial Advisors, Ltd. 0.36% of their portfolio | 20.4k $609.0k | — |
| Beacon Financial Advisory LLC 0.43% of their portfolio | 20.1k $601.0k | — |
| Bedel Financial Consulting, Inc. 0.16% of their portfolio | 19.5k $609.0k | — |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.17% of their portfolio | 15.9k $474.0k | — |
| Covington Capital Management 0.02% of their portfolio | 13.9k $414.0k | — |
| Arax Advisory Partners 0.06% of their portfolio | 13.6k $408.0k | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 13.5k $405.0k | — |
| First Commonwealth Financial Corp /PA/ 0.16% of their portfolio | 12.5k $375.0k | — |
| Visionary Wealth Advisors 0.04% of their portfolio | 12.1k $362.0k | — |
| Valtinson Bruner Financial Planning LLC 0.20% of their portfolio | 11.0k $329.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 10.9k $325.0k | — |
| Betterment LLC 0.00% of their portfolio | 10.5k $320.0k | — |
| THOROUGHBRED FINANCIAL SERVICES, LLC 0.06% of their portfolio | 10.2k $303.0k | — |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 9.9k $295.0k | — |
| Advisory Alpha, LLC 0.02% of their portfolio | 9.3k $279.0k | — |
| Pinnacle Wealth Management Group, Inc. 0.21% of their portfolio | 8.1k $242.0k | — |
| Arkadios Wealth Advisors 0.03% of their portfolio | 7.6k $229.0k | — |
| CRA Financial Services, LLC 0.08% of their portfolio | 7.3k $217.0k | — |
| Sigma Planning Corp 0.01% of their portfolio | 7.0k $210.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 4.6k $136.0k | — |
| Bellwether Advisors, LLC 0.04% of their portfolio | 4.6k $136.0k | — |
| IFP Advisors, Inc 0.00% of their portfolio | 3.4k $83.0k | — |
| Strategic Asset Management, LLC 0.07% of their portfolio | 1.4k $43.0k | — |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 1.4k $42.0k | — |
| American Portfolios Advisors 0.00% of their portfolio | 1.1k $33.2k | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 1.1k $32.0k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 1.0k $29.0k | — |
| Sugarloaf Wealth Management, LLC 0.00% of their portfolio | 150 $5.0k | — |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 100 $3.0k | — |
| Glen Eagle Advisors, LLC 0.00% of their portfolio | 100 $3.0k | — |
| My Personal CFO, LLC 0.93% of their portfolio | 20 $610.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |