INNOVATOR U.S. EQUITY BUFFER BOCT
$52.99
-0.0% 52w: $44.07 – $53.09
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data44.0748.5853.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
115
-4 QoQ
13F value
$216.9M
-3.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BOCT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Brookstone Capital Management | Wealth advisor | 621.6K | $29.8M | 0.3% | +8.0% |
| Penserra Capital Management LLC | Diversified mechanical | 414.9K | $19.9M | 0.2% | +11.1% |
| COFG Advisors, LLC | Wealth advisor | 371.1K | $17.8M | 4.4% | -1.6% |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 290.5K | $13.9M | 3.5% | +1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 266.2K | $12.8M | 0.0% | -2.5% |
| Cerity Partners LLC | Diversified mechanical | 181.7K | $8.7M | 0.0% | -9.4% |
| HighTower Advisors, LLC | Diversified mechanical | 161.5K | $7.8M | 0.0% | -2.9% |
| Cetera Investment Advisers | Wealth advisor | 156.6K | $7.5M | 0.0% | +3.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 120.9K | $5.8M | 0.0% | +1.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 118.9K | $5.7M | 0.0% | -23.7% |
| Wealthquest Corp | Wealth advisor | 88.5K | $4.3M | 0.2% | +98.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 77.6K | $3.7M | 0.0% | -41.6% |
| LPL Financial LLC | Bank broker | 70.7K | $3.4M | 0.0% | -7.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 68.1K | $3.3M | 0.0% | +2.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 66.7K | $3.2M | 0.0% | Held |
| Fragasso Financial Advisors Inc | Wealth advisor | 65.4K | $3.2M | 0.2% | -5.1% |
| Berkshire Money Management, Inc. | Wealth advisor | 55.6K | $2.7M | 0.3% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 50.5K | $2.4M | 0.0% | -4.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 43.2K | $2.1M | 0.0% | +4.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 40.5K | $1.9M | 0.0% | +111.3% |
| HFG Wealth Management, LLC | Wealth advisor | 40.3K | $1.9M | 1.1% | -0.5% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 37.5K | $1.9M | 0.0% | New |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 39.6K | $1.9M | 0.3% | +4.3% |
| FSA Advisors, Inc. | Wealth advisor | 39.5K | $1.9M | 1.2% | -0.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 36.3K | $1.7M | 0.0% | +2.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 36.3K | $1.7M | 0.0% | -0.4% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 31.8K | $1.5M | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 31.3K | $1.5M | 0.0% | -7.0% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 30.9K | $1.5M | 0.2% | +2.9% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 29.5K | $1.4M | 0.0% | +31.9% |
| Arkadios Wealth Advisors | Wealth advisor | 28.1K | $1.3M | 0.0% | +19.3% |
| Weaver Consulting Group | Wealth advisor | 27.2K | $1.3M | 0.3% | -5.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 27.1K | $1.3M | 0.0% | +447.8% |
| Diligent Investors, LLC | Other | 25.2K | $1.2M | 0.3% | -3.8% |
| World Investment Advisors | Wealth advisor | 25.1K | $1.2M | 0.0% | +1.9% |
| My Personal CFO, LLC | Wealth advisor | 23.7K | $1.1M | 0.5% | -8.5% |
| Maltin Wealth Management, Inc. | Wealth advisor | 23.5K | $1.1M | 0.4% | Held |
| Lantz Financial LLC | Wealth advisor | 22.9K | $1.1M | 0.2% | -0.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 22.5K | $1.1M | 0.0% | -70.2% |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 22.1K | $1.1M | 0.4% | -0.2% |
| Atria Investments, Inc | Wealth advisor | 22.0K | $1.1M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 19.7K | $947K | 0.0% | New |
| CWM, LLC | Wealth advisor | 18.8K | $904K | 0.0% | New |
| Spire Wealth Management | Wealth advisor | 18.2K | $875K | 0.0% | 0.0% |
| GWN SECURITIES INC. | Wealth advisor | 17.5K | $840K | 0.2% | +0.3% |
| Sigma Planning Corp | Wealth advisor | 17.2K | $827K | 0.0% | -0.4% |
| Mutual Advisors, LLC | Wealth advisor | 16.9K | $811K | 0.0% | Held |
| City Center Advisors, LLC | Wealth advisor | 16.3K | $782K | 0.7% | +1.7% |
| Krilogy Financial LLC | Wealth advisor | 14.1K | $714K | 0.0% | Held |
| Caliber Wealth Management, LLC / KS | Wealth advisor | 14.7K | $704K | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.