INNOVATOR INT DEV POWER BUFF IOCT
$37.08
+0.5% 52w: $31.99 – $37.08
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data31.9934.5337.08
Jun 20, 2025 Jul 2, 2026
Institutional holders
99
-5 QoQ
13F value
$137.3M
-6.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IOCT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 432.0K | $15.1M | 0.0% | -2.9% |
| Broussard Financial Group LLC | Wealth advisor | 393.1K | $13.8M | 11.0% | +3.2% |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 235.2K | $8.2M | 0.8% | -19.2% |
| Creative Planning | Wealth advisor | 227.3K | $8.0M | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 217.3K | $7.6M | 0.2% | -0.5% |
| ACCESS FINANCIAL SERVICES, INC. | Wealth advisor | 177.3K | $6.2M | 2.2% | -39.3% |
| US BANCORP \DE\ | Wealth advisor | 163.1K | $5.7M | 0.0% | +21.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 103.4K | $3.6M | 0.0% | -26.0% |
| Focus Partners Wealth | Wealth advisor | 102.7K | $3.6M | 0.0% | -8.6% |
| PFG Advisors | Wealth advisor | 92.0K | $3.2M | 0.2% | -4.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 78.4K | $2.7M | 0.0% | -1.3% |
| Cetera Investment Advisers | Wealth advisor | 73.6K | $2.6M | 0.0% | -15.2% |
| RED CRANE WEALTH MANAGEMENT, LLC | Wealth advisor | 66.8K | $2.3M | 1.9% | -0.9% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 66.8K | $2.3M | 0.0% | -0.8% |
| WPWealth LLP | Wealth advisor | 66.6K | $2.3M | 0.4% | -0.2% |
| HighTower Advisors, LLC | Diversified mechanical | 62.7K | $2.2M | 0.0% | Held |
| Signal Advisors Wealth, LLC | Wealth advisor | 53.7K | $1.9M | 0.1% | +20.0% |
| Talon Private Wealth, LLC | Wealth advisor | 53.7K | $1.9M | 0.3% | — |
| BFI Wealth Solutions, LLC | Wealth advisor | 52.1K | $1.8M | 1.8% | +10.6% |
| CORRADO ADVISORS, LLC | Wealth advisor | 52.6K | $1.8M | 1.0% | -2.2% |
| Berger Financial Group, Inc | Wealth advisor | 52.5K | $1.8M | 0.1% | -3.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 51.9K | $1.8M | 0.0% | +51.0% |
| CWM, LLC | Wealth advisor | 50.0K | $1.8M | 0.0% | +2.5% |
| Triad Wealth Partners, LLC | Wealth advisor | 47.4K | $1.7M | 0.1% | +20.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 42.6K | $1.5M | 0.0% | -3.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 42.3K | $1.5M | 0.0% | -2.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 37.8K | $1.3M | 0.0% | -23.5% |
| LPL Financial LLC | Bank broker | 37.8K | $1.3M | 0.0% | +9.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 36.5K | $1.3M | 0.0% | New |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 33.7K | $1.2M | 0.3% | -4.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 28.7K | $1.0M | 0.1% | +18.4% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 29.5K | $1.0M | 0.0% | +18.5% |
| Americana Partners, LLC | Other | 29.0K | $1.0M | 0.0% | -45.7% |
| FIDUCIARY FINANCIAL GROUP, LLC | Wealth advisor | 29.0K | $1.0M | 0.1% | Held |
| World Investment Advisors | Wealth advisor | 26.8K | $938K | 0.0% | +2.6% |
| WEALTHGARDEN F.S. LLC | Wealth advisor | 26.3K | $923K | 0.6% | -0.3% |
| Atlantic Private Wealth, LLC | Wealth advisor | 22.3K | $783K | 0.5% | Held |
| Long Island Wealth Management, Inc. | Wealth advisor | 20.7K | $726K | 0.3% | +12.5% |
| Fragasso Financial Advisors Inc | Wealth advisor | 18.7K | $662K | 0.0% | -6.6% |
| Cornerstone Wealth, LLC/TN | Wealth advisor | 17.7K | $636K | 0.4% | — |
| CreativeOne Wealth, LLC | Wealth advisor | 18.0K | $629K | 0.0% | -27.5% |
| SIGNATUREFD, LLC | Wealth advisor | 16.1K | $564K | 0.0% | Held |
| MMA ASSET MANAGEMENT LLC | Wealth advisor | 15.8K | $553K | 0.2% | Held |
| Tradition Wealth Management, LLC | Wealth advisor | 14.8K | $517K | 0.0% | Held |
| Jacobi Capital Management LLC | Wealth advisor | 14.1K | $495K | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 13.7K | $482K | 0.0% | Held |
| Beacon Pointe Advisors, LLC | Wealth advisor | 13.4K | $470K | 0.0% | Held |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 13.4K | $469K | 0.1% | Held |
| Rothschild Wealth LLC | Wealth advisor | 13.0K | $456K | 0.0% | -2.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 12.9K | $454K | 0.0% | 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.