INNOVATOR U.S. EQUITY BUFFER (BOCT) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY BUFFER (BOCT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Penserra Capital Management Llc, Old Mission Capital Llc, Diversify Advisory Services, Llc, Jpmorgan Chase & Co, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+7,0667,066$374.65KQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcSell-8,225-19.0%35,022$1.86MQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Sell-992-2.5%38,464$2.04MQ2 2026Aug 17, 2026
Old Mission Capital LlcBuy+44,994+152.4%74,509$3.95MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+32,323+79.8%72,829$3.86MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+20,301+17.1%139,210$7.38MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+19,59119,591$1.04MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-17,631-9.7%164,026$8.70MQ2 2026Aug 14, 2026
Gts Financial, LlcBuy+4,6424,642$210.98KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+2,862+9.0%34,619$1.84MQ2 2026Aug 14, 2026
World Investment AdvisorsSell-1,095-4.4%23,990$1.26MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+444444$23.54KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-419-0.8%50,090$2.66MQ2 2026Aug 14, 2026
Cofg Advisors, LlcSell-371-0.1%370,725$19.66MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+116116$6.15KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-61-0.4%16,841$892.93KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcSell-50-0.9%5,754$305.09KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+82,949+20.0%497,836$26.40MQ2 2026Aug 13, 2026
Operose Advisors LlcBuy+2,0612,061$109.28KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-1,500-2.2%65,227$3.46MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-357-8.2%3,980$211.03KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-180-2.4%7,442$394.59KQ2 2026Aug 13, 2026
Trek Financial, LlcBuy+30+0.4%8,010$424.70KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+33,47333,473$1.77MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-32,190-20.6%124,423$6.60MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+3,205+11.8%30,347$1.61MQ2 2026Aug 12, 2026
First Commonwealth Financial CorpSell-556-1.8%30,338$1.61MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-180-3.9%4,378$232.13KQ2 2026Aug 12, 2026
Diversify Advisory Services, LlcBuy+36,71036,710$1.94MQ2 2026Aug 10, 2026
Arkadios Wealth AdvisorsSell-19,837-70.6%8,273$438.65KQ2 2026Aug 10, 2026
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Frequently asked questions about BOCT activity

  • Which institutional owners are buying BOCT?

    Institutional owners buying BOCT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BOCT activity?

    "Buy" means an investor increased their reported position in BOCT compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BOCT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BOCT increasing?

    Institutional interest in BOCT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.