INNOVATOR U.S. SMALL CAP POW (KOCT) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. SMALL CAP POW (KOCT). 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 Susquehanna International Group, Llp, Cetera Investment Advisers, Arax Advisory Partners, Osaic Holdings, Inc., and Bfi Wealth Solutions, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +836 | +12.5% | 7,535 | $281.51K | Q2 2026 | Sep 02, 2026 |
| Fsa Advisors, Inc. | Sell | -138 | -1.1% | 11,984 | $447.72K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +70,589 | — | 70,589 | $2.64M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +13,799 | +8.2% | 181,221 | $6.77M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +7,996 | +20.5% | 47,087 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -2,704 | -10.8% | 22,296 | $832.98K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -260 | -3.5% | 7,224 | $263.05K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -147 | -29.4% | 353 | $13.19K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -145 | -0.5% | 26,437 | $987.69K | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | Sell | -40,193 | -22.7% | 136,706 | $5.11M | Q2 2026 | Aug 12, 2026 |
| First Commonwealth Financial Corp | Buy | +4,450 | +71.7% | 10,656 | $398.11K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +1,211 | +15.8% | 8,867 | $331.27K | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +211 | +0.5% | 38,791 | $1.45M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -182 | -13.8% | 1,141 | $42.63K | Q2 2026 | Aug 12, 2026 |
| Wealth Alliance, Llc | Sell | -1,405 | -6.8% | 19,375 | $723.85K | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, Llc | Sell | -1,000 | -8.4% | 10,850 | $405.36K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, Llc | Sell | -956 | -2.9% | 32,415 | $1.21M | Q2 2026 | Aug 11, 2026 |
| Compass Advisory Group Llc | Sell | -55 | -0.3% | 20,326 | $759.38K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +29,396 | — | 29,396 | $1.10M | Q2 2026 | Aug 10, 2026 |
| Bfi Wealth Solutions, Llc | Buy | +9,747 | +10.9% | 98,837 | $3.69M | Q2 2026 | Aug 07, 2026 |
| Onedigital Investment Advisors Llc | Buy | +6,023 | +16.8% | 41,960 | $1.57M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +5,622 | +10.0% | 61,892 | $2.31M | Q2 2026 | Aug 07, 2026 |
| Global Strategic Investment Solutions, Llc | Sell | -3,322 | -6.0% | 51,826 | $1.94M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +2,490 | +35.1% | 9,593 | $358.39K | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +337 | — | 337 | $12.18K | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +60 | +0.6% | 9,359 | $349.65K | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -41 | -0.1% | 44,431 | $1.66M | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, Llc | Sell | -762 | -8.1% | 8,700 | $325.03K | Q2 2026 | Aug 05, 2026 |
| Advisor Os, Llc | Sell | -299 | -3.4% | 8,435 | $315.13K | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Sell | -100 | -0.5% | 20,975 | $784.00K | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about KOCT activity
Which institutional owners are buying KOCT?
Institutional owners buying KOCT 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 KOCT activity?
"Buy" means an investor increased their reported position in KOCT compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. SMALL CAP POW (KOCT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KOCT increasing?
Institutional interest in KOCT 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.