INNOVATOR U.S. EQUITY BUFFER (BOCT) Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BOCT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $198.03M in BOCT holdings during the latest filing period.
Penserra Capital Management Llc is currently the largest disclosed institutional shareholder of BOCT tracked by InsiderSet, reporting ownership valued at approximately $26.40M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.23M, representing an estimated gain of +3.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed BOCT value among the investors covered in this analysis. Major shareholders include Penserra Capital Management Llc, Cofg Advisors, Llc, Integral Investment Advisors, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BOCT).
This page ranks the largest institutional BOCT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
117
Total Reported Value
$198.03M
Largest Holder
Penserra Capital Management Llc
Largest Position
$26.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Penserra Capital Management Llc | 0.20% | 497,836 | $26,396,000 | $27,230,036 | +$834,036 | +3.16% | |
| Cofg Advisors, Llc | 3.39% | 370,725 | $19,656,210 | $20,277,471 | +$621,261 | +3.16% | |
| Integral Investment Advisors, Inc. | 3.46% | 296,555 | $15,723,788 | $16,220,610 | +$496,822 | +3.16% | |
| Commonwealth Equity Services, Llc | 0.02% | 256,223 | $13,585,320 | $14,014,578 | +$429,258 | +3.16% | |
| Cerity Partners Llc | 0.01% | 164,026 | $8,696,905 | $8,971,697 | +$274,792 | +3.16% | |
| Osaic Holdings, Inc. | 0.01% | 139,210 | $7,380,919 | $7,614,342 | +$233,423 | +3.16% | |
| Cetera Investment Advisers | 0.01% | 124,423 | $6,597,094 | $6,805,540 | +$208,446 | +3.16% | |
| Envestnet Asset Management Inc | 0.00% | 111,361 | $5,904,526 | $6,091,090 | +$186,564 | +3.16% | |
| Old Mission Capital Llc | 0.10% | 74,509 | $3,950,578 | $4,075,404 | +$124,826 | +3.16% | |
| Susquehanna International Group, Llp | 0.00% | 72,829 | $3,861,503 | $3,983,513 | +$122,010 | +3.16% | |
| Mml Investors Services, Llc | 0.01% | 72,096 | $3,822,638 | $3,943,420 | +$120,782 | +3.16% | |
| Lpl Financial Llc | 0.00% | 68,577 | $3,636,055 | $3,750,942 | +$114,887 | +3.16% | |
| Captrust Financial Advisors | 0.01% | 65,227 | $3,458,433 | $3,567,708 | +$109,275 | +3.16% | |
| Fragasso Financial Advisors Inc | 0.18% | 63,507 | $3,367,236 | $3,473,630 | +$106,394 | +3.16% | |
| Kestra Advisory Services, Llc | 0.01% | 57,326 | $3,039,493 | $3,135,549 | +$96,056 | +3.16% | |
| Berkshire Money Management, Inc. | 0.27% | 55,587 | $2,947,307 | $3,040,431 | +$93,124 | +3.16% | |
| Raymond James Financial Inc | 0.00% | 50,090 | $2,655,847 | $2,739,763 | +$83,916 | +3.16% | |
| Wealthquest Corp | 0.15% | 43,921 | $2,328,757 | $2,402,338 | +$73,581 | +3.16% | |
| Global Assets Advisory, Llc | 0.47% | 40,715 | $2,160,964 | $2,226,980 | +$66,016 | +3.05% | |
| Blue Bell Private Wealth Management, Llc | 0.25% | 38,493 | $2,040,957 | $2,105,444 | +$64,487 | +3.16% | |
| Fsa Advisors, Inc. | 0.94% | 38,464 | $2,039,419 | $2,103,858 | +$64,439 | +3.16% | |
| Diversify Advisory Services, Llc | 0.03% | 36,710 | $1,944,474 | $2,007,920 | +$63,446 | +3.26% | |
| Diversify Wealth Management, Llc | 0.03% | 36,710 | $1,944,474 | $2,007,920 | +$63,446 | +3.26% | |
| Truist Financial Corp | 0.00% | 36,320 | $1,925,741 | $1,986,588 | +$60,847 | +3.16% | |
| Beacon Pointe Advisors, Llc | 0.01% | 35,022 | $1,856,922 | $1,915,591 | +$58,669 | +3.16% | |
| Orion Porfolio Solutions, Llc | 0.01% | 34,619 | $1,835,551 | $1,893,549 | +$57,998 | +3.16% | |
| Jpmorgan Chase & Co | 0.00% | 33,473 | $1,766,203 | $1,830,866 | +$64,663 | +3.66% | |
| Newedge Advisors, Llc | 0.00% | 30,347 | $1,609,043 | $1,659,884 | +$50,841 | +3.16% | |
| First Commonwealth Financial Corp | 0.23% | 30,338 | $1,608,566 | $1,659,392 | +$50,826 | +3.16% | |
| Janney Montgomery Scott Llc | 0.00% | 29,869 | $1,584,000 | $1,633,739 | +$49,739 | +3.14% | |
| Weaver Consulting Group | 0.29% | 27,090 | $1,436,343 | $1,481,736 | +$45,393 | +3.16% | |
| Diligent Investors, Llc | 0.30% | 25,131 | $1,332,483 | $1,374,585 | +$42,102 | +3.16% | |
| World Investment Advisors | 0.02% | 23,990 | $1,255,264 | $1,312,176 | +$56,912 | +4.53% | |
| Maltin Wealth Management, Inc. | 0.42% | 23,473 | $1,244,563 | $1,283,898 | +$39,335 | +3.16% | |
| Lantz Financial Llc | 0.22% | 22,899 | $1,214,139 | $1,252,502 | +$38,363 | +3.16% | |
| Dhjj Financial Advisors, Ltd. | 0.34% | 21,961 | $1,164,406 | $1,201,196 | +$36,790 | +3.16% | |
| Atria Investments, Inc | 0.01% | 20,706 | $1,097,863 | $1,132,552 | +$34,689 | +3.16% | |
| Hrt Financial Lp | 0.00% | 19,591 | $1,038,000 | $1,071,565 | +$33,565 | +3.23% | |
| Foronjy Financial Llc | 0.38% | 19,415 | $1,029,412 | $1,061,938 | +$32,526 | +3.16% | |
| My Personal Cfo, Llc | 0.40% | 19,400 | $1,028,617 | $1,061,118 | +$32,501 | +3.16% | |
| Spire Wealth Management | 0.03% | 18,240 | $967,090 | $997,670 | +$30,580 | +3.16% | |
| Cwm, Llc | 0.00% | 18,830 | $903,591 | $1,029,941 | +$126,350 | +13.98% | |
| Mutual Advisors, Llc | 0.02% | 16,841 | $892,935 | $921,149 | +$28,214 | +3.16% | |
| Sigma Planning Corp | 0.02% | 16,430 | $871,121 | $898,668 | +$27,547 | +3.16% | |
| City Center Advisors, Llc | 0.68% | 15,946 | $845,481 | $872,195 | +$26,714 | +3.16% | |
| Caliber Wealth Management, Llc / Ks | 0.08% | 14,681 | $778,408 | $803,004 | +$24,596 | +3.16% | |
| Valtinson Bruner Financial Planning Llc | 0.18% | 13,697 | $726,235 | $749,182 | +$22,947 | +3.16% | |
| Dynamic Advisor Solutions Llc | 0.02% | 13,611 | $721,676 | $744,478 | +$22,802 | +3.16% | |
| Krilogy Financial Llc | 0.02% | 12,918 | $684,932 | $706,573 | +$21,641 | +3.16% | |
| Arax Advisory Partners | 0.00% | 12,304 | $652,399 | $672,989 | +$20,590 | +3.16% |
Frequently asked questions about BOCT
Who owns the most BOCT stock?
The largest holders of BOCT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY BUFFER (BOCT).
Is BOCT widely held by superinvestors?
Many widely followed stocks like BOCT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BOCT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.