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 $163.15M in BOCT holdings during the latest filing period.
Cofg Advisors, Llc is currently the largest disclosed institutional shareholder of BOCT tracked by InsiderSet, reporting ownership valued at approximately $17.81M in its March 31, 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 $19.83M, representing an estimated gain of +11.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed BOCT value among the investors covered in this analysis. Major shareholders include Cofg Advisors, Llc, Integral Investment Advisors, Inc., Commonwealth Equity Services, Llc, 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
115
Total Reported Value
$163.15M
Largest Holder
Cofg Advisors, Llc
Largest Position
$17.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cofg Advisors, Llc | 4.40% | 371,096 | $17,807,413 | $19,829,515 | +$2,022,102 | +11.36% | |
| Integral Investment Advisors, Inc. | 3.46% | 296,555 | $15,723,788 | $15,846,416 | +$122,628 | +0.78% | |
| Commonwealth Equity Services, Llc | 0.02% | 256,223 | $13,585,320 | $13,691,276 | +$105,956 | +0.78% | |
| Cerity Partners Llc | 0.01% | 181,657 | $8,717,138 | $9,706,842 | +$989,704 | +11.35% | |
| Hightower Advisors, Llc | 0.01% | 161,512 | $7,750,444 | $8,630,394 | +$879,950 | +11.35% | |
| Cetera Investment Advisers | 0.01% | 156,613 | $7,515,357 | $8,368,616 | +$853,259 | +11.35% | |
| Envestnet Asset Management Inc | 0.00% | 120,866 | $5,799,955 | $6,458,475 | +$658,520 | +11.35% | |
| Osaic Holdings, Inc. | 0.01% | 118,909 | $5,706,371 | $6,353,902 | +$647,531 | +11.35% | |
| Lpl Financial Llc | 0.00% | 70,733 | $3,394,250 | $3,779,618 | +$385,368 | +11.35% | |
| Fragasso Financial Advisors Inc | 0.18% | 63,507 | $3,367,236 | $3,393,497 | +$26,261 | +0.78% | |
| Captrust Financial Advisors | 0.01% | 66,727 | $3,202,015 | $3,565,557 | +$363,542 | +11.35% | |
| Kestra Advisory Services, Llc | 0.01% | 57,326 | $3,039,493 | $3,063,215 | +$23,722 | +0.78% | |
| Berkshire Money Management, Inc. | 0.27% | 55,587 | $2,947,307 | $2,970,291 | +$22,984 | +0.78% | |
| Raymond James Financial Inc | 0.00% | 50,509 | $2,423,765 | $2,698,948 | +$275,183 | +11.35% | |
| Wealthquest Corp | 0.15% | 43,921 | $2,328,757 | $2,346,919 | +$18,162 | +0.78% | |
| Global Assets Advisory, Llc | 0.47% | 40,715 | $2,160,964 | $2,175,606 | +$14,642 | +0.68% | |
| Beacon Pointe Advisors, Llc | 0.01% | 43,247 | $2,075,288 | $2,310,903 | +$235,615 | +11.35% | |
| Diversify Wealth Management, Llc | 0.03% | 36,710 | $1,944,474 | $1,961,599 | +$17,125 | +0.88% | |
| Susquehanna International Group, Llp | 0.00% | 40,506 | $1,943,753 | $2,164,438 | +$220,685 | +11.35% | |
| Hfg Wealth Management, Llc | 1.07% | 40,349 | $1,936,207 | $2,156,049 | +$219,842 | +11.35% | |
| Truist Financial Corp | 0.00% | 36,320 | $1,925,741 | $1,940,759 | +$15,018 | +0.78% | |
| Blue Bell Private Wealth Management, Llc | 0.27% | 39,610 | $1,900,757 | $2,116,560 | +$215,803 | +11.35% | |
| Fsa Advisors, Inc. | 1.25% | 39,456 | $1,893,367 | $2,108,331 | +$214,964 | +11.35% | |
| Orion Porfolio Solutions, Llc | 0.01% | 31,757 | $1,523,917 | $1,696,935 | +$173,018 | +11.35% | |
| First Commonwealth Financial Corp | 0.24% | 30,894 | $1,482,504 | $1,650,821 | +$168,317 | +11.35% | |
| Weaver Consulting Group | 0.29% | 27,090 | $1,436,343 | $1,447,554 | +$11,211 | +0.78% | |
| Old Mission Capital Llc | 0.03% | 29,515 | $1,416,330 | $1,577,134 | +$160,804 | +11.35% | |
| Arkadios Wealth Advisors | 0.02% | 28,110 | $1,348,909 | $1,502,058 | +$153,149 | +11.35% | |
| Diligent Investors, Llc | 0.30% | 25,131 | $1,332,483 | $1,342,875 | +$10,392 | +0.78% | |
| Maltin Wealth Management, Inc. | 0.42% | 23,473 | $1,244,563 | $1,254,280 | +$9,717 | +0.78% | |
| Lantz Financial Llc | 0.22% | 22,899 | $1,214,139 | $1,223,608 | +$9,469 | +0.78% | |
| World Investment Advisors | 0.02% | 25,085 | $1,203,747 | $1,340,417 | +$136,670 | +11.35% | |
| Dhjj Financial Advisors, Ltd. | 0.34% | 21,961 | $1,164,406 | $1,173,486 | +$9,080 | +0.78% | |
| Atria Investments, Inc | 0.01% | 20,706 | $1,097,863 | $1,106,425 | +$8,562 | +0.78% | |
| Mml Investors Services, Llc | 0.00% | 22,522 | $1,080,759 | $1,203,463 | +$122,704 | +11.35% | |
| Foronjy Financial Llc | 0.38% | 19,415 | $1,029,412 | $1,037,441 | +$8,029 | +0.78% | |
| My Personal Cfo, Llc | 0.40% | 19,400 | $1,028,617 | $1,036,639 | +$8,022 | +0.78% | |
| Spire Wealth Management | 0.03% | 18,240 | $967,090 | $974,654 | +$7,564 | +0.78% | |
| Jane Street Group, Llc | 0.00% | 19,729 | $946,732 | $1,054,219 | +$107,487 | +11.35% | |
| Cwm, Llc | 0.00% | 18,830 | $903,591 | $1,006,181 | +$102,590 | +11.35% | |
| City Center Advisors, Llc | 0.68% | 15,946 | $845,481 | $852,075 | +$6,594 | +0.78% | |
| Gwn Securities Inc. | 0.16% | 17,508 | $840,153 | $935,540 | +$95,387 | +11.35% | |
| Sigma Planning Corp | 0.02% | 17,234 | $826,984 | $920,899 | +$93,915 | +11.36% | |
| Mutual Advisors, Llc | 0.02% | 16,902 | $811,073 | $903,158 | +$92,085 | +11.35% | |
| Caliber Wealth Management, Llc / Ks | 0.08% | 14,681 | $778,408 | $784,479 | +$6,071 | +0.78% | |
| Dynamic Advisor Solutions Llc | 0.02% | 13,611 | $721,676 | $727,304 | +$5,628 | +0.78% | |
| Krilogy Financial Llc | 0.02% | 12,918 | $684,932 | $690,273 | +$5,341 | +0.78% | |
| Valtinson Bruner Financial Planning Llc | 0.18% | 13,697 | $657,275 | $731,899 | +$74,624 | +11.35% | |
| Triad Wealth Partners, Llc | 0.05% | 12,249 | $587,790 | $654,525 | +$66,735 | +11.35% | |
| Bfi Wealth Solutions, Llc | 0.56% | 12,101 | $586,243 | $646,617 | +$60,374 | +10.30% |
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.