BOCT Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY BUFFER (BOCT) is currently held by 121 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $202.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $27.18M, representing an estimated gain of +2.96% 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 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
121
Total Reported Value
$202.22M
Largest Holder
Penserra Capital Management Llc
Largest Position
$26.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
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 | $27,176,867 | +$780,867 | +2.96% | |
| Cofg Advisors, Llc | 3.39% | 370,725 | $19,656,210 | $20,237,878 | +$581,668 | +2.96% | |
| Integral Investment Advisors, Inc. | 3.46% | 296,555 | $15,723,788 | $16,188,937 | +$465,149 | +2.96% | |
| Commonwealth Equity Services, Llc | 0.02% | 244,920 | $13,477,940 | $13,370,183 | -$107,757 | -0.80% | |
| Cerity Partners Llc | 0.01% | 164,026 | $8,696,905 | $8,954,179 | +$257,274 | +2.96% | |
| Osaic Holdings, Inc. | 0.01% | 139,210 | $7,380,919 | $7,599,474 | +$218,555 | +2.96% | |
| Cetera Investment Advisers | 0.01% | 124,423 | $6,597,094 | $6,792,252 | +$195,158 | +2.96% | |
| Envestnet Asset Management Inc | 0.00% | 111,361 | $5,904,526 | $6,079,197 | +$174,671 | +2.96% | |
| Old Mission Capital Llc | 0.10% | 74,509 | $3,950,578 | $4,067,446 | +$116,868 | +2.96% | |
| Susquehanna International Group, Llp | 0.00% | 72,829 | $3,861,503 | $3,975,735 | +$114,232 | +2.96% | |
| Mml Investors Services, Llc | 0.01% | 72,096 | $3,822,638 | $3,935,721 | +$113,083 | +2.96% | |
| Lpl Financial Llc | 0.00% | 68,577 | $3,636,055 | $3,743,618 | +$107,563 | +2.96% | |
| Captrust Financial Advisors | 0.01% | 65,227 | $3,458,433 | $3,560,742 | +$102,309 | +2.96% | |
| Fragasso Financial Advisors Inc | 0.17% | 60,083 | $3,357,138 | $3,279,931 | -$77,207 | -2.30% | |
| Kestra Advisory Services, Llc | 0.01% | 58,501 | $3,219,292 | $3,193,570 | -$25,722 | -0.80% | |
| Berkshire Money Management, Inc. | 0.26% | 55,587 | $3,058,953 | $3,034,494 | -$24,459 | -0.80% | |
| Raymond James Financial Inc | 0.00% | 50,090 | $2,655,847 | $2,734,413 | +$78,566 | +2.96% | |
| Wealthquest Corp | 0.15% | 43,921 | $2,328,757 | $2,397,647 | +$68,890 | +2.96% | |
| Global Assets Advisory, Llc | 0.49% | 39,854 | $2,218,887 | $2,175,630 | -$43,257 | -1.95% | |
| Blue Bell Private Wealth Management, Llc | 0.25% | 38,112 | $2,097,303 | $2,080,534 | -$16,769 | -0.80% | |
| Diversify Advisory Services, Llc | 0.03% | 36,710 | $2,039,975 | $2,003,999 | -$35,976 | -1.76% | |
| Diversify Wealth Management, Llc | 0.03% | 36,710 | $2,039,975 | $2,003,999 | -$35,976 | -1.76% | |
| Fsa Advisors, Inc. | 0.94% | 38,464 | $2,039,419 | $2,099,750 | +$60,331 | +2.96% | |
| Truist Financial Corp | 0.00% | 35,119 | $1,932,599 | $1,917,146 | -$15,453 | -0.80% | |
| Beacon Pointe Advisors, Llc | 0.01% | 35,022 | $1,856,922 | $1,911,851 | +$54,929 | +2.96% | |
| Orion Porfolio Solutions, Llc | 0.01% | 34,619 | $1,835,551 | $1,889,851 | +$54,300 | +2.96% | |
| Jpmorgan Chase & Co | 0.00% | 33,473 | $1,766,203 | $1,827,291 | +$61,088 | +3.46% | |
| Newedge Advisors, Llc | 0.00% | 30,347 | $1,609,043 | $1,656,643 | +$47,600 | +2.96% | |
| First Commonwealth Financial Corp | 0.23% | 30,338 | $1,608,566 | $1,656,151 | +$47,585 | +2.96% | |
| Janney Montgomery Scott Llc | 0.00% | 29,869 | $1,584,000 | $1,630,549 | +$46,549 | +2.94% | |
| Weaver Consulting Group | 0.29% | 27,090 | $1,490,753 | $1,478,843 | -$11,910 | -0.80% | |
| Diligent Investors, Llc | 0.31% | 25,531 | $1,404,971 | $1,393,737 | -$11,234 | -0.80% | |
| Encompass More Asset Management | 0.18% | 23,580 | $1,297,607 | $1,287,232 | -$10,375 | -0.80% | |
| Maltin Wealth Management, Inc. | 0.43% | 23,473 | $1,291,708 | $1,281,391 | -$10,317 | -0.80% | |
| Lantz Financial Llc | 0.23% | 22,899 | $1,260,132 | $1,250,056 | -$10,076 | -0.80% | |
| World Investment Advisors | 0.02% | 23,990 | $1,255,264 | $1,309,614 | +$54,350 | +4.33% | |
| Atria Investments, Inc | 0.01% | 21,344 | $1,174,560 | $1,165,169 | -$9,391 | -0.80% | |
| My Personal Cfo, Llc | 0.40% | 20,450 | $1,125,364 | $1,116,366 | -$8,999 | -0.80% | |
| Foronjy Financial Llc | 0.39% | 20,349 | $1,119,805 | $1,110,852 | -$8,953 | -0.80% | |
| Hrt Financial Lp | 0.00% | 19,591 | $1,038,000 | $1,069,473 | +$31,473 | +3.03% | |
| Concurrent Investment Advisors, Llc | 0.01% | 18,445 | $1,015,005 | $1,006,913 | -$8,092 | -0.80% | |
| Spire Wealth Management | 0.03% | 18,240 | $1,003,724 | $995,722 | -$8,002 | -0.80% | |
| Sigma Planning Corp | 0.02% | 16,630 | $915,126 | $907,832 | -$7,294 | -0.80% | |
| Cwm, Llc | 0.00% | 18,830 | $903,591 | $1,027,930 | +$124,339 | +13.76% | |
| City Center Advisors, Llc | 0.69% | 16,362 | $900,401 | $893,202 | -$7,199 | -0.80% | |
| Dhjj Financial Advisors, Ltd. | 0.26% | 16,258 | $894,678 | $887,524 | -$7,154 | -0.80% | |
| Mutual Advisors, Llc | 0.02% | 16,841 | $892,935 | $919,350 | +$26,415 | +2.96% | |
| Dynamic Advisor Solutions Llc | 0.03% | 16,195 | $891,227 | $884,085 | -$7,142 | -0.80% | |
| Caliber Wealth Management, Llc / Ks | 0.08% | 14,681 | $778,408 | $801,436 | +$23,028 | +2.96% | |
| Brookstone Capital Management | 0.01% | 13,801 | $759,469 | $753,397 | -$6,072 | -0.80% |
Frequently asked questions about BOCT
Who are the largest institutional holders of BOCT?
The largest institutional holders of BOCT reported in the latest SEC Form 13F filings include Penserra Capital Management Llc, Cofg Advisors, Llc, Integral Investment Advisors, Inc., Commonwealth Equity Services, Llc, and Cerity Partners Llc. InsiderSet ranks institutional holders by their latest reported BOCT position.
What is BOCT institutional ownership?
This page tracks BOCT positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY BUFFER (BOCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BOCT?
InsiderSet currently tracks 121 institutional managers reporting BOCT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BOCT shareholders.
How much BOCT stock do institutions own?
Institutional investment managers disclosed approximately $202.22M in BOCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BOCT institutional ownership last updated?
The latest BOCT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BOCT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BOCT position after the reporting date.
Are institutions buying or selling BOCT?
Institutional buying and selling can be analyzed by comparing BOCT positions across consecutive 13F reporting periods. InsiderSet's BOCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BOCT ownership changes.
How has BOCT institutional ownership changed over time?
InsiderSet tracks BOCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.