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 (Q4 2025). 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, Osaic Holdings, Inc., Cetera Investment Advisers, Mml Investors Services, Llc, and Captrust Financial Advisors.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sunbelt Securities, Inc.Buy+750—750$37.07KQ4 2025Feb 20, 2026
Bfi Wealth Solutions, LlcBuy+12,101—12,101$598.09KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+53,086—53,086$2.62MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+41,386—41,386$2.05MQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+30,028—30,028$1.48MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+4,955—4,955$244.90KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+370—370$18.29KQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+155,818—155,818$7.70MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+150,884—150,884$7.46MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+66,727—66,727$3.30MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+22,372—22,372$1.11MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+19,172—19,172$947.57KQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+15,290—15,290$755.69KQ4 2025Feb 17, 2026
Snowden Capital Advisors LlcBuy+9,243—9,243$456.83KQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+8,857—8,857$437.75KQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+6,729—6,729$332.58KQ4 2025Feb 17, 2026
Beacon Financial Advisory LlcBuy+6,540—6,540$323.24KQ4 2025Feb 17, 2026
Cape Investment Advisory, Inc.Buy+600—600$29.66KQ4 2025Feb 17, 2026
Mml Investors Services, LlcBuy+75,577—75,577$3.74MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+66,471—66,471$3.29MQ4 2025Feb 13, 2026
Arkadios Wealth AdvisorsBuy+23,564—23,564$1.16MQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+11,754—11,754$580.95KQ4 2025Feb 13, 2026
Wpwealth LlpBuy+9,582—9,582$473.59KQ4 2025Feb 13, 2026
Selby Wealth Management, LlcBuy+8,100—8,100$400.34KQ4 2025Feb 13, 2026
Creativeone Wealth, LlcBuy+7,672—7,672$379.19KQ4 2025Feb 13, 2026
Gts Securities LlcBuy+7,565—7,565$373.90KQ4 2025Feb 13, 2026
Visionary Wealth AdvisorsBuy+4,437—4,437$219.30KQ4 2025Feb 13, 2026
Morgan StanleyBuy+2,887—2,887$142.69KQ4 2025Feb 13, 2026
Financial Network Wealth Advisors LlcBuy+468—468$23.13KQ4 2025Feb 13, 2026
Penserra Capital Management LlcBuy+373,415—373,415$18.45MQ4 2025Feb 12, 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.