EOCT Institutional Ownership & Shareholders
INNOVATOR EMER MKT PWR BUFF (EOCT) is currently held by 64 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $65.12M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Broussard Financial Group Llc is currently the largest disclosed institutional shareholder of EOCT tracked by InsiderSet, reporting ownership valued at approximately $10.34M in its September 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 $9.84M, representing an estimated loss of -4.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed EOCT value among the investors covered in this analysis. Major shareholders include Broussard Financial Group Llc, Corrado Advisors, Llc, Global Strategic Investment Solutions, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR EMER MKT PWR BUFF (EOCT).
This page ranks the largest institutional EOCT 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
64
Total Reported Value
$65.12M
Largest Holder
Broussard Financial Group Llc
Largest Position
$10.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Broussard Financial Group Llc | 7.64% | 292,139 | $10,338,799 | $9,840,147 | -$498,652 | -4.82% | |
| Corrado Advisors, Llc | 3.11% | 178,369 | $6,312,479 | $6,008,021 | -$304,458 | -4.82% | |
| Global Strategic Investment Solutions, Llc | 0.49% | 154,831 | $5,479,469 | $5,215,188 | -$264,281 | -4.82% | |
| Mbl Wealth, Llc | 0.30% | 141,443 | $5,005,668 | $4,764,239 | -$241,429 | -4.82% | |
| Creative Planning | 0.00% | 119,463 | $4,227,796 | $4,023,884 | -$203,912 | -4.82% | |
| Kestra Advisory Services, Llc | 0.01% | 101,481 | $3,591,413 | $3,418,195 | -$173,218 | -4.82% | |
| Bfi Wealth Solutions, Llc | 1.93% | 79,612 | $2,817,473 | $2,681,579 | -$135,894 | -4.82% | |
| Cetera Investment Advisers | 0.00% | 61,900 | $2,114,195 | $2,084,984 | -$29,211 | -1.38% | |
| Cornerstone Wealth, Llc/Tn | 0.95% | 58,547 | $1,991,953 | $1,972,044 | -$19,909 | -1.00% | |
| Principal Securities, Inc. | 0.02% | 56,422 | $1,927,093 | $1,900,468 | -$26,625 | -1.38% | |
| Berger Financial Group, Inc | 0.08% | 48,418 | $1,653,717 | $1,630,868 | -$22,849 | -1.38% | |
| Liberty Atlantic Advisors Llc | 1.04% | 46,260 | $1,637,141 | $1,558,180 | -$78,961 | -4.82% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,371 | $1,251,778 | $1,191,405 | -$60,373 | -4.82% | |
| Envestnet Asset Management Inc | 0.00% | 36,061 | $1,231,664 | $1,214,646 | -$17,018 | -1.38% | |
| Northcrest Asset Manangement, Llc | 0.02% | 26,598 | $934,663 | $895,903 | -$38,760 | -4.15% | |
| Wpwealth Llp | 0.14% | 26,952 | $920,546 | $907,827 | -$12,719 | -1.38% | |
| Osaic Holdings, Inc. | 0.00% | 26,876 | $918,030 | $905,267 | -$12,763 | -1.39% | |
| Raymond James Financial Inc | 0.00% | 24,318 | $830,581 | $819,106 | -$11,475 | -1.38% | |
| Mml Investors Services, Llc | 0.00% | 22,187 | $757,797 | $747,327 | -$10,470 | -1.38% | |
| Old Mission Capital Llc | 0.02% | 21,223 | $724,871 | $714,856 | -$10,015 | -1.38% | |
| Secured Retirement Advisors, Llc | 0.37% | 21,003 | $717,358 | $707,446 | -$9,912 | -1.38% | |
| Founders Financial Securities Llc | 0.03% | 19,761 | $699,342 | $665,612 | -$33,730 | -4.82% | |
| Susquehanna International Group, Llp | 0.00% | 18,132 | $619,298 | $610,742 | -$8,556 | -1.38% | |
| Belpointe Asset Management Llc | 0.02% | 17,755 | $606,422 | $598,043 | -$8,379 | -1.38% | |
| Ifp Advisors, Inc | 0.01% | 14,755 | $522,179 | $496,994 | -$25,185 | -4.82% | |
| Compass Advisory Group Llc | 0.10% | 12,900 | $440,600 | $434,512 | -$6,088 | -1.38% | |
| World Investment Advisors | 0.01% | 12,694 | $432,629 | $427,573 | -$5,056 | -1.17% | |
| Arlington Capital Management, Inc. | 0.25% | 12,160 | $430,342 | $409,586 | -$20,756 | -4.82% | |
| Lpl Financial Llc | 0.00% | 12,219 | $417,340 | $411,574 | -$5,766 | -1.38% | |
| Tradition Wealth Management, Llc | 0.02% | 11,779 | $402,312 | $396,753 | -$5,559 | -1.38% | |
| Captrust Financial Advisors | 0.00% | 11,658 | $398,179 | $392,678 | -$5,501 | -1.38% | |
| Sunbelt Securities, Inc. | 0.02% | 10,823 | $345,792 | $364,552 | +$18,760 | +5.43% | |
| Long Island Wealth Management, Inc. | 0.13% | 9,054 | $320,421 | $304,967 | -$15,454 | -4.82% | |
| Opus Financial Solutions Llc | 0.25% | 9,034 | $308,556 | $304,293 | -$4,263 | -1.38% | |
| Truist Financial Corp | 0.00% | 8,215 | $290,729 | $276,707 | -$14,022 | -4.82% | |
| First Commonwealth Financial Corp | 0.04% | 7,961 | $271,908 | $268,151 | -$3,757 | -1.38% | |
| Signaturefd, Llc | 0.00% | 7,372 | $260,895 | $248,312 | -$12,583 | -4.82% | |
| Citadel Advisors Llc | 0.00% | 7,632 | $260,671 | $257,069 | -$3,602 | -1.38% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 7,119 | $243,149 | $239,790 | -$3,359 | -1.38% | |
| William Mack & Associates, Inc. | 0.08% | 6,867 | $243,024 | $231,302 | -$11,722 | -4.82% | |
| Concurrent Investment Advisors, Llc | 0.00% | 6,548 | $231,734 | $220,557 | -$11,177 | -4.82% | |
| Wealthgarden F.S. Llc | 0.13% | 6,561 | $224,084 | $220,995 | -$3,089 | -1.38% | |
| Diligent Investors, Llc | 0.05% | 6,200 | $219,418 | $208,835 | -$10,583 | -4.82% | |
| Winnow Wealth Llc | 0.14% | 6,011 | $212,712 | $202,469 | -$10,243 | -4.82% | |
| Wealthspire Retirement, Llc | 0.01% | 6,026 | $205,819 | $202,974 | -$2,845 | -1.38% | |
| Hrt Financial Lp | 0.00% | 5,899 | $201,000 | $198,697 | -$2,303 | -1.15% | |
| Noble Wealth Management Pbc | 0.08% | 5,200 | $184,028 | $175,152 | -$8,876 | -4.82% | |
| Farther Finance Advisors, Llc | 0.00% | 3,575 | $126,519 | $120,417 | -$6,102 | -4.82% | |
| Allworth Financial Lp | 0.00% | 3,427 | $117,050 | $115,432 | -$1,618 | -1.38% | |
| Capital Analysts, Llc | 0.00% | 2,861 | $98,000 | $96,367 | -$1,633 | -1.67% |
Frequently asked questions about EOCT
Who are the largest institutional holders of EOCT?
The largest institutional holders of EOCT reported in the latest SEC Form 13F filings include Broussard Financial Group Llc, Corrado Advisors, Llc, Global Strategic Investment Solutions, Llc, Mbl Wealth, Llc, and Creative Planning. InsiderSet ranks institutional holders by their latest reported EOCT position.
What is EOCT institutional ownership?
This page tracks EOCT positions reported by institutional investment managers through SEC Form 13F. INNOVATOR EMER MKT PWR BUFF (EOCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EOCT?
InsiderSet currently tracks 64 institutional managers reporting EOCT 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 EOCT shareholders.
How much EOCT stock do institutions own?
Institutional investment managers disclosed approximately $65.12M in EOCT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EOCT institutional ownership last updated?
The latest EOCT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 EOCT 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 EOCT position after the reporting date.
Are institutions buying or selling EOCT?
Institutional buying and selling can be analyzed by comparing EOCT positions across consecutive 13F reporting periods. InsiderSet's EOCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EOCT ownership changes.
How has EOCT institutional ownership changed over time?
InsiderSet tracks EOCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.