IOCT Institutional Ownership & Shareholders
INNOVATOR INT DEV POWER BUFF (IOCT) is currently held by 99 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $127.76M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of IOCT tracked by InsiderSet, reporting ownership valued at approximately $15.39M 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 $15.35M, representing an estimated loss of -0.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed IOCT value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Broussard Financial Group Llc, Ifp Advisors, Inc, and several other long-term asset managers with concentrated positions in INNOVATOR INT DEV POWER BUFF (IOCT).
This page ranks the largest institutional IOCT 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
99
Total Reported Value
$127.76M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$15.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 407,379 | $15,386,703 | $15,350,041 | -$36,662 | -0.24% | |
| Broussard Financial Group Llc | 10.93% | 391,795 | $14,798,097 | $14,762,836 | -$35,261 | -0.24% | |
| Ifp Advisors, Inc | 0.14% | 222,267 | $8,395,025 | $8,375,021 | -$20,004 | -0.24% | |
| Creative Planning | 0.00% | 216,163 | $8,164,477 | $8,145,022 | -$19,455 | -0.24% | |
| Global Strategic Investment Solutions, Llc | 0.71% | 212,028 | $8,008,298 | $7,989,215 | -$19,083 | -0.24% | |
| Us Bancorp \De\ | 0.01% | 143,014 | $5,290,088 | $5,388,768 | +$98,680 | +1.87% | |
| Osaic Holdings, Inc. | 0.01% | 126,716 | $4,686,967 | $4,774,659 | +$87,692 | +1.87% | |
| Focus Partners Wealth | 0.00% | 88,919 | $3,289,114 | $3,350,468 | +$61,354 | +1.87% | |
| Captrust Financial Advisors | 0.00% | 78,435 | $2,901,311 | $2,955,431 | +$54,120 | +1.87% | |
| Cetera Investment Advisers | 0.00% | 70,815 | $2,619,447 | $2,668,309 | +$48,862 | +1.87% | |
| Principal Securities, Inc. | 0.03% | 69,180 | $2,558,968 | $2,606,702 | +$47,734 | +1.87% | |
| Bfi Wealth Solutions, Llc | 1.44% | 55,535 | $2,097,558 | $2,092,559 | -$4,999 | -0.24% | |
| Wpwealth Llp | 0.30% | 54,176 | $2,003,970 | $2,041,352 | +$37,382 | +1.87% | |
| Signal Advisors Wealth, Llc | 0.09% | 52,780 | $1,993,501 | $1,988,750 | -$4,751 | -0.24% | |
| Talon Private Wealth, Llc | 0.23% | 52,801 | $1,953,109 | $1,989,542 | +$36,433 | +1.87% | |
| Corrado Advisors, Llc | 0.96% | 51,370 | $1,940,245 | $1,935,622 | -$4,623 | -0.24% | |
| Berger Financial Group, Inc | 0.10% | 51,685 | $1,911,829 | $1,947,491 | +$35,662 | +1.87% | |
| Triad Wealth Partners, Llc | 0.10% | 47,713 | $1,802,120 | $1,797,826 | -$4,294 | -0.24% | |
| Kestra Advisory Services, Llc | 0.01% | 47,412 | $1,790,751 | $1,786,484 | -$4,267 | -0.24% | |
| Cwm, Llc | 0.00% | 49,988 | $1,752,079 | $1,883,548 | +$131,469 | +7.50% | |
| Envestnet Asset Management Inc | 0.00% | 44,195 | $1,634,761 | $1,665,268 | +$30,507 | +1.87% | |
| Raymond James Financial Inc | 0.00% | 42,037 | $1,554,949 | $1,583,954 | +$29,005 | +1.87% | |
| Lpl Financial Llc | 0.00% | 40,868 | $1,511,707 | $1,539,906 | +$28,199 | +1.87% | |
| Newedge Advisors, Llc | 0.00% | 39,173 | $1,449,009 | $1,476,039 | +$27,030 | +1.87% | |
| Founders Financial Securities Llc | 0.07% | 37,834 | $1,428,990 | $1,425,585 | -$3,405 | -0.24% | |
| Gill Capital Partners, Llc | 0.32% | 30,930 | $1,168,226 | $1,165,442 | -$2,784 | -0.24% | |
| Fiduciary Financial Group, Llc | 0.13% | 28,995 | $1,095,141 | $1,092,532 | -$2,609 | -0.24% | |
| Old Mission Capital Llc | 0.03% | 28,615 | $1,058,468 | $1,078,213 | +$19,745 | +1.87% | |
| Long Island Wealth Management, Inc. | 0.40% | 26,963 | $1,018,393 | $1,015,966 | -$2,427 | -0.24% | |
| Wealthgarden F.S. Llc | 0.55% | 26,340 | $974,334 | $992,491 | +$18,157 | +1.86% | |
| World Investment Advisors | 0.02% | 25,122 | $928,440 | $946,597 | +$18,157 | +1.96% | |
| Cornerstone Wealth, Llc/Tn | 0.41% | 22,930 | $860,915 | $864,002 | +$3,087 | +0.36% | |
| Jane Street Group, Llc | 0.00% | 18,268 | $675,733 | $688,338 | +$12,605 | +1.87% | |
| Fragasso Financial Advisors Inc | 0.03% | 17,880 | $674,970 | $673,718 | -$1,252 | -0.19% | |
| Access Financial Services, Inc. | 0.22% | 17,941 | $663,638 | $676,017 | +$12,379 | +1.87% | |
| Signaturefd, Llc | 0.01% | 16,079 | $607,304 | $605,857 | -$1,447 | -0.24% | |
| Jacobi Capital Management Llc | 0.03% | 14,124 | $522,447 | $532,192 | +$9,745 | +1.87% | |
| Truist Financial Corp | 0.00% | 13,659 | $515,900 | $514,671 | -$1,229 | -0.24% | |
| Tradition Wealth Management, Llc | 0.03% | 13,916 | $514,753 | $524,355 | +$9,602 | +1.87% | |
| Susquehanna International Group, Llp | 0.00% | 13,900 | $514,161 | $523,752 | +$9,591 | +1.87% | |
| Mai Capital Management | 0.00% | 13,748 | $508,552 | $518,025 | +$9,473 | +1.86% | |
| Beacon Pointe Advisors, Llc | 0.00% | 13,401 | $495,703 | $504,950 | +$9,247 | +1.87% | |
| First Commonwealth Financial Corp | 0.07% | 13,249 | $490,081 | $499,222 | +$9,141 | +1.87% | |
| Freedom Investment Management, Inc. | 0.13% | 13,018 | $481,536 | $490,518 | +$8,982 | +1.87% | |
| Rothschild Wealth Llc | 0.04% | 13,010 | $481,240 | $490,217 | +$8,977 | +1.87% | |
| Bcs Wealth Management | 0.08% | 12,403 | $458,787 | $467,345 | +$8,558 | +1.87% | |
| Liberty Atlantic Advisors Llc | 0.29% | 11,948 | $451,276 | $450,201 | -$1,075 | -0.24% | |
| Wealth Alliance, Llc | 0.04% | 12,178 | $450,483 | $458,867 | +$8,384 | +1.86% | |
| Claro Advisors Inc. | 0.04% | 11,742 | $443,505 | $442,439 | -$1,066 | -0.24% | |
| Allen Capital Group, Llc | 0.04% | 11,558 | $436,546 | $435,505 | -$1,041 | -0.24% |
Frequently asked questions about IOCT
Who are the largest institutional holders of IOCT?
The largest institutional holders of IOCT reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Broussard Financial Group Llc, Ifp Advisors, Inc, Creative Planning, and Global Strategic Investment Solutions, Llc. InsiderSet ranks institutional holders by their latest reported IOCT position.
What is IOCT institutional ownership?
This page tracks IOCT positions reported by institutional investment managers through SEC Form 13F. INNOVATOR INT DEV POWER BUFF (IOCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IOCT?
InsiderSet currently tracks 99 institutional managers reporting IOCT 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 IOCT shareholders.
How much IOCT stock do institutions own?
Institutional investment managers disclosed approximately $127.76M in IOCT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IOCT institutional ownership last updated?
The latest IOCT 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 IOCT 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 IOCT position after the reporting date.
Are institutions buying or selling IOCT?
Institutional buying and selling can be analyzed by comparing IOCT positions across consecutive 13F reporting periods. InsiderSet's IOCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IOCT ownership changes.
How has IOCT institutional ownership changed over time?
InsiderSet tracks IOCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.