INNOVATOR INT DEV POWER BUFF (IOCT) Institutional Shareholders
INNOVATOR INT DEV POWER BUFF (IOCT) 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 $131.61M in IOCT holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of IOCT tracked by InsiderSet, reporting ownership valued at approximately $15.84M 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 $16.07M, representing an estimated gain of +1.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed IOCT value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Broussard Financial Group Llc, Global Strategic Investment Solutions, Llc, 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
$131.61M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$15.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
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% | 428,174 | $15,838,160 | $16,070,954 | +$232,794 | +1.47% | |
| Broussard Financial Group Llc | 11.31% | 381,703 | $14,119,194 | $14,326,726 | +$207,532 | +1.47% | |
| Global Strategic Investment Solutions, Llc | 0.81% | 235,246 | $8,245,372 | $8,829,653 | +$584,281 | +7.09% | |
| Ifp Advisors, Inc | 0.14% | 216,088 | $7,993,095 | $8,110,582 | +$117,487 | +1.47% | |
| Creative Planning | 0.01% | 227,278 | $7,966,094 | $8,530,584 | +$564,490 | +7.09% | |
| Us Bancorp \De\ | 0.01% | 163,103 | $5,716,760 | $6,121,859 | +$405,099 | +7.09% | |
| Osaic Holdings, Inc. | 0.01% | 103,421 | $3,624,787 | $3,881,773 | +$256,986 | +7.09% | |
| Focus Partners Wealth | 0.00% | 102,736 | $3,600,897 | $3,856,062 | +$255,165 | +7.09% | |
| Pfg Advisors | 0.17% | 92,052 | $3,405,003 | $3,455,052 | +$50,049 | +1.47% | |
| Captrust Financial Advisors | 0.00% | 78,435 | $2,749,147 | $2,943,956 | +$194,809 | +7.09% | |
| Cetera Investment Advisers | 0.00% | 73,555 | $2,578,103 | $2,760,791 | +$182,688 | +7.09% | |
| Principal Securities, Inc. | 0.03% | 66,786 | $2,340,849 | $2,506,726 | +$165,877 | +7.09% | |
| Wpwealth Llp | 0.36% | 66,597 | $2,334,225 | $2,499,632 | +$165,407 | +7.09% | |
| Hightower Advisors, Llc | 0.00% | 62,726 | $2,198,546 | $2,354,339 | +$155,793 | +7.09% | |
| Corrado Advisors, Llc | 0.88% | 51,871 | $1,918,709 | $1,946,911 | +$28,202 | +1.47% | |
| Signal Advisors Wealth, Llc | 0.13% | 53,724 | $1,883,026 | $2,016,460 | +$133,434 | +7.09% | |
| Talon Private Wealth, Llc | 0.25% | 53,724 | $1,883,026 | $2,016,460 | +$133,434 | +7.09% | |
| Red Crane Wealth Management, Llc | 1.36% | 49,999 | $1,849,463 | $1,876,647 | +$27,184 | +1.47% | |
| Bfi Wealth Solutions, Llc | 1.77% | 52,150 | $1,847,154 | $1,957,382 | +$110,228 | +5.97% | |
| Berger Financial Group, Inc | 0.10% | 52,509 | $1,840,441 | $1,970,857 | +$130,416 | +7.09% | |
| Cwm, Llc | 0.00% | 49,988 | $1,752,079 | $1,876,235 | +$124,156 | +7.09% | |
| Kestra Advisory Services, Llc | 0.01% | 45,942 | $1,699,395 | $1,724,373 | +$24,978 | +1.47% | |
| Triad Wealth Partners, Llc | 0.13% | 47,385 | $1,660,844 | $1,778,534 | +$117,690 | +7.09% | |
| Raymond James Financial Inc | 0.00% | 42,608 | $1,493,411 | $1,599,236 | +$105,825 | +7.09% | |
| Envestnet Asset Management Inc | 0.00% | 42,256 | $1,481,073 | $1,586,024 | +$104,951 | +7.09% | |
| Lpl Financial Llc | 0.00% | 37,772 | $1,323,909 | $1,417,723 | +$93,814 | +7.09% | |
| Susquehanna International Group, Llp | 0.00% | 36,471 | $1,278,309 | $1,368,892 | +$90,583 | +7.09% | |
| Founders Financial Securities Llc | 0.06% | 32,527 | $1,203,174 | $1,220,859 | +$17,685 | +1.47% | |
| Gill Capital Partners, Llc | 0.34% | 33,725 | $1,182,061 | $1,265,824 | +$83,763 | +7.09% | |
| Fiduciary Financial Group, Llc | 0.12% | 28,995 | $1,072,525 | $1,088,290 | +$15,765 | +1.47% | |
| Old Mission Capital Llc | 0.02% | 29,457 | $1,032,467 | $1,105,630 | +$73,163 | +7.09% | |
| Americana Partners, Llc | 0.03% | 29,022 | $1,017,221 | $1,089,303 | +$72,082 | +7.09% | |
| Wealthgarden F.S. Llc | 0.55% | 26,340 | $974,334 | $988,638 | +$14,304 | +1.47% | |
| World Investment Advisors | 0.02% | 26,770 | $938,294 | $1,004,777 | +$66,483 | +7.09% | |
| Atlantic Private Wealth, Llc | 0.51% | 22,345 | $783,192 | $838,691 | +$55,499 | +7.09% | |
| Long Island Wealth Management, Inc. | 0.34% | 20,699 | $725,500 | $776,910 | +$51,410 | +7.09% | |
| Access Financial Services, Inc. | 0.22% | 17,941 | $663,638 | $673,392 | +$9,754 | +1.47% | |
| Fragasso Financial Advisors Inc | 0.04% | 17,923 | $662,972 | $672,717 | +$9,745 | +1.47% | |
| Cornerstone Wealth, Llc/Tn | 0.33% | 17,683 | $657,984 | $663,708 | +$5,724 | +0.87% | |
| Creativeone Wealth, Llc | 0.01% | 17,957 | $629,393 | $673,993 | +$44,600 | +7.09% | |
| Signaturefd, Llc | 0.01% | 16,079 | $594,762 | $603,504 | +$8,742 | +1.47% | |
| Mma Asset Management Llc | 0.19% | 15,790 | $553,440 | $592,657 | +$39,217 | +7.09% | |
| Jacobi Capital Management Llc | 0.03% | 14,124 | $522,447 | $530,126 | +$7,679 | +1.47% | |
| Tradition Wealth Management, Llc | 0.04% | 14,753 | $517,093 | $553,735 | +$36,642 | +7.09% | |
| Mai Capital Management | 0.00% | 13,748 | $481,880 | $516,013 | +$34,133 | +7.08% | |
| Truist Financial Corp | 0.00% | 12,939 | $478,614 | $485,649 | +$7,035 | +1.47% | |
| Beacon Pointe Advisors, Llc | 0.00% | 13,401 | $469,706 | $502,989 | +$33,283 | +7.09% | |
| First Commonwealth Financial Corp | 0.07% | 13,384 | $469,109 | $502,351 | +$33,242 | +7.09% | |
| Bcs Wealth Management | 0.08% | 12,403 | $458,787 | $465,530 | +$6,743 | +1.47% | |
| Rothschild Wealth Llc | 0.04% | 13,010 | $456,001 | $488,313 | +$32,312 | +7.09% |
Frequently asked questions about IOCT
Who owns the most IOCT stock?
The largest holders of IOCT 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 INT DEV POWER BUFF (IOCT).
Is IOCT widely held by superinvestors?
Many widely followed stocks like IOCT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IOCT 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.