INNOVATOR INT DEV POWER BUFF (IOCT) Institutional Ownership Changes & 13F Activity
INNOVATOR INT DEV POWER BUFF (IOCT). 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 Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Focus Partners Wealth, Cetera Investment Advisers, and Captrust Financial Advisors.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | Buy | +3,022 | — | 3,022 | $105.35K | Q4 2025 | Feb 20, 2026 |
| Bfi Wealth Solutions, Llc | Buy | +47,165 | — | 47,165 | $1.64M | Q4 2025 | Feb 19, 2026 |
| Newedge Advisors, Llc | Buy | +49,458 | — | 49,458 | $1.72M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +44,197 | — | 44,197 | $1.54M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +13,401 | — | 13,401 | $467.16K | Q4 2025 | Feb 18, 2026 |
| First Commonwealth Financial Corp | Buy | +13,384 | — | 13,384 | $466.57K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +12,504 | — | 12,504 | $435.89K | Q4 2025 | Feb 18, 2026 |
| Wealthspire Retirement, Llc | Buy | +10,194 | — | 10,194 | $355.36K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +139,684 | — | 139,684 | $4.87M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +86,768 | — | 86,768 | $3.02M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +79,435 | — | 79,435 | $2.77M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +24,858 | — | 24,858 | $866.55K | Q4 2025 | Feb 17, 2026 |
| Opus Financial Solutions Llc | Buy | +12,894 | — | 12,894 | $449.49K | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | Buy | +9,730 | — | 9,730 | $339.18K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +7,761 | — | 7,761 | $270.55K | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | Buy | +112,406 | — | 112,406 | $3.92M | Q4 2025 | Feb 13, 2026 |
| Wpwealth Llp | Buy | +66,735 | — | 66,735 | $2.33M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +34,370 | — | 34,370 | $1.20M | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +24,757 | — | 24,757 | $863.03K | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management Llc | Buy | +14,124 | — | 14,124 | $492.36K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +13,748 | — | 13,748 | $479.27K | Q4 2025 | Feb 13, 2026 |
| Wealth Alliance, Llc | Buy | +12,178 | — | 12,178 | $424.54K | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Buy | +1,174 | — | 1,174 | $40.93K | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +873 | — | 873 | $30.43K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +445,046 | — | 445,046 | $15.51M | Q4 2025 | Feb 12, 2026 |
| Principal Securities, Inc. | Buy | +67,305 | — | 67,305 | $2.35M | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +8,206 | — | 8,206 | $286.06K | Q4 2025 | Feb 12, 2026 |
| Hrt Financial Lp | Buy | +6,167 | — | 6,167 | $214.00K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +2,062 | — | 2,062 | $71.88K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +34,669 | — | 34,669 | $1.21M | Q4 2025 | Feb 11, 2026 |
Frequently asked questions about IOCT activity
Which institutional owners are buying IOCT?
Institutional owners buying IOCT 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 IOCT activity?
"Buy" means an investor increased their reported position in IOCT compared to the prior reporting period. This reflects growing exposure to INNOVATOR INT DEV POWER BUFF (IOCT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IOCT increasing?
Institutional interest in IOCT 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.