INNOVATOR U.S. SMALL CAP POW (KOCT) Institutional Shareholders
INNOVATOR U.S. SMALL CAP POW (KOCT) 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 $88.94M in KOCT holdings during the latest filing period.
Compass Financial Group, Inc. is currently the largest disclosed institutional shareholder of KOCT tracked by InsiderSet, reporting ownership valued at approximately $8.95M 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 $9.06M, representing an estimated gain of +1.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed KOCT value among the investors covered in this analysis. Major shareholders include Compass Financial Group, Inc., Osaic Holdings, Inc., Principal Securities, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR U.S. SMALL CAP POW (KOCT).
This page ranks the largest institutional KOCT 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
94
Total Reported Value
$88.94M
Largest Holder
Compass Financial Group, Inc.
Largest Position
$8.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Compass Financial Group, Inc. | 3.78% | 239,489 | $8,947,309 | $9,063,844 | +$116,535 | +1.30% | |
| Osaic Holdings, Inc. | 0.01% | 181,221 | $6,770,309 | $6,858,599 | +$88,290 | +1.30% | |
| Principal Securities, Inc. | 0.07% | 166,573 | $6,223,167 | $6,304,222 | +$81,055 | +1.30% | |
| Cetera Investment Advisers | 0.00% | 136,706 | $5,107,336 | $5,173,857 | +$66,521 | +1.30% | |
| Commonwealth Equity Services, Llc | 0.01% | 125,507 | $4,688,940 | $4,750,013 | +$61,073 | +1.30% | |
| Bfi Wealth Solutions, Llc | 2.73% | 98,837 | $3,692,551 | $3,740,644 | +$48,093 | +1.30% | |
| Susquehanna International Group, Llp | 0.00% | 70,589 | $2,637,205 | $2,671,554 | +$34,349 | +1.30% | |
| Lpl Financial Llc | 0.00% | 61,892 | $2,312,285 | $2,342,402 | +$30,117 | +1.30% | |
| Global Strategic Investment Solutions, Llc | 0.17% | 51,826 | $1,936,219 | $1,961,438 | +$25,219 | +1.30% | |
| Dhjj Financial Advisors, Ltd. | 0.53% | 49,663 | $1,855,410 | $1,879,576 | +$24,166 | +1.30% | |
| Old Mission Capital Llc | 0.04% | 47,087 | $1,759,170 | $1,782,083 | +$22,913 | +1.30% | |
| Blue Bell Private Wealth Management, Llc | 0.21% | 44,431 | $1,659,942 | $1,681,562 | +$21,620 | +1.30% | |
| Valtinson Bruner Financial Planning Llc | 0.39% | 42,093 | $1,572,594 | $1,593,077 | +$20,483 | +1.30% | |
| Onedigital Investment Advisors Llc | 0.01% | 41,960 | $1,567,626 | $1,588,043 | +$20,417 | +1.30% | |
| Focus Partners Wealth | 0.00% | 38,791 | $1,449,232 | $1,468,107 | +$18,875 | +1.30% | |
| Truist Financial Corp | 0.00% | 38,010 | $1,420,071 | $1,438,549 | +$18,478 | +1.30% | |
| Envestnet Asset Management Inc | 0.00% | 37,409 | $1,397,606 | $1,415,803 | +$18,197 | +1.30% | |
| Founders Financial Securities Llc | 0.07% | 37,226 | $1,390,763 | $1,408,878 | +$18,115 | +1.30% | |
| Kestra Advisory Services, Llc | 0.00% | 35,934 | $1,342,507 | $1,359,980 | +$17,473 | +1.30% | |
| Capital Investment Advisory Services, Llc | 0.08% | 35,029 | $1,308,683 | $1,325,729 | +$17,046 | +1.30% | |
| Stratos Wealth Advisors, Llc | 0.07% | 32,415 | $1,211,025 | $1,226,798 | +$15,773 | +1.30% | |
| Sunbelt Securities, Inc. | 0.07% | 33,011 | $1,119,961 | $1,249,354 | +$129,393 | +11.55% | |
| Arax Advisory Partners | 0.01% | 29,396 | $1,098,235 | $1,112,539 | +$14,304 | +1.30% | |
| Independent Financial Group, Llc | 0.02% | 27,444 | $1,025,307 | $1,038,662 | +$13,355 | +1.30% | |
| Raymond James Financial Inc | 0.00% | 26,437 | $987,686 | $1,000,551 | +$12,865 | +1.30% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 28,360 | $962,167 | $1,073,330 | +$111,163 | +11.55% | |
| Ifp Advisors, Inc | 0.02% | 25,617 | $957,051 | $969,516 | +$12,465 | +1.30% | |
| Wood Tarver Financial Group, Llc | 0.20% | 23,056 | $861,000 | $872,591 | +$11,591 | +1.35% | |
| Concurrent Investment Advisors, Llc | 0.01% | 22,779 | $851,023 | $862,108 | +$11,085 | +1.30% | |
| Goldman Sachs Group Inc | 0.00% | 22,296 | $832,979 | $843,828 | +$10,849 | +1.30% | |
| Janney Montgomery Scott Llc | 0.00% | 20,975 | $784,000 | $793,832 | +$9,832 | +1.25% | |
| Fragasso Financial Advisors Inc | 0.04% | 20,353 | $760,388 | $770,292 | +$9,904 | +1.30% | |
| Compass Advisory Group Llc | 0.18% | 20,326 | $759,379 | $769,270 | +$9,891 | +1.30% | |
| Long Island Wealth Management, Inc. | 0.30% | 19,598 | $732,181 | $741,718 | +$9,537 | +1.30% | |
| Wealth Alliance, Llc | 0.06% | 19,375 | $723,850 | $733,278 | +$9,428 | +1.30% | |
| Cwm, Llc | 0.00% | 20,825 | $706,528 | $788,155 | +$81,627 | +11.55% | |
| Retirement Guys Formula Llc | 0.26% | 18,541 | $692,692 | $701,714 | +$9,022 | +1.30% | |
| Cape Investment Advisory, Inc. | 0.18% | 18,500 | $691,160 | $700,162 | +$9,002 | +1.30% | |
| Nations Financial Group Inc | 0.03% | 17,447 | $651,820 | $660,310 | +$8,490 | +1.30% | |
| Advisory Services Network, Llc | 0.01% | 14,954 | $558,681 | $565,958 | +$7,277 | +1.30% | |
| Fiduciary Financial Group, Llc | 0.06% | 13,699 | $511,795 | $518,461 | +$6,666 | +1.30% | |
| Keating Financial Advisory Services, Inc. | 0.07% | 13,352 | $498,831 | $505,328 | +$6,497 | +1.30% | |
| Cornerstone Wealth, Llc/Tn | 0.25% | 13,210 | $494,979 | $499,954 | +$4,975 | +1.01% | |
| Diligent Investors, Llc | 0.11% | 13,036 | $487,025 | $493,368 | +$6,343 | +1.30% | |
| Axxcess Wealth Management, Llc | 0.01% | 12,228 | $456,838 | $462,788 | +$5,950 | +1.30% | |
| Fsa Advisors, Inc. | 0.21% | 11,984 | $447,722 | $453,554 | +$5,832 | +1.30% | |
| Quantinno Capital Management Lp | 0.00% | 11,438 | $427,324 | $432,889 | +$5,565 | +1.30% | |
| Wedbush Securities Inc | 0.01% | 11,300 | $422,000 | $427,667 | +$5,667 | +1.34% | |
| Tradition Wealth Management, Llc | 0.02% | 10,850 | $405,356 | $410,636 | +$5,280 | +1.30% | |
| Pfs Partners, Llc | 0.16% | 10,776 | $402,592 | $407,835 | +$5,243 | +1.30% |
Frequently asked questions about KOCT
Who owns the most KOCT stock?
The largest holders of KOCT 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 U.S. SMALL CAP POW (KOCT).
Is KOCT widely held by superinvestors?
Many widely followed stocks like KOCT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KOCT 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.