KOCT Institutional Ownership & Shareholders
INNOVATOR U.S. SMALL CAP POW (KOCT) is currently held by 95 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $95.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $9.07M, representing an estimated gain of +1.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
95
Total Reported Value
$95.44M
Largest Holder
Compass Financial Group, Inc.
Largest Position
$8.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
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 | $9,074,238 | +$126,929 | +1.42% | |
| Osaic Holdings, Inc. | 0.01% | 181,221 | $6,770,309 | $6,866,464 | +$96,155 | +1.42% | |
| Principal Securities, Inc. | 0.07% | 166,573 | $6,223,167 | $6,311,451 | +$88,284 | +1.42% | |
| Creative Planning | 0.00% | 162,069 | $6,111,622 | $6,140,794 | +$29,172 | +0.48% | |
| Cetera Investment Advisers | 0.00% | 136,706 | $5,107,336 | $5,179,790 | +$72,454 | +1.42% | |
| Commonwealth Equity Services, Llc | 0.01% | 115,663 | $4,361,650 | $4,382,471 | +$20,821 | +0.48% | |
| Bfi Wealth Solutions, Llc | 2.86% | 110,518 | $4,167,640 | $4,187,527 | +$19,887 | +0.48% | |
| Susquehanna International Group, Llp | 0.00% | 70,589 | $2,637,205 | $2,674,617 | +$37,412 | +1.42% | |
| Lpl Financial Llc | 0.00% | 61,892 | $2,312,285 | $2,345,088 | +$32,803 | +1.42% | |
| Dhjj Financial Advisors, Ltd. | 0.51% | 47,450 | $1,789,340 | $1,797,881 | +$8,541 | +0.48% | |
| Global Strategic Investment Solutions, Llc | 0.16% | 46,782 | $1,764,149 | $1,772,570 | +$8,421 | +0.48% | |
| Old Mission Capital Llc | 0.04% | 47,087 | $1,759,170 | $1,784,126 | +$24,956 | +1.42% | |
| Blue Bell Private Wealth Management, Llc | 0.20% | 44,268 | $1,669,346 | $1,677,315 | +$7,969 | +0.48% | |
| Capital Investment Advisory Services, Llc | 0.10% | 43,917 | $1,656,110 | $1,664,015 | +$7,905 | +0.48% | |
| Founders Financial Securities Llc | 0.08% | 42,718 | $1,610,896 | $1,618,585 | +$7,689 | +0.48% | |
| Onedigital Investment Advisors Llc | 0.01% | 41,960 | $1,567,626 | $1,589,864 | +$22,238 | +1.42% | |
| Valtinson Bruner Financial Planning Llc | 0.37% | 39,937 | $1,506,024 | $1,513,213 | +$7,189 | +0.48% | |
| Focus Partners Wealth | 0.00% | 38,791 | $1,449,232 | $1,469,791 | +$20,559 | +1.42% | |
| Envestnet Asset Management Inc | 0.00% | 37,409 | $1,397,606 | $1,417,427 | +$19,821 | +1.42% | |
| Kestra Advisory Services, Llc | 0.00% | 35,314 | $1,331,685 | $1,338,047 | +$6,362 | +0.48% | |
| Truist Financial Corp | 0.00% | 32,635 | $1,230,684 | $1,236,540 | +$5,856 | +0.48% | |
| Stratos Wealth Advisors, Llc | 0.07% | 32,415 | $1,211,025 | $1,228,204 | +$17,179 | +1.42% | |
| Sunbelt Securities, Inc. | 0.07% | 33,011 | $1,119,961 | $1,250,787 | +$130,826 | +11.68% | |
| Arax Advisory Partners | 0.01% | 29,396 | $1,098,235 | $1,113,814 | +$15,579 | +1.42% | |
| Independent Financial Group, Llc | 0.02% | 27,681 | $1,043,850 | $1,048,833 | +$4,983 | +0.48% | |
| Raymond James Financial Inc | 0.00% | 26,437 | $987,686 | $1,001,698 | +$14,012 | +1.42% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 28,360 | $962,167 | $1,074,560 | +$112,393 | +11.68% | |
| Ifp Advisors, Inc | 0.02% | 24,209 | $912,921 | $917,279 | +$4,358 | +0.48% | |
| Wood Tarver Financial Group, Llc | 0.20% | 23,056 | $861,000 | $873,592 | +$12,592 | +1.46% | |
| Concurrent Investment Advisors, Llc | 0.01% | 22,546 | $850,210 | $854,268 | +$4,058 | +0.48% | |
| Goldman Sachs Group Inc | 0.00% | 22,296 | $832,979 | $844,795 | +$11,816 | +1.42% | |
| Janney Montgomery Scott Llc | 0.00% | 20,975 | $784,000 | $794,743 | +$10,743 | +1.37% | |
| Fragasso Financial Advisors Inc | 0.04% | 20,353 | $768,588 | $771,175 | +$2,587 | +0.34% | |
| Compass Advisory Group Llc | 0.18% | 20,326 | $759,379 | $770,152 | +$10,773 | +1.42% | |
| Long Island Wealth Management, Inc. | 0.29% | 19,598 | $739,041 | $742,568 | +$3,527 | +0.48% | |
| Wealth Alliance, Llc | 0.06% | 19,375 | $723,850 | $734,119 | +$10,269 | +1.42% | |
| Cwm, Llc | 0.00% | 20,825 | $706,528 | $789,059 | +$82,531 | +11.68% | |
| Retirement Guys Formula Llc | 0.26% | 18,541 | $699,181 | $702,518 | +$3,337 | +0.48% | |
| Cape Investment Advisory, Inc. | 0.18% | 18,450 | $695,750 | $699,071 | +$3,321 | +0.48% | |
| Nations Financial Group Inc | 0.03% | 17,447 | $651,820 | $661,067 | +$9,247 | +1.42% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 24,411 | $589,286 | $924,933 | +$335,647 | +56.96% | |
| Advisory Services Network, Llc | 0.01% | 14,954 | $558,681 | $566,607 | +$7,926 | +1.42% | |
| Cornerstone Wealth, Llc/Tn | 0.26% | 14,609 | $549,283 | $553,535 | +$4,252 | +0.77% | |
| Axxcess Wealth Management, Llc | 0.02% | 14,532 | $548,002 | $550,617 | +$2,615 | +0.48% | |
| Diligent Investors, Llc | 0.12% | 14,086 | $531,183 | $533,719 | +$2,536 | +0.48% | |
| Fiduciary Financial Group, Llc | 0.06% | 13,699 | $516,589 | $519,055 | +$2,466 | +0.48% | |
| Keating Financial Advisory Services, Inc. | 0.07% | 13,352 | $498,831 | $505,907 | +$7,076 | +1.42% | |
| Fsa Advisors, Inc. | 0.21% | 11,984 | $447,722 | $454,074 | +$6,352 | +1.42% | |
| Quantinno Capital Management Lp | 0.00% | 11,438 | $427,324 | $433,386 | +$6,062 | +1.42% | |
| Pfs Partners, Llc | 0.17% | 10,776 | $406,363 | $408,303 | +$1,940 | +0.48% |
Frequently asked questions about KOCT
Who are the largest institutional holders of KOCT?
The largest institutional holders of KOCT reported in the latest SEC Form 13F filings include Compass Financial Group, Inc., Osaic Holdings, Inc., Principal Securities, Inc., Creative Planning, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported KOCT position.
What is KOCT institutional ownership?
This page tracks KOCT positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. SMALL CAP POW (KOCT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KOCT?
InsiderSet currently tracks 95 institutional managers reporting KOCT 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 KOCT shareholders.
How much KOCT stock do institutions own?
Institutional investment managers disclosed approximately $95.44M in KOCT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KOCT institutional ownership last updated?
The latest KOCT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 KOCT 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 KOCT position after the reporting date.
Are institutions buying or selling KOCT?
Institutional buying and selling can be analyzed by comparing KOCT positions across consecutive 13F reporting periods. InsiderSet's KOCT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KOCT ownership changes.
How has KOCT institutional ownership changed over time?
InsiderSet tracks KOCT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.