INNOVATOR U.S. SMALL CAP POW (KOCT) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $93.44M in KOCT holdings during the latest filing period.
Hightower Advisors, Llc is currently the largest disclosed institutional shareholder of KOCT tracked by InsiderSet, reporting ownership valued at approximately $9.76M in its March 31, 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 $10.59M, representing an estimated gain of +8.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed KOCT value among the investors covered in this analysis. Major shareholders include Hightower Advisors, Llc, Compass Financial Group, Inc., Cetera Investment Advisers, 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
$93.44M
Largest Holder
Hightower Advisors, Llc
Largest Position
$9.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hightower Advisors, Llc | 0.01% | 287,554 | $9,755,816 | $10,592,799 | +$836,983 | +8.58% | |
| Compass Financial Group, Inc. | 3.68% | 240,533 | $8,160,539 | $8,860,658 | +$700,119 | +8.58% | |
| Cetera Investment Advisers | 0.01% | 176,899 | $6,001,635 | $6,516,535 | +$514,900 | +8.58% | |
| Creative Planning | 0.00% | 171,887 | $5,831,593 | $6,331,905 | +$500,312 | +8.58% | |
| Osaic Holdings, Inc. | 0.01% | 167,422 | $5,680,422 | $6,167,425 | +$487,003 | +8.57% | |
| Principal Securities, Inc. | 0.08% | 166,700 | $5,655,613 | $6,140,828 | +$485,215 | +8.58% | |
| Commonwealth Equity Services, Llc | 0.01% | 128,540 | $4,360,960 | $4,735,105 | +$374,145 | +8.58% | |
| Bfi Wealth Solutions, Llc | 2.92% | 89,090 | $3,044,208 | $3,281,862 | +$237,654 | +7.81% | |
| Lpl Financial Llc | 0.00% | 56,270 | $1,909,066 | $2,072,852 | +$163,786 | +8.58% | |
| Global Strategic Investment Solutions, Llc | 0.18% | 55,148 | $1,871,001 | $2,031,520 | +$160,519 | +8.58% | |
| Truist Financial Corp | 0.00% | 53,673 | $1,820,980 | $1,977,185 | +$156,205 | +8.58% | |
| Envestnet Asset Management Inc | 0.00% | 52,456 | $1,779,686 | $1,932,353 | +$152,667 | +8.58% | |
| Dhjj Financial Advisors, Ltd. | 0.56% | 49,708 | $1,686,439 | $1,831,123 | +$144,684 | +8.58% | |
| Blue Bell Private Wealth Management, Llc | 0.22% | 44,472 | $1,508,797 | $1,638,242 | +$129,445 | +8.58% | |
| Valtinson Bruner Financial Planning Llc | 0.40% | 42,388 | $1,438,093 | $1,561,472 | +$123,379 | +8.58% | |
| Kestra Advisory Services, Llc | 0.01% | 42,178 | $1,430,980 | $1,553,736 | +$122,756 | +8.58% | |
| Old Mission Capital Llc | 0.03% | 39,091 | $1,326,236 | $1,440,019 | +$113,783 | +8.58% | |
| Focus Partners Wealth | 0.00% | 38,580 | $1,308,900 | $1,421,195 | +$112,295 | +8.58% | |
| Onedigital Investment Advisors Llc | 0.01% | 35,937 | $1,219,231 | $1,323,833 | +$104,602 | +8.58% | |
| Capital Investment Advisory Services, Llc | 0.09% | 35,029 | $1,188,425 | $1,290,384 | +$101,959 | +8.58% | |
| Founders Financial Securities Llc | 0.07% | 33,179 | $1,159,938 | $1,222,235 | +$62,297 | +5.37% | |
| Stratos Wealth Advisors, Llc | 0.07% | 33,371 | $1,132,175 | $1,229,308 | +$97,133 | +8.58% | |
| Sunbelt Securities, Inc. | 0.07% | 33,011 | $1,119,961 | $1,216,046 | +$96,085 | +8.58% | |
| Independent Financial Group, Llc | 0.01% | 41,584 | $1,027,599 | $1,531,855 | +$504,256 | +49.07% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 28,360 | $962,167 | $1,044,714 | +$82,547 | +8.58% | |
| Ifp Advisors, Inc | 0.02% | 27,317 | $926,781 | $1,006,293 | +$79,512 | +8.58% | |
| Raymond James Financial Inc | 0.00% | 26,582 | $901,845 | $979,217 | +$77,372 | +8.58% | |
| Goldman Sachs Group Inc | 0.00% | 25,000 | $848,173 | $920,940 | +$72,767 | +8.58% | |
| Concurrent Investment Advisors, Llc | 0.01% | 23,739 | $805,391 | $874,488 | +$69,097 | +8.58% | |
| Cwm, Llc | 0.00% | 20,825 | $706,528 | $767,143 | +$60,615 | +8.58% | |
| Wealth Alliance, Llc | 0.07% | 20,780 | $705,001 | $765,485 | +$60,484 | +8.58% | |
| Fragasso Financial Advisors Inc | 0.04% | 20,353 | $697,874 | $749,756 | +$51,882 | +7.43% | |
| Compass Advisory Group Llc | 0.19% | 20,381 | $691,464 | $750,787 | +$59,323 | +8.58% | |
| Long Island Wealth Management, Inc. | 0.31% | 19,598 | $664,899 | $721,943 | +$57,044 | +8.58% | |
| Retirement Guys Formula Llc | 0.29% | 18,703 | $634,535 | $688,974 | +$54,439 | +8.58% | |
| Cape Investment Advisory, Inc. | 0.21% | 18,500 | $627,648 | $681,496 | +$53,848 | +8.58% | |
| Atlantic Private Wealth, Llc | 0.39% | 17,553 | $595,519 | $646,610 | +$51,091 | +8.58% | |
| Nations Financial Group Inc | 0.03% | 17,537 | $594,976 | $646,021 | +$51,045 | +8.58% | |
| Advisory Services Network, Llc | 0.01% | 14,954 | $507,343 | $550,869 | +$43,526 | +8.58% | |
| Diligent Investors, Llc | 0.12% | 14,036 | $476,198 | $517,053 | +$40,855 | +8.58% | |
| Cornerstone Wealth, Llc/Tn | 0.27% | 13,210 | $471,861 | $486,625 | +$14,764 | +3.13% | |
| Fiduciary Financial Group, Llc | 0.06% | 13,699 | $464,765 | $504,638 | +$39,873 | +8.58% | |
| Keating Financial Advisory Services, Inc. | 0.07% | 13,352 | $452,992 | $491,856 | +$38,864 | +8.58% | |
| Axxcess Wealth Management, Llc | 0.01% | 12,228 | $414,858 | $450,450 | +$35,592 | +8.58% | |
| Fsa Advisors, Inc. | 0.27% | 12,122 | $411,262 | $446,545 | +$35,283 | +8.58% | |
| Tradition Wealth Management, Llc | 0.03% | 11,850 | $402,034 | $436,526 | +$34,492 | +8.58% | |
| Quantinno Capital Management Lp | 0.00% | 11,438 | $388,056 | $421,348 | +$33,292 | +8.58% | |
| Pfs Partners, Llc | 0.17% | 10,776 | $365,597 | $396,962 | +$31,365 | +8.58% | |
| Ae Wealth Management Llc | 0.00% | 10,377 | $352,059 | $382,264 | +$30,205 | +8.58% | |
| Toptier Wealth Management, Llc | 0.21% | 9,973 | $338,353 | $367,381 | +$29,028 | +8.58% |
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.