Evid Invest
Who owns BOCTWhat BOCT owns — n/a

Who owns Innovator U.S. Equity Buffer ETF?

Institutional ownership of BOCT from SEC Form 13F filings across 86 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

86

13F holders

$133.6M

value, 2026 filers

59.2%

of shares outstanding (3.2M sh)

13

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BOCT's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Penserra Capital Management LLC497,836$26,3960.2%9.3%+20.0%
2COFG Advisors, LLC370,725$19.7M3.4%7%-0.1%
3COMMONWEALTH EQUITY SERVICES, LLC256,223$13.6M0.0%4.8%-3.8%
4Cerity Partners LLC164,026$8.7M0.0%3.1%-9.7%
5HighTower Advisors, LLC162,570$8.6M0.0%3.1%+0.7%
6OSAIC HOLDINGS, INC.139,210$7.4M0.0%2.6%+17.1%
7Cetera Investment Advisers124,423$6.6M0.0%2.3%-20.6%
8ENVESTNET ASSET MANAGEMENT INC111,361$5.9M0.0%2.1%-7.9%
9Cambridge Investment Research Advisors, Inc.76,000$4,0300.0%1.4%+109.2%
10OLD MISSION CAPITAL LLC74,509$4.0M0.1%1.4%+152.4%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP72,829$3.9M0.0%1.4%+79.8%
12MML INVESTORS SERVICES, LLC72,096$3.8M0.0%1.4%+220.1%
13LPL Financial LLC68,577$3.6M0.0%1.3%-3.0%
14CAPTRUST FINANCIAL ADVISORS65,227$3.5M0.0%1.2%-2.2%
15Kestra Advisory Services, LLC57,326$3.0M0.0%1.1%-15.8%
16RAYMOND JAMES FINANCIAL INC50,090$2.7M0.0%0.9%-0.8%
17BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC38,493$2.0M0.3%0.7%-2.8%
18FSA Advisors, Inc.38,464$2.0M0.9%0.7%-2.5%
19Diversify Advisory Services, LLCNEW36,710$1.9M0.0%0.7%new
20DIVERSIFY WEALTH MANAGEMENT, LLC36,710$1.9M0.0%0.7%-2.0%
21TRUIST FINANCIAL CORP36,320$1.9M0.0%0.7%0.0%
22Orion Porfolio Solutions, LLC34,619$1.8M0.0%0.7%+9.0%
23JPMORGAN CHASE & CO33,473$1.8M0.0%0.6%+1707.4%
24NewEdge Advisors, LLC30,347$1.6M0.0%0.6%+11.8%
25First Commonwealth Financial Corp /PA/30,338$1.6M0.2%0.6%-1.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.