Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US SML CP PWR B
-
Number of holders
-
71
-
Total 13F shares, excl. options
-
1,829,278
-
Shares change
-
-173,526
-
Total reported value, excl. options
-
$52,334,388
-
Value change
-
-$5,027,228
-
Number of buys
-
21
-
Number of sells
-
-31
-
Price
-
$28.59
Significant Holders of INNOVATOR ETFS TRUST - US SML CP PWR B (KOCT) as of Q2 2024
76 filings reported holding KOCT - INNOVATOR ETFS TRUST - US SML CP PWR B as of Q2 2024.
INNOVATOR ETFS TRUST - US SML CP PWR B (KOCT) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,829,278 shares
.
Largest 10 shareholders include Global Strategic Investment Solutions, LLC (173,745 shares), OSAIC HOLDINGS, INC. (146,759 shares), Valtinson Bruner Financial Planning LLC (129,772 shares), COMMONWEALTH EQUITY SERVICES, LLC (96,406 shares), TRUIST FINANCIAL CORP (81,876 shares), Cetera Investment Advisers (77,727 shares), ENVESTNET ASSET MANAGEMENT INC (68,438 shares), DHJJ Financial Advisors, Ltd. (52,834 shares), Colony Group, LLC (48,620 shares), and Forvis Mazars Wealth Advisors, LLC (44,445 shares).
This table shows the top 71 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.