Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US SML CP PWR B
-
Total 13F shares
-
2,347,192
-
Share change
-
-271,321
-
Total reported value
-
$68,697,972
-
Price per share
-
$29.27
-
Number of holders
-
89
-
Value change
-
-$8,019,755
-
Number of buys
-
24
-
Number of sells
-
39
Institutional Holders of INNOVATOR ETFS TRUST - US SML CP PWR B (KOCT) as of Q1 2025
As of 31 Mar 2025,
INNOVATOR ETFS TRUST - US SML CP PWR B (KOCT) was held by
89 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,347,192 shares.
The largest 10 holders included
Compass Financial Group, Inc., OSAIC HOLDINGS, INC., Valtinson Bruner Financial Planning LLC, COMMONWEALTH EQUITY SERVICES, LLC, Global Strategic Investment Solutions, LLC, Cetera Investment Advisers, TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, RED CRANE WEALTH MANAGEMENT, LLC, and SageView Advisory Group, LLC.
This page lists
89
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.