Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US SML CP PWR B
-
Total 13F shares
-
2,150,710
-
Share change
-
-195,082
-
Total reported value
-
$65,651,594
-
Price per share
-
$30.50
-
Number of holders
-
80
-
Value change
-
-$5,712,793
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Number of buys
-
14
-
Number of sells
-
42
Institutional Holders of INNOVATOR ETFS TRUST - US SML CP PWR B (KOCT) as of Q2 2025
As of 30 Jun 2025 INNOVATOR ETFS TRUST - US SML CP PWR B (KOCT) had 80 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,150,710 shares of stock of the company.
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, SageView Advisory Group, LLC, and Focus Partners Wealth.
This table shows 80 institutional shareholders of the security as of 30 Jun 2025.
| 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.