Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October (BOCT) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2018 to Q4 2025

Type / Class
Equity / Innovator U.S. Equity Buffer ETF - October
Symbol
BOCT
Shares outstanding
6,204,149
Price per share
$49.42
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,150,123
Total reported value
$152,431,448
% of total 13F portfolios
0%
Share change
-451,744
Value change
-$21,388,348
Number of holders
87
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October (BOCT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Brookstone Capital Management 9.3% $28,455,966 +$27,368,724 575,745 +2517% Brookstone Capital Management, LLC 31 Dec 2025

As of 30 Sep 2025, 87 institutional investors reported holding 3,150,123 shares of Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October (BOCT). This represents 51% of the company’s total 6,204,149 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October (BOCT) together control 42% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Penserra Capital Management LLC 6.3% 389,403 +1.2% 0.23% $18,854,000
COMMONWEALTH EQUITY SERVICES, LLC 5.1% 315,146 -63% 0.02% $15,259,000
INTEGRAL INVESTMENT ADVISORS, INC. 4.3% 267,175 +0.84% 3.5% $12,936,610
HighTower Advisors, LLC 2.6% 161,921 -2.9% 0.01% $7,840,215
Cetera Investment Advisers 2.5% 155,828 -9.3% 0.01% $7,545,192
OSAIC HOLDINGS, INC. 2.3% 143,379 -3.3% 0.01% $6,801,595
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2.1% 131,657 +1401% 0.01% $6,382,731
ENVESTNET ASSET MANAGEMENT INC 1.8% 114,600 +58% 0% $5,548,915
Cerity Partners LLC 1.7% 103,650 +10% 0.01% $5,018,734
CAPTRUST FINANCIAL ADVISORS 1.5% 93,112 -6.2% 0.01% $4,508,483
LPL Financial LLC 1.2% 72,761 -3.6% 0% $3,523,104
Kestra Advisory Services, LLC 1.1% 70,577 +11% 0.02% $3,417,323
Fragasso Financial Advisors Inc 1.1% 65,881 -1.8% 0.2% $3,196,546
Berkshire Money Management, Inc. 0.91% 56,376 0% 0.28% $2,729,726
Motiv8 Investments LLC 0.9% 55,658 -2% 1.4% $2,694,960
Wealthquest Corp 0.74% 46,049 0% 0.18% $2,229,693
Global Assets Advisory, LLC 0.67% 41,629 0.6% $2,015,690
Beacon Pointe Advisors, LLC 0.65% 40,395 +23% 0.02% $1,955,926
HFG Wealth Management, LLC 0.65% 40,244 +0.47% 1.1% $1,948,594
FSA Advisors, Inc. 0.63% 38,897 +2% 1.5% $1,883,392
RAYMOND JAMES FINANCIAL INC 0.63% 38,897 +0.94% 0% $1,883,393
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.62% 38,622 -3.7% 0.28% $1,870,077
Diversify Advisory Services, LLC 0.6% 37,369 -1.1% 0.06% $1,828,839
TRUIST FINANCIAL CORP 0.59% 36,418 +0.59% 0% $1,763,360
Janney Montgomery Scott LLC 0.55% 33,872 +0.04% 0% $1,640,000

Institutional Holders of Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October (BOCT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 996,344 $49,301,104 +$31,907,930 $49.42 20
2025 Q3 3,150,123 $152,431,448 -$21,388,348 $48.42 87
2025 Q2 3,627,512 $164,712,086 -$99,512,752 $45.45 89
2025 Q1 5,958,971 $250,653,988 +$98,975,770 $42.04 95
2024 Q4 3,607,302 $155,884,623 +$26,989,719 $43.22 98
2024 Q3 2,932,764 $124,495,925 +$3,770,201 $42.45 82
2024 Q2 2,854,592 $118,675,945 -$11,341,152 $41.58 89
2024 Q1 3,127,657 $126,572,851 -$17,133,914 $40.47 89
2023 Q4 3,571,600 $137,384,861 +$11,609,890 $38.47 87
2023 Q3 3,214,625 $114,095,302 +$10,948,140 $35.50 65
2023 Q2 2,886,867 $105,083,733 -$19,751,469 $36.39 68
2023 Q1 3,314,720 $112,065,961 -$50,656,255 $33.81 75
2022 Q4 5,442,866 $172,990,583 +$51,836,842 $31.76 76
2022 Q3 3,740,388 $111,880,034 +$52,482,264 $29.90 54
2022 Q2 1,989,137 $60,572,685 +$204,574 $30.44 60
2022 Q1 1,974,028 $67,374,646 +$2,514,227 $34.05 57
2021 Q4 1,887,812 $65,175,071 +$10,744,272 $34.57 56
2021 Q3 1,472,412 $48,164,306 -$1,555,256 $32.68 37
2021 Q2 1,523,064 $49,152,873 +$4,648,778 $32.27 36
2021 Q1 1,371,941 $42,858,124 +$589,154 $31.22 40
2020 Q4 1,399,085 $42,093,109 +$2,454,884 $30.07 40
2020 Q3 1,223,167 $34,109,998 -$33,248,390 $27.89 34
2020 Q2 2,405,578 $62,327,463 -$7,595,456 $25.89 30
2020 Q1 2,720,768 $61,348,632 -$25,293,221 $22.40 33
2019 Q4 3,858,040 $101,167,731 -$4,767,622 $26.22 28
2019 Q3 3,616,658 $89,946,867 +$37,422,531 $24.86 23
2019 Q2 2,072,011 $51,657,000 +$47,238,253 $24.92 16
2019 Q1 177,315 $4,284,000 -$8,860,328 $24.16 9
2018 Q4 546,249 $12,057,000 +$12,057,000 $22.08 9