KOCT

Innovator U.s. Small Cap Pow

+$4.0M

Net Activity

Institutions Holding

94

Popularity Rank

#4577

Avg Weight

0.13%

Total Value

$96.3M

Ownership Trend

94 institutions currently hold KOCT, with 25 net buyers and 40 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

40

Net Buying Institutions

25

Key Holders

Key Holders

Top 5 by Value

HA
HighTower Advisors, LLC
$9.8M
CF
Compass Financial Group, Inc.
$8.2M
CI
Cetera Investment Advisers
$6.0M
CP
Creative Planning
$5.8M
OH
Osaic Holdings, INC.
$5.7M

Top 5 by Conviction

CF
Compass Financial Group, Inc.
3.68%
BW
BFI Wealth Solutions, LLC
2.92%
DF
DHJJ Financial Advisors, Ltd.
0.56%
VB
Valtinson Bruner Financial Planning LLC
0.40%
AP
Atlantic Private Wealth, LLC
0.39%
View all 94 holding institutions

Quarterly Activity

Recent Activity

+$36.0M

Total Buy Value

$55.2M

Total Sell Value

New buy8
Trim31
Add17
Sold out9

25

Net Buyers

40

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR U.S. SMALL CAP POW (KOCT)?
Major stakeholders currently include HighTower Advisors, LLC ($9.8M), Compass Financial Group, Inc. ($8.2M), Cetera Investment Advisers ($6.0M). Based on the latest 13F filings, there are a total of 94 tracked investment funds and institutions maintaining positions in KOCT.
What is the overall institutional sentiment toward KOCT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.0M, driven by 25 managers accumulating shares while 40 reduced their exposure.
Which institutions have been selling or reducing their KOCT positions?
In the latest period, 31 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $55.2M.
Are there any notable investors adding KOCT to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 17 existing holders added to their shares. The total reported buy value for the quarter amounted to $36.0M.

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