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Disclosery

KOCT INNOVATOR ETFS TRUST

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US SML CP PWR B (fund)

97 managers (97 13F filers) reported a position in KOCT shares at 2026-03-31, 3,045,296 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
97
13F filers
97
New
7
Added
18
Reduced
32
Sold out
8
Shares held by filers
3,045,296

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC287,554$9.76M0.01%+245,09913F-HRTimeline
Compass Financial Group, Inc.240,533$8.16M3.68%-64913F-HRTimeline
Cetera Investment Advisers176,899$6M0.01%-3,40213F-HRTimeline
SageView Advisory Group, LLC171,887$5.83M0.21%+8,84613F-HRTimeline
Creative Planningin group Creative Planning171,887$5.83M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.167,422$5.68M0.01%-18,16113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC166,700$5.66M0.08%-46113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC128,540$4.36M0.01%-14,82913F-HRTimeline
BFI Wealth Solutions, LLC89,090$3.04M2.92%+16,70413F-HRTimeline
LPL Financial LLC56,270$1.91M<0.01%+1,16713F-HRTimeline
Global Strategic Investment Solutions, …55,148$1.87M0.18%-12,14813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP53,673$1.82M<0.01%+91713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,456$1.78M<0.01%+98313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.49,708$1.69M0.56%-1,41013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC44,472$1.51M0.22%+5,71913F-HRTimeline
Valtinson Bruner Financial Planning LLC42,388$1.44M0.4%-56613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,178$1.43M0.01%+11,00213F-HRTimelineGroup
OLD MISSION CAPITAL LLC39,091$1.33M0.03%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth38,580$1.31M<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC35,937$1.22M0.01%013F-HRTimeline
Capital Investment Advisory Services, L…35,029$1.19M0.09%-1,40513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC33,179$1.16M0.07%+4,91513F-HR/ATimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.33,371$1.13M0.07%013F-HRTimelineGroup
Sunbelt Securities, Inc.33,011$1.12M0.07%+6,52913F-HRTimeline
U.S. Capital Wealth Advisors, LLC28,360$962K0.02%-2,20713F-HRTimeline
IFP Advisors, Inc27,317$927K0.02%+2,48213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,844$911K0.02%013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,582$902K<0.01%-12,18013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,000$848K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,739$805K0.01%-1,46713F-HRTimelineGroup
Wood Tarver Financial Group, LLC23,056$782K0.22%013F-HRTimeline
Cambridge Investment Research Advisors,…22,320$757K<0.01%-1,77213F-HRTimeline
Janney Montgomery Scott LLC21,075$715K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC20,825$707K<0.01%-7,49813F-HRTimelineGroup
WEALTH ALLIANCE, LLC20,780$705K0.07%013F-HRTimeline
Fragasso Financial Advisors Inc20,353$698K0.04%+37913F-HRTimeline
Compass Advisory Group LLC20,381$691K0.19%-6013F-HRTimeline
Long Island Wealth Management, Inc.19,598$665K0.31%+1,39913F-HRTimeline
RETIREMENT GUYS FORMULA LLC18,703$635K0.29%013F-HRTimeline
Cape Investment Advisory, Inc.18,500$628K0.21%-10013F-HRTimeline
Atlantic Private Wealth, LLC17,553$596K0.39%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,537$595K0.03%-42013F-HRTimeline
Advisory Services Network, LLC14,954$507K0.01%013F-HRTimeline
Diligent Investors, LLC14,036$476K0.12%-50013F-HRTimeline
Cornerstone Wealth, LLC/TN13,210$472K0.27%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,699$465K0.06%013F-HRTimeline
Keating Financial Advisory Services, In…13,352$453K0.07%013F-HRTimeline
Todd Wealth Management, LLC13,310$452K0.41%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,228$415K0.01%013F-HRTimeline
FSA Advisors, Inc.12,122$411K0.27%-8813F-HRTimeline
Tradition Wealth Management, LLC11,850$402K0.03%013F-HRTimeline
Quantinno Capital Management LP11,438$388K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC11,300$383K0.01%013F-HRTimeline
PFS Partners, LLC10,776$366K0.17%013F-HRTimeline
AE Wealth Management LLC10,377$352K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,070$342K0.01%013F-HRTimelineGroup
TopTier Wealth Management, LLC9,973$338K0.21%-6013F-HRTimeline
BCS Wealth Management9,865$335K0.07%-9,86513F-HRTimeline
Prime Capital Investment Advisors, LLC9,462$321K<0.01%+1,49713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,300$316K<0.01%013F-HRTimeline
Sigma Planning Corp9,299$315K0.01%-28,49413F-HRTimeline
NorthCrest Asset Manangement, LLC8,776$300K0.01%013F-HRTimeline
Outlook Wealth Advisors, LLC8,756$297K0.07%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,734$296K0.02%new13F-HRTimelineGroup
WEALTHGARDEN F.S. LLC8,555$290K0.2%013F-HRTimeline
Elmwood Wealth Management, Inc.8,450$287K0.08%013F-HRTimeline
First Heartland Consultants, Inc.8,252$280K0.02%-54213F-HRTimeline
Bullseye Investment Management, LLC8,240$280K0.15%-413F-HRTimeline
Private Advisor Group, LLC7,770$264K<0.01%013F-HRTimeline
NewEdge Advisors, LLC7,656$260K<0.01%013F-HR/ATimeline
CRA Financial Services, LLC7,620$259K0.03%-2,50013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,209$254K<0.01%+3,77213F-HRTimeline
World Investment Advisors7,484$254K<0.01%+10813F-HRTimeline
Vantage Point Financial LLC7,155$243K0.09%-1,86913F-HRTimeline
MML INVESTORS SERVICES, LLC7,103$241K<0.01%-5,39913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,699$227K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC6,527$221K<0.01%013F-HRTimeline
MAI Capital Management6,415$218K<0.01%+63013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,206$211K0.03%-1,29313F-HRTimelineGroup
WINNACLE WEALTH LLC6,012$204K0.16%-81013F-HRTimeline
RED REEF ADVISORS LLC4,726$160K0.17%013F-HRTimeline
CoreCap Advisors, LLC4,692$159K0.01%+35313F-HRTimeline
Ashton Thomas Private Wealth, LLC3,740$127K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3,306$112K0.01%013F-HRTimeline
WealthShield Partners, LLC3,250$110K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,387$81K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,800$61.1K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,323$44.9K<0.01%-8,88713F-HRTimeline
Financial Network Wealth Advisors LLC1,238$42K0.04%-31513F-HRTimeline
Larson Financial Group LLC500$17K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC400$13.6K0.01%013F-HRTimeline
PlanVest Financial, Inc350$11.9K0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC307$10.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…230$7.8K<0.01%-1,00013F-HRTimelineGroup
Farther Finance Advisors, LLC180$6.13K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.100$3.39K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$34<0.01%013F-HRTimelineGroup