Who Owns INNOVATOR ETFS TRUST (IOCT)?Hedge Fund & Institutional Holders

$34.95-0.09 (-0.26%)NYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5000132791018212e+177T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$28.95$30.84$32.73$34.61$36.50Sep 24Jun 25Mar 26

IOCT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+445K+$15.0M
Broussard Financial Group LLCNew Position+381K+$13.3M
ACCESS FINANCIAL SERVICES, INC.New Position+292K+$10.2M
RED CRANE WEALTH MANAGEMENT, LLCNew Position+67K+$2.4M
CORRADO ADVISORS, LLCNew Position+54K+$1.9M
Americana Partners, LLCNew Position+53K+$1.9M
Lantz Financial LLCNew Position+53K+$1.8M
CWM, LLCNew Position+49K+$1.7M
BFI Wealth Solutions, LLCNew Position+47K+$1.6M
Sigma Planning CorpNew Position+46K+$1.6M
Signal Advisors Wealth, LLCNew Position+45K+$1.6M
Triad Wealth Partners, LLCNew Position+39K+$1.4M
GILL CAPITAL PARTNERS, LLCNew Position+35K+$1.2M
PRIVATE CLIENT SERVICES, LLCNew Position+29K+$1.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+44K+$1.0M

IOCT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Global Strategic Investment Solutions, LLCDecreased-47K-$11.5B
OSAIC HOLDINGS, INC.Decreased-6K-$4.9B
CAPTRUST FINANCIAL ADVISORSDecreased-8K-$3.0B
PRINCIPAL SECURITIES, INC.Decreased-665-$2.3B
Kovitz Investment Group Partners, LLCClosed Position-58K-$2.0B
Tradition Wealth Management, LLCDecreased-552-$522.5M
Wealthspire Retirement, LLCDecreased-4K-$452.0M
CYPRESS FINANCIAL PLANNING LLCDecreased-71-$396.3M
LEIGH BALDWIN & CO., LLCClosed Position-5K-$261.2M
JPMORGAN CHASE & COClosed Position-3K-$96.9M
Farther Finance Advisors, LLCDecreased-25-$91.1M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-50-$61.4M
Advisory Services Network, LLCClosed Position-2K-$53.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC445,046$15.0M0.02%Share
2Broussard Financial Group LLC380,927$13.3M10.77%Share
3ACCESS FINANCIAL SERVICES, INC.292,095$10.2M3.71%Share
4Global Strategic Investment Solutions, LLC291,282$10.2M0.99%Share
5IFP Advisors, Inc218,242$7.0M0.16%Share
6SageView Advisory Group, LLC214,847$7.0M0.24%Share
7US BANCORP \DE\134,108$4.7M0.01%Share
8OSAIC HOLDINGS, INC.135,611$4.0M0.01%Share
9PFG Advisors96,054$3.3M0.16%Share
10Cetera Investment Advisers86,768$3.0M0.00%Share
11Focus Partners Wealth112,406$3.0M0.00%Share
12RED CRANE WEALTH MANAGEMENT, LLC67,417$2.4M1.92%Share
13WPWealth LLP66,735$2.3M0.36%Share
14HighTower Advisors, LLC62,726$2.0M0.00%Share
15CAPTRUST FINANCIAL ADVISORS79,435$2.0M0.00%Share
16PRINCIPAL SECURITIES, INC.67,305$2.0M0.03%Share
17Berger Financial Group, Inc54,146$1.9M0.11%Share
18CORRADO ADVISORS, LLC53,805$1.9M0.94%Share
19Americana Partners, LLC53,495$1.9M0.05%Share
20Lantz Financial LLC52,590$1.8M0.39%Share
21CWM, LLC48,754$1.7M0.00%Share
22BFI Wealth Solutions, LLC47,165$1.6M1.57%Share
23Sigma Planning Corp46,093$1.6M0.04%Share
24Signal Advisors Wealth, LLC44,778$1.6M0.12%Share
25Triad Wealth Partners, LLC39,224$1.4M0.13%Share
26GILL CAPITAL PARTNERS, LLC35,145$1.2M0.37%Share
27PRIVATE CLIENT SERVICES, LLC29,426$1.0M0.32%Share
28FIDUCIARY FINANCIAL GROUP, LLC28,995$1.0M0.14%Share
29NewEdge Advisors, LLC49,458$1.0M0.00%Share
30Kestra Advisory Services, LLC34,370$1.0M0.00%Share
31RAYMOND JAMES FINANCIAL INC32,231$1.0M0.00%Share
32ENVESTNET ASSET MANAGEMENT INC43,533$1.0M0.00%Share
33LPL Financial LLC34,669$1.0M0.00%Share
34WEALTHGARDEN F.S. LLC26,432$943K0.62%Share
35SILVER OAK SECURITIES, INCORPORATED26,534$928K0.06%Share
36BCS Wealth Management24,844$866K0.09%Share
37OLD MISSION CAPITAL LLC24,858$866K0.02%Share
38FOUNDERS FINANCIAL SECURITIES LLC24,243$845K0.05%Share
39Atlantic Private Wealth, LLC22,345$778K0.50%Share
40Fragasso Financial Advisors Inc20,048$698K0.04%Share
41Long Island Wealth Management, Inc.18,399$641K0.30%Share
42SIGNATUREFD, LLC16,079$560K0.01%Share
43MMA ASSET MANAGEMENT LLC15,790$550K0.20%Share
44Tradition Wealth Management, LLC14,753$514K0.04%Share
45Forvis Mazars Wealth Advisors, LLC14,145$493K0.01%Share
46Jacobi Capital Management LLC14,124$492K0.03%Share
47FIRST COMMONWEALTH FINANCIAL CORP /PA/13,384$466K0.08%Share
48TRUIST FINANCIAL CORP12,939$451K0.00%Share
49Opus Financial Solutions LLC12,894$449K0.42%Share
50WEALTH ALLIANCE, LLC12,178$424K0.04%Share

IOCT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025104$134.7M+63
Q3 202541$57.6B-30
Q2 202571$65.5B-9
Q1 202580$66.2B+18
Q4 202462$2.8T+26
Q3 202436$9.4T-1
Q2 202437$29.4T+4
Q1 202433$7.9T—

As of Q4 2025, 50 institutional investors hold IOCT (INNOVATOR ETFS TRUST). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $15.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own IOCT?

As of Q4 2025, 50 institutional investors report holding IOCT (INNOVATOR ETFS TRUST) in their 13F filings.

Who is the largest institutional holder of IOCT?

The largest institutional holder of IOCT is COMMONWEALTH EQUITY SERVICES, LLC with $15.0M in shares.

Is institutional ownership of IOCT increasing or decreasing?

This quarter, 15 institutions opened new positions in IOCT and 4 closed their positions.