Home › KOCT

Who holds KOCT

INNOVATOR ETFS TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Compass Financial Group, Inc.239.5K$8.9M3.8%
OSAIC HOLDINGS, INC.181.2K$6.8M0.0%
PRINCIPAL SECURITIES, INC.166.6K$6.2M0.1%
SageView Advisory Group, LLC163.8K$6.1M0.2%
Creative Planning163.8K$6.1M0.0%
Cetera Investment Advisers136.7K$5.1M0.0%
COMMONWEALTH EQUITY SERVICES, LLC125.5K$4.7M0.0%
BFI Wealth Solutions, LLC98.8K$3.7M2.7%
SUSQUEHANNA INTERNATIONAL GROUP, LLP70.6K$2.6M0.0%
LPL Financial LLC61.9K$2.3M0.0%
Global Strategic Investment Solutions, LLC51.8K$1.9M0.2%
DHJJ Financial Advisors, Ltd.49.7K$1.9M0.5%
OLD MISSION CAPITAL LLC47.1K$1.8M0.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC44.4K$1.7M0.2%
Valtinson Bruner Financial Planning LLC42.1K$1.6M0.4%
OneDigital Investment Advisors LLC42.0K$1.6M0.0%
Focus Partners Wealth38.8K$1.4M0.0%
TRUIST FINANCIAL CORP38.0K$1.4M0.0%
ENVESTNET ASSET MANAGEMENT INC37.4K$1.4M0.0%
FOUNDERS FINANCIAL SECURITIES LLC37.2K$1.4M0.1%
Kestra Advisory Services, LLC35.9K$1.3M0.0%
Capital Investment Advisory Services, LLC35.0K$1.3M0.1%
Stratos Wealth Advisors, LLC32.4K$1.2M0.1%
Arax Advisory Partners29.4K$1.1M0.0%
INDEPENDENT FINANCIAL GROUP, LLC27.4K$1.0M0.0%
RAYMOND JAMES FINANCIAL INC26.4K$987,6860.0%
IFP Advisors, Inc25.6K$957,0510.0%
Wood Tarver Financial Group, LLC23.1K$861,0000.2%
Concurrent Investment Advisors, LLC22.8K$851,0230.0%
GOLDMAN SACHS GROUP INC22.3K$832,9790.0%
Janney Montgomery Scott LLC21.0K$784,0000.0%
Fragasso Financial Advisors Inc20.4K$760,3880.0%
Compass Advisory Group LLC20.3K$759,3790.2%
Long Island Wealth Management, Inc.19.6K$732,1810.3%
WEALTH ALLIANCE, LLC19.4K$723,8500.1%
Cambridge Investment Research Advisors, Inc.19.2K$719,0000.0%
RETIREMENT GUYS FORMULA LLC18.5K$692,6920.3%
Cape Investment Advisory, Inc.18.5K$691,1600.2%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17.4K$651,8200.0%
Advisory Services Network, LLC15.0K$558,6810.0%
FIDUCIARY FINANCIAL GROUP, LLC13.7K$511,7950.1%
Keating Financial Advisory Services, Inc.13.4K$498,8310.1%
Cornerstone Wealth, LLC/TN13.2K$494,9790.3%
Diligent Investors, LLC13.0K$487,0250.1%
AXXCESS WEALTH MANAGEMENT, LLC12.2K$456,8380.0%
FSA Advisors, Inc.12.0K$447,7220.2%
Quantinno Capital Management LP11.4K$427,3240.0%
WEDBUSH SECURITIES INC11.3K$422,0000.0%
Tradition Wealth Management, LLC10.8K$405,3560.0%
PFS Partners, LLC10.8K$402,5920.2%
FIRST COMMONWEALTH FINANCIAL CORP /PA/10.7K$398,1080.1%
AE Wealth Management LLC10.1K$376,4770.0%
Capital Analysts, LLC10.1K$376,0000.0%
TopTier Wealth Management, LLC9.8K$365,1570.2%
MML INVESTORS SERVICES, LLC9.6K$358,3940.0%
Sigma Planning Corp9.4K$349,6520.0%
CAPTRUST FINANCIAL ADVISORS9.3K$347,4480.0%
BCS Wealth Management9.1K$339,6010.1%
NewEdge Advisors, LLC8.9K$331,2710.0%
NorthCrest Asset Manangement, LLC8.8K$327,9580.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}