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Innovator US Small Cap Power Buffer ETF October
KOCT

95 hedge funds and large institutions have $92.3M invested in Innovator US Small Cap Power Buffer ETF October in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

28% more capital invested

Capital invested by funds: $72M → $92.3M (+$20.3M)

10% more funds holding

Funds holding: 86 → 95 (+9)

4.49% more ownership

Funds ownership: 66.68% → 71.17% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
95
Holders Change
+9
Holders Change %
+10.47%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
36
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PS
Principal Securities
Iowa
+$5.33M
2
SAG
SageView Advisory Group
California
+$3.61M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.42M
5
SPC
Sigma Planning Corp
Michigan
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$2.52M
2
CWG
Crown Wealth Group
North Carolina
-$1.36M
3
Truist Financial
Truist Financial
North Carolina
-$778K
4
TWM
Tradition Wealth Management
Minnesota
-$643K
5
AI
Accredited Investors
Minnesota
-$637K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$954K -$29K -870 -3%
FFS
27
Founders Financial Securities
Maryland
$952K +$129K +3,881 +16%
IFG
28
Independent Financial Group
California
$904K -$1.5K -45 -0.2%
SS
29
Sunbelt Securities
Texas
$892K +$232K +6,957 +36%
CIA
30
Concurrent Investment Advisors
Florida
$849K +$5.47K +164 +0.7%
IA
31
IFP Advisors
Florida
$836K +$450K +13,486 +119%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$811K +$91.8K +2,754 +13%
WTFG
33
Wood Tarver Financial Group
Idaho
$776K +$235K +7,033 +44%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$710K -$8.84K -265 -1%
WA
35
Wealth Alliance
New York
$700K +$45.4K +1,361 +7%
CAG
36
Compass Advisory Group
New York
$688K -$3.33K -100 -0.5%
FFA
37
Fragasso Financial Advisors
Pennsylvania
$673K +$61K +1,830 +10%
BWM
38
BCS Wealth Management
Tennessee
$664K +$329K +9,865 +100%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$661K +$655K +19,641 New
RGF
40
Retirement Guys Formula
Ohio
$630K – – –
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$628K -$450K -13,500 -42%
CIA
42
Cape Investment Advisory
Georgia
$626K +$620K +18,600 New
LIWM
43
Long Island Wealth Management
New York
$613K – – –
NFG
44
Nations Financial Group
Iowa
$605K -$14.4K -432 -2%
APW
45
Atlantic Private Wealth
North Carolina
$591K +$585K +17,553 New
BCM
46
Brookstone Capital Management
Illinois
$556K -$1.6K -48 -0.3%
ASN
47
Advisory Services Network
Georgia
$504K – – –
DI
48
Diligent Investors
California
$489K +$7.67K +230 +2%
FFG
49
Fiduciary Financial Group
California
$461K +$457K +13,699 New
KFAS
50
Keating Financial Advisory Services
Kansas
$450K +$445K +13,352 New
1
2
3 4 5

KOCT Hedge Fund Activity: Q4 2025 in Review

95 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF October (KOCT) for Q4 2025, worth a combined $92.3M — up 28% from $72M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KOCT positions and 6 closed out — a net gain of 11 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Principal Securities, adding an estimated $5.33M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $2.52M.

  • 95 institutional investors held Innovator US Small Cap Power Buffer ETF October (KOCT) as of Q4 2025, up from 86 in Q3 2025.
  • Funds reported $92.3M of Innovator US Small Cap Power Buffer ETF October stock for Q4 2025, up 28% quarter-over-quarter.
  • 17 funds opened new Innovator US Small Cap Power Buffer ETF October positions in Q4 2025 and 6 closed out, a net change of +11 holders.
  • The largest Innovator US Small Cap Power Buffer ETF October buyer in Q4 2025 was Principal Securities, an estimated $5.33M added.
  • The largest Innovator US Small Cap Power Buffer ETF October seller in Q4 2025 was Valtinson Bruner Financial Planning, an estimated $2.52M sold.

Based on aggregated 13F filings for Q4 2025.