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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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$429K +$86.9K +2,607 +27%
MML Investors Services
52
MML Investors Services
Massachusetts
$421K +$417K +12,502 New
AWM
53
Axxcess Wealth Management
California
$412K – – –
FA
54
FSA Advisors
Michigan
$411K – – –
TWM
55
Tradition Wealth Management
Minnesota
$399K -$643K -19,278 -62%
QCM
56
Quantinno Capital Management
New York
$385K – – –
WS
57
Wedbush Securities
California
$380K – – –
PP
58
PFS Partners
New Jersey
$363K +$275K +8,243 +325%
AWM
59
AE Wealth Management
Kansas
$349K +$90.1K +2,701 +35%
HI
60
Harbour Investments
Wisconsin
$344K +$302K +9,069 +795%
CFS
61
CRA Financial Services
New Jersey
$341K -$16.7K -500 -5%
CAL
62
Capital Analysts LLC
Pennsylvania
$339K -$13.4K -403 -4%
TWM
63
TopTier Wealth Management
Wisconsin
$338K +$335K +10,033 New
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$313K – – –
VPF
65
Vantage Point Financial
Illinois
$304K – – –
NAM
66
NorthCrest Asset Manangement
Minnesota
$299K +$7.67K +230 +3%
WFS
67
WealthGarden F.S.
California
$297K -$434 -13 -0.2%
FHC
68
First Heartland Consultants
Missouri
$296K +$4.2K +126 +1%
OWA
69
Outlook Wealth Advisors
Texas
$295K – – –
AWA
70
Arete Wealth Advisors
Illinois
$294K +$35.2K +1,056 +14%
EWM
71
Elmwood Wealth Management
California
$285K +$78.4K +2,350 +39%
JP Morgan Chase
72
JP Morgan Chase
New York
$271K -$83.3K -2,499 -24%
PCIA
73
Prime Capital Investment Advisors
Kansas
$268K +$266K +7,965 New
PAG
74
Private Advisor Group
New Jersey
$262K +$259K +7,770 New
NA
75
NewEdge Advisors
Louisiana
$258K – – –
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.