§ EQUITY
USDBOCT
INNOVATOR U.S. EQUITY BUFFER
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
37 increased/new, 47 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Brookstone Capital Management | 622K | 0.3% | +8% |
| COFG Advisors, LLC | 371K | 4.4% | −2% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 290K | 3.5% | +2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 266K | 0.0% | −3% |
| Cerity Partners LLC | 182K | 0.0% | −9% |
| HighTower Advisors, LLC | 162K | 0.0% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for BOCT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.4% · 107 holders
DEALER / BANK1.3% · 5 holders
QUALITY / COMPOUNDER0.2% · 1 holder
INCOME / DEFENSIVE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BOCT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BOCT yet.