§ EQUITY
USDKOCT
INNOVATOR U.S. SMALL CAP POW
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| HighTower Advisors, LLC | 288K | 0.0% | +577% |
| Compass Financial Group, Inc. | 241K | 3.7% | −0% |
| Cetera Investment Advisers | 177K | 0.0% | −2% |
| Creative Planning | 172K | 0.0% | n/a |
| PRINCIPAL SECURITIES, INC. | 167K | 0.1% | −0% |
| OSAIC HOLDINGS, INC. | 154K | 0.0% | −10% |
◇ AC INTELLIGENCE
Top institutional owners for KOCT 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
OTHER93.4% · 86 holders
DEALER / BANK5.4% · 5 holders
INCOME / DEFENSIVE0.6% · 1 holder
SYSTEMATIC / QUANT0.4% · 1 holder
TACTICAL / MACRO0.2% · 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 KOCT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention KOCT yet.