AOCT

Innovator Equity Defined Protection ETF - 2 Yr to October 2026

36 hedge funds and large institutions have $47.6M invested in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
36
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Legacy CG
Texas
$17.2M
Raymond James Financial
2
Raymond James Financial
Florida
$5.19M
AI
3
Atria Investments
North Carolina
$3.48M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.89M
AWM
5
AE Wealth Management
Kansas
$2.82M
BCM
6
Brookstone Capital Management
Illinois
$2.54M
HighTower Advisors
7
HighTower Advisors
Illinois
$1.73M
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$1.31M
AA
9
Armis Advisers
Georgia
$949K
TWM
10
Tradition Wealth Management
Minnesota
$918K
CAG
11
Csenge Advisory Group
Florida
$866K
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$833K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$806K
CPP
14
Capasso Planning Partners
South Carolina
$793K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$720K
BCI
16
Brinker Capital Investments
Pennsylvania
$618K
KWM
17
KFG Wealth Management
Indiana
$500K
IA
18
IFG Advisors
Missouri
$414K
EMAM
19
Encompass More Asset Management
California
$410K
GCP
20
Gill Capital Partners
Colorado
$395K
TWP
21
Triad Wealth Partners
Kansas
$391K
ATPW
22
Ashton Thomas Private Wealth
Arizona
$307K
SPWG
23
Syntegra Private Wealth Group
Missouri
$302K
CFCI
24
Comprehensive Financial Consultants Institutional
Indiana
$295K
CWS
25
Cypress Wealth Services
California
$233K