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AOCT

Innovator Equity Defined Protection ETF - 2 Yr to October 2026

39 hedge funds and large institutions have $44.3M invested in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more funds holding

Funds holding: 3939 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.33% less ownership

Funds ownership: 56.56%56.23% (-0.33%)

10% less capital invested

Capital invested by funds: $49.4M → $44.3M (-$5.15M)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
11
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Cypress Wealth Services
California
$238K
GCP
27
Gill Capital Partners
Colorado
$237K -$164K -6,309 -41%
LPL Financial
28
LPL Financial
California
$205K +$203K +7,800 New
WP
29
WealthShield Partners
North Carolina
$203K +$39.5K +1,522 +25%
SPIA
30
Steward Partners Investment Advisory
New York
$187K +$147K +5,667 +389%
HI
31
Harbour Investments
Wisconsin
$179K
CA
32
CoreCap Advisors
Michigan
$96.5K
PS
33
Principal Securities
Iowa
$77.6K
GRP
34
Global Retirement Partners
California
$60.3K +$59.7K +2,297 New
JP Morgan Chase
35
JP Morgan Chase
New York
$38.5K +$38.1K +1,467 New
ASN
36
Advisory Services Network
Georgia
$26.5K +$26.3K +1,011 New
IA
37
IFP Advisors
Florida
$18.4K +$5.19K +200 +40%
Osaic Holdings
38
Osaic Holdings
Arizona
$13.1K -$2.6K -100 -17%
Morgan Stanley
39
Morgan Stanley
New York
$4.62K +$4.57K +176 New
AI
40
Atria Investments
North Carolina
-$3.48M -135,337 Closed
HBS
41
Howard Bailey Securities
Indiana
-$1.09M -42,369 Closed
AA
42
Armis Advisers
Georgia
-$949K -36,890 Closed
CAG
43
Csenge Advisory Group
Florida
-$866K -34,198 Closed
IA
44
IFG Advisors
Missouri
-$414K -16,090 Closed
Barclays
45
Barclays
United Kingdom
-$77.1K -2,999 Closed
BA
46
Bellwether Advisors
Nebraska
-$64.3K -2,500 Closed
WTFG
47
Wood Tarver Financial Group
Idaho
-$22K -871 Closed
PSFG
48
Park Square Financial Group
Georgia
-$3.52K -137 Closed

AOCT Hedge Fund Activity: Q3 2025 in Review

39 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) for Q3 2025, worth a combined $44.3M — down 10% from $49.4M a quarter earlier.

Fund positioning in AOCT was balanced in Q3 2025: 9 funds opened new positions, 9 closed out, 11 added to existing stakes and 10 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $832K. The largest seller was Atria Investments, exiting entirely with an estimated $3.48M sold.

  • 39 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $44.3M of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 stock for Q3 2025, down 10% quarter-over-quarter.
  • 9 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to October 2026 positions in Q3 2025 and 9 closed out, a net change of 0 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to October 2026 buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $832K added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to October 2026 seller in Q3 2025 was Atria Investments, an estimated $3.48M sold.

Based on aggregated 13F filings for Q3 2025.