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AOCT

Innovator Equity Defined Protection ETF - 2 Yr to October 2026

39 hedge funds and large institutions have $49.4M 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, 13 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $49.6M → $49.4M (-$182K)

3.09% less ownership

Funds ownership: 59.65%56.56% (-3.1%)

11% less funds holding

Funds holding: 4439 (-5)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% 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
1
Increased
13
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Legacy CG
Texas
$17.2M -$165K -6,579 -1%
Raymond James Financial
2
Raymond James Financial
Florida
$5.19M +$98.3K +3,914 +2%
AI
3
Atria Investments
North Carolina
$3.48M +$183K +7,294 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.89M -$7.15K -285 -0.3%
AWM
5
AE Wealth Management
Kansas
$2.82M +$370K +14,735 +16%
BCM
6
Brookstone Capital Management
Illinois
$2.54M -$40.2K -1,600 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.73M -$49.9K -1,987 -3%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$1.31M +$1.2M +47,616 +1,503%
HBS
9
Howard Bailey Securities
Indiana
$1.09M +$60K +2,390 +6%
AA
10
Armis Advisers
Georgia
$949K +$64.8K +2,582 +8%
TWM
11
Tradition Wealth Management
Minnesota
$918K
CAG
12
Csenge Advisory Group
Florida
$866K +$858K +34,198 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$833K -$133K -5,318 -14%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$806K -$137K -5,450 -15%
CPP
15
Capasso Planning Partners
South Carolina
$793K -$14.9K -595 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$720K +$5.15K +205 +0.7%
BCI
17
Brinker Capital Investments
Pennsylvania
$618K +$55.4K +2,208 +10%
KWM
18
KFG Wealth Management
Indiana
$500K +$181K +7,197 +59%
MFG
19
MTM Financial Group
Pennsylvania
$459K +$4.42K +176 +1%
IA
20
IFG Advisors
Missouri
$414K
EMAM
21
Encompass More Asset Management
California
$410K +$162K +6,440 +68%
GCP
22
Gill Capital Partners
Colorado
$395K -$28.1K -1,118 -7%
TWP
23
Triad Wealth Partners
Kansas
$391K +$172K +6,865 +82%
ATPW
24
Ashton Thomas Private Wealth
Arizona
$307K +$37.1K +1,476 +14%
SPWG
25
Syntegra Private Wealth Group
Missouri
$302K

AOCT Hedge Fund Activity: Q2 2025 in Review

39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) for Q2 2025, worth a combined $49.4M — down 0.37% from $49.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AOCT and 1 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.2M. The largest seller was Fort Washington Investment Advisors, exiting entirely with an estimated $1.48M sold.

  • 39 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) as of Q2 2025, down from 44 in Q1 2025.
  • Funds reported $49.4M of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 stock for Q2 2025, down 0.37% quarter-over-quarter.
  • 1 fund opened new Innovator Equity Defined Protection ETF - 2 Yr to October 2026 positions in Q2 2025 and 5 closed out, a net change of -4 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to October 2026 buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $1.2M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to October 2026 seller in Q2 2025 was Fort Washington Investment Advisors, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2025.