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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
LC
1
Legacy CG
Texas
$17.6M +$91.1K +3,507 +0.5%
Raymond James Financial
2
Raymond James Financial
Florida
$5.02M -$282K -10,874 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.8M -$150K -5,769 -5%
BCM
4
Brookstone Capital Management
Illinois
$2.57M -$29.6K -1,138 -1%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2.17M +$832K +32,026 +63%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.78M +$5.27K +203 +0.3%
TWM
7
Tradition Wealth Management
Minnesota
$938K
ATPW
8
Ashton Thomas Private Wealth
Arizona
$868K +$549K +21,131 +177%
CWA
9
Continuum Wealth Advisors
New York
$815K +$806K +31,043 New
CPP
10
Capasso Planning Partners
South Carolina
$810K -$130 -5 -0%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$809K -$14.2K -546 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$771K +$35.8K +1,377 +5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$758K -$91.5K -3,523 -11%
TWP
14
Triad Wealth Partners
Kansas
$684K +$281K +10,832 +71%
BCI
15
Brinker Capital Investments
Pennsylvania
$665K +$33.4K +1,286 +5%
EMAM
16
Encompass More Asset Management
California
$572K +$152K +5,848 +37%
KWM
17
KFG Wealth Management
Indiana
$511K
MFG
18
MTM Financial Group
Pennsylvania
$469K
AFP
19
Ausdal Financial Partners
Iowa
$326K +$322K +12,397 New
AWM
20
AE Wealth Management
Kansas
$314K -$2.54M -97,681 -89%
SPWG
21
Syntegra Private Wealth Group
Missouri
$308K
OMC
22
Old Mission Capital
Illinois
$300K +$297K +11,431 New
CFCI
23
Comprehensive Financial Consultants Institutional
Indiana
$299K -$2.03K -78 -0.7%
IFG
24
Independent Financial Group
California
$263K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$260K +$257K +9,913 New

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.