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AOCT

Innovator Equity Defined Protection ETF - 2 Yr to October 2026

31 hedge funds and large institutions have $38.3M invested in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

79% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 14

Holders
31
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
$17.5M
Raymond James Financial
2
Raymond James Financial
Florida
$4.88M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.78M
BCM
4
Brookstone Capital Management
Illinois
$2.17M
HighTower Advisors
5
HighTower Advisors
Illinois
$1.72M
AF
6
Allworth Financial
California
$1.16M
TWM
7
Tradition Wealth Management
Minnesota
$1.05M
CPP
8
Capasso Planning Partners
South Carolina
$817K
CWA
9
Continuum Wealth Advisors
New York
$718K
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$678K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$677K
SWM
12
Selby Wealth Management
California
$654K
KWM
13
KFG Wealth Management
Indiana
$499K
JP Morgan Chase
14
JP Morgan Chase
New York
$363K
AWM
15
AE Wealth Management
Kansas
$318K
SPWG
16
Syntegra Private Wealth Group
Missouri
$312K
CFCI
17
Comprehensive Financial Consultants Institutional
Indiana
$303K
IFG
18
Independent Financial Group
California
$266K
CWS
19
Cypress Wealth Services
California
$241K
LPL Financial
20
LPL Financial
California
$207K
WP
21
WealthShield Partners
North Carolina
$205K
SPIA
22
Steward Partners Investment Advisory
New York
$189K
HI
23
Harbour Investments
Wisconsin
$143K
CA
24
CoreCap Advisors
Michigan
$97.6K
UBS Group
25
UBS Group
Switzerland
$96.6K