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AOCT

Innovator Equity Defined Protection ETF - 2 Yr to October 2026

37 hedge funds and large institutions have $38.9M invested in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

16% more funds holding

Funds holding: 3237 (+5)

1.52% more ownership

Funds ownership: 54.5%56.02% (+1.5%)

0% more capital invested

Capital invested by funds: $38.7M → $38.9M (+$170K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
5
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1
Legacy CG
Texas
$17.8M +$377K +14,170 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$3.67M -$1.2M -44,925 -24%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.76M -$16K -601 -0.6%
BCM
4
Brookstone Capital Management
Illinois
$2.02M -$144K -5,405 -7%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.71M
OMC
6
Old Mission Capital
Illinois
$1.07M +$1.08M +40,429 New
TWM
7
Tradition Wealth Management
Minnesota
$1.03M -$11.1K -417 -1%
CWA
8
Continuum Wealth Advisors
New York
$715K
AF
9
Allworth Financial
California
$685K -$473K -17,756 -41%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$680K +$5K +188 +0.7%
SWM
11
Selby Wealth Management
California
$651K
CPP
12
Capasso Planning Partners
South Carolina
$647K -$167K -6,278 -20%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$541K -$134K -5,022 -20%
KWM
14
KFG Wealth Management
Indiana
$497K
JP Morgan Chase
15
JP Morgan Chase
New York
$484K +$127K +4,760 +35%
MFG
16
MTM Financial Group
Pennsylvania
$470K -$6.44K -242 -1%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$420K +$422K +15,869 New
CIA
18
Concurrent Investment Advisors
Florida
$329K +$331K +12,424 New
SPWG
19
Syntegra Private Wealth Group
Missouri
$310K
AWM
20
AE Wealth Management
Kansas
$308K -$8.52K -320 -3%
CFCI
21
Comprehensive Financial Consultants Institutional
Indiana
$301K
IFG
22
Independent Financial Group
California
$265K
LPL Financial
23
LPL Financial
California
$259K +$53.2K +2,000 +26%
CWS
24
Cypress Wealth Services
California
$240K
WP
25
WealthShield Partners
North Carolina
$205K