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TOCT

Innovator Equity Defined Protection ETF - 2 Yr to October 2027

18 hedge funds and large institutions have $10.4M invested in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

7% more capital invested

Capital invested by funds: $9.71M → $10.4M (+$698K)

0% more funds holding

Funds holding: 1818 (0)

5.64% less ownership

Funds ownership: 66.53%60.89% (-5.6%)

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$1.53M +$254K +9,564 +20%
HI
2
Harbour Investments
Wisconsin
$1.31M +$365K +13,749 +38%
BCM
3
Brookstone Capital Management
Illinois
$1.15M
TWP
4
Triad Wealth Partners
Kansas
$1.1M +$428K +16,134 +63%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$854K +$216K +8,137 +33%
MML Investors Services
6
MML Investors Services
Massachusetts
$673K -$401K -15,135 -37%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$662K +$667K +25,163 New
HighTower Advisors
8
HighTower Advisors
Illinois
$621K
BCI
9
Brinker Capital Investments
Pennsylvania
$470K +$147K +5,554 +45%
TWM
10
Tradition Wealth Management
Minnesota
$422K
EMAM
11
Encompass More Asset Management
California
$353K +$61.1K +2,303 +21%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$312K -$302K -11,402 -49%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$305K +$308K +11,605 New
FFA
14
Fragasso Financial Advisors
Pennsylvania
$291K
PGF
15
Plan Group Financial
Oklahoma
$248K
HIA
16
Harbor Investment Advisory
Maryland
$60K +$60.6K +2,283 New
AWM
17
AE Wealth Management
Kansas
$38.6K +$39K +1,470 New
AF
18
Allworth Financial
California
$369
Raymond James Financial
19
Raymond James Financial
Florida
-$490K -18,459 Closed
Jane Street
20
Jane Street
New York
-$341K -12,851 Closed

TOCT Hedge Fund Activity: Q1 2026 in Review

18 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) for Q1 2026, worth a combined $10.4M — up 7.2% from $9.71M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TOCT positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $667K. The largest seller was Raymond James Financial, exiting entirely with an estimated $490K sold.

  • 18 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $10.4M of Innovator Equity Defined Protection ETF - 2 Yr to October 2027 stock for Q1 2026, up 7.2% quarter-over-quarter.
  • 4 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to October 2027 positions in Q1 2026 and 2 closed out, a net change of +2 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to October 2027 buyer in Q1 2026 was Cambridge Investment Research Advisors, an estimated $667K added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to October 2027 seller in Q1 2026 was Raymond James Financial, an estimated $490K sold.

Based on aggregated 13F filings for Q1 2026.