ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October

50 hedge funds and large institutions have $44.4M invested in Innovator Equity Defined Protection ETF - 1 Yr October in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
NA
1
NewEdge Advisors
Louisiana
$6.14M
PI
2
Pachira Investments
California
$5.95M
Raymond James Financial
3
Raymond James Financial
Florida
$4.71M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.28M
KWM
5
KFG Wealth Management
Indiana
$1.82M
HighTower Advisors
6
HighTower Advisors
Illinois
$1.75M
CF
7
Centaurus Financial
California
$1.67M
KAS
8
Kestra Advisory Services
Texas
$1.53M
SB
9
Strategic Blueprint
Georgia
$1.4M
SA
10
Sovran Advisors
California
$1.1M
WP
11
WealthPLAN Partners
Nebraska
$1.06M
CWS
12
Cypress Wealth Services
California
$1.03M
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$839K
FA
14
FC Advisory
Pennsylvania
$823K
CNBT
15
Canandaigua National Bank & Trust
New York
$691K
VFPW
16
Vantage Financial Partners (Wisconsin)
Wisconsin
$688K
BCM
17
Brookstone Capital Management
Illinois
$665K
ASN
18
Advisory Services Network
Georgia
$656K
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$635K
CVA
20
Central Valley Advisors
California
$627K
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$599K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$571K
SEP
23
Southland Equity Partners
Missouri
$527K
Osaic Holdings
24
Osaic Holdings
Arizona
$512K
LPL Financial
25
LPL Financial
California
$508K