ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October

50 hedge funds and large institutions have $38.7M invested in Innovator Equity Defined Protection ETF - 1 Yr October in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
5
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
1
NewEdge Advisors
Louisiana
$6.03M -$400K -15,380 -6%
PI
2
Pachira Investments
California
$5.8M +$224K +8,618 +4%
CF
3
Centaurus Financial
California
$3.19M +$193K +7,411 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.91M -$568K -21,863 -23%
KWM
5
KFG Wealth Management
Indiana
$1.75M
HighTower Advisors
6
HighTower Advisors
Illinois
$1.71M
SB
7
Strategic Blueprint
Georgia
$1.42M -$5.67K -218 -0.4%
KAS
8
Kestra Advisory Services
Texas
$1.39M -$214K -8,241 -13%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.17M +$201K +7,721 +21%
WP
10
WealthPLAN Partners
Nebraska
$1.04M
CWS
11
Cypress Wealth Services
California
$1.01M
PS
12
Principal Securities
Iowa
$1.01M -$66.9K -2,572 -6%
FA
13
FC Advisory
Pennsylvania
$804K
AWA
14
Arete Wealth Advisors
Illinois
$747K
CNBT
15
Canandaigua National Bank & Trust
New York
$676K
VFPW
16
Vantage Financial Partners (Wisconsin)
Wisconsin
$673K -$4.03K -155 -0.6%
ASN
17
Advisory Services Network
Georgia
$647K
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$621K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$556K -$660K -25,388 -54%
SEP
20
Southland Equity Partners
Missouri
$516K
AWM
21
AE Wealth Management
Kansas
$478K -$81.6K -3,141 -15%
HI
22
Harbour Investments
Wisconsin
$448K
BCM
23
Brookstone Capital Management
Illinois
$402K
Goldman Sachs
24
Goldman Sachs
New York
$385K +$385K +14,824 New
IA
25
IFG Advisors
Missouri
$363K