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ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October

78 hedge funds and large institutions have $82.2M invested in Innovator Equity Defined Protection ETF - 1 Yr October in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

82% more capital invested

Capital invested by funds: $45.2M → $82.2M (+$37M)

47% more funds holding

Funds holding: 5378 (+25)

10.43% less ownership

Funds ownership: 73.93%63.49% (-10%)

Holders
78
Holders Change
+25
Holders Change %
+47.17%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
21
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.8M +$22.3M +836,634 +975%
PI
2
Pachira Investments
California
$6.32M +$305K +11,426 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$5.24M +$477K +17,850 +10%
NA
4
NewEdge Advisors
Louisiana
$4.37M -$1.83M -68,403 -30%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.65M +$2.03M +76,112 +338%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.02M +$251K +9,396 +14%
KAS
7
Kestra Advisory Services
Texas
$1.98M +$440K +16,492 +29%
KWM
8
KFG Wealth Management
Indiana
$1.98M +$137K +5,129 +7%
CF
9
Centaurus Financial
California
$1.92M +$239K +8,945 +14%
BCM
10
Brookstone Capital Management
Illinois
$1.77M +$1.09M +40,799 +163%
HI
11
Harbour Investments
Wisconsin
$1.54M +$1.15M +43,016 +303%
SB
12
Strategic Blueprint
Georgia
$1.37M -$42.9K -1,608 -3%
OMC
13
Old Mission Capital
Illinois
$1.28M +$1.28M +47,793 New
PCA
14
Prosperity Capital Advisors
Ohio
$1.2M +$1.2M +44,771 New
CWS
15
Cypress Wealth Services
California
$1.14M +$100K +3,760 +10%
SA
16
Sovran Advisors
California
$1.11M
Osaic Holdings
17
Osaic Holdings
Arizona
$1.08M +$557K +20,851 +108%
WP
18
WealthPLAN Partners
Nebraska
$1.07M
VFPW
19
Vantage Financial Partners (Wisconsin)
Wisconsin
$890K +$194K +7,281 +28%
CNBT
20
Canandaigua National Bank & Trust
New York
$888K +$190K +7,100 +27%
LWA
21
Lineweaver Wealth Advisors
Ohio
$874K +$869K +32,563 New
ASN
22
Advisory Services Network
Georgia
$846K +$183K +6,864 +28%
FA
23
FC Advisory
Pennsylvania
$831K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$748K +$171K +6,409 +30%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$641K