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ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October

74 hedge funds and large institutions have $71.9M invested in Innovator Equity Defined Protection ETF - 1 Yr October in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2.43% less ownership

Funds ownership: 63.49%61.06% (-2.4%)

5% less funds holding

Funds holding: 7874 (-4)

13% less capital invested

Capital invested by funds: $82.2M → $71.9M (-$10.3M)

69% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 26

Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
26
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
$22.8M -$1.84M -68,363 -7%
PI
2
Pachira Investments
California
$6.56M +$269K +10,013 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$4.76M -$461K -17,124 -9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.57M -$71.9K -2,673 -3%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.01M
KWM
6
KFG Wealth Management
Indiana
$1.96M -$15.1K -560 -0.8%
CF
7
Centaurus Financial
California
$1.89M -$22.1K -823 -1%
KAS
8
Kestra Advisory Services
Texas
$1.76M -$217K -8,070 -11%
BCM
9
Brookstone Capital Management
Illinois
$1.57M -$192K -7,128 -11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.41M +$885K +32,910 +166%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.31M +$239K +8,880 +22%
SB
12
Strategic Blueprint
Georgia
$1.24M -$126K -4,697 -9%
PCA
13
Prosperity Capital Advisors
Ohio
$1.18M -$21.1K -783 -2%
CWS
14
Cypress Wealth Services
California
$1.14M
HI
15
Harbour Investments
Wisconsin
$1.12M -$408K -15,155 -26%
WP
16
WealthPLAN Partners
Nebraska
$1.07M
CNC
17
Canandaigua National Corp
New York
$885K +$890K +33,100 New
LWA
18
Lineweaver Wealth Advisors
Ohio
$871K
ASN
19
Advisory Services Network
Georgia
$844K
FA
20
FC Advisory
Pennsylvania
$700K -$129K -4,784 -15%
CVA
21
Central Valley Advisors
California
$681K +$50.4K +1,875 +8%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$639K
SA
23
Sovran Advisors
California
$635K -$486K -18,078 -44%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$602K -$145K -5,382 -19%
LPL Financial
25
LPL Financial
California
$569K