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Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) Institutional Ownership

$27.40 -0.03 (-0.11%)
Closing price 07/24/2026 04:10 PM Eastern
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$27.42 +0.02 (+0.05%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (BATS:AOCT)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$5.97M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.06M
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Skip Chart & View Institutional Buying and Selling Data

AOCT Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 2 Yr to October 2026 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/27/2026Capasso Planning Partners LLC24,460$647K0.3%-20.4%0.719%
5/6/2026 Independent Financial Group LLC10,000$265K0.0%N/A0.294%
4/17/2026 Brookstone Capital Management76,331$2.02M0.0%-6.6%2.245%
2/17/2026Cetera Investment Advisers25,522$678K0.0%-11.6%0.956%
2/12/2026Commonwealth Equity Services LLC104,749$2.78M0.0%-1.6%3.923%
2/11/2026Tradition Wealth Management LLC39,505$1.05M0.1%+10.6%1.480%
2/9/2026Harbour Investments Inc.5,476$143K0.0%-20.5%0.205%
2/6/2026Global Retirement Partners LLC1,396$37K0.0%-39.2%0.052%
2/6/2026 IFP Advisors Inc1,200$32K0.0%+71.4%0.045%
2/6/2026HighTower Advisors LLC64,656$1.72M0.0%-4.5%2.422%
2/5/2026Allworth Financial LP43,636$1.16M0.0%N/A1.634%
2/4/2026 Continuum Wealth Advisors LLC27,024$718K0.3%-12.9%1.012%
1/29/2026 ST Germain D J Co. Inc.1,977$53K0.0%N/A0.074%
1/26/2026 Legacy CG LLC658,204$17.49M4.9%-2.0%24.652%
1/26/2026CWM LLC3,112$83K0.0%-96.2%0.117%
1/21/2026 KFG Wealth Management LLC18,799$499K0.1%-3.4%0.704%
1/15/2026 Brookstone Capital Management81,736$2.17M0.0%-16.4%3.061%
1/1/2026JPMorgan Chase & Co.1,467$39K0.0%N/A0.053%
11/18/2025Advisory Services Network LLC1,011$27K0.0%N/A0.037%
11/17/2025Susquehanna International Group LLP30,819$809K0.0%-1.7%1.121%
11/17/2025Ausdal Financial Partners Inc.12,397$326K0.0%N/A0.451%
11/14/2025Raymond James Financial Inc.191,072$5.02M0.0%-5.4%6.948%
11/12/2025Orion Porfolio Solutions LLC25,332$665K0.0%+5.3%0.921%
11/7/2025JPMorgan Chase & Co.1,467$39K0.0%N/A0.053%
11/5/2025Envestnet Asset Management Inc.9,913$260K0.0%N/A0.360%
11/4/2025Ashton Thomas Private Wealth LLC33,057$868K0.0%+177.2%1.202%
11/3/2025AE Wealth Management LLC11,960$314K0.0%-89.1%0.435%
10/31/2025WealthShield Partners LLC7,730$203K0.0%+24.5%0.278%
10/30/2025Triad Wealth Partners LLC26,050$684K0.1%+71.2%0.937%
10/27/2025Gill Capital Partners LLC9,035$237K0.1%-41.1%0.325%
10/24/2025 Continuum Wealth Advisors LLC31,043$815K0.3%N/A1.089%
10/23/2025 Legacy CG LLC671,518$17.63M5.0%+0.5%23.562%
10/21/2025Global Retirement Partners LLC2,297$60K0.0%N/A0.079%
10/17/2025 Encompass More Asset Management21,791$572K0.1%+36.7%0.751%
10/15/2025CWM LLC82,810$2.17M0.0%+63.1%2.856%
10/15/2025 Brookstone Capital Management97,746$2.57M0.0%-1.2%3.371%
8/27/2025Orion Porfolio Solutions LLC24,046$618K0.0%+10.1%0.733%
8/15/2025Orion Porfolio Solutions LLC24,046$618K0.0%+10.1%0.733%
8/14/2025Raymond James Financial Inc.201,946$5.19M0.0%+2.0%6.157%
8/12/2025Steward Partners Investment Advisory LLC1,458$37K0.0%-45.2%0.044%
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8/8/2025Cetera Investment Advisers32,399$833K0.0%-14.1%0.988%
8/8/2025WealthShield Partners LLC6,208$160K0.0%-47.9%0.189%
8/6/2025AE Wealth Management LLC109,641$2.82M0.0%+15.5%3.343%
8/6/2025Capasso Planning Partners LLC30,857$793K0.4%-1.9%0.941%
8/4/2025Atria Investments Inc135,337$3.48M0.0%+5.7%4.126%
8/1/2025Ashton Thomas Private Wealth LLC11,926$307K0.0%+14.1%0.364%
7/31/2025Gill Capital Partners LLC15,344$395K0.1%-6.8%0.468%
7/30/2025 Brookstone Capital Management98,884$2.54M0.0%-1.6%3.015%
7/25/2025CWM LLC50,784$1.31M0.0%+1,503.0%1.548%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.11,469$295K0.1%-8.4%0.337%
7/21/2025Triad Wealth Partners LLC15,218$391K0.1%+82.2%0.448%
7/14/2025 KFG Wealth Management LLC19,456$500K0.1%+58.7%0.572%
5/19/2025Jane Street Group LLC18,655$463K0.0%N/A0.549%
5/16/2025Ashton Thomas Private Wealth LLC10,450$259K0.0%N/A0.307%
5/15/2025OLD Mission Capital LLC25,755$639K0.0%N/A0.758%
5/13/2025Raymond James Financial Inc.198,032$4.92M0.0%-4.3%5.859%
5/9/2025WealthShield Partners LLC11,910$296K0.0%+12.6%0.352%
5/9/2025Atlantic Private Wealth LLC22,665$563K0.4%N/A0.671%
5/9/2025Encompass More Asset Management9,503$236K0.1%N/A0.281%
5/9/2025Gill Capital Partners LLC16,462$409K0.1%N/A0.487%
5/8/2025Harbour Investments Inc.6,889$173K0.0%+34.0%0.204%
5/6/2025Cetera Investment Advisers37,717$936K0.0%+55.2%1.116%
5/6/2025AE Wealth Management LLC94,906$2.36M0.0%+13.3%2.808%
5/1/2025CWM LLC3,168$79K0.0%+164.4%0.094%
4/29/2025Wood Tarver Financial Group LLC3,248$81K0.0%N/A0.096%
4/29/2025Brookstone Capital Management100,484$2.50M0.0%N/A2.973%
4/24/2025Legacy CG LLC674,590$16.75M5.4%+0.9%19.958%
4/22/2025Cambridge Investment Research Advisors Inc.27,790$690K0.0%-5.3%0.822%
2/17/2025Cetera Investment Advisers24,304$604K0.0%N/A0.000%
2/14/2025Bellwether Advisors LLC6,538$163K0.0%N/A0.000%
2/14/2025Tradition Wealth Management LLC35,812$890K0.1%N/A0.000%
2/10/2025Harbour Investments Inc.5,141$131K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC202,220$5.03M0.0%N/A0.000%
2/10/2025Capasso Planning Partners LLC31,587$785K0.3%N/A0.000%
2/7/2025HighTower Advisors LLC69,453$1.73M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC2,662$66K0.0%N/A0.000%
2/5/2025IFG Advisors LLC16,090$400K0.1%N/A0.000%
2/4/2025WealthShield Partners LLC10,576$263K0.0%N/A0.000%
1/30/2025Principal Securities Inc.2,956$73K0.0%N/A0.000%
1/27/2025Legacy CG LLC668,894$16.63M5.1%N/A0.000%
1/27/2025John W. Brooker & Co. CPAs24,600$612K0.3%N/A0.000%
1/27/2025Syntegra Private Wealth Group LLC11,735$292K0.0%N/A0.000%
1/24/2025Comprehensive Financial Consultants Institutional Inc.13,419$334K0.1%N/A0.000%
1/21/2025KFG Wealth Management LLC12,661$315K0.1%N/A0.000%
1/17/2025Fort Washington Investment Advisors Inc. OH59,500$1.48M0.0%N/A0.000%


AOCT Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026. The most heavily invested institutionals were Legacy CG LLC ($17.49M), Raymond James Financial Inc. ($5.02M), Atria Investments Inc ($3.48M), Commonwealth Equity Services LLC ($2.78M), Brookstone Capital Management ($2.02M), HighTower Advisors LLC ($1.72M), and Fort Washington Investment Advisors Inc. OH ($1.48M).Learn more on Innovator Equity Defined Protection ETF - 2 Yr to October 2026's institutional investors.

Of the 41 institutional investors that purchased Innovator Equity Defined Protection ETF - 2 Yr to October 2026's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Legacy CG LLC ($678.10K), Commonwealth Equity Services LLC ($202.22K), Brookstone Capital Management ($100.48K), CWM LLC ($81.61K), HighTower Advisors LLC ($69.45K), Fort Washington Investment Advisors Inc. OH ($59.50K), and Allworth Financial LP ($43.64K).

Institutional investors have bought a total of 227,495 shares in the last 24 months. This purchase volume represents approximately $5.97M in transactions.

Of the 17 institutional investors that sold Innovator Equity Defined Protection ETF - 2 Yr to October 2026's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($97.68K), CWM LLC ($79.70K), Brookstone Capital Management ($24.15K), Legacy CG LLC ($13.31K), Raymond James Financial Inc. ($10.87K), Cetera Investment Advisers ($8.67K), and Gill Capital Partners LLC ($7.43K).

Institutional investors have sold a total of 267,898 shares in the last 24 months. This volume of shares sold represents approximately $7.06M in transactions.


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This page (BATS:AOCT) was last updated on 7/25/2026 by MarketBeat.com Staff.
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