Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free AOCT Stock Alerts

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

$27.66 0.00 (0.00%)
Closing price 04:10 PM Eastern
Extended Trading
$27.66 0.00 (0.00%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
$5.47M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.67M
Get AOCT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Equity Defined Protection ETF - 2 Yr to October 2026 stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/11/2026 Bullseye Investment Management LLC984$27K0.0%N/A0.029%
9/2/2026 Citadel Advisors LLC7,882$216K0.0%N/A0.232%
8/22/2026 Concurrent Investment Advisors LLC15,339$420K0.0%+23.5%0.451%
5/27/2026 Capasso 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%
2/17/2026 Cetera Investment Advisers25,522$678K0.0%-11.6%0.956%
2/12/2026 Commonwealth Equity Services LLC104,749$2.78M0.0%-1.6%3.923%
2/11/2026 Tradition Wealth Management LLC39,505$1.05M0.1%+10.6%1.480%
2/9/2026 Harbour Investments Inc.5,476$143K0.0%-20.5%0.205%
2/6/2026 Global Retirement Partners LLC1,396$37K0.0%-39.2%0.052%
2/6/2026 IFP Advisors Inc1,200$32K0.0%+71.4%0.045%
2/6/2026 HighTower Advisors LLC64,656$1.72M0.0%-4.5%2.422%
2/5/2026 Allworth 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%
1/1/2026 JPMorgan Chase & Co.1,467$39K0.0%N/A0.053%
11/18/2025 Advisory Services Network LLC1,011$27K0.0%N/A0.037%
11/17/2025 Susquehanna International Group LLP30,819$809K0.0%-1.7%1.121%
11/17/2025 Ausdal Financial Partners Inc.12,397$326K0.0%N/A0.451%
11/14/2025 Raymond James Financial Inc.191,072$5.02M0.0%-5.4%6.948%
11/12/2025 Orion Porfolio Solutions LLC25,332$665K0.0%+5.3%0.921%
11/7/2025 JPMorgan Chase & Co.1,467$39K0.0%N/A0.053%
11/5/2025 Envestnet Asset Management Inc.9,913$260K0.0%N/A0.360%
11/4/2025 Ashton Thomas Private Wealth LLC33,057$868K0.0%+177.2%1.202%
11/3/2025 AE Wealth Management LLC11,960$314K0.0%-89.1%0.435%
10/31/2025 WealthShield Partners LLC7,730$203K0.0%+24.5%0.278%
10/30/2025 Triad Wealth Partners LLC26,050$684K0.1%+71.2%0.937%
10/27/2025 Gill 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%
10/21/2025 Global 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%
8/27/2025 Orion Porfolio Solutions LLC24,046$618K0.0%+10.1%0.733%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
8/15/2025 Orion Porfolio Solutions LLC24,046$618K0.0%+10.1%0.733%
8/14/2025 Raymond James Financial Inc.201,946$5.19M0.0%+2.0%6.157%
8/12/2025 Steward Partners Investment Advisory LLC1,458$37K0.0%-45.2%0.044%
8/8/2025 Cetera Investment Advisers32,399$833K0.0%-14.1%0.988%
8/8/2025 WealthShield Partners LLC6,208$160K0.0%-47.9%0.189%
8/6/2025 AE Wealth Management LLC109,641$2.82M0.0%+15.5%3.343%
8/6/2025 Capasso Planning Partners LLC30,857$793K0.4%-1.9%0.941%
8/4/2025 Atria Investments Inc135,337$3.48M0.0%+5.7%4.126%
8/1/2025 Ashton Thomas Private Wealth LLC11,926$307K0.0%+14.1%0.364%
7/31/2025 Gill 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%
7/21/2025 Triad 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, 46 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 44 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 207,441 shares in the last 24 months. This purchase volume represents approximately $5.47M in transactions.

Of the 15 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 ($22.55K), Legacy CG LLC ($13.31K), Raymond James Financial Inc. ($10.87K), Gill Capital Partners LLC ($6.31K), and Capasso Planning Partners LLC ($6.28K).

Institutional investors have sold a total of 252,361 shares in the last 24 months. This volume of shares sold represents approximately $6.67M in transactions.


Related Companies

Institutional ownership data for BATS:AOCT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel