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

$25.89 -0.09 (-0.35%)
As of 08/7/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (NYSEARCA:AOCT)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$38.00M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$370.21K
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AOCT Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/25/2025 CWM 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%
5/16/2025 Ashton 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%
5/9/2025 Gill Capital Partners LLC16,462$409K0.1%N/A0.487%
5/8/2025 Harbour Investments Inc.6,889$173K0.0%+34.0%0.204%
5/6/2025Cetera Investment Advisers37,717$936K0.0%+55.2%1.116%
5/6/2025 AE Wealth Management LLC94,906$2.36M0.0%+13.3%2.808%
5/1/2025 CWM LLC3,168$79K0.0%+164.4%0.094%
4/29/2025Wood Tarver Financial Group LLC3,248$81K0.0%N/A0.096%
4/29/2025 Brookstone Capital Management100,484$2.50M0.0%N/A2.973%
4/24/2025 Legacy CG LLC674,590$16.75M5.4%+0.9%19.958%
4/22/2025 Cambridge 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%
2/10/2025 Harbour Investments Inc.5,141$131K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC202,220$5.03M0.0%N/A0.000%
2/10/2025 Capasso 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%
2/5/2025 IFG 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%
1/27/2025 Legacy CG LLC668,894$16.63M5.1%N/A0.000%
1/27/2025 John W. Brooker & Co. CPAs24,600$612K0.3%N/A0.000%
1/27/2025 Syntegra Private Wealth Group LLC11,735$292K0.0%N/A0.000%
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1/24/2025 Comprehensive Financial Consultants Institutional Inc.13,419$334K0.1%N/A0.000%
1/21/2025 KFG Wealth Management LLC12,661$315K0.1%N/A0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH59,500$1.48M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

AOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AOCT shares?

During the previous two years, 31 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 ($16.75M), Commonwealth Equity Services LLC ($5.03M), Raymond James Financial Inc. ($4.92M), Atria Investments Inc ($3.48M), AE Wealth Management LLC ($2.82M), Brookstone Capital Management ($2.54M), and HighTower Advisors LLC ($1.73M).Learn more on Innovator Equity Defined Protection ETF - 2 Yr to October 2026's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 2 Yr to October 2026's stock?

Of the 29 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 ($674.59K), Commonwealth Equity Services LLC ($202.22K), Brookstone Capital Management ($100.48K), HighTower Advisors LLC ($69.45K), Fort Washington Investment Advisors Inc. OH ($59.50K), CWM LLC ($49.59K), and Cetera Investment Advisers ($37.72K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 2 Yr to October 2026?

Institutional investors have bought a total of 1,525,830 shares in the last 24 months. This purchase volume represents approximately $38.00M in transactions.

Which of Innovator Equity Defined Protection ETF - 2 Yr to October 2026's major shareholders have been selling company stock?

The following institutional investors have sold Innovator Equity Defined Protection ETF - 2 Yr to October 2026 stock in the last 24 months: Raymond James Financial Inc. ($8.82K), Brookstone Capital Management ($1.60K), Cambridge Investment Research Advisors Inc. ($1.56K), Gill Capital Partners LLC ($1.12K), Comprehensive Financial Consultants Institutional Inc. ($1.06K), and Capasso Planning Partners LLC ($595.00).

How much institutional selling is happening at Innovator Equity Defined Protection ETF - 2 Yr to October 2026?

Institutional investors have sold a total of 14,755 shares in the last 24 months. This volume of shares sold represents approximately $370.21K in transactions.



This page (NYSEARCA:AOCT) was last updated on 8/8/2025 by MarketBeat.com Staff
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