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

$25.05 +0.05 (+0.20%)
As of 05/2/2025 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)
20
Total
Institutional Inflows
(last 12 months)
$32.55M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$38.81K
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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
5/1/2025 CWM LLC3,168$79K0.0%+164.4%0.094%
4/29/2025 Wood 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%
2/10/2025Harbour Investments Inc.5,141$131K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC202,220$5.03M0.0%N/A0.000%
2/10/2025 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%
1/30/2025 Principal 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%
1/27/2025Syntegra Private Wealth Group LLC11,735$292K0.0%N/A0.000%
1/24/2025Comprehensive Financial Consultants Institutional Inc.13,419$334K0.1%N/A0.000%
1/21/2025 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, 21 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), Brookstone Capital Management ($2.50M), HighTower Advisors LLC ($1.73M), Fort Washington Investment Advisors Inc. OH ($1.48M), Tradition Wealth Management LLC ($890K), and Capasso Planning Partners LLC ($785K).Learn more on AOCT's institutional investors.

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

Of the 20 institutional investors that purchased Innovator Equity Defined Protection ETF - 2 Yr to October 2026 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), Tradition Wealth Management LLC ($35.81K), and Capasso Planning Partners LLC ($31.59K).

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

Institutional investors have bought a total of 1,309,546 shares in the last 24 months. This purchase volume represents approximately $32.55M in transactions.

Which Innovator Equity Defined Protection ETF - 2 Yr to October 2026 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: Cambridge Investment Research Advisors Inc. ($1.56K).

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

Institutional investors have sold a total of 1,563 shares in the last 24 months. This volume of shares sold represents approximately $38.81K in transactions.



This page (NYSEARCA:AOCT) was last updated on 5/3/2025 by MarketBeat.com Staff
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