AOCT Institutional Ownership
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
1W: +0.5%
YTD: +0.6%
$27.84
-0.07 (-0.23%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AOCT
41
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
21M
Total Invested
4
New Positions
5
Increased
16
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (41 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 114,624 | $3M | -24,087 | -17.4% | 7Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 102,639 | $3M | -1,509 | -1.4% | 7Q | SEC ↗ |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 64,881 | $2M | +49,012 | +308.9% | 2Q | SEC ↗ |
| 4 | Brookstone Capital Management | 53,374 | $1M | -22,957 | -30.1% | 6Q | SEC ↗ |
| 5 | HighTower Advisors, LLC | 50,872 | $1M | -13,784 | -21.3% | 7Q | SEC ↗ |
| 6 | Tradition Wealth Management, LLC | 39,088 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 7 | CONTINUUM WEALTH ADVISORS, LLC | 27,024 | $752K | — | +0.0% | 4Q | SEC ↗ |
| 8 | Allworth Financial LP | 25,880 | $720K | — | +0.0% | 3Q | SEC ↗ |
| 9 | Capasso Planning Partners LLC | 24,460 | $681K | — | +0.0% | 7Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 22,581 | $629K | +4,152 | +22.5% | 4Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 22,367 | $623K | -3,343 | -13.0% | 7Q | SEC ↗ |
| 12 | OLD MISSION CAPITAL LLC | 20,518 | $571K | -19,911 | -49.2% | 2Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 19,952 | $555K | -500 | -2.4% | 7Q | SEC ↗ |
| 14 | KFG WEALTH MANAGEMENT, LLC | 18,493 | $515K | -306 | -1.6% | 7Q | SEC ↗ |
| 15 | MTM FINANCIAL GROUP, LLC | 17,860 | $497K | +88 | +0.5% | 7Q | SEC ↗ |
| 16 | Concurrent Investment Advisors, LLC | 15,339 | $427K | +2,915 | +23.5% | 2Q | SEC ↗ |
| 17 | Syntegra Private Wealth Group, LLC | 11,735 | $327K | — | +0.0% | 7Q | SEC ↗ |
| 18 | AE Wealth Management LLC | 11,607 | $323K | -33 | -0.3% | 7Q | SEC ↗ |
| 19 | Comprehensive Financial Consultants In | 11,016 | $307K | -375 | -3.3% | 7Q | SEC ↗ |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | 10,000 | $278K | — | +0.0% | 7Q | SEC ↗ |
| 21 | HRT FINANCIAL LP NEW | 9,821 | $273K | — | +0.0% | 1Q | SEC ↗ |
| 22 | LPL Financial LLC | 9,564 | $266K | -220 | -2.2% | 4Q | SEC ↗ |
| 23 | Cypress Wealth Services, LLC | 9,056 | $252K | — | +0.0% | 7Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC NEW | 7,882 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 25 | WealthShield Partners, LLC | 7,730 | $215K | — | +0.0% | 7Q | SEC ↗ |
| 26 | BARCLAYS PLC | 7,356 | $205K | +48 | +0.7% | 2Q | SEC ↗ |
| 27 | Steward Partners Investment Advisory, | 6,863 | $191K | — | +0.0% | 7Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 3,700 | $103K | — | +0.0% | 6Q | SEC ↗ |
| 29 | CoreCap Advisors, LLC | 3,675 | $102K | — | +0.0% | 6Q | SEC ↗ |
| 30 | ST GERMAIN D J CO INC | 1,977 | $55K | — | +0.0% | 3Q | SEC ↗ |
| 31 | Ashton Thomas Private Wealth, LLC | 1,462 | $41K | — | +0.0% | 2Q | SEC ↗ |
| 32 | Global Retirement Partners, LLC NEW | 1,321 | $37K | — | +0.0% | 1Q | SEC ↗ |
| 33 | WELLS FARGO & COMPANY/MN NEW | 1,298 | $36K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Bullseye Investment Management, LLC | 984 | $27K | — | +0.0% | 1Q | SEC ↗ |
| 35 | IFP Advisors, Inc | 600 | $17K | — | +0.0% | 6Q | SEC ↗ |
| 36 | MORGAN STANLEY | 176 | $5K | — | +0.0% | 4Q | SEC ↗ |
| 37 | UBS Group AG | 0 | $0K | -1,861 | -100.0% | 2Q | SEC ↗ |
| 38 | TopTier Wealth Management, LLC | 0 | $0K | -404 | -100.0% | 1Q | SEC ↗ |
| 39 | Advisory Services Network, LLC | 0 | $0K | -1,011 | -100.0% | 1Q | SEC ↗ |
| 40 | Legacy CG, LLC | 0 | $0K | -672,374 | -100.0% | 6Q | SEC ↗ |
| 41 | Selby Wealth Management, LLC | 0 | $0K | -24,600 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 9,821 | $273K |
| CITADEL ADVISORS LLC | 7,882 | $219K |
| Global Retirement Partners, LLC | 1,321 | $37K |
| WELLS FARGO & COMPANY/MN | 1,298 | $36K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Legacy CG, LLC | 672,374 | $19M |
| Selby Wealth Management, LLC | 24,600 | $685K |
| UBS Group AG | 1,861 | $52K |
| Advisory Services Network, LLC | 1,011 | $28K |
| TopTier Wealth Management, LLC | 404 | $11K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +49,012 | +308.9% | 64,881 |
| JPMORGAN CHASE & CO | +4,152 | +22.5% | 22,581 |
| Concurrent Investment Advisors, LLC | +2,915 | +23.5% | 15,339 |
| MTM FINANCIAL GROUP, LLC | +88 | +0.5% | 17,860 |
| BARCLAYS PLC | +48 | +0.7% | 7,356 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -24,087 | -17.4% | 114,624 |
| Brookstone Capital Management | -22,957 | -30.1% | 53,374 |
| OLD MISSION CAPITAL LLC | -19,911 | -49.2% | 20,518 |
| HighTower Advisors, LLC | -13,784 | -21.3% | 50,872 |
| Cetera Investment Advisers | -3,343 | -13.0% | 22,367 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,509 | -1.4% | 102,639 |
| Cambridge Investment Research Advis | -500 | -2.4% | 19,952 |
| Comprehensive Financial Consultants | -375 | -3.3% | 11,016 |
| KFG WEALTH MANAGEMENT, LLC | -306 | -1.6% | 18,493 |
| LPL Financial LLC | -220 | -2.2% | 9,564 |
| AE Wealth Management LLC | -33 | -0.3% | 11,607 |