ETF Holders

Who owns AOCT?

Buffer or defined outcome

Innovator Equity Defined Protection ETF - Oct 2028 · Innovator

35 institutions reported holding AOCT, worth $21.2M, in Form 13F filings for June 30, 2026.

13F holders
35
Institutional value
$21.2M
Change from prior quarter
-44.6%
−$17.1M, with price moves
New and sold-out firms
5 / 5
5 added, 10 trimmed

Top 10 institutional holders of AOCT

FirmLocationValueSharesChange
Raymond James Financial Inc.St. Petersburg, FL$3.1M114,624−24,087 shares
Commonwealth Equity Services, LLCWaltham, MA$2.8M102,639−1,509 shares
Susquehanna International Group, LLPBala Cynwyd, PA$1.8M64,881+49,012 shares
Brookstone Capital ManagementWheaton, IL$1.5M53,374−22,957 shares
HighTower Advisors, LLCChicago, IL$1.4M50,872−13,784 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$1.1M39,904+19,452 shares
Tradition Wealth Management, LLCEdina, MN$1.1M39,088No change
Continuum Wealth Advisors, LLCSaratoga Springs, NY$739K27,024No change
Allworth Financial LPFolsom, CA$708K25,880No change
Capasso Planning Partners LLCCharleston, SC$669K24,460No change
25 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns AOCT?

35 institutional managers reported holding AOCT in Form 13F filings for June 30, 2026, worth $21.2M in total. The largest reported position was held by Raymond James Financial Inc., at $3.1M.

Did institutions buy or sell AOCT last quarter?

Reported 13F value fell 44.6% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 5 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is AOCT ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.