Who owns TOCT?
Innovator Equity Defined Protection ETF - Oct 2027 · Innovator
18 institutions reported holding TOCT, worth $11.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TOCT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.9M | 71,866 | +46,703 shares |
| Harbour Investments, Inc. | Madison, WI | $1.3M | 47,067 | −2,892 shares |
| Regatta Research & Money Management | Metairie, LA | $1.3M | 47,026 | New position |
| Brookstone Capital Management | Wheaton, IL | $1.2M | 43,657 | No change |
| MML Investors Services, LLC | Springfield, MA | $1.1M | 40,602 | +14,985 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $864K | 31,962 | −532 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $775K | 28,667 | +10,775 shares |
| HighTower Advisors, LLC | Chicago, IL | $639K | 23,638 | No change |
| Encompass More Asset Management | Danville, CA | $522K | 19,303 | +5,861 shares |
| Tradition Wealth Management, LLC | Edina, MN | $434K | 16,055 | No change |
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.
Similar ETFs
Compare what they hold: TOCT vs QTOC, TOCT vs APRH, TOCT vs XTOC, TOCT vs JULM.
Frequently asked questions
Who owns TOCT?
18 institutional managers reported holding TOCT in Form 13F filings for June 30, 2026, worth $11.3M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $1.9M.
Did institutions buy or sell TOCT last quarter?
Reported 13F value rose 26.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 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 TOCT 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.