# INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION 2 YR OCT 2027 (TOCT)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TOCT/

- Reporting holders: 18
- Reported value: $12.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $1.9M | 71,866 | 0.0% | 2 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $1.7M | 63,924 | 0.0% | 3 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $1.3M | 47,067 | 0.0% | 3 |
| [Regatta Research & Money Management](https://holderbook.com/funds/2137529-regatta-research-money-management/) | $1.3M | 47,026 | 1.2% | 1 |
| [Brookstone Capital Management](https://holderbook.com/funds/1599584-brookstone-capital-management/) | $1.2M | 43,657 | 0.0% | 3 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $1.1M | 40,602 | 0.0% | 3 |
| [Orion Porfolio Solutions, LLC](https://holderbook.com/funds/1360533-orion-porfolio-solutions-llc/) | $775.2K | 28,667 | 0.0% | 3 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $639.2K | 23,638 | 0.0% | 3 |
| [Encompass More Asset Management](https://holderbook.com/funds/2011218-encompass-more-asset-management/) | $522.0K | 19,303 | 0.1% | 3 |
| [Tradition Wealth Management, LLC](https://holderbook.com/funds/1843010-tradition-wealth-management-llc/) | $434.1K | 16,055 | 0.0% | 3 |
| [Ashton Thomas Private Wealth, LLC](https://holderbook.com/funds/2019663-ashton-thomas-private-wealth-llc/) | $331.3K | 12,254 | 0.0% | 2 |
| [Fragasso Financial Advisors Inc](https://holderbook.com/funds/1613331-fragasso-financial-advisors-inc/) | $298.2K | 11,029 | 0.0% | 3 |
| [Plan Group Financial, LLC](https://holderbook.com/funds/1940033-plan-group-financial-llc/) | $255.1K | 9,433 | 0.1% | 3 |
| [Atria Investments, Inc](https://holderbook.com/funds/1535865-atria-investments-inc/) | $204.8K | 7,573 | 0.0% | 1 |
| [HARBOR INVESTMENT ADVISORY, LLC](https://holderbook.com/funds/1468792-harbor-investment-advisory-llc/) | $61.7K | 2,283 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $55.8K | 2,065 | 0.0% | 1 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $39.7K | 1,470 | 0.0% | 2 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $8.2K | 305 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 18 | $12.1M |
| Q1 2026 | 18 | $10.4M |
| Q4 2025 | 18 | $9.7M |