HolderBook

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

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

17
Reporting holders
$9.3M
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
HARBOUR INVESTMENTS, INC.$1.3M47,0670.02%3q-5.8%-$78.2K
Regatta Research & Money Management$1.3M47,0261.20%newFIRST
Brookstone Capital Management$1.2M43,6570.01%3qHELD
MML INVESTORS SERVICES, LLC$1.1M40,6020.00%3q+58.5%+$405.2K
ENVESTNET ASSET MANAGEMENT INC$864.3K31,9620.00%3q-1.6%-$14.4K
Orion Porfolio Solutions, LLC$775.2K28,6670.01%3q+60.2%+$291.4K
HighTower Advisors, LLC$639.2K23,6380.00%3qHELD
Encompass More Asset Management$522.0K19,3030.08%3q+43.6%+$158.5K
Tradition Wealth Management, LLC$434.1K16,0550.03%3qHELD
Ashton Thomas Private Wealth, LLC$331.3K12,2540.01%2q+5.6%+$17.5K
Fragasso Financial Advisors Inc$298.2K11,0290.02%3qHELD
Plan Group Financial, LLC$255.1K9,4330.05%3qHELD
Atria Investments, Inc$204.8K7,5730.00%newNEW
HARBOR INVESTMENT ADVISORY, LLC$61.7K2,2830.00%2qHELD
OSAIC HOLDINGS, INC.$55.8K2,0650.00%newNEW
AE Wealth Management LLC$39.7K1,4700.00%2qHELD
Global Retirement Partners, LLC$8.2K3050.00%2qHELD
Cambridge Investment Research Advisors, Inc.$1.9K71,8660.00%2q+185.6%+$1.3K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202617$9.3M344,3892420.0%
Q1 202617$9.7M370,5993620.0%
Q4 202517$8.4M317,09117000.0%