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

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

Reporting holders

$12.1M

Reported value

0.0%

Calls

0.0%

Puts

Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

Filer	Value	Shares	Their book	Held	Change
Cambridge Investment Research Advisors, Inc.	$1.9M	71,866	0.00%	2q	+185.6%+$1.3M
ENVESTNET ASSET MANAGEMENT INC	$1.7M	63,924	0.00%	3q	+96.7%+$849.9K
HARBOUR INVESTMENTS, INC.	$1.3M	47,067	0.02%	3q	-5.8%-$78.2K
Regatta Research & Money Management	$1.3M	47,026	1.20%	new	FIRST
Brookstone Capital Management	$1.2M	43,657	0.01%	3q	HELD
MML INVESTORS SERVICES, LLC	$1.1M	40,602	0.00%	3q	+58.5%+$405.2K
Orion Porfolio Solutions, LLC	$775.2K	28,667	0.01%	3q	+60.2%+$291.4K
HighTower Advisors, LLC	$639.2K	23,638	0.00%	3q	HELD
Encompass More Asset Management	$522.0K	19,303	0.08%	3q	+43.6%+$158.5K
Tradition Wealth Management, LLC	$434.1K	16,055	0.03%	3q	HELD
Ashton Thomas Private Wealth, LLC	$331.3K	12,254	0.01%	2q	+5.6%+$17.5K
Fragasso Financial Advisors Inc	$298.2K	11,029	0.02%	3q	HELD
Plan Group Financial, LLC	$255.1K	9,433	0.05%	3q	HELD
Atria Investments, Inc	$204.8K	7,573	0.00%	new	NEW
HARBOR INVESTMENT ADVISORY, LLC	$61.7K	2,283	0.00%	2q	HELD
OSAIC HOLDINGS, INC.	$55.8K	2,065	0.00%	new	NEW
AE Wealth Management LLC	$39.7K	1,470	0.00%	2q	HELD
Global Retirement Partners, LLC	$8.2K	305	0.00%	2q	HELD

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.

Quarter	Holders	Value	Shares	New	Added	Trimmed	Options
Q2 2026	18	$12.1M	448,217	2	6	1	0.0%
Q1 2026	18	$10.4M	395,762	4	6	2	0.0%
Q4 2025	18	$9.7M	365,894	18	0	0	0.0%