Who Owns INNOVATOR ETFS TRUST (AOCT)?Hedge Fund & Institutional Holders

$26.48-0.09 (-0.33%)BATS

Institutional Holders

32

as of Q4 2025

Total Institutional Value

$1.748800040000002e+102T

% of Float Held

QoQ Change in Holders

+14 / -6

Price History

$24.29$24.90$25.50$26.11$26.72Oct 24Jun 25Mar 26

AOCT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Legacy CG, LLCNew Position+658K+$17.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+105K+$2.0B
CONTINUUM WEALTH ADVISORS, LLCNew Position+27K+$718.0M
Syntegra Private Wealth Group, LLCNew Position+12K+$311.0M
Comprehensive Financial Consultants Institutional, Inc.New Position+11K+$302.0M
Tradition Wealth Management, LLCIncreased+4K+$111.5M
CoreCap Advisors, LLCNew Position+4K+$97.0M
UBS Group AGNew Position+4K+$96.0M
ST GERMAIN D J CO INCNew Position+2K+$52.0M
Allworth Financial LPNew Position+44K+$1.2M
Selby Wealth Management, LLCNew Position+25K+$653K
WealthShield Partners, LLCNew Position+8K+$205K
CWM, LLCNew Position+3K+$83K
AE Wealth Management LLCNew Position+12K+$0
Global Retirement Partners, LLCNew Position+1K+$0

AOCT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Brookstone Capital ManagementDecreased-16K-$2.6B
HighTower Advisors, LLCDecreased-3K-$1.8B
RAYMOND JAMES FINANCIAL INCDecreased-7K-$1.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-31K-$809.2M
Cetera Investment AdvisersDecreased-3K-$758.2M
Orion Porfolio Solutions, LLCClosed Position-25K-$665.1M
Ausdal Financial Partners, Inc.Closed Position-12K-$325.5M
OLD MISSION CAPITAL LLCClosed Position-11K-$300.1M
LPL Financial LLCDecreased-16-$204.8M
HARBOUR INVESTMENTS, INC.Decreased-1K-$178.4M
Advisory Services Network, LLCClosed Position-1K-$26.5M
KFG WEALTH MANAGEMENT, LLCDecreased-657-$11.9M
Cambridge Investment Research Advisors, Inc.Decreased-4K-$771K
PRINCIPAL SECURITIES, INC.Closed Position-3K-$77K
Capasso Planning Partners LLCDecreased-114-$-5.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Legacy CG, LLC658,204$17.5B4.90%Share
2RAYMOND JAMES FINANCIAL INC172,746$4.0B0.00%Share
3COMMONWEALTH EQUITY SERVICES, LLC104,749$2.0B0.00%Share
4Tradition Wealth Management, LLC39,505$1.0B0.08%Share
5Capasso Planning Partners LLC30,738$816.0M0.45%Share
6CONTINUUM WEALTH ADVISORS, LLC27,024$718.0M0.28%Share
7KFG WEALTH MANAGEMENT, LLC18,799$499.0M0.07%Share
8Syntegra Private Wealth Group, LLC11,735$311.0M0.03%Share
9Comprehensive Financial Consultants Institutional, Inc.11,391$302.0M0.09%Share
10CoreCap Advisors, LLC3,675$97.0M0.00%Share
11UBS Group AG3,634$96.0M0.00%Share
12ST GERMAIN D J CO INC1,977$52.0M0.00%Share
13Brookstone Capital Management81,736$2.2M0.02%Share
14Allworth Financial LP43,636$1.2M0.00%Share
15HighTower Advisors, LLC64,656$1.0M0.00%Share
16Selby Wealth Management, LLC24,600$653K0.26%Share
17Cypress Wealth Services, LLC9,056$240K0.03%Share
18WealthShield Partners, LLC7,730$205K0.02%Share
19HARBOUR INVESTMENTS, INC.5,476$143K0.00%Share
20CWM, LLC3,112$83K0.00%Share
21IFP Advisors, Inc1,200$00.00%Share
22AE Wealth Management LLC11,960$00.00%Share
23LPL Financial LLC7,784$00.00%Share
24Global Retirement Partners, LLC1,396$00.00%Share
25Cambridge Investment Research Advisors, Inc.25,474$00.00%Share
26MORGAN STANLEY176$00.00%Share
27OSAIC HOLDINGS, INC.500$00.00%Share
28Steward Partners Investment Advisory, LLC7,125$00.00%Share
29Cetera Investment Advisers25,522$00.00%Share
30RAYMOND JAMES FINANCIAL INC10,890$00.00%Share
31JPMORGAN CHASE & CO806$00.00%Share
32JPMORGAN CHASE & CO12,863$00.00%Share

AOCT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202530$27.4B+8
Q3 202522$15.1B-12
Q2 202534$45.1B-5
Q1 202539$45.0B+20
Q4 202419$87.0B

As of Q4 2025, 32 institutional investors hold AOCT (INNOVATOR ETFS TRUST). The largest holder is Legacy CG, LLC with $17.5B in shares. This quarter, 14 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own AOCT?

As of Q4 2025, 32 institutional investors report holding AOCT (INNOVATOR ETFS TRUST) in their 13F filings.

Who is the largest institutional holder of AOCT?

The largest institutional holder of AOCT is Legacy CG, LLC with $17.5B in shares.

Is institutional ownership of AOCT increasing or decreasing?

This quarter, 14 institutions opened new positions in AOCT and 6 closed their positions.