Who Owns AOCT?
INNOVATOR ETFS TRUST — Institutional Ownership & 13F Holdings
$26.98
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
39
Total Inst. Value
$37.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Legacy CG, LLC | $16.7M | 674,590 |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.9M | 198,032 |
| 3 | AE Wealth Management LLC | $2.4M | 94,906 |
| 4 | HighTower Advisors, LLC | $1.7M | 69,453 |
| 5 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $1.5M | 59,500 |
| 6 | Cetera Investment Advisers | $936K | 37,717 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $914K | 36,815 |
| 8 | Tradition Wealth Management, LLC | $886K | 35,705 |
| 9 | Bison Wealth, LLC | $852K | 34,308 |
| 10 | Capasso Planning Partners LLC | $781K | 31,452 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +11K | $2.4M |
| Cetera Investment Advisers | +13K | $936K |
| HARBOUR INVESTMENTS, INC. | +2K | $173K |
| WealthShield Partners, LLC | +1K | $295 |
| CWM, LLC | +2K | $79 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -90K | $3K |
| Cambridge Investment Research Advisors, Inc. | -2K | $690K |
| KFG WEALTH MANAGEMENT, LLC | -402 | $304K |
| Capasso Planning Partners LLC | -135 | $781K |
| Tradition Wealth Management, LLC | -107 | $886K |
Frequently Asked Questions
How many institutional investors hold AOCT?
As of Q1 2025, 39 institutional investors report holding AOCT (INNOVATOR ETFS TRUST) in their 13F filings.
Which hedge fund owns the most AOCT?
The largest institutional holder of AOCT is Legacy CG, LLC with $16.7M in shares.
Are institutions buying or selling AOCT?
This quarter, 21 institutions opened new positions in AOCT and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.