Who Owns INNOVATOR ETFS TRUST (TOCT)?Hedge Fund & Institutional Holders
$26.35-0.03 (-0.13%)BATS
Institutional Holders
19
as of Q4 2025
Total Institutional Value
$1.2951158100096068e+32T
% of Float Held
—
QoQ Change in Holders
+15 / -0
Price History
TOCT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| CWM, LLC | New Position | +49K | +$1.3M |
| Brookstone Capital Management | New Position | +44K | +$1.2M |
| MML INVESTORS SERVICES, LLC | New Position | +41K | +$1.0M |
| HARBOUR INVESTMENTS, INC. | New Position | +36K | +$960K |
| Triad Wealth Partners, LLC | New Position | +26K | +$679K |
| Tradition Wealth Management, LLC | New Position | +16K | +$425K |
| Encompass More Asset Management | New Position | +11K | +$295K |
| Fragasso Financial Advisors Inc | New Position | +11K | +$292K |
| Plan Group Financial, LLC | New Position | +9K | +$250K |
| Vantage Financial Partners, LLC | New Position | +8K | +$210K |
| Orion Porfolio Solutions, LLC | New Position | +12K | +$0 |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +24K | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +23K | +$0 |
| HighTower Advisors, LLC | New Position | +24K | +$0 |
| Allworth Financial LP | New Position | +14 | +$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CWM, LLC | 48,803 | $1.3M | 0.00% | Share |
| 2 | Brookstone Capital Management | 43,657 | $1.2M | 0.01% | Share |
| 3 | MML INVESTORS SERVICES, LLC | 40,752 | $1.0M | 0.00% | Share |
| 4 | HARBOUR INVESTMENTS, INC. | 36,210 | $960K | 0.02% | Share |
| 5 | Triad Wealth Partners, LLC | 25,625 | $679K | 0.06% | Share |
| 6 | Tradition Wealth Management, LLC | 16,055 | $425K | 0.03% | Share |
| 7 | Encompass More Asset Management | 11,139 | $295K | 0.05% | Share |
| 8 | Fragasso Financial Advisors Inc | 11,029 | $292K | 0.02% | Share |
| 9 | Plan Group Financial, LLC | 9,433 | $250K | 0.06% | Share |
| 10 | Vantage Financial Partners, LLC | 7,942 | $210K | 0.04% | Share |
| 11 | HighTower Advisors, LLC | 23,638 | $0 | 0.00% | Share |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 24,357 | $0 | 0.00% | Share |
| 13 | Global Retirement Partners, LLC | 305 | $0 | 0.00% | Share |
| 14 | Orion Porfolio Solutions, LLC | 12,338 | $0 | 0.00% | Share |
| 15 | RAYMOND JAMES FINANCIAL INC | 1,891 | $0 | 0.00% | Share |
| 16 | Allworth Financial LP | 14 | $0 | 0.00% | Share |
| 17 | RAYMOND JAMES FINANCIAL INC | 16,568 | $0 | 0.00% | Share |
| 18 | JANE STREET GROUP, LLC | 12,851 | $0 | 0.00% | Share |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,287 | $0 | 0.00% | Share |
As of Q4 2025, 19 institutional investors hold TOCT (INNOVATOR ETFS TRUST). The largest holder is CWM, LLC with $1.3M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own TOCT?
As of Q4 2025, 19 institutional investors report holding TOCT (INNOVATOR ETFS TRUST) in their 13F filings.
Who is the largest institutional holder of TOCT?
The largest institutional holder of TOCT is CWM, LLC with $1.3M in shares.
Is institutional ownership of TOCT increasing or decreasing?
This quarter, 15 institutions opened new positions in TOCT and 0 closed their positions.