TOCT institutional holders

Innovator Equity Defined Protection ETF - 2 Yr to October 2027 · 20 reporting institutions · $11.1M reported value

Funds that can replace TOCT · TOCT return decomposition

Institutional holdings

Institutions reporting TOCT, largest first
InstitutionReported positionAdvisors at firmReport period
Cwm, LLC$1.5M6672026-03-31
Harbour Investments, Inc.$1.3M2472026-06-30
Regatta Research & Money Management LLC$1.3M62026-06-30
Brookstone Capital Management$1.2M3372026-06-30
MML Investors Services, LLC$1.1M5,1202026-06-30
Envestnet Pmc$864.3K602026-06-30
Orion Porfolio Solutions, LLC$775.2K1992026-06-30
Hightower Advisors, LLC$639.2K1,0462026-06-30
Encompass More Asset Management$522K862026-06-30
Tradition Wealth Management, LLC$434.1K232026-06-30
Ashton Thomas Private Wealth, LLC$331.3K962026-06-30
Fragasso Financial Advisors Inc$298.2K252026-06-30
Plan Group Financial, LLC$255.1K182026-06-30
Vantage Financial Partners, LLC$210.7K02025-12-31
Atria Investments, Inc$204.8K62026-06-30
Harbor Investment Advisory, LLC$61.7K312026-06-30
Osaic Holdings, Inc.$55.8K02026-06-30
Ae Wealth Management LLC$39.7K4712026-06-30
Global Retirement Partners LLC$8.2K4912026-06-30
Cambridge Investment Research Advisors, Inc.$6623,9402026-03-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30