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TOCT — Innovator Etfs Trust Institutional Holders · Q2 2026

Who owns Innovator Etfs Trust (TOCT)? 21 institutions reported holding $10.28M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Harbour Investments, Inc. ($1.3M), Regatta Research & Money Management ($1.3M), Brookstone Capital Management ($1.2M).

RankInstitutionValueSharesChange
1HARBOUR INVESTMENTS, INC.$1.3M47,067Trimmed
2Regatta Research & Money Management$1.3M47,026New
3Brookstone Capital Management$1.2M43,657Hold
4MML INVESTORS SERVICES, LLC$1.1M40,602Added
5Cambridge Investment Research Advisors, Inc.$972,00035,933Added
6ENVESTNET ASSET MANAGEMENT INC$864,25231,962Trimmed
7Orion Porfolio Solutions, LLC$775,15628,667Added
8HighTower Advisors, LLC$639,17223,638Hold
9Encompass More Asset Management$521,95319,303Added
10Tradition Wealth Management, LLC$434,12716,055Hold
11Ashton Thomas Private Wealth, LLC$331,34812,254Added
12Fragasso Financial Advisors Inc$298,22411,029Hold
13Plan Group Financial, LLC$255,0689,433Hold
14Atria Investments, Inc$204,7747,573New
15HARBOR INVESTMENT ADVISORY, LLC$61,7322,283Hold
16OSAIC HOLDINGS, INC.$55,8382,065New
17AE Wealth Management LLC$39,7491,470Hold
18Global Retirement Partners, LLC$8,235305Hold
19SUSQUEHANNA INTERNATIONAL GROUP, LLP$00Exited
20Allworth Financial LP$00Exited
21Triad Wealth Partners, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30