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Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) Institutional Ownership

$27.66 0.00 (0.00%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr October (BATS:ZOCT)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$49.67M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$13.35M
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Skip Chart & View Institutional Buying and Selling Data

ZOCT Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 1 Yr October Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Canandaigua National Bank & Trust Co.33,100$914K0.1%N/A1.362%
7/7/2026 CoreCap Advisors LLC5,710$158K0.0%+7.1%0.235%
6/3/2026NewEdge Advisors LLC13,753$368K0.0%-91.5%0.566%
5/19/2026NewEdge Advisors LLC13,753$368K0.0%-91.5%0.566%
5/19/2026Centaurus Financial Inc.70,751$1.89M0.1%-1.1%2.912%
5/13/2026Cetera Investment Advisers95,963$2.57M0.0%-2.7%3.949%
5/6/2026 Independent Financial Group LLC17,600$471K0.0%N/A0.724%
5/4/2026Archer Investment Corp8,603$230K0.0%-20.2%0.354%
5/1/2026Sovran Advisors LLC23,236$635K0.0%-43.8%0.956%
4/30/2026Kestra Advisory Services LLC65,804$1.76M0.0%-10.9%2.708%
4/21/2026 KFG Wealth Management LLC73,104$1.96M0.3%-0.8%3.008%
4/17/2026Summit Wealth Partners LLC10,523$281K0.0%-19.8%0.433%
2/18/2026NewEdge Advisors LLC162,736$4.37M0.0%-29.6%3.538%
2/18/2026OLD Mission Capital LLC47,793$1.28M0.0%N/A1.039%
2/18/2026Main Street Financial Solutions LLC8,695$233K0.0%N/A0.189%
2/17/2026Cetera Investment Advisers98,636$2.65M0.0%+337.9%2.144%
2/17/2026Osaic Holdings Inc.40,102$1.08M0.0%+108.3%0.872%
2/17/2026Advisory Services Network LLC31,542$846K0.0%+27.8%0.686%
2/16/2026MML Investors Services LLC19,999$537K0.0%N/A0.435%
2/16/2026Financial Network Wealth Advisors LLC1,464$39K0.0%N/A0.032%
2/16/2026Barclays PLC2,223$60K0.0%-60.1%0.048%
2/13/2026CreativeOne Wealth LLC19,026$511K0.0%+19.3%0.414%
2/13/2026Kestra Advisory Services LLC73,874$1.98M0.0%+28.7%1.606%
2/12/2026Commonwealth Equity Services LLC922,470$24.76M0.0%+974.7%20.054%
2/11/2026LPL Financial LLC21,289$571K0.0%+11.3%0.463%
2/11/2026Tradition Wealth Management LLC7,976$214K0.0%N/A0.173%
2/11/2026Continuum Advisory LLC9,398$252K0.0%N/A0.204%
2/10/2026Goldman Sachs Group Inc.15,079$405K0.0%N/A0.328%
2/10/2026Gill Capital Partners LLC9,439$253K0.1%N/A0.205%
2/9/2026 TrustBank9,000$242K0.1%N/A0.196%
2/9/2026Integrity Advisory Solutions LLC18,282$491K0.1%N/A0.397%
2/9/2026Harbour Investments Inc.57,206$1.54M0.0%+303.1%1.244%
2/6/2026CFO4Life Group LLC9,927$266K0.0%N/A0.216%
2/6/2026 IFP Advisors Inc9,448$254K0.0%+127.7%0.205%
2/6/2026HighTower Advisors LLC75,229$2.02M0.0%+14.3%1.635%
2/5/2026Allworth Financial LP6,384$171K0.0%N/A0.139%
2/4/2026Trek Financial LLC8,490$228K0.0%N/A0.185%
2/3/2026Vantage Financial Partners LLC33,159$890K0.2%+28.1%0.721%
2/3/2026AssuredPartners Investment Advisors LLC10,385$279K0.0%N/A0.226%
2/2/2026Truist Financial Corp12,446$334K0.0%N/A0.271%
Do this before December or regret it (Ad)

Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind. The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out. Watch Porter Stansberry's full briefing and get his three steps to prepare before December.tc pixel

Watch Porter Stansberry's full briefing and get his three steps to prepare before December.
2/2/2026FSA Advisors Inc.9,220$247K0.0%N/A0.200%
2/2/2026 Pachira Investments Inc.235,323$6.32M3.1%+5.1%5.116%
1/30/2026 Canandaigua National Bank & Trust Co.33,100$888K0.1%+27.3%0.720%
1/30/2026Archer Investment Corp10,783$289K0.1%+59.9%0.234%
1/30/2026 Strategic Blueprint LLC51,062$1.37M0.1%-3.1%1.110%
1/29/2026Ashton Thomas Private Wealth LLC17,823$478K0.0%N/A0.387%
1/27/2026Summit Wealth Partners LLC13,121$352K0.1%-16.7%0.285%
1/23/2026Optima Capital LLC4,956$133K0.1%N/A0.107%
1/23/2026Galvin Gaustad & Stein LLC8,750$235K0.0%N/A0.188%
1/21/2026 KFG Wealth Management LLC73,664$1.98M0.3%+7.5%1.584%
1/20/2026Signaturefd LLC1,173$31K0.0%N/A0.025%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors44,771$1.20M0.1%N/A0.963%
1/16/2026BridgePort Financial Solutions LLC10,363$278K0.1%N/A0.223%
1/15/2026 Brookstone Capital Management65,829$1.77M0.0%+163.0%1.416%
1/14/2026 Spire Wealth Management2,420$65K0.0%N/A0.050%
1/14/2026 Lineweaver Wealth Advisors LLC32,563$874K0.1%N/A0.676%
1/14/2026 Cypress Wealth Services LLC42,641$1.14M0.2%+9.7%0.885%
1/14/2026 Chris Bulman Inc20,773$557K0.2%+28.9%0.431%
1/13/2026 CoreCap Advisors LLC4,055$109K0.0%-12.2%0.084%
1/9/2026 First Heartland Consultants Inc.9,973$268K0.0%N/A0.209%
11/20/2025Centaurus Financial Inc.62,629$1.67M0.1%-49.0%1.278%
11/17/2025NewEdge Advisors LLC231,139$6.14M0.0%-0.4%4.717%
11/17/2025Susquehanna International Group LLP31,556$839K0.0%+282.9%0.644%
11/17/2025Citadel Advisors LLC16,361$435K0.0%+86.0%0.334%
11/14/2025Raymond James Financial Inc.177,252$4.71M0.0%+5,597.6%3.617%
11/13/2025CreativeOne Wealth LLC15,945$424K0.0%N/A0.325%
11/6/2025Ameritas Advisory Services LLC1,950$52K0.0%N/A0.040%
11/5/2025IMG Wealth Management Inc.15,798$420K0.3%+21.7%0.322%
11/4/2025Wealthgarden F.S. LLC8,339$223K0.2%N/A0.170%
11/3/2025Archer Investment Corp6,744$179K0.0%-42.1%0.138%
10/31/2025Sovran Advisors LLC41,314$1.10M0.1%N/A0.843%
10/23/2025 Strategic Blueprint LLC52,670$1.40M0.1%-3.9%1.121%
10/22/2025 Pachira Investments Inc.223,897$5.95M3.3%+0.3%4.764%
10/22/2025 CoreCap Advisors LLC4,620$123K0.0%+163.7%0.098%
10/21/2025Summit Wealth Partners LLC15,744$418K0.1%N/A0.342%
10/20/2025 Chris Bulman Inc16,119$428K0.2%+40.1%0.350%
10/15/2025 Independent Wealth Network Inc.11,128$296K0.1%-5.0%0.264%
10/15/2025 Brookstone Capital Management25,030$665K0.0%+61.9%0.593%
10/9/2025 Central Valley Advisors LLC23,591$627K0.2%N/A1.026%
10/7/2025 KFG Wealth Management LLC68,535$1.82M0.3%+2.0%2.980%
9/4/2025Osaic Holdings Inc.5,455$142K0.0%-28.3%0.225%
8/29/2025Centaurus Financial Inc.122,743$3.19M0.2%+6.4%5.072%
8/14/2025Raymond James Financial Inc.3,111$81K0.0%N/A0.129%
8/14/2025NewEdge Advisors LLC232,042$6.03M0.0%-6.2%9.589%
8/8/2025Cetera Investment Advisers44,885$1.17M0.0%+20.8%1.855%
8/6/2025AE Wealth Management LLC18,393$478K0.0%-14.6%0.760%
8/1/2025FSA Advisors Inc.7,716$201K0.2%N/A0.319%
7/30/2025IMG Wealth Management Inc.12,980$337K0.3%-8.4%0.536%
7/24/2025 IFP Advisors Inc3,950$103K0.0%N/A0.163%
7/10/2025 Pachira Investments Inc.223,139$5.80M4.4%+4.0%9.221%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/16/2025NewEdge Advisors LLC247,422$6.22M0.0%-0.6%8.444%
5/15/2025OLD Mission Capital LLC13,282$334K0.0%-20.1%0.453%
5/14/2025Kestra Advisory Services LLC61,742$1.55M0.0%-0.8%2.107%
5/8/2025Harbour Investments Inc.17,227$433K0.0%-4.4%0.604%
5/6/2025Cetera Investment Advisers37,164$935K0.0%-6.6%1.304%
5/5/2025Pachira Investments Inc.214,521$5.39M3.8%+4.9%7.527%
4/25/2025Canandaigua National Bank & Trust Co.26,000$654K0.1%N/A0.912%
4/22/2025Cambridge Investment Research Advisors Inc.46,775$1.18M0.0%-79.2%1.641%
4/14/2025Farther Finance Advisors LLC8,597$216K0.0%N/A0.331%
4/11/2025KFG Wealth Management LLC67,186$1.69M0.3%-9.1%2.584%


ZOCT Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr October. The most heavily invested institutionals were Commonwealth Equity Services LLC ($24.76M), Pachira Investments Inc. ($6.32M), Raymond James Financial Inc. ($4.71M), Cetera Investment Advisers ($2.57M), HighTower Advisors LLC ($2.02M), KFG Wealth Management LLC ($1.96M), and Centaurus Financial Inc. ($1.89M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr October's institutional investors.

Of the 79 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr October's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($926.80K), NewEdge Advisors LLC ($248.91K), Pachira Investments Inc. ($235.32K), Raymond James Financial Inc. ($177.25K), Cetera Investment Advisers ($123.62K), Centaurus Financial Inc. ($122.74K), and KFG Wealth Management LLC ($80.41K).

Institutional investors have bought a total of 1,851,786 shares in the last 24 months. This purchase volume represents approximately $49.67M in transactions.

Of the 15 institutional investors that sold Innovator Equity Defined Protection ETF - 1 Yr October's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($382.65K), Centaurus Financial Inc. ($60.94K), Sovran Advisors LLC ($18.08K), Kestra Advisory Services LLC ($8.07K), Archer Investment Corp ($7.08K), Summit Wealth Partners LLC ($5.22K), and Strategic Blueprint LLC ($3.74K).

Institutional investors have sold a total of 499,989 shares in the last 24 months. This volume of shares sold represents approximately $13.35M in transactions.


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This page (BATS:ZOCT) was last updated on 7/26/2026 by MarketBeat.com Staff.
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