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

$27.63 0.00 (0.00%)
As of 07/2/2026 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)
$49.07M
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
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%
5/6/2026Independent 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%
4/21/2026KFG 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%
2/9/2026TrustBank9,000$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%
2/6/2026IFP 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%
2/2/2026FSA Advisors Inc.9,220$247K0.0%N/A0.200%
2/2/2026Pachira Investments Inc.235,323$6.32M3.1%+5.1%5.116%
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1/30/2026Canandaigua National Bank & Trust Co.33,100$888K0.1%+27.3%0.720%
1/30/2026Archer Investment Corp10,783$289K0.1%+59.9%0.234%
1/30/2026Strategic 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%
1/21/2026KFG Wealth Management LLC73,664$1.98M0.3%+7.5%1.584%
1/20/2026Signaturefd LLC1,173$31K0.0%N/A0.025%
1/20/2026C2P 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%
1/15/2026Brookstone Capital Management65,829$1.77M0.0%+163.0%1.416%
1/14/2026Spire Wealth Management2,420$65K0.0%N/A0.050%
1/14/2026Lineweaver Wealth Advisors LLC32,563$874K0.1%N/A0.676%
1/14/2026Cypress Wealth Services LLC42,641$1.14M0.2%+9.7%0.885%
1/14/2026Chris Bulman Inc20,773$557K0.2%+28.9%0.431%
1/13/2026CoreCap Advisors LLC4,055$109K0.0%-12.2%0.084%
1/9/2026First 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%
10/23/2025Strategic Blueprint LLC52,670$1.40M0.1%-3.9%1.121%
10/22/2025Pachira Investments Inc.223,897$5.95M3.3%+0.3%4.764%
10/22/2025CoreCap Advisors LLC4,620$123K0.0%+163.7%0.098%
10/21/2025Summit Wealth Partners LLC15,744$418K0.1%N/A0.342%
10/20/2025Chris Bulman Inc16,119$428K0.2%+40.1%0.350%
10/15/2025Independent Wealth Network Inc.11,128$296K0.1%-5.0%0.264%
10/15/2025Brookstone Capital Management25,030$665K0.0%+61.9%0.593%
10/9/2025Central Valley Advisors LLC23,591$627K0.2%N/A1.026%
10/7/2025KFG 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%
7/24/2025IFP Advisors Inc3,950$103K0.0%N/A0.163%
7/10/2025Pachira Investments Inc.223,139$5.80M4.4%+4.0%9.221%
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%
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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%
4/7/2025AdvisorNet Financial Inc1,596$40K0.0%N/A0.061%
4/7/2025FC Advisory LLC30,949$778K0.3%N/A1.190%


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 1,830,877 shares in the last 24 months. This purchase volume represents approximately $49.07M 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 7/5/2026 by MarketBeat.com Staff.
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