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

$26.61 +0.01 (+0.04%)
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr October (NYSEARCA:ZOCT)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$39.01M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.30M
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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
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%
10/9/2025 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%
7/24/2025IFP 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%
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%
3/21/2025Prostatis Group LLC10,514$266K0.1%N/A0.400%
3/12/2025Centaurus Financial Inc.115,332$2.91M0.2%N/A4.385%
2/18/2025Continuum Advisory LLC3,301$83K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers39,785$1.01M0.0%N/A0.000%
2/17/2025Captrust Financial Advisors23,900$604K0.0%N/A0.000%
2/17/2025Citadel Advisors LLC12,568$317K0.0%N/A0.000%
2/14/2025Jane Street Group LLC20,785$525K0.0%N/A0.000%
2/14/2025Bellwether Advisors LLC2,400$61K0.0%N/A0.000%
2/14/2025Capital Analysts LLC992$25K0.0%N/A0.000%
2/14/2025WPWealth LLP8,372$211K0.0%N/A0.000%
2/13/2025NewEdge Advisors LLC248,914$6.29M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC24,678$623K0.0%N/A0.000%
2/12/2025Arete Wealth Advisors LLC28,726$726K0.1%N/A0.000%
2/12/2025OLD Mission Capital LLC16,614$420K0.0%-66.8%0.000%
2/10/2025IMG Wealth Management Inc.14,168$358K0.3%N/A0.000%
2/10/2025Harbour Investments Inc.18,019$455K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC90,166$2.28M0.0%N/A0.000%
2/7/2025HighTower Advisors LLC65,833$1.66M0.0%N/A0.000%
2/7/2025Sound View Wealth Advisors Group LLC11,813$298K0.0%N/A0.000%
2/6/2025Vantage Financial Partners LLC26,033$658K0.2%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC3,382$85K0.0%N/A0.000%
2/5/2025IFG Advisors LLC13,950$352K0.1%N/A0.000%
2/5/2025Maia Wealth LLC64,415$1.64M0.4%N/A0.000%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,293$159K0.0%N/A0.000%
1/30/2025Principal Securities Inc.41,271$1.04M0.0%N/A0.000%
1/30/2025WealthPLAN Partners LLC39,889$1.01M0.1%N/A0.000%
1/30/2025DHJJ Financial Advisors Ltd.1,795$45K0.0%N/A0.000%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,293$159K0.0%N/A0.000%
1/29/2025Pachira Investments Inc.204,572$5.17M3.2%N/A0.000%
1/28/2025Kingsview Wealth Management LLC20,061$507K0.0%N/A0.000%
1/28/2025Archer Investment Corp11,742$297K0.1%N/A0.000%
1/24/2025Spire Wealth Management1,562$39K0.0%N/A0.000%
1/24/2025Bluesphere Advisors LLC7,958$201K0.1%N/A0.000%
1/23/2025Strategic Blueprint LLC55,022$1.39M0.1%N/A0.000%
1/22/2025Atticus Wealth Management LLC2,795$71K0.0%N/A0.000%
1/21/2025KFG Wealth Management LLC73,931$1.87M0.3%N/A0.000%
1/21/2025Southland Equity Partners LLC19,833$501K0.1%N/A0.000%
1/17/2025Independent Wealth Network Inc.11,770$297K0.1%N/A0.000%
1/15/2025Cypress Wealth Services LLC38,881$982K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

ZOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZOCT shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr October. The most heavily invested institutionals were NewEdge Advisors LLC ($6.03M), Pachira Investments Inc. ($5.80M), Centaurus Financial Inc. ($3.19M), Commonwealth Equity Services LLC ($2.28M), KFG Wealth Management LLC ($1.82M), HighTower Advisors LLC ($1.66M), and Maia Wealth LLC ($1.64M).Learn more on Innovator Equity Defined Protection ETF - 1 Yr October's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 1 Yr October's stock?

Of the 46 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: NewEdge Advisors LLC ($248.91K), Pachira Investments Inc. ($223.14K), Centaurus Financial Inc. ($122.74K), Commonwealth Equity Services LLC ($90.17K), KFG Wealth Management LLC ($75.28K), HighTower Advisors LLC ($65.83K), and Maia Wealth LLC ($64.42K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 1 Yr October?

Institutional investors have bought a total of 1,541,845 shares in the last 24 months. This purchase volume represents approximately $39.01M in transactions.

Which of Innovator Equity Defined Protection ETF - 1 Yr October's major shareholders have been selling company stock?

Of the 11 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: Cambridge Investment Research Advisors Inc. ($178.25K), OLD Mission Capital LLC ($36.72K), NewEdge Advisors LLC ($16.87K), KFG Wealth Management LLC ($6.75K), AE Wealth Management LLC ($3.14K), Cetera Investment Advisers ($2.62K), and Osaic Holdings Inc. ($2.15K).

How much institutional selling is happening at Innovator Equity Defined Protection ETF - 1 Yr October?

Institutional investors have sold a total of 249,543 shares in the last 24 months. This volume of shares sold represents approximately $6.30M in transactions.


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This page (NYSEARCA:ZOCT) was last updated on 10/16/2025 by MarketBeat.com Staff
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