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

$25.55 -0.06 (-0.23%)
As of 05/30/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$37.09M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$5.72M
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ZOCT Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC247,422$6.22M0.0%-0.6%8.444%
5/15/2025 OLD Mission Capital LLC13,282$334K0.0%-20.1%0.453%
5/14/2025 Kestra Advisory Services LLC61,742$1.55M0.0%-0.8%2.107%
5/8/2025 Harbour Investments Inc.17,227$433K0.0%-4.4%0.604%
5/6/2025 Cetera Investment Advisers37,164$935K0.0%-6.6%1.304%
5/5/2025 Pachira Investments Inc.214,521$5.39M3.8%+4.9%7.527%
4/25/2025 Canandaigua National Bank & Trust Co.26,000$654K0.1%N/A0.912%
4/22/2025 Cambridge Investment Research Advisors Inc.46,775$1.18M0.0%-79.2%1.641%
4/14/2025 Farther Finance Advisors LLC8,597$216K0.0%N/A0.331%
4/11/2025 KFG Wealth Management LLC67,186$1.69M0.3%-9.1%2.584%
4/7/2025 AdvisorNet Financial Inc1,596$40K0.0%N/A0.061%
4/7/2025 FC Advisory LLC30,949$778K0.3%N/A1.190%
3/21/2025 Prostatis Group LLC10,514$266K0.1%N/A0.400%
3/12/2025 Centaurus Financial Inc.115,332$2.91M0.2%N/A4.385%
2/18/2025 Continuum Advisory LLC3,301$83K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers39,785$1.01M0.0%N/A0.000%
2/17/2025 Captrust Financial Advisors23,900$604K0.0%N/A0.000%
2/17/2025 Citadel Advisors LLC12,568$317K0.0%N/A0.000%
2/14/2025 Jane Street Group LLC20,785$525K0.0%N/A0.000%
2/14/2025 Bellwether Advisors LLC2,400$61K0.0%N/A0.000%
2/14/2025 Capital Analysts LLC992$25K0.0%N/A0.000%
2/14/2025WPWealth LLP8,372$211K0.0%N/A0.000%
2/13/2025 NewEdge Advisors LLC248,914$6.29M0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC24,678$623K0.0%N/A0.000%
2/12/2025 Arete Wealth Advisors LLC28,726$726K0.1%N/A0.000%
2/12/2025 OLD Mission Capital LLC16,614$420K0.0%-66.8%0.000%
2/10/2025 IMG Wealth Management Inc.14,168$358K0.3%N/A0.000%
2/10/2025 Harbour Investments Inc.18,019$455K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC90,166$2.28M0.0%N/A0.000%
2/7/2025 HighTower Advisors LLC65,833$1.66M0.0%N/A0.000%
2/7/2025 Sound View Wealth Advisors Group LLC11,813$298K0.0%N/A0.000%
2/6/2025 Vantage Financial Partners LLC26,033$658K0.2%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC3,382$85K0.0%N/A0.000%
2/5/2025 IFG Advisors LLC13,950$352K0.1%N/A0.000%
2/5/2025 Maia Wealth LLC64,415$1.64M0.4%N/A0.000%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,293$159K0.0%N/A0.000%
1/30/2025 Principal Securities Inc.41,271$1.04M0.0%N/A0.000%
1/30/2025 WealthPLAN Partners LLC39,889$1.01M0.1%N/A0.000%
1/30/2025 DHJJ Financial Advisors Ltd.1,795$45K0.0%N/A0.000%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,293$159K0.0%N/A0.000%
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1/29/2025 Pachira Investments Inc.204,572$5.17M3.2%N/A0.000%
1/28/2025 Kingsview Wealth Management LLC20,061$507K0.0%N/A0.000%
1/28/2025 Archer Investment Corp11,742$297K0.1%N/A0.000%
1/24/2025 Spire Wealth Management1,562$39K0.0%N/A0.000%
1/24/2025 Bluesphere Advisors LLC7,958$201K0.1%N/A0.000%
1/23/2025 Strategic Blueprint LLC55,022$1.39M0.1%N/A0.000%
1/22/2025 Atticus Wealth Management LLC2,795$71K0.0%N/A0.000%
1/21/2025 KFG Wealth Management LLC73,931$1.87M0.3%N/A0.000%
1/21/2025 Southland Equity Partners LLC19,833$501K0.1%N/A0.000%
1/17/2025 Independent Wealth Network Inc.11,770$297K0.1%N/A0.000%
1/15/2025 Cypress 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, 44 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 ($6.22M), Pachira Investments Inc. ($5.39M), Centaurus Financial Inc. ($2.91M), Commonwealth Equity Services LLC ($2.28M), KFG Wealth Management LLC ($1.69M), HighTower Advisors LLC ($1.66M), and Maia Wealth LLC ($1.64M).Learn more on ZOCT's institutional investors.

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

Of the 41 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr October 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. ($214.52K), Centaurus Financial Inc. ($115.33K), Commonwealth Equity Services LLC ($90.17K), KFG Wealth Management LLC ($73.93K), 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 1,468,805 shares in the last 24 months. This purchase volume represents approximately $37.09M in transactions.

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

The following institutional investors have sold Innovator Equity Defined Protection ETF - 1 Yr October stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($178.25K), OLD Mission Capital LLC ($36.72K), KFG Wealth Management LLC ($6.75K), Cetera Investment Advisers ($2.62K), NewEdge Advisors LLC ($1.49K), Harbour Investments Inc. ($792.00), and Kestra Advisory Services LLC ($474.00).

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

Institutional investors have sold a total of 227,093 shares in the last 24 months. This volume of shares sold represents approximately $5.72M in transactions.



This page (NYSEARCA:ZOCT) was last updated on 5/31/2025 by MarketBeat.com Staff
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