Free Trial

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

$25.76 +0.01 (+0.04%)
As of 06/20/2025 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
Get ZOCT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Equity Defined Protection ETF - 1 Yr October stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

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%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
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 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 41 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. ($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 of Innovator Equity Defined Protection ETF - 1 Yr October's 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 6/21/2025 by MarketBeat.com Staff
From Our Partners