Inr Eqty Def P ETF - 1 Y OcZOCTETF

13F holders, Q2 2026 (June 30)
74holders −2
5new positions
5sold out
$27.61avg. 13F price*

At the end of Q2 2026, 74 institutions reported holding Inr Eqty Def P ETF - 1 Y Oc (ZOCT) in their 13F filings, down 2 from Q1 2026. 5 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($19.4M), Pachira Investments Inc. ($6.9M) and KFG Wealth Management, LLC ($1.9M).

Company
Inr Eqty Def P ETF - 1 Y Oc
Filed as
INNOVATOR ETFS TRUST (Q2 2026)
CUSIP
45784N700
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q3 2024: 1Q3 2024Q4 2024: 49Q4 2024Q1 2025: 50Q1 2025Q2 2025: 52Q2 2025Q3 2025: 53Q3 2025Q4 2025: 78Q4 2025Q1 2026: 76Q1 2026Q2 2026: 74Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$2.2M
Exits5$1.0M

All 13F filers, Q1 2026 → Q2 2026: 142,835 shares bought and 480,356 shares sold, net −337,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 74 holders

Commonwealth Equity Services, LLC 0.02% Reduce -17.6% 703,351 $19.4M
Pachira Investments Inc. 2.58% Add +1.1% 248,097 $6.9M
KFG Wealth Management, LLC 0.22% Reduce -3.6% 70,501 $1.9M
Centaurus Financial, Inc. 0.07% Reduce -4.6% 67,473 $1.9M
Susquehanna International Group, LLP 0.00% Add +247.7% 67,094 $1.9M
HighTower Advisors, LLC 0.00% Reduce -18.2% 61,561 $1.7M
Brookstone Capital Management 0.02% Add +0.2% 58,804 $1.6M
Envestnet Asset Management Inc. 0.00% Add +2.2% 53,910 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -2.1% 47,956 $1.3M
Strategic Blueprint, LLC 0.06% Reduce -2.6% 45,166 $1.2M
WealthPLAN Partners, LLC 0.21% No change 39,889 $1.1M
Cetera Investment Advisers 0.00% Reduce -58.9% 39,416 $1.1M
Cypress Wealth Services, LLC 0.13% Reduce -8.6% 38,956 $1.1M
Kestra Advisory Services, LLC 0.00% Reduce -41.2% 38,701 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -13.7% 37,971 $1.0M
Harbour Investments, Inc. 0.01% Reduce -13.8% 36,264 $1.0M
Canandaigua National Bank & Trust Co. 0.08% — 33,100 $914K
Lineweaver Wealth Advisors, LLC 0.11% Reduce -0.1% 32,543 $899K
Advisory Services Network, LLC 0.01% No change 31,542 $871K
HRT Financial LP 0.00% New 27,778 $766K
Raymond James Financial Inc. 0.00% Reduce -85.3% 26,259 $725K
FC Advisory LLC 0.19% No change 26,165 $722K
Central Valley Advisors, LLC 0.18% Reduce -2.6% 24,790 $684K
Captrust Financial Advisors 0.00% No change 23,900 $660K
Sovran Advisors, LLC 0.05% No change 23,236 $644K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.7% 21,457 $592K
Chris Bulman Inc 0.20% Reduce -1.3% 20,314 $561K
Southland Equity Partners LLC 0.10% No change 19,833 $548K
Independent Financial Group, LLC 0.01% Add +7.9% 18,997 $525K
Old Mission Capital LLC 0.01% New 18,471 $510K
Ameritas Advisory Services, LLC 0.01% New 17,705 $489K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -0.1% 16,522 $456K
MML Investors Services, LLC 0.00% Add +15.3% 16,449 $454K
LPL Financial LLC 0.00% Reduce -28.8% 15,155 $418K
Jane Street Group, LLC 0.00% Add +61.5% 14,325 $396K
IMG Wealth Management, Inc. 0.20% Reduce -14.0% 13,302 $367K
MTM Financial Group, LLC 0.15% No change 12,912 $357K
Truist Financial Corp. 0.00% Reduce -0.3% 12,410 $343K
Independent Advisor Alliance 0.01% New 11,799 $326K
First Heartland Consultants, Inc. 0.02% Add +27.0% 11,722 $324K
Integrity Advisory Solutions, LLC 0.03% Reduce -3.1% 10,474 $289K
AssuredPartners Investment Advisors, LLC 0.03% No change 10,385 $287K
BridgePort Financial Solutions, LLC 0.07% Reduce -0.5% 10,313 $285K
Soltis Investment Advisors LLC 0.02% No change 10,302 $284K
CFO4Life Group, LLC 0.04% No change 9,927 $274K
NewEdge Advisors, LLC 0.00% Reduce -29.3% 9,726 $269K
Steward Partners Investment Advisory, LLC 0.00% No change 9,722 $268K
Gill Capital Partners, LLC 0.07% No change 9,439 $261K
Continuum Advisory, LLC 0.02% No change 9,398 $259K
FSA Advisors, Inc. 0.11% Reduce -2.0% 9,037 $250K
TrustBank 0.08% No change 9,000 $249K
Galvin, Gaustad & Stein, LLC 0.02% No change 8,750 $242K
Main Street Financial Solutions, LLC 0.02% No change 8,695 $240K
IFP Advisors, Inc 0.00% Reduce -8.2% 8,672 $239K
Farther Finance Advisors, LLC 0.00% No change 8,597 $237K
Trek Financial, LLC 0.01% No change 8,490 $234K
Wealthgarden F.S. LLC 0.13% No change 8,339 $230K
Archer Investment Corp 0.04% Reduce -3.3% 8,321 $230K
Tradition Wealth Management, LLC 0.01% No change 7,976 $220K
Bluesphere Advisors LLC 0.07% No change 7,958 $220K
Allworth Financial LP 0.00% No change 6,384 $176K
CoreCap Advisors, LLC 0.00% Add +7.1% 5,710 $158K
JPMorgan Chase & Co. 0.00% New 2,874 $79K
Spire Wealth Management 0.00% No change 2,420 $67K
Clearstead Advisors, LLC 0.00% No change 1,996 $55K
AE Wealth Management LLC 0.00% Reduce -33.0% 1,947 $54K
Financial Network Wealth Advisors LLC 0.04% No change 1,464 $40K
Investors Portfolio Services LLC 0.02% No change 1,100 $30K
UBS Group AG 0.00% Add +79.4% 1,064 $29K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -31.1% 995 $27K
Capital Analysts, LLC 0.00% No change 992 $27K
Evermay Wealth Management LLC 0.00% No change 900 $25K
IFG Advisory, LLC 0.00% No change 500 $14K
Noble Wealth Management PBC 0.00% Reduce -84.6% 100 $3K

"% of holder's portfolio" is ZOCT's weight in each manager's 13F, not the share of Inr Eqty Def P ETF - 1 Y Oc the manager owns.