Inr Eqty Def P ETF - 1 Y OcZOCT ETF 13F holders, Q4 2024 (December 31) 49 holders +48
47 new positions
0 sold out
1 famous investor
$25.27 avg. 13F price*
At the end of Q4 2024 , 49 institutions reported holding Inr Eqty Def P ETF - 1 Y Oc (ZOCT) in their 13F filings, up 48 from Q3 2024. 47 opened new positions and 0 sold out. The largest holders were NewEdge Advisors, LLC ($6.3M), Cambridge Investment Research Advisors, Inc. ($5.7M) and Pachira Investments Inc. ($5.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company Inr Eqty Def P ETF - 1 Y Oc
Filed as INNOVATOR ETFS TRUST (Q4 2024)
CUSIP 45784N700
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024 Institutions Total Value New Positions 47 $43.4M Exits 0 $0
All 13F filers, Q3 2024 → Q4 2024: 1,718,983 shares bought and 33,386 shares sold, net +1,685,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2024 Shares Value ▼ NewEdge Advisors, LLC 0.04% New 248,914 $6.3M Cambridge Investment Research Advisors, Inc. 0.02% New 225,026 $5.7M Pachira Investments Inc. 3.17% New 204,572 $5.2M Centaurus Financial, Inc. 0.18% New 115,332 $2.9M Commonwealth Equity Services, LLC 0.00% New 90,166 $2.3M KFG Wealth Management, LLC 0.35% New 73,931 $1.9M HighTower Advisors, LLC 0.00% New 65,833 $1.7M Maia Wealth LLC 0.35% New 64,415 $1.6M Kestra Advisory Services, LLC 0.01% New 62,216 $1.6M Strategic Blueprint, LLC 0.08% New 55,022 $1.4M Principal Securities, Inc. 0.02% New 41,271 $1.0M WealthPLAN Partners, LLC 0.14% New 39,889 $1.0M Cetera Investment Advisers 0.00% New 39,785 $1.0M Cypress Wealth Services, LLC 0.20% New 38,881 $982K Arete Wealth Advisors, LLC 0.05% New 28,726 $726K Vantage Financial Partners, LLC 0.16% New 26,033 $658K Advisory Services Network, LLC 0.01% New 24,678 $623K Captrust Financial Advisors 0.00% New 23,900 $604K AE Wealth Management LLC 0.00% New 21,272 $537K Jane Street Group, LLC 0.00% New 20,785 $525K Kingsview Wealth Management, LLC 0.01% New 20,061 $507K Southland Equity Partners LLC 0.12% New 19,833 $501K Harbour Investments, Inc. 0.01% New 18,019 $455K Independent Financial Group, LLC 0.01% New 17,600 $445K Old Mission Capital LLC 0.01% Reduce -66.8% 16,614 $420K IMG Wealth Management, Inc. 0.33% — 14,168 $358K IFG Advisors, LLC 0.07% New 13,950 $352K MTM Financial Group, LLC 0.20% New 13,385 $338K Citadel Advisors 0.00% New 12,568 $317K Sound View Wealth Advisors Group, LLC 0.02% New 11,813 $298K Independent Wealth Network Inc. 0.12% New 11,770 $297K Archer Investment Corp 0.08% New 11,742 $297K Chris Bulman Inc 0.19% New 11,502 $291K Prostatis Group LLC 0.08% New 10,514 $266K WPWealth LLP 0.04% New 8,372 $211K Bluesphere Advisors LLC 0.10% New 7,958 $201K Steward Partners Investment Advisory, LLC 0.00% New 3,382 $85K Continuum Advisory, LLC 0.01% New 3,301 $83K Atticus Wealth Management, LLC 0.02% New 2,795 $71K Bellwether Advisors, LLC 0.01% New 2,400 $61K Clearstead Advisors, LLC 0.00% New 1,996 $50K DHJJ Financial Advisors, Ltd. 0.02% New 1,795 $45K Spire Wealth Management 0.00% New 1,562 $39K Capital Analysts, LLC 0.00% New 992 $25K Noble Wealth Management PBC 0.01% — 650 $16K Osaic Holdings, Inc. 0.00% New 400 $10K UBS Group AG 0.00% New 339 $9K Cwm, LLC 0.00% New 187 $5K Barclays PLC 0.00% New 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.